Browse Core Concepts
CustomerDNA holds the people you sell to, written as personas the agents can aim at. A persona describes one kind of customer in enough detail to picture them: where they shop, what they need, what makes them buy and what stops them. With a clear audience, the Agent knows whether to lead with taste, price, convenience or proof.
What a persona holds
- The header: name, type, age, location, income and a one-line summary.
- B2C personas: needs and pain points, attitudes and behaviors, values and motivations.
- B2B personas: the buying side as well, such as responsibilities, how they buy, who else is involved and what triggers a purchase.
Every brand starts with a few personas built from what MorningAI knows about it. Edit them until they read like your real customers, and attach interview notes or survey results when you create new ones.
Why it beats demographics
"Women 25 to 44" describes millions of very different people. A persona says why one of them buys, what she is replacing and what she worries about getting wrong, and that is what changes the angle of a headline or the scene in an image.
How personas are used
Mention a persona with @ in Agents or Apps, or add one in Studio, and the work is written for that person. To test an idea, open the persona and ask in the chat beside it, such as "Would you open this email?" Treat the answer as a gut check, not research.
Frequently Asked Questions
How many personas should a brand have?
Three to five covers most brands. Fewer usually means different buyers are averaged together; more and the team stops using them.
Can one brand have both B2C and B2B personas?
Yes. A brand that sells to shoppers and into retail should have both.
Next Steps
Build and edit personas with How to Set Up CustomerDNA, then put them to work with How to Use Personas in Your Work.
