How to Create a Project to Organize Your Persona Chats

Creating a project in the Personas app helps you group your chats and organize ideas and insights around specific topics or initiatives. Projects make it easy to revisit conversations and track persona feedback on a single topic, all in one place.

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To create a new project in the Personas app:

  1. Open the Personas app from the left-hand navigation bar

    Navigation - Personas (2).png

    2. Click “New project” in the left-hand panel

    New project - personas.png

    A new window will pop up.

    3. Enter a descriptive title for your project

    4. Add a project description, if desired

    5. Click “Create project” in the bottom-right corner of the window

    New Project creation - personas.png

    Your project will be created and will appear in the left-hand panel.

    Projects - Personas.png

    You can now start adding chats to your project to keep related conversations, ideas, and insights organized in one place.

     

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