How to Manage and Organize My Persona Library?

Question Type

User Manual Question

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Persona Library Structure

Library Structure

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Management Functions

Function 1: Folder Organization

Create Folders:

1. Go to "My Personas"
2. Click "New Folder"
3. Name it (e.g. "2024Q1 Members", "VIP Customers")
4. Drag personas into folder

Recommended Grouping Methods:

• By project: Project A, Project B
• By time: 2024Q1, 2024Q2
• By user type: VIP, Regular members, Churned users
• By industry: Tech, Consumer, Healthcare

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Function 2: Tag Management

Add Tags:

• Select persona → Add tag
• Supports multiple tags: Price sensitive, Fitness enthusiast, Shanghai

Filter by Tag:

Recommended Tag System:

• Demographics: Age range, Occupation, City
• Behavioral characteristics: Price sensitive, Quality-first, Early adopter
• Interest areas: Fitness, Beauty, Tech, Food

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Function 3: Bookmarks

Bookmark Frequently Used Personas:

• Public library personas you've used
• Click "Bookmark"
• Next time select directly from bookmarks, no need to search again

Scenarios:

• Certain research types frequently use same personas
• Establish "My Frequently Used Persona Library"

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Function 4: Filtering

Filter by Persona Source:

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Function 5: Batch Operations

Supports Batch:

• ✅ Batch move to folder
• ✅ Batch add tags
• ✅ Batch delete
• ✅ Batch export (Excel)

Steps:

1. Select multiple personas
2. Choose batch operation
3. Confirm execution

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Best Practices

Recommendation 1: Regular Cleanup

Clean Incomplete Personas:

• Filter incomplete personas
• Delete or supplement information

Clean Outdated Personas:

• Personas unused for over 1 year
• Consider deleting or updating

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Recommendation 2: Build Domain Libraries

Scenario: Company frequently tests same product category

Practice:

1. Generate 20-30 high-quality personas in first research
2. Create folder "Fitness App Users"
3. Reuse directly for subsequent research
4. Regular updates (every 6-12 months)

Advantages:

• Research results comparable
• No need to regenerate each time
• Accumulate domain-specific persona library

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Recommendation 3: Team Sharing (Roadmap)

Future Feature:

• Team-level custom persona library
• Permission management (read-only/editable)
• Collaborative annotation

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Export and Backup

Export Persona Data

Formats:

• Excel: Contains 7-dimension detailed information
• JSON: Contains complete data structure

Steps:

1. Select personas
2. Click "Export"
3. Choose format
4. Download file

Uses:

• Backup persona data
• Share with team members
• Import to other tools

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Backup Recommendations

Important Personas Recommend Backup:

• Custom personas (self-created)
• High-value project personas
• Regular backups (monthly)

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Frequently Asked Questions

Q1: Can public library personas be edited?

Cannot edit directly, but can:

1. Bookmark the persona
2. "Create copy based on this"
3. Edit copy, save as custom persona

Q2: Can deleted personas be recovered?

Can recover within 30 days:

• Go to "Recycle Bin"
• Select persona
• Click "Recover"

After 30 days:

• Permanently deleted, cannot recover
• Recommend regular backups of important personas

Q3: Is there a limit on persona library size?

Current Limits:

• Free version: Maximum 50 custom personas
• Paid version: Maximum 500 custom personas
• Enterprise version: Unlimited

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Related Feature: AI Persona Three-Tier System Document Version: v2.1 Updated: 2026-02-02 Update Notes: Updated terminology and platform information