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The AI persona controls how Clianta’s AI assistant behaves in conversations. Instead of generic replies, the AI adopts your persona — speaking with your voice, representing your business, and working toward your goals.

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Setting up your persona

Go to your group’s Outreach tab → AI Configuration section and fill in the fields below. The more detail you provide, the better the AI performs.
AI Persona requires the Scale or Power plan.

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Persona fields

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How the AI uses your persona

When a lead replies, the AI:
  1. Reads your full persona configuration
  2. Reviews the complete conversation history
  3. Generates a contextual reply that matches your writing style and works toward your goal
  4. Shares your booking link at the right moment (if configured)
  5. Stops the conversation and notifies you when handover triggers are met

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Per-list context

If a lead was sourced from a specific list (e.g., “followers of @competitor”), the AI automatically knows this context and can reference it naturally in conversation — for example, “I noticed you follow @competitor, are you into fitness coaching too?” You can also add custom AI instructions to individual lead lists for more specific guidance.

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Tips for effective personas

Write the style field like you’d describe a friend’s texting habits. “Short sentences, lowercase, asks questions” works better than formal descriptions.
“Book a discovery call” is better than “help the lead.” Give the AI a clear target to work toward.
Include the actual pushbacks you hear and how you’d respond. The AI uses these to handle objections naturally.
Don’t make the AI handle things that need a human. If the lead asks about pricing customization or wants to buy, have the AI flag it for you.
If no persona fields are filled in, the AI falls back to the legacy “AI Instructions” text field. If that’s also empty, the AI uses its own judgment based on conversation context.

AI Auto-Reply

How auto-reply uses your persona

DM Automation

Set up outbound messages and follow-ups