Complete walkthrough

From zero to personalized
in under 10 minutes.

This is the complete PersonaX customer journey — every step from creating your account to tracking revenue attribution across personas, running autonomous A/B tests, and detecting mobile carrier networks automatically.

◈11 phases covered

◉Real code snippets

▲Dashboard previews

◆Advanced features

GET STARTED· 2 minutes

Sign up for free

Go to your PersonaX instance and click Sign up free. Enter your email and a password — no credit card, no trial period timer. You're on the free plan with 10,000 sessions per month immediately.

🔒personax.yourdomain.com

Create your account

Free · 10,000 sessions/mo · No credit card

you@company.com

Password

••••••••

Create Free Account

✓Instant access — no verification delay
✓Free plan: 10,000 sessions/month, 3 personas
✓Upgrade anytime from the Billing page
✓Data stays on your infrastructure if self-hosted

SETUP· 1 minute

Add your site

After signup you're taken to onboarding. Click Add Site, enter your site name and domain (e.g. mystore.com), and PersonaX instantly generates your unique API key. This key is what links your website to your account.

🔒personax.yourdomain.com/dashboard/sites

Create your first site

Site name

My Ecommerce Store

Domain

mystore.com

Your API Key

px_live_a8f3k2m9x1q7v5...

Keep this secret · Used in your embed script

✓One account can manage unlimited sites (paid plans)
✓Each site has its own API key, personas, and analytics
✓API key is also used for server-side / edge integrations
✓Rotate the key anytime from Site Settings if compromised

INSTALL· 2 minutes

Install the embed script

Copy one script tag and paste it into your site's <head>. That's it. Works with Shopify, WordPress, Next.js, Webflow, Wix, raw HTML — anything that renders HTML in a browser.

html — paste into every page's <head>

<script
  src="https://personax.yourdomain.com/embed/personax.js"
  data-px-key="px_live_a8f3k2m9x1q7v5..."
  defer
></script>

Shopify

Paste in Online Store → Themes → Edit code → theme.liquid inside <head>

WordPress

Use a plugin like 'Insert Headers and Footers' or edit header.php in your theme

Next.js

Add to app/layout.tsx inside the <head> tag, or use next/script with strategy='afterInteractive'

Google Tag Manager

Create a Custom HTML tag, paste the script, trigger on All Pages

Webflow

Site Settings → Custom Code → Head Code section

Cloudflare

Use the Edge endpoint for server-side injection before the page is delivered

Add data-px attributes to your HTML elements

PersonaX rewrites elements with data-px attributes. Add them to your headline, subheadline, and CTA:

html

<h1 data-px="headline">Default headline for all visitors</h1>
<p data-px="subheadline">Default subheadline text</p>
<button data-px="cta_text">Default CTA text</button>

✓Embed is ~8KB gzipped — no performance impact
✓Anti-flicker: content replaces instantly, no visible swap
✓Works with server-side rendered, SPA, and static sites
✓Verify install: green checkmark appears in Dashboard → Sites

PERSONALIZE· 5 minutes

Create your first persona

Go to Personas → New Persona. You have two options: use the AI Builder — type a plain-English description and the AI generates everything — or configure manually.

🔒personax.yourdomain.com/dashboard/personas

AI Builder prompt

"B2B companies visiting from LinkedIn or Google Ads — decision-makers at companies with 50+ employees who want enterprise connectivity and care about SLAs"

⟳ Generate persona

AI Generated:

Trigger rules

referral: linkedin.com · company_type: b2b · device: desktop

Headline override

Enterprise connectivity that scales with you

CTA override

Book enterprise demo →

A/B variant

Challenger: 'Trusted by 500+ enterprises'

What you can configure manually

Trigger Rules

Device, OS, country, region, referral URL, UTM params, time of day, day type, language

Content Overrides

Headline, subheadline, CTA text, CTA color, layout class, custom CSS variables, element selectors

Interest Keywords

Words in the URL path or page title that signal this persona (e.g. 'pricing', 'enterprise', 'api')

A/B Variants

Multiple versions of the content overrides — the AI Optimizer will test them and promote the winner

✓Create up to 3 personas on free plan (15 on Growth, unlimited on Scale)
✓Each persona can have multiple A/B variants
✓Personas are prioritized by weight — higher weight = more traffic
✓The AI Optimizer adjusts weights automatically based on conversion data

GO LIVE· instant

Watch it personalize

The moment a visitor lands on your site, PersonaX runs its detection pipeline in under 50ms. Here's exactly what happens under the hood on every page load:

Embed loads asynchronously0ms

The script fires after page content — zero render blocking. Anti-flicker CSS hides target elements until the decision is made.

