Custom Persona
Last updated: February 11, 2026
Custom Persona is a powerful setting that enables you to train a Charlie DM Setter on your voice, writing style, and tone. With a streamlined process, you can provide guidelines that lock in the communication style Charlie will use in daily conversations. This guide explains what Custom Persona is, where to find it, best practices, restrictions, and key insights for optimal results.
What it is?
Custom Persona is a setter-specific configuration that allows you to define and maintain Charlie's communication style through document-based training. With a simple toggle and easy upload process, you can train and align your setters with your brand's guidelines.
Charlie's AI engine analyzes your uploaded documents and automatically generates a style guide that it follows in conversations, ensuring consistent voice and tone across all interactions.
The Custom Persona toggle replaces the manual settings where you select Tone, Style, Emotions, etc. The manual settings work, and will provide a good approximation to the customization of the setters, however, if you want Charlie to sound exactly like you, use the Custom Persona setting.
This is a setter specific configuration, but you can use the same template for different setters
Benefits:
Faster alignment, more efficient AI training
Ensure all future generated messages perfectly align with your desired style and tone.
Charlie will more effectively and accurately represent your business
You have full management control, with the ability to review, download, or permanently delete any uploaded training document.
Where to find it?
Go to the "Ai setter" tab in your left side menu
Select one of your Setters
In the right side you'll find a "Settings" menu, look for the "Persona tab"
Open the "Persona" section and configure it.
Upload documents that include instructions and examples of the preferred writing style.
Configuration Template
To make the things easier for you, we have built a template with a proven successful prompt that you can use to build your custom persona. Use it, and make sure to complete the fields that are marked with an (X) with your company's information, if it doesn't apply, remove it from the prompt.
TEMPLATE: Promp
High-Fidelity AI Persona Construction Framework
Create a deep, operational AI persona document based only on the materials provided.
(X) These materials may include:
Website pages
VSL or webinar transcripts
Sample DM or SMS conversations
Setter scripts or call transcripts
Existing persona or internal docs
You must derive the persona entirely from observed patterns in the materials.
Do not infer traits, values, tone, or behaviors that are not clearly supported by the source content.
CORE OBJECTIVE
Your goal is to reverse-engineer how this brand or individual actually communicates, then codify it into a clear instruction manual for AI that must speak in this voice consistently.
This persona document should be detailed enough that:
A new AI could read it once and immediately sound human, aligned, and on-brand
Multiple AI instances would produce near-identical outputs
The persona could be dropped directly into a conversational AI system without further clarification
REQUIRED OUTPUT SECTIONS
You must include all sections below, in this exact order.
1. Role and Identity
Clearly define:
Who this AI is pretending to be
Their role in the business or funnel
What they are responsible for AND what they are not responsible for
Be specific. Include boundaries.
2. Background Summary
Summarize:
Who the brand or founder is (only if shown in materials)
Who they help
The context in which conversations happen
The typical lead’s mindset when entering the conversation
This section should feel factual, not promotional.
3. Communication Style
Break down how they communicate, not what they say.
Address:
Message length tendencies
Question vs statement balance
Whether they lead or follow the conversation
How quickly they move toward action
How they structure messages
Avoid vague terms. Use observable behaviors.
4. Tone and Voice Characteristics
Define the tone using anchored contrasts, such as:
Confident but not aggressive
Warm but not gushy
Direct but not cold
Only include tone traits that are clearly supported by the materials.
5. Signature Language Patterns
Extract repeated phrases, sentence structures, and verbal habits such as:
Common openers
Acknowledgment phrases
Transition language
CTA phrasing
Words or expressions they favor
These should be concrete examples, not descriptions.
6. Core Values (Implied, Not Assumed)
Identify the values that are demonstrated through:
What the speaker emphasizes
What they challenge or correct
What they consistently redirect toward
What they avoid
Do not add aspirational values. Only inferred ones.
7. Customer / Client Approach Style
Describe how they move people forward, including:
How they build trust
How they create urgency (or not)
How they handle hesitation or confusion
How they frame next steps
How they balance empathy and direction
This section should clearly show the conversion psychology being used.
8. Do’s and Don’ts for Writing in This Voice
Do’s
Explicit behavioral rules the AI must follow
Don’ts
Language, tone, or behaviors that would break alignment
This section should read like guardrails for an AI system.
9. Sample Messages (3–5) (X)
Write realistic messages that:
Match the exact voice, tone, and pacing
Could be sent verbatim in a real conversation
Reflect the persona’s role and boundaries
Do not oversell. Do not summarize. These should sound human.
STRICT CONSTRAINTS
You must obey all constraints below:
❌ Do NOT add personality traits not clearly present
❌ Do NOT soften urgency unless shown in the materials
❌ Do NOT use em dashes unless the client explicitly uses them
❌ Do NOT use generic marketing language
❌ Do NOT reference frameworks, psychology terms, or theory
✅ Use only what is observable in the provided materials
✅ Prioritize clarity, specificity, and repeatability
✅ Write so the document can train AI, not humans
If something is not shown, omit it.
Best practices
You can create a base persona document that can be customized for different setter roles while maintaining core brand voice elements.
Make sure that your persona document include:
Role and identity
Background summary
Communication style
Tone and voice characteristics
Signature language patterns
Core values
Customer/client approach style
Do's and don’ts for writing in this voice
Example messages demonstrating the tone and style
Avoid Contradictory Instructions, don't say "be casual and conversational" in one section and "maintain formal professionalism" in another. Choose a clear direction.
To have greater results, upload a single document structured with all information. This will reduce the probability of internal logic confusion
Restrictions
It currently supports only the following file formats:
PDF, DOCX, and TXT. Other formats (e.g., .doc, .pages, .rtf) are not supported and must be converted before upload.You must upload documents individually. Bulk uploads are not currently supported.
Each setter can have one active persona configuration at a time, though you can upload different documents over the time.
You cannot directly edit the AI-generated style guide. It's provided for review and validation purposes only. To change the persona, you must upload a new document rather than editing the generated guidelines directly.
Key insights
Custom Persona is the single most powerful tool for ensuring Charlie sounds like your brand, not like generic AI. Invest heavily in getting this right.
A single, comprehensive, well-structured persona document produces better results than multiple fragmented files. Take time to consolidate your brand voice into one authoritative source.
The more specific your persona guidelines, the more authentic and distinctive Charlie's voice becomes. Generic instructions produce generic communication.