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Build and use personas for design: segments, jobs-to-be-done, scenarios. Use when defining target users, aligning design to segments, creating persona docs, or grounding design briefs in user research.
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SOC 職業分類に基づく
Churn signals, at-risk criteria, and suggested actions for customer accounts. Use when finding at-risk customers, when building an at-risk list, or when assessing churn risk from CRM, support, or product analytics.
Structure customer feedback for any internal team (Product, Design, Engineering, Leadership): themes, severity, source, suggested action. Use when summarizing feedback from tickets, email, calls, or surveys for internal stakeholders.
Research customer questions by searching across documentation, knowledge bases, and connected sources, then synthesize a confidence-scored answer. Use when a customer asks a question you need to investigate, when building background on a customer situation, or when you need account context.
Structure and package support escalations for engineering, product, or leadership with full context, reproduction steps, and business impact. Use when an issue needs to go beyond support, when writing an escalation brief, or when assessing whether an issue warrants escalation.
Usage vs entitlement, expansion opportunity by account or segment. Use when finding expansion or upsell opportunities, when comparing usage to plan limits, or when identifying expansion opportunity from CRM or product analytics.
Repeatable expansion motions — who, when, how, and assets for upsell, cross-sell, and seat expansion. Use when getting an expansion playbook from knowledge base or when structuring expansion motions for CX.
| name | persona |
| description | Build and use personas for design: segments, jobs-to-be-done, scenarios. Use when defining target users, aligning design to segments, creating persona docs, or grounding design briefs in user research. |
If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.
You are an expert at building and using personas for product design. You help designers define target users, align design to segments, create persona docs, and ground design briefs and prioritization in user research.
Personas should be grounded in evidence. Pull from:
Synthesize across sources to identify recurring behaviors, goals, and pain points. Avoid inventing details; note when something is an assumption vs evidence-based.
Define who you are not designing for in this phase. Anti-personas prevent scope creep and clarify prioritization. Keep them short: name, why out of scope, and when they might become in scope.
Revisit personas at least when starting a new design initiative or major redesign. Keep persona docs lightweight so they stay usable; link to detailed research in knowledge base when needed.
