Lead Preview and Persona Auto-Generation in SDR Agent

Overview Once you complete a Lookalike or Filter-Based Search, Outplay’s SDR Agent shows a Lead Preview and automatically generates Personas with tailored messaging. This helps you align your outreach strategy instantly.

Lead Preview Breakdown The Lead Preview screen displays:

Lead Name
Job Title
LinkedIn URL
Company Name & Logo
Location
Revenue & Funding
Number of Employees

This allows you to review the quality of leads before proceeding.


Persona Auto-Generation Outplay’s AI auto-generates personas based on your lead data. Each persona includes:

Role-based profiles (e.g., Decision-Maker, Influencer)
Pain Points
Value Propositions

Where This Appears:

Automatically after the lead preview step
Editable in the next screen before completing setup

Can I Edit Personas? Yes! You can review and customize:

Persona descriptions
Pain points
Value propositions

Why This Matters

Personalizes outreach at scale
Improves engagement rates
Reduces manual research for SDRs

Updated on: 15/04/2025