How do I create my first profile?
Open Profiles, choose a call type, name the profile clearly, and save it before you start your first coached call. Customers may also call this create mode, create persona, new profile setup.
Updated April 25, 2026
Common ways customers ask this
- How do I create a profile?
- How do I create my first mode?
- Where do I set call context?
People also ask this as: How do I create a profile? How do I create my first mode? Where do I set call context?
Profiles tell OffBook what kind of conversation you are running, what good outcomes look like, and what style of prompts you want.
A clear profile name like 'Sales Discovery - SMB' performs better than generic names like 'Default' because you are more likely to choose the right profile quickly.
Steps
- Go to Profiles and click Create profile.
- Select the closest profile type to your call goal.
- Name the profile by role + call type.
- Add goals, objection themes, and tone preferences.
- Save and run a short test call.
FAQ
Can I duplicate a profile instead of starting from scratch?
Yes. Duplicate an existing profile when you only need small edits.
How many profiles should I start with?
Start with one to two high-frequency call types, then expand.