Training System·Updated Feb 6, 2026
Prospect Creator
Build detailed prospect personas for targeted training scenarios.
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
Using the Prospect Creator
- 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.
Key Persona Elements
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
Templates
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.
Best Practices
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