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How do I choose the right profile type for my use case?

Pick the profile that matches your call objective, not your job title, so prompts map to the actual conversation outcome. Customers may also call this which profile, best mode for call type, persona selection.

Updated April 25, 2026

Common ways customers ask this

  • Which profile should I use?
  • How do I pick a mode for interviews?
  • What profile fits sales discovery?

People also ask this as: Which profile should I use? How do I pick a mode for interviews? What profile fits sales discovery?

A common mistake is using one profile for every call. That lowers prompt quality because discovery calls, demos, interviews, and support calls have different priorities.

If you are unsure, choose the profile closest to your highest-risk moment in the call.

Steps

  1. Define the primary call outcome (qualify, advance, resolve, evaluate).
  2. Choose the matching profile type.
  3. Set two to three success signals for that call.
  4. Run one call and review whether prompts match your needs.

FAQ

Can I use a sales profile for interviews?

You can, but a dedicated interview profile usually gives better prompt relevance.

Should I use one profile per customer segment?

For frequent patterns, yes. Segment-specific profiles can improve precision.

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