Creating new AI personas with templates

Project

AI Persona Template - Design Challenge

Year

July 2025

Scope of Work

Product Design & Wireframing

Role

Senior Product Designer

The goal of this project was to design a user friendly, low fidelity wireframe flow for creating AI personas within an organization's ecosystem. The experience needed to minimize decision fatigue while allowing customization and flexibility. My task was to ensure users could quickly set up a chatbot persona using pre-built templates, define key settings, and understand the chatbot’s capabilities before deployment.

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Objectives

Provide a streamlined way to set up an AI persona without starting from scratch
Offer pre-defined templates tailored to common roles (e.g., legal, finance, strategy)
Allow for easy customization while maintaining simplicity
Ensure users understand what the persona is capable of once launched

Design Process

UNDERSTANDING THE PROBLEM SPACE

I began by mapping out the challenges users may face when setting up AI personas:

Decision paralysis when starting from a blank slate
Lack of clarity about what the chatbot will do once set up
Overwhelm from too many customization options
Concerns around data access, privacy, and team visibility

To address these, I prioritized an experience that felt guided, flexible, and clear, helping users move from “unsure where to start” to “ready to launch” in just a few steps.

Key Screens & UX Decisions

Welcome & Template Selection

WeLCOME AND INTRO

A concise explanation setting user expectations
A single, prominent CTA: “Create your own Template”

Template Selection

Users browse pre built persona templates by industry
Each card shows a visual and a short role description
Includes a Custom Template option for advanced users
Search and filter by industry or role
Preview feature: tap a card to see a sample conversation flow
Users receive a suggested template based on prior usage or industry (AI recommendations)

Basic Customization Settings

Users define the persona’s name and role here
Personality/Tone selection: Friendly, Formal, Concise, Detailed etc.
A subtle step-tracker gives users confidence and clarity throughout

AI Customization

Text area for a custom directive (e.g., “You are a finance advisor helping SMB founders with tax questions.”)
Real time preview panel updates as fields are filled out and persona has a distinct personality.
On steps 3–5, changes trigger the persona to have real time updates when previewing.

Integration Options

Users toggle integrations like Gmail, Google Drive, Dropbox, Slack, MS Teams
Each has a short description of what it enables ("Connect your inbox so the AI can summarize threads, draft replies or retrieve key info.")

Privacy & Access Controls

Visibility settings: Personal, Team, Public‍
Reply behavior: Auto Reply, Draft Reply, On Mention Only
Clear language and info to explain each choice

Confirmation & Final Preview

Summary screen showing: Template, role, custom directive, personality, integrations, and access settings
Final Preview CTA to test the bot's behavior
Launch Persona CTA

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Iteration Notes

IF I HAD MORE TIME, I would have explored...

A full template preview experience with example Q&A dialogs
A collaborative setup experience for teams to build personas together
Persona history and versioning for rollback or comparison

Conclusion

This UX flow breaks down the complexity of persona creation into digestible, decision light steps, allowing users to launch contextual, well defined AI personas with confidence. The wireframes support enterprise use cases while maintaining simplicity for first time users.

View Prototype

Next Project

Creating new AI personas with templates

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