How to Upload Interview Transcripts to Create AI Persona? What Formats Are Supported? How to Import My Existing User Data?

Question Type

User Manual Question


Supported Formats

File Formats

  • ✅ PDF

Content Requirements

Ideal Quality (High-Quality Persona):

  • In-depth interview transcript: 5000+ words
  • Contains complete conversation process
  • Covers 7 dimensions of information (demographics, values, consumption habits, lifestyle, decision logic, information channels, social relationships)

Medium Quality (Usable Persona):

  • Simple interview transcript: 2000-5000 words
  • Or structured user data (CRM export)
  • At least contains basic information and some behavioral characteristics

Not Recommended:

  • Only basic information (name, age, gender)
  • Lacks deep psychological and behavioral data

Upload Steps

Upload Interview Transcripts

Steps:

  1. Go to Persona management page
  2. Click "Create Persona" → "Import Interview Transcripts"
  3. Upload PDF file (drag and drop or select file)
  4. System automatically extracts information:
    • Basic information (age, gender, occupation, etc.)
    • Values and lifestyle
    • Consumption habits and decision logic
    • Pain points and needs
  5. Preview and edit (optional)
  6. Confirm and save to "My Persona Library"

Processing Time:

  • 2000 words: About 1 minute
  • 5000 words: About 2-3 minutes

Limits:

  • Single file maximum 3MB
  • Total upload size not exceeding 50MB

Data Privacy

Privacy Protection Mechanisms

Privacy Protection for Custom Personas:

  • ✅ Visible only to creator
  • ✅ Not included in public library searches
  • ✅ Not recommended to other users
  • ✅ Not used for AI training
  • ✅ Can be deleted anytime (immediately physically destroyed)

Team Sharing (Roadmap):

  • Future support for team-level custom personas
  • Granular permission control

Best Practices

Tips to Improve Quality

Tip 1: Format Interview Transcripts

→ Preserving original dialogue provides higher quality

Tip 2: Supplement Missing Dimensions

  • After upload, system prompts "missing dimensions"
  • Can manually supplement
  • Or conduct follow-up interview for AI to auto-supplement

Tip 3: Regular Updates

  • User behavior changes
  • Recommend updating every 6-12 months
  • Or append when new interview data available

Frequently Asked Questions

Q1: What if uploaded interview transcripts contain sensitive information?

Recommendation:

  1. Delete real names and contact information before upload
  2. Or use pseudonyms
  3. System will not leak original files

Q2: Can I edit if I find errors after upload?

Yes:

  1. Go to persona detail page
  2. Click "Edit"
  3. Modify 7-dimension information
  4. Save updates

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

Last updated: 5/10/2026