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

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Supported Formats

File Formats

• ✅ TXT (plain text)
• ✅ PDF
• ✅ Word (.doc / .docx)
• ✅ Markdown (.md)
• ✅ Excel / CSV (structured data)

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

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Upload Steps

Method 1: Upload Interview Transcripts

Steps:

1. Go to Persona management page
2. Click "Create Persona" → "Import Interview Transcripts"
3. Upload 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

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Method 2: Import Structured Data

Use Case: CRM export, user survey results

Excel Template Example:

Steps:

1. Download Excel template
2. Fill in user data
3. Upload to atypica
4. System automatically converts to personas
5. Preview and confirm save

Quality Tips:

• System will prompt for missing key information
• Complete 7-dimension information provides higher quality personas
• Recommend filling in as detailed user information as possible

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Batch Import

Supports Batch Creation

Scenario: Import multiple user data at once

Method 1: Multiple Interview Transcripts

• Compress into ZIP file
• Upload ZIP
• System automatically creates one persona per file

Method 2: Excel Multiple Rows

• Excel contains 50-500 rows of user data
• Upload all at once
• System batch generates 50-500 custom personas

Limits:

• Maximum 500 at once
• Total size not exceeding 100MB

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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

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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

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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

Q3: Which fields are required for Excel import?

Required:

• Name (or ID)
• Age
• Gender
• Occupation
• City

Optional but Recommended:

• Income, Education (demographics)
• Values, Lifestyle (psychological)
• Consumption habits (behavioral)
• Pain points and needs

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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