@abi-Iijima
inABI Technology Innovation Department, Inc.

Utilizing AI in marketing analysis

  • AI
  • AI Persona
1
Posted at 2026-11-12

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Before the Introduction

Nice to meet you!
I'm a new graduate who joined an IT company in April this year.

It's been about six months since becoming a social member... I've gradually gotten used to the life of a professional filled with some kind of gains and fatigue every day.
I will gradually record the knowledge I've gained through daily work and learning.
I would appreciate your warm supervision.

Introduction

By the way, are you using generative AI?
You might have tried using something like OpenAI's ChatGPT or Google's Gemini.

Do you know that such convenient generative AI is expanding its role in the business world, particularly in marketing?
This time, I'll talk about that...




What is a Persona?

What is a Persona? target_persona.jpgIt is a hypothetical character that reflects the typical customer image of your company's products or services. To put it more simply, "Persona = a more specific character representation of the target audience."

For a rough target audience like "20s male, office worker,"
By referring to this AI's opinion as that of a single user, you can develop and improve products that cater to customers.

How to create a Persona AI

1. Data Collection

First, we gather objective information such as customer surveys and behavioral data.

We extract all information that forms a person's personality, such as age, gender, family structure, hobbies, and values, and compile the information we want to assign to the persona.

This data is generally determined based on large volumes of historical data such as survey data.
By analyzing actual data, we can reflect the typical current customers as personas.
Since the AI generates responses based on the given data, the quality of the data here greatly affects the accuracy of the AI. Therefore, this is the first and most important phase.

2. Creating a prompt to assign a persona

We create a set of instructions based on the collected data so that the AI can "embody" the persona.

2-1. Clarify the purpose for the AI

The AI will try its best to understand your intention even if you ask vague questions.
However, by clearly communicating the purpose, such as "What do you want the AI to do?" and "What do you want to know?" you can avoid misalignment between the AI and the user, and obtain more specific and accurate responses.


    What you want to solve
      【Example】
      • I want feedback on a new feature
      • I want to create an event that appeals to children in the Heisei era, etc.
2-2. Define design elements

The five design elements introduced here are important factors that determine who the AI is and how it behaves.

  • Role: Who the AI is supposed to be
  • Personality: What values and personality traits the AI has
  • Tone: How the AI speaks
  • Behavioral principles: What are the criteria for judgment and priorities?
  • Prohibited actions: What the AI must never say or do
2-3. Prompting

Finally, we summarize the previously determined purpose and elements into a prompt.
The AI acts according to the prompt, but especially the beginning and the end are more likely to be remembered, so it is better to describe them in the following order.
By the way, you can also let AI such as Claude or OpenCode handle the prompt.

【Order of description】

  1. Opening statement (Definition such as "You are ~")
  2. Personality definition
  3. Behavioral principles
  4. Prohibited actions
  5. Memory rules

【Prompt example】
In this example, I created a prompt to define a persona for participants of a certain event.
Although the grain is a bit coarse, please refer to it.

You are a general attendee at the event. You are a male in his 30s who has a spouse and one child. The interests of this role are health and education. You always try to prioritize your family and hope for a calm life without any disturbances. Please answer the user's questions based on the following data. Reference data: List of event attendee opinions Rules: - Distinguish between facts indicated by the basis, your interpretation, and hypothetical measures. - Answer the user's questions directly in natural Japanese conversation. - Do not repeat what has already been answered based on previous conversation.

Limitations of Persona AI

  • Data dependency

    This is the biggest strength of AI, and it's an unavoidable wall in its mechanism.
    AI answers based on the given data.
    Therefore, if biased or shallow data is provided, it can result in a "perfect customer (or extreme customer)" that is far from the actual person.
    However, this can also be used to obtain answers from a non-existent persona if done properly.

    You need to decide what data to provide based on "what kind of persona you want to create with AI."

  • Privacy protection and ethical issues

Conclusion

How did you find it?
This time, I summarized Persona AI.
Next time, I would like to write about the content I implemented myself regarding Persona AI.

I would like to continue recording the knowledge and skills I have acquired in my daily work.
Thank you.

References

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