Gumshoe lets you reuse personas across reports by importing them from your personal workspace or from any shared organization you belong to. This makes it easy to stay consistent without having to recreate personas from scratch.
How to Import a Persona from an Existing Report
You can import personas from existing reports in your own account or from reports shared within your organization.
1-Navigate to Personas
For an existing report, click Personas in the left navigation. You can also start this process from the Personas step while creating a new report.
- Click Add persona.
- Select Import from existing.
- This opens the Import persona modal.
2-Choose a Source
At the top of the modal, you can switch between two tabs:
- My personas: Personas from reports you personally own or have created.
- My organization: Personas from reports shared within organizations you are a member of.
You can use the search bar to quickly find a specific persona by name.
3-Complete the Import
- Locate the persona you want to reuse.
- Review the Report name column to see where the persona was originally used.
- Click Import.
The persona will be added to your current report and can be edited if needed.
What happens after import
- The imported persona keeps its original structure and description.
- You can customize the persona further without affecting the original report it came from.
- Imported personas behave exactly like newly created personas in prompts, reports, and analysis. It is not imported with topics or prompts from the previous report.
Things to keep in mind
- You can import personas from any shared organization you have access to.
- Importing a persona creates a copy, not a live link. Changes do not sync back to the original report.
- This is useful for standardizing personas across multiple reports or projects. See how your brand performs with the same set of Personas across multiple Business Focuses, for example.
Visit these help center articles foradditional information regarding Personas: