Need to make last-minute adjustments to your existing AI Persona before deploying it? Starting a new Sequence and realize you need a fresh AI Persona to help generate your emails? Or perhaps you’re looking for more collaboration among your team? If you answered “yes” to any of these, this article is for you!
Let's break this down into three sections:
1. Making A Change to an Existing AI Persona
This is super easy and can be done in just a few steps once you know what information you want to add to your AI Persona. Follow this step-by-step guide:
Go to AI Personas under the Outreach Tab
Find the AI Persona you want to edit
Select the three dots
Click Edit
Make the changes in the desired field
Hit Save
2. Create A New AI Persona Or Make Edits From The Sequence Page
Piggy-backing off of the previous section, we've add a link to your AI Personas Page right on the Sequence Page to further streamline your processes.
3. Sharing AI Personas with Other Users
With collaboration top of mind, we've also added a share feature which will allow you to share your AI Personas with the rest of your team in just a couple of clicks!
With these tools, you can easily refine, create, and collaborate on AI Personas to ensure your outreach is effective and personalized. By streamlining persona management, you’ll keep your sequences relevant, consistent, and aligned with your team’s goals.
Learn more about AI Personas here!
Reach out to your CSM if you have any questions via email or through the in app chat service.