How To Use This Tool

Follow these steps to create personas, build audiences, and test content.

1

Create Personas

1.1

Go to the Scrape page

Click Scrape in the top navigation, or go to /ui/scrape.

1.2

Paste profile URLs

Paste X.com (Twitter) or LinkedIn profile URLs into the text box. One URL per line. Then click Scrape Profiles.

Example: https://x.com/MollyMae or https://linkedin.com/in/some-person

1.3

Wait for scraping to finish

Each profile will show a green tick when done. If a profile fails, it will show red -- you can skip it and continue.

1.4

Generate personas

Click Upload in the top navigation. Your scraped profiles are already loaded. Set how many personas per profile (default 1), then click Generate Personas.

OK

You'll know it worked when you land on a page showing persona cards with names, professions, and Big Five personality bars.

2

Save to an Audience

2.1

Click "Save Audience"

On the personas results page, click the Save Audience button in the top right.

2.2

Choose: new or existing audience

A modal opens with two tabs:

  • New Audience -- give it a name (e.g. "Gen Z", "45+ Women"). Names must be unique.
  • Add to Existing -- pick an audience from the dropdown to add these personas to it.
2.3

Assign to a customer (optional)

When creating a new audience, you can pick a customer from the dropdown. This scopes the audience to that customer only.

  • Leave blank = Global audience, available to all customers
  • Pick a customer = Only that customer can use this audience

You can change the customer later on the Audiences page by editing the audience.

2.4

Hit Save

Click the save button. Your personas are now stored and linked to the audience.

OK

You'll know it worked when you see a green confirmation message with the number of personas saved.

3

Manage Audiences & Personas

3.1

Go to the Audiences page

Click Audiences in the top navigation, or go to /ui/audiences.

3.2

Audiences tab

Shows all your audiences. Click one to see its personas, edit the name/description, or delete it.

3.3

Personas tab

Shows all personas across audiences. Use the filters to narrow down:

  • Search -- type a name, profession, or location
  • Audience -- filter to one specific audience
  • Gender -- filter by male or female
  • Age Range -- filter by age bracket
3.4

Bulk actions

Use the checkboxes to select multiple personas, then:

  • Add to Audience -- assign selected personas to an audience
  • Remove from Audience -- only when filtering by a specific audience
  • Delete -- permanently remove the selected personas
3.5

View persona details

Click any persona row to expand it. You'll see their full profile: Big Five personality scores, content preferences, values, goals, frustrations, and the AI-generated persona prompt.

4

Test Content Against an Audience

4.1

Via the agent tool (automated)

Once your audience has personas, the BoldLayer agent can test content against it using the audience_research tool. It will use the audience name to find the right group.

4.2

Via the API (manual)

Send a POST request to /api/test-audience with the audience name and content options. See the API docs for details.

OK

You'll know it worked when you get back a results summary showing which option won, with individual persona votes and an AI-generated insight.

Quick Reference

Pages

Key Rules

  • Audience names must be unique
  • A persona can belong to multiple audiences
  • Deleting an audience keeps the personas
  • Deleting a persona removes it from all audiences