Getting started

Persona Pal turns personas from static files into a living, searchable workspace. This guide gets you from zero to your first validated persona in a few minutes.

1. Create an organisation

Everything in Persona Pal lives inside an organisation (your company or team). An organisation holds persona groups, and groups hold personas. You can run several organisations side by side, each with its own templates and data.

2. Pick or build a template

A template defines the shape of your personas — the comparison dimensions and the structured sections each persona has. Start from a built-in template or open the Template Builder to define your own:

• Comparison dimensions — spectrum, multi-select, boolean or text.
• Sections — toggle the structured blocks you want (pain points, jobs-to-be-done, technical profile, and so on).

Templates are versioned, so refining a template never breaks personas already built from it.

3. Choose a profile type

The same engine models four profile types, with sections that auto-relabel:

• UX Personas — how people use the product.
• Marketing / Sales personas — buyer personas.
• Customer Org archetypes — industry archetypes.
• AI Agents — automated “users” with guardrails.

4. Build your first persona

Open the Persona Builder and fill in the sections. Drafts auto-save, and you can move a persona from draft to validated when it’s backed by evidence and ready to share.

5. Put it to work

• Compare 2–4 personas on aligned spectrums.
• Search everything with the ⌘K command palette.
• Export to PDF, Markdown or JSON.

Next steps

• Core concepts — how orgs, groups, templates, personas, variants and Launchpads fit together.
• Building a persona — the builder in depth.