Fingerprint computed8ms

Device type, screen resolution, timezone, language, referral URL, UTM params, and user agent are collected. No cookies written.

API call to /personalize22ms

A single lightweight POST to your backend with the fingerprint + page context. The backend resolves IP → GeoIP → Carrier → Company domain.

Persona matched38ms

Trigger rules evaluated in priority order. The first matching persona wins. Content overrides and variant returned.

DOM rewritten44ms

data-px elements are found and their text/HTML replaced with the persona's content_overrides. CSS variables applied.

Session recorded44ms

An impression is logged against the persona + variant. Conversion events fired later are attributed back to this session.

✓Total decision time < 50ms on median connection
✓Falls back gracefully if API unreachable — shows default content
✓Visitor fingerprint never leaves your infrastructure (if self-hosted)
✓Session ID stored in sessionStorage — clears on tab close

ANALYTICS· ongoing

Track what converts

Go to Analytics to see sessions and conversions broken down by persona. The Render Health tab tells you if your data-px selectors are actually finding and rewriting your elements.

🔒personax.yourdomain.com/dashboard/analytics

Sessions

12,847

Conversions

1,203

Conv. Rate

9.36%

Page Views

38,291

Persona breakdown

B2B Executive

14.2%

w:1.8

Mobile Consumer

7.8%

w:1

Default

3.1%

w:0.6

Overview

Sessions + conversions over time, daily chart, overall CVR

Persona Breakdown

Per-persona sessions, CVR, RL weight, traffic share

A/B Tests

Statistical significance, z-score, p-value, winner badge

Render Health

Are your data-px selectors finding and rewriting elements?

REVENUE· 30 minutes

Ecommerce & revenue attribution

Add 3 lines of JavaScript to your checkout flow and PersonaX will attribute every purchase to the exact persona and variant that was active during that session. See which variant drives the most actual revenue — not just clicks.

javascript — add to your checkout / payment flow

// When visitor adds something to cart
PersonaX.addToCart({
  product_id: "plan-growth",
  product_name: "Growth Plan",
  revenue_cents: 4900,  // $49.00
  currency: "USD"
});

// When checkout page loads
PersonaX.checkout({ revenue_cents: 4900 });

// After payment confirmed (e.g. in your webhook handler)
PersonaX.purchase({
  product_id: "plan-growth",
  product_name: "Growth Plan",
  revenue_cents: 4900
});

// Also available:
PersonaX.planViewed("Enterprise Plan");
PersonaX.subscriptionStarted({ revenue_cents: 19900 });
PersonaX.upsellAccepted({ product_name: "Add-on", revenue_cents: 999 });

🔒personax.yourdomain.com/dashboard/revenue

Total Revenue

$14,820

Purchases

302

Avg Order

$49.07

Cart→Purchase

23.4%

Revenue by persona

B2B Executive

$9,310

Mobile Consumer

$4,120

Vodafone Subscriber

$1,390

CRM· 1 hour

CRM-driven personalization

Import your customer list (CSV or API). When a known customer visits — detected by company domain or email — PersonaX enriches the persona decision with their lifecycle stage, MRR, and churn risk. This makes it possible to show completely different content to an at-risk customer vs. an active upsell target vs. a churned win-back.

json — CSV bulk import format

[
  {
    "email": "cto@bigcorp.com",
    "company_domain": "bigcorp.com",
    "company_name": "BigCorp Inc.",
    "lifecycle_stage": "at_risk",
    "plan_name": "Growth",
    "mrr_cents": 4900,
    "churn_score": 78
  },
  {
    "email": "admin@startup.io",
    "company_domain": "startup.io",
    "lifecycle_stage": "customer",
    "plan_name": "Starter",
    "mrr_cents": 900,
    "churn_score": 12
  }
]

at riskchurn: 78

"We miss you — here's 20% off your renewal"

CTA: Secure my account

customerchurn: 12

"Ready to unlock unlimited seats?"

