Profiles are reusable coaching setups that let OffBook adapt prompts to different call goals so guidance stays relevant. Customers may also call this modes, personas, contexts.
Updated April 25, 2026
Using Profiles
How profiles, modes, and personas map to different call contexts.
Use clear names, define the call goal, and set coaching style so each profile has a distinct purpose.
Updated April 25, 2026
Choose the right profile before each call and verify the selected profile name in the call start flow. Customers may also call this switch mode, change persona, swap profile.
Updated April 25, 2026
Yes, if mid-call switching is available on your plan; switch only when conversation context changes significantly.
Updated April 25, 2026
Use dedicated profiles for discovery, demos, negotiations, interviews, support calls, and sensitive conversations to keep prompts context-aware. Customers may also call this profile templates, best profile examples, recommended modes.
Updated April 25, 2026
Set tone, risk tolerance, and goal priorities so prompts match how you actually run conversations.
Updated April 25, 2026
If profile sharing is enabled for your workspace, you can duplicate and standardize profiles for common workflows.
Updated April 25, 2026
Power includes 3 profiles. Legacy Starter includes 1 and legacy Pro includes 2. Check Billing for your current cap.
Updated July 16, 2026