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How to set up personas and tone of voice

Open a campaign's configuration drawer, choose the Personas tab and click Add. You can create a new persona with a name and a system message, link an existing one, or start from a template. The persona defines how the agent communicates, its tone, strategy and focus.

Published by Sellinger AI. Numbers and settings checked on 19 October 2026 against the fact register. Report an error.

Before you start

Decide who the agent writes as and what it sells, in plain words you would give a new colleague.
Have your knowledge base ready if the persona should answer detailed questions.

Steps

1
Step 1
Open the Personas tab
Go to Agents, open the campaign and choose Personas.
2
Step 2
Add a persona
Click Add to open the Add Persona dialog.
3
Step 3
Choose how
Pick Create New (enter a Name and the System Message), Link Existing, or From Template.
4
Step 4
Write the system message
Describe the role, the product, the tone and what to avoid. Keep it short and concrete.
5
Step 5
Assign segments
If you use several personas, assign segments to each one with the segments option.
6
Step 6
Save
Press Save on the drawer. Removing or unlinking a persona also takes effect when you save.

What happens next

The agent writes in the persona's voice. Each channel account can also have a persona, which is used only when the campaign persona has no system message of its own.

Good to know

Templates include a Sales Development (SDR) persona, an Account Executive, Recruiting, Customer Support and more. The SDR persona template page shows one in full.
A persona has no booking link field. Put a calendar link in a goal instead; see goals and goal templates.
Attach a knowledge base to the persona with Attach Knowledge Base.
Read the first conversations the persona writes and adjust the message.

Common questions

How is a persona different from a goal?

The persona is who the agent is and how it speaks. The goal is what it is trying to achieve.

Can I use more than one persona in a campaign?

Yes. Assign segments to each persona to decide who gets which.

What is a channel persona?

A persona set on a connected account. It applies only when the campaign persona has no system message of its own.

Sources and method

Written from the Sellinger app as of 19 October 2026.