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