Documentation

Groups, Personas & Targeting

Metadata brings structure to your prompt library and unlocks richer analytics. Groups organize prompts by initiative, while personas capture the audience lens you care about.

Groups

  • Create and manage groups from Prompts → Manage groups.
  • Assign colors to visually differentiate campaigns in the Prompts table.
  • Archive groups to hide them from selectors without losing history. Prompts remain intact and can be reassigned later.
  • Bulk-manage assignments in the group manager drawer. Search filters the prompt list and toggles update membership instantly.

Use cases

  • Product launches (e.g., “Q1 Launches”)
  • Competitive monitoring (“Competitor Spike Watch”)
  • Ownership (“Paid Media Team”)

Personas

  • Personas live under the dedicated Personas tab.
  • Each persona stores a name, occupation, and optional profile summary. The summary is handy for reminding prompt authors why the persona matters.
  • Attach personas to prompts to inform analysis comparisons. For example, run the same prompt for “CMO,” “Head of Support,” and “Procurement Lead” to see how narratives shift.
  • Delete personas when they’re no longer relevant; prompts retain history but lose the association going forward.

Filtering and reporting

  • In the Prompts tab, filter by group or search by persona name to drill into specific slices.
  • Upcoming releases will surface persona comparisons inside the Sources and Brand Visibility tabs. Tagging prompts now future-proofs your reporting.

Governance tips

  • Establish a naming convention ([Team] — [Campaign]) to keep the sidebar tidy.
  • Review groups quarterly to archive stale initiatives.
  • Encourage prompt authors to add personas wherever the audience context informs messaging or offer positioning.