moreminimore-marketing/docs/ALwrity Researcher/PLACEHOLDER_PERSONALIZATION_IMPLEMENTATION.md

Research Input Placeholder Personalization Implementation

Date: 2025-12-31

---

✅ Validation: Research Persona Storage

Status: ✅ Confirmed - Research persona is successfully stored in database

Validation Results:

• PersonaData record exists with ID: 1
• Research persona field is populated (not None)
• Generated at: 2025-12-31 11:47:49
• Contains all expected fields:
  • default_industry: "Content Marketing"
  • default_target_audience: (populated)
  • research_angles: Array of research angles
  • recommended_presets: Array of personalized presets
  • suggested_keywords: Array of suggested keywords

---

🎯 Implementation: Personalized Placeholders

What Was Changed:

1. Enhanced Placeholder Function (placeholders.ts)

Added:

• ✅ PersonaPlaceholderData interface to type persona data
• ✅ Enhanced getIndustryPlaceholders() to accept optional persona data
• ✅ Logic to generate placeholders from:
  • Research Angles: First 3 angles formatted as research queries
  • Recommended Presets: First 2 presets with their keywords and descriptions
• ✅ Fallback to industry defaults if persona data is unavailable

How It Works:

// If research persona exists:
1. Extract first 3 research_angles → Format as placeholders
2. Extract first 2 recommended_presets → Use keywords + descriptions
3. Combine with 2 industry defaults as backup
4. Return personalized placeholders array

// If no persona:
1. Fall back to industry-specific defaults

2. Updated ResearchInput Component (ResearchInput.tsx)

Added:

• ✅ researchPersona state to store persona data
• ✅ Logic to extract persona data from config.research_persona
• ✅ Pass persona data to getIndustryPlaceholders() function

Flow:

Component Mount
  ↓
Load Research Config
  ↓
Check if research_persona exists
  ↓
Extract research_angles and recommended_presets
  ↓
Store in researchPersona state
  ↓
Pass to getIndustryPlaceholders(industry, personaData)
  ↓
Display personalized placeholders

---

📊 Placeholder Generation Logic

Priority Order:

1. Research Angles (if available)

   • Format: "Research: {angle}" or use angle as-is if it contains {topic} placeholder
   • Example: "Research: Compare {topic} tools" → "Research: Compare Content Marketing tools"
   • Adds helpful description: "This will help you: Discover relevant insights..."

2. Recommended Presets (if available)

   • Uses preset keywords directly
   • Includes preset description if available
   • Example: Uses actual preset keywords from persona

3. Industry Defaults (fallback)

   • Uses original industry-specific placeholders
   • Only used if no persona data or as backup

Example Output:

With Research Persona:

Research: Compare Content Marketing tools

💡 This will help you:
• Discover relevant insights and data
• Find authoritative sources and experts
• Get comprehensive analysis tailored to your needs

---

Research latest content marketing automation platforms for B2B SaaS companies

💡 Analyze competitive landscape and identify top content marketing tools and strategies

Without Research Persona (fallback):

Research: Latest AI advancements in your industry

💡 What you'll get:
• Recent breakthroughs and innovations
• Key companies and technologies
• Expert insights and market trends

---

🔧 Technical Details

Files Modified:

1. frontend/src/components/Research/steps/utils/placeholders.ts

   • Added PersonaPlaceholderData interface
   • Enhanced getIndustryPlaceholders() function
   • Added getIndustryDefaults() helper function

2. frontend/src/components/Research/steps/ResearchInput.tsx

   • Added researchPersona state
   • Updated config loading to extract and store persona data
   • Updated placeholder generation to pass persona data

Data Flow:

Backend API
  ↓
getResearchConfig()
  ↓
config.research_persona
  ↓
Extract: research_angles, recommended_presets
  ↓
Store in researchPersona state
  ↓
getIndustryPlaceholders(industry, researchPersona)
  ↓
Generate personalized placeholders
  ↓
Display in textarea (rotates every 4 seconds)

---

✅ Benefits

1. Hyper-Personalization: Placeholders are now based on user's actual research persona
2. Relevant Examples: Users see research angles and presets that match their industry/audience
3. Better UX: More actionable placeholder text that guides users
4. Progressive Enhancement: Falls back gracefully if persona data unavailable

---

🧪 Testing

To Test:

1. Generate research persona (if not already generated)
2. Navigate to Research page
3. Check textarea placeholders - should show:
   • Research angles formatted as queries
   • Recommended preset keywords
   • Personalized descriptions

Expected Behavior:

• Placeholders rotate every 4 seconds
• Show personalized content from research persona
• Fall back to industry defaults if persona unavailable

---

📝 Next Steps (Optional)

1. Add Visual Indicator: Show badge when placeholders are personalized
2. User Feedback: Allow users to rate placeholder helpfulness
3. Dynamic Updates: Update placeholders when persona is refreshed
4. A/B Testing: Compare personalized vs. generic placeholder effectiveness

---

🎉 Summary

✅ Research persona storage validated
✅ Placeholders now use research_angles and recommended_presets
✅ Personalized experience for users with research persona
✅ Graceful fallback for users without persona

The research input placeholders are now fully personalized based on the user's research persona, providing a more relevant and helpful experience for content creators.