Creating a persona
- Open a project and go to the Personas tab
- Click Add Persona
- Enter a name (e.g., “SaaS Product Manager”)
- Select a role type that best describes this persona
Persona descriptors
After creating a persona, you can enrich it with three optional fields (up to 500 characters each):| Field | Purpose | Example |
|---|---|---|
| Description | Brief context about who this persona is | ”Mid-level PM at B2B SaaS companies with 50–200 employees” |
| Demographics | Key characteristics and attributes | ”5–10 years experience, manages 2–3 product lines, reports to VP Product” |
| Goals | What they’re trying to achieve | ”Ship features faster, reduce customer churn, make data-driven roadmap decisions” |
Where personas appear
- Persona cards on the project’s Personas tab — show name, role type, and description
- Persona tags throughout the app — compact chips that appear on hypotheses, evidence, and guides
- Persona picker — modal that appears when you need to select a persona (e.g., when adding a hypothesis or starting an interview)
Relationship to other features
Personas are the starting point for the discovery process:- Hypotheses are defined per persona — each hypothesis tests an assumption about a specific persona
- Interview guides are scoped to a persona — helping you prepare targeted questions
- Evidence is linked to hypotheses (and by extension, to personas) — keeping your research organized
Next: Define Hypotheses
Learn how to formulate testable hypotheses for your personas.