User Personas
Project: AI-powered lead qualification chat
Version: 1.0
Status: Draft — pending validation with sales team
Last updated: April 2026
Overview
This document defines the five visitor personas identified for the the company website chat system. Personas are divided into two groups:
- Target personas (3): Visitors the chat should actively qualify and route to sales.
- Negative personas (2): Visitors the chat will encounter but should not escalate to the sales team.
All personas are proto-personas — hypotheses based on known the company positioning and sales context, not yet validated through formal user research. They should be reviewed with the sales team before the PRD is written.
Target Personas
| Persona | Primary intent | Chat goal | Escalate to sales? |
|---|---|---|---|
| P1 — Evaluating CTO | Vendor evaluation | Qualify fast → book call | Yes — immediately |
| P2 — Exploring Founder | Market exploration | Educate → capture email | Yes — after nurture |
| P3 — Referred Decision-Maker | Confirm & contact | Remove friction → connect now | Yes — immediately |
Negative Personas
| Persona | Primary intent | Chat goal | Escalate to sales? |
|---|---|---|---|
| N1 — Competitor | Intelligence gathering | Limit exposure, don’t escalate | No |
| N2 — Curious Researcher | Information / research | Be helpful, leave good impression | No |
Validation Checklist
Before these personas are used to write the PRD, the following should be confirmed with the the company sales team:
- Do P1, P2, P3 reflect the actual profiles of leads that have converted in the last 12 months?
- Is there a persona type that converts well but is not represented here?
- What are the most common first questions real leads ask before booking a call?
- How frequently do competitor visits occur, and have they caused problems in the past?
- Are there geographic or industry concentrations among the best leads?
These are proto-personas. They represent the team’s current best hypothesis about the company website visitors and should be treated as working assumptions until validated with real data.