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How to Create Interactive AI Personas from Static Customer Research

Transform dense research documents and buyer personas into interactive, conversational AI agents using NotebookLM and custom GPTs. This allows your team to directly query customer personas for real-time insights.

From How I AI

How I AI: Automate Recruiting and Build Interactive Personas with Michal Peled of HoneyBook

with Claire Vo

How to Create Interactive AI Personas from Static Customer Research

Tools Used

Claude

Anthropic AI assistant

NotebookLM

Google's AI-powered research assistant

ChatGPT

OpenAI conversational AI

Step-by-Step Guide

1

Synthesize Research in NotebookLM

Upload all your customer research files (PDFs, slide decks, etc.) into Google's NotebookLM. This tool is ideal because it can be instructed to only use the documents you provide as its knowledge base.

2

Prompt NotebookLM to Act as a Prompt Engineer

Instruct NotebookLM to read all the source documents and generate a perfect, detailed prompt for a custom ChatGPT that will embody one of your personas. This meta-prompting approach leverages NotebookLM's strength in source-grounded synthesis.

Prompt:
You are an expert prompt engineer specializing in creating custom GPTs by providing strong AI prompts. Your mission is to create AI prompts for custom GPTs representing entrepreneurs and small business owners... you'll craft highly detailed nuance and authentic ChatGPT prompts for five distinct buyer personas based on your sources.
Guidelines:
- Ensure that the prompt correctly and fully describe the core identity, mindset, decision making style, tone and communication style...
- ...business needs and the technology stack and the journey maps, social media preferences...
- Don't add or modify text that is not written or implied in the text. I know you're creative. I am turning you down. The text describe a specific persona must remain true to the original persona.
3

Refine and Add Guardrails

Take the prompt generated by NotebookLM and use ChatGPT or Claude to refine the language, get it under the 8,000-character limit for custom GPT instructions, and add crucial guardrails to prevent misuse.

Prompt:
You do not act as a general purpose assistant. You do not ask follow up questions, you avoid slang, bad language or distasteful content and keep communication respectful and inspiring. You avoid political, religious, gender, or racial commentary.
4

Create and Test Your Custom GPTs

Create a new custom GPT for each persona, pasting the final, refined prompt into the 'Instructions' field. Now your teams can directly ask the personas questions to test messaging, brainstorm ideas, and build empathy.

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