Personas help you standardise your ideal customer profile (ICP) using job-based filters. Once created, you can apply them in search to ensure consistent targeting across your team.

Prerequisites

• You must have Administrator permissions to create, edit, assign, or delete personas. 
• Personas are managed from Workspace Settings.

Create a smart persona

Use a Smart Persona to generate a starting point using Cognism AI.

1. Open Workspace Settings.
2. Select Personas.
3. Click Create Smart Persona.
4. Enter a short description of your business.
5. Click the Generate arrow.
6. Review the suggested persona name and edit it if required.
7. Review the suggested job titles.
8. Click Create Persona.

After creating the persona, you can further refine it by editing filters such as:

• Job Title
• Department
• Seniority
• Location

Smart Personas provide a quick starting point that you can customise to match your targeting requirements.

Create a manual persona

Create a Manual Persona when you want full control over your targeting criteria.

1. Open Workspace Settings.
2. Select Personas.
3. Click + New.
4. Enter a descriptive persona name (for example, UK Tech Decision Makers).
5. Configure the persona filters.

Job Title

You can:

• Use Broad Match for keyword-based matching.
• Use Exact Match for specific job titles.
• Include or exclude job titles.
• Upload a CSV file containing job titles.

Department

Select one or more departments from the available list.

Seniority

Select one or more seniority levels.

Location

Select one or more locations.

6. Click Save.

The persona is now available in the Personas management page.

Assign a persona

Assign personas to teams or users to standardise how filters are applied in search.

1. Go to Personas.
2. Locate the persona in the list.
3. Open the Assigned to dropdown.
4. Select the relevant team(s) or user(s).
5. Click Assign.

Assigned users can now access the persona in search, with filters pre-applied.

Edit a Persona

To update an existing persona:

1. Open Workspace Settings.
2. Select Personas.
3. Click Edit next to the persona.
4. Update the required filters or persona name.
5. Click Save.

Changes are immediately available to all assigned users.

Delete a Persona

To remove a persona:

1. Open Workspace Settings.
2. Select Personas.
3. Locate the persona.
4. Click Delete.
5. Confirm the deletion.

Deleting a persona removes it from Search for all assigned users.

Expected results

After creating and assigning a persona, you can:

• Standardise your Ideal Customer Profile (ICP) across your organisation.
• Apply consistent targeting criteria in Search.
• Reduce manual filter configuration.
• Improve consistency across prospecting teams.
• Save time when building searches.

Frequently Asked Questions

Where are Personas located?

Personas are managed from Workspace Settings.

Who can create Personas?

Only users with Administrator permissions can create and manage personas.

Can I edit a Persona after creating it?

Yes.

You can edit the persona name, job titles, departments, seniority, and location filters at any time.

Can I assign a Persona to multiple users?

Yes.

A persona can be assigned to multiple users or teams, allowing everyone to use the same targeting criteria.