CTA: Upgrade to Scale

churnedchurn: 95

"Come back — see what's new in PersonaX 5"

CTA: Start fresh

// PersonaX enriches every API response with CRM data:
result.crm = { lifecycle: "at_risk", plan: "Growth", churn_score: 78 }
PersonaX.getCRM()  // access from your own JS too

AI OPTIMIZER· automated

Autonomous A/B testing

Click AI Optimizer → Run Now and walk away. The optimizer calls Claude AI to write challenger headlines and CTAs for each persona, creates new variants, and starts splitting traffic. When a winner reaches statistical significance (p < 0.05), it promotes the winner automatically and increases its traffic weight via reinforcement learning.

🔒personax.yourdomain.com/dashboard/optimizer

AI Optimizer — B2B Executive

Last run: 2 hours ago · Status: Significant winner found

✓ Winner Promoted

Control

"Enterprise connectivity that scales with you"

2,841 impressions8.2% CVR

ChallengerWINNER +79% lift

"Trusted by 500+ enterprise teams worldwide"

2,839 impressions14.7% CVR

z=4.21 · p=0.0001 · Confidence: 99.9% · Significant ✓

✓Runs automatically on a schedule or triggered manually
✓Uses Claude AI to generate contextually relevant challenger variants
✓Welch's t-test for statistical significance — not just gut feeling
✓Reinforcement learning adjusts traffic weights: winners get more, losers get less
✓Intelligence Reports give weekly AI-written summaries of what's working

TELCO· zero config

Carrier & network detection

Automatically detects the visitor's mobile carrier from their IP ASN — no configuration required. The carrier name and slug are available in your persona's content overrides via interpolation, and in the JavaScript API. Use it to show carrier-exclusive deals, partner pricing, or network-specific messaging.

30+ carriers auto-detected

· Vodafone

· AT&T

· T-Mobile

· Orange

· Telekom

· Verizon

· EE

· O2

· Three

· BT

· Comcast

· Charter

· Rogers

· Telus

· Bell

javascript — use in your JS

// Check carrier
const carrier = PersonaX.getCarrier();
// { slug: "vodafone-de", name: "Vodafone DE", asn: "AS3209" }

if (PersonaX.isMobileNetwork()) {
  showMobileOnlyOffer();
}

if (carrier?.slug === "vodafone-de") {
  // Show partner pricing
}

// Use in content_overrides via interpolation:
headline: "Exclusive deal for {{carrier_name}} subscribers"

ENTERPRISE· advanced

Edge personalization & team

For zero-flicker, server-rendered personalization: use the edge endpoint with Cloudflare Workers or Next.js Middleware. The response contains all persona configs so you can rewrite HTML before it's delivered to the browser — invisible to the visitor.

Cloudflare Worker

javascript

// Fetch persona config at edge
const res = await fetch(
  "https://personax.yourdomain.com/api/personalize/edge/px_live_...",
  { cf: { cacheTtl: 60 } }
);
const { personas } = await res.json();

// Rewrite HTML with HTMLRewriter
return new HTMLRewriter()
  .on("[data-px='headline']", {
    element(el) {
      el.setInnerContent(personas[0].headline);
    }
  })
  .transform(response);

Next.js Middleware

typescript

// middleware.ts
import { NextResponse } from "next/server";

export async function middleware(req) {
  const ip = req.headers.get("x-forwarded-for");
  const persona = await fetchPersona(ip, req.headers);

  const res = NextResponse.next();
  res.headers.set("x-px-persona", persona.id);
  res.headers.set("x-px-headline", persona.headline);
  return res;
}

Multi-site

Manage all your domains from one account. Each site has independent personas, analytics, and API keys.

Team roles

Invite teammates as Owner, Admin, Editor, or Viewer. Fine-grained access per site.

API tokens

Generate named API tokens for server-side integrations. Revoke instantly from the dashboard.

✓Edge endpoint returns full persona config — usable in any worker or middleware
✓Progressive profiling widget: one-click self-identification → instant persona switch
✓Product catalog: inject recommended product cards per persona via data-px='product'
✓Buyer Intelligence: company-level visit tracking with intent scores
✓Intelligence Reports: AI-generated weekly summary of what's working and what to fix

Ready to start?

Your first visitor is 10 minutes away.

Free plan. No credit card. Install the embed, create a persona, and watch PersonaX rewrite your site for every visitor in real time.