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.