👤

Prospect Creator

Build detailed prospect personas for targeted training scenarios.

Last updated: Feb 6, 2026

Overview

The Prospect Creator helps you build detailed prospect personas that become the foundation for your training agents.

Create prospects based on:

Real customers you've encountered

Ideal customer profiles

Challenging personas for practice

Specific objection scenarios

Build a new prospect:

1. Go to Training > Prospect Creator

2. Start with the AI-guided interview

3. Answer questions about your target prospect

4. Review the generated persona

5. Customize any details

6. Save and convert to an agent

The AI asks about role, company, challenges, objections, and more.

Demographics - Role, seniority, department, company size

Psychographics - Personality, communication style, priorities

Situation - Current challenges, goals, timeline

Buying Context - Budget, authority, decision process

Objections - Likely concerns and resistance

Success Criteria - What would make them say yes

Start faster with templates:

- Common roles (VP Sales, CMO, IT Director, etc.)

- Industry-specific personas

- Objection-focused scenarios

- Team-shared templates

Customize templates to match your specific market.

Tips for effective prospects:

Be specific - Vague personas give vague practice

Include challenges - Great training comes from difficulty

Update regularly - Refresh personas as your market evolves

Variety matters - Practice with different types of prospects

Use real data - Base personas on actual customer experiences

Can't find what you're looking for? Our support team is here to help.