Ninja Guide 🥷 How to Create a Persona 🧑‍🦰

A persona is the virtual client your learners will interact with during simulations. The richer and more carefully calibrated it is, the more realistic the training. This guide covers both methods for creating one.

⚡ Method 1: Generate with AI (recommended)

The fastest approach. The AI generates the identity, system context, needs, and objections. You just review and adjust.

🧐 Where? Admin → Personas → "Generate a persona"

🪄 The 4 generation steps

Select a situation: pick the situation you want to generate a persona for. The AI uses it as a base to build a coherent profile.
Add a resource (optional but recommended): add your company website URL. The AI will generate needs and objections consistent with your industry and offerings.
Persona instructions: describe the desired profile. Specify the DISC profile, difficulty level, life/work context, key needs, and objections.
Generate: click "Generate". Takes a few seconds to a minute.

Example: "SME director, 40 years old, Steadiness 🟢 profile, distrustful after a bad experience. Price-sensitive, values flexibility. Doesn't want long-term commitment."

💡 The more precise your instructions, the more usable the generated persona will be.

⚠️ Always review the generated persona. Check the system context (rich enough?), needs (consistent with difficulty?), objections (relevant to the offering?).

✋ Method 2: Manual creation

Full control over every field. Best when you need a very specific persona.

🧐 Where? Admin → Personas → "Add a persona"

📋 Key Information tab

Name: first and last name. E.g. Sophie Martin
Age, Gender
Role and Company: useful in B2B contexts
Language: the language spoken during the simulation
Voice: should be consistent with the profile

🎚️ Difficulty level

Level	Behavior	Use
1	Open, patient, receptive. Guides the conversation. Shares many needs spontaneously.	First practice sessions
2	Interested but pragmatic. Asks questions, wants proof.	Consolidation
3	Skeptical, distrustful. Tests at every weakness. Shares nothing spontaneously.	Advanced mastery

🎨 DISC Profile

Profile	Traits	In simulation
🔴 Dominance	Direct, decisive, results-driven	Challenges everything, gets to the point, impatient
🟡 Influence	Sociable, enthusiastic, warm	Talkative, values relationships and image benefits
🟢 Steadiness	Calm, patient, reliable	Needs reassurance, resists quick decisions
🔵 Compliance	Precise, thorough, methodical	Wants proof, analyzes before deciding

💡 Real difficulty = level + DISC. A 🔴 Dominance Level 3 will be extremely demanding. A 🟢 Steadiness Level 1 will be cooperative and forgiving.

📝 User context

Short text (2-3 sentences) visible to the learner before starting the simulation. Sets the human context. Does not influence AI behavior.

🧠 System context

The persona's complete file, known only to the AI. The persona never reveals this information spontaneously: it waits to be asked.

This field should contain:

Detailed professional situation (status, seniority, industry, income…)
Family situation (marital status, children, dependents…)
Current coverage (existing contracts, gaps, current provider…)
History and past experiences
Constraints and priorities (budget, commitment, timelines…)

💡 The richer the system context, the more coherent and realistic the persona will be, even on unexpected questions.

💬 Needs and Objections tab

🧐 Where? Admin → Personas → Edit → Needs & Objections

Needs (max 10)

What the persona expresses spontaneously. Write each as a direct statement.

E.g. "He wants a simple solution to set up for his employees."

Objections (max 7)

Friction points the persona will raise.

E.g. "He thinks his current coverage is good enough."

🎯 Calibrating difficulty

Lever	Easy persona	Hard persona
Needs	8-10 explicit, spontaneous	2-3, barely expressed
Objections	1-2 mild	5-7 strong
System context	Rich, detailed, accessible	Info buried, hard to access
DISC profile	🟢 Steadiness / 🟡 Influence	🔴 Dominance / 🔵 Compliance
Level	1	3
Opening message	Long, detailed (talkative persona)	Short, dry (brief persona)

⚠️ Difficulty = the combination of ALL these levers. Not just the level slider.

🎯 Expectations tab (FAB)

🧐 Where? Admin → Personas → Edit → Expectations

Field	Dynamic variable	Example
Expected offer	`[persona.expected_features]`	Insurance plan with sick leave, disability, death coverage
Expected advantages	`[persona.expected_advantages]`	No 12-month lock-in, tax deductible
Expected benefits	`[persona.expected_benefits]`	Secure income if unable to work, protect family

These variables can be used in situation evaluation criteria. Advantage: a single criterion adapts automatically to each persona.

Instead of "The advisor recommends the Pro Insurance Plan", write "The advisor recommends an offer matching: [persona.expected_features]".

🔗 Situations tab

A persona can be linked to multiple situations. Without a link, it will never appear in sessions.

If multiple personas are linked to the same situation, the learner can choose (selectable mode) or get one at random (random mode).

📎 Documents tab

Attach PDFs the learner can view during the simulation (side panel): product sheets, pricing, terms, guides.

⚠️ These documents are separate from the Documentation library (Admin → Documentation). They're two different things.

💡 Pro tip: within the same program, vary DISC profiles, difficulty levels, life contexts, and objection types. It forces learners to adapt to different people, just like in real life.