Getting to Personas
Click Personas under Customer Intelligence in the left sidebar. You'll land on the Personas page showing all 6 of your brand's customer personas.
At the top of the page you'll see three buttons:
Personas tab — the default view showing your persona cards
Analytics tab — deeper performance data per persona (Pro and Enterprise only)
Activate Tagging / ✓ Tagging Complete — activates persona assignment across your customer base
Download PDF — exports your persona report as a PDF
Export Report — exports persona data
The persona cards
Each of your personas appears as an expandable card. Click any card to expand it and see the full persona detail.
Persona name and description
Every persona has a name that captures the essence of that customer group — for example High-Performance Executive or Wellness Professional — and a narrative description explaining who they are, what they value, and why they buy from your brand.
Portrait
An AI-generated composite image representing the persona based on its recurring traits. This isn't a real customer — it's a visual synthesis of the demographic and lifestyle characteristics that define the group.
Demographics
A structured breakdown of the persona's key attributes:
Profession — job titles and career types within this persona
Socioeconomic Status — income bracket and spending orientation
Family Status — household composition and life stage
Geography — where this persona is concentrated
Key Motivations
The specific reasons this persona buys products like yours — what drives their decisions and what they're looking for. This is the most useful section for writing persona-specific marketing copy.
Why Our Brand Appeals
An explanation of specifically why your brand resonates with this persona — not generic category motivations but what makes your product the right fit for who they are.
Core Persona Customers
A selection of real customers from your Signal Feed who most closely represent this persona — shown with their name, job title, and a brief description of why they exemplify the group.
Downloading and exporting
Two export options are available from the top of the Personas page:
Download PDF — a formatted PDF of your full persona report. Useful for sharing with your team, presenting to stakeholders, or briefing an agency or creative partner
Export Report — exports persona data for use in other tools
Persona Analytics
Click the Analytics tab at the top of the Personas page to access Persona Analytics — a deeper view of how each persona performs across revenue, LTV, repeat rate, product affinity, geography, and more.
Persona Analytics is available on Pro and Enterprise plans and requires persona tagging to be active.
Do my personas need to be updated?
No — personas don't need routine maintenance. Once generated, new customers are automatically assigned to the right persona as they're processed. The only reason to regenerate is if your business has shifted dramatically, for example moving into a completely new product category. To regenerate your personas reach out to your Customer Success Manager or contact customer support at [email protected] or the in-app chat.