Guide overview Using AI Effectively

Lesson 8 of 14

Giving AI a Role

Telling AI who to "act as" is a small addition with an outsized effect on what comes back. A role sets expectations for vocabulary, priorities, and depth — much like a person's job title already tells you roughly what kind of answer to expect from them.

No role

“Give me feedback on this pricing page.”

With a role

“Act as a conversion-focused copywriter reviewing this pricing page for a small SaaS product. Point out anything unclear, anything that creates friction before someone clicks 'buy,' and one specific rewrite suggestion for the headline.”

What the role changes: "act as a conversion-focused copywriter" gives the AI a lens to look through — now it's filtering feedback through "will this convert?" instead of handing back generic, unfocused notes. Have "an accessibility expert" or "a skeptical first-time visitor" review the exact same page, and you'd get completely different, equally useful feedback.

Useful roles for business work are usually just a job title or a point of view: a hiring manager screening resumes, a first-time customer, an operations manager trying to tighten a process, a skeptical potential client. Pick whichever lens matches what you actually need out of the answer.