Core concepts

A quick map of the building blocks and how they fit together.

Organisations, groups and personas

Persona Pal is structured in three levels:

• Organisation — the top-level container (your company or a workspace). Data is strictly isolated per organisation.
• Persona group — a collection of related personas inside an organisation (for example, “Product UX personas” or “Buyer personas”).
• Persona — a single profile, built from a template.

One platform can hold wildly different schemas at once.

Templates

A template is the schema for a persona: its comparison dimensions and its structured sections. Templates are versioned. Build your own in the Template Builder.

Profile types

Four profile types share one flexible engine — UX personas, marketing/sales personas, customer org archetypes, and AI agents. Sections relabel to suit the type.

Customer variants

A single UX persona can carry variants for different customer types — capturing how, say, a “System Lead” differs at a Big Bank versus a Healthcare Provider, with overridden values and “what changes” notes. One persona, many contexts, no duplication.

Launchpads

A Launchpad (Solution Designer) takes a customer archetype and produces a recommended setup: modules, content packs, role-based dashboards tied to personas, and a rollout plan. It’s the bridge from “what kind of customer is this?” to “how do we set them up?”

Evidence & notes

• Evidence links source documents and research to a persona, viewable in-app.
• Notes can be attached to any persona, group or organisation.

Putting it together

Templates shape personas → personas carry variants and evidence → comparison and search make them usable → Launchpads turn archetypes into action.

See also: Customer variants · Launchpads.