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.
Persona fields
Identity
Identity
| Field | Purpose | Example |
|---|---|---|
| Agent Name | The name the AI uses | ”Sarah” |
| Agent Role | The role they play | ”Business Development Manager” |
| Backstory | Background that makes the persona believable | ”5 years in fitness marketing, former personal trainer” |
| Writing Style | Tone and communication style | ”Casual and friendly. Uses abbreviations like lmk and tbh. No emojis.” |
Business
Business
| Field | Purpose | Example |
|---|---|---|
| Business Name | Your company name | ”FitScale Agency” |
| Business Description | What you do | ”We help fitness coaches get 20+ clients per month through Instagram” |
| Goal | The desired conversation outcome | ”Book a 15-minute discovery call” |
| Booking Link | Scheduling URL to share when appropriate | ”https://cal.com/fitscale/discovery” |
| Pricing Info | Pricing details the AI can reference or withhold | ”Plans start at $997/month. Don’t share pricing until the lead is qualified.” |
Knowledge & Rules
Knowledge & Rules
| Field | Purpose | Example |
|---|---|---|
| Knowledge Base | FAQ, objection handling, case studies | ”Common objection: ‘I’ve tried ads before.’ Response: We don’t run ads…” |
| Conversation Rules | Guidelines for the AI’s behavior | ”Only ask one question at a time. Never discuss pricing until qualified.” |
| Disqualification Triggers | When to stop pursuing | ”Lead has fewer than 1,000 followers. Lead is not a fitness coach.” |
| Human Handover Triggers | When to flag for human follow-up | ”Lead is ready to book. Lead asks about custom packages.” |
How the AI uses your persona
When a lead replies, the AI:- Reads your full persona configuration
- Reviews the complete conversation history
- Generates a contextual reply that matches your writing style and works toward your goal
- Shares your booking link at the right moment (if configured)
- Stops the conversation and notifies you when handover triggers are met
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.Tips for effective personas
Keep the style natural
Keep the style natural
Write the style field like you’d describe a friend’s texting habits. “Short sentences, lowercase, asks questions” works better than formal descriptions.
Be specific about goals
Be specific about goals
“Book a discovery call” is better than “help the lead.” Give the AI a clear target to work toward.
Add real objections to the knowledge base
Add real objections to the knowledge base
Include the actual pushbacks you hear and how you’d respond. The AI uses these to handle objections naturally.
Set clear handover triggers
Set clear handover triggers
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