How do I create, name, and customize profiles?
Use clear names, define the call goal, and set coaching style so each profile has a distinct purpose.
Updated April 25, 2026
Clear naming and small targeted edits usually outperform complex profile templates.
How do I create, name, and customize profiles? is easiest to solve when you use a repeatable workflow instead of one-off fixes. Start by confirming your profile or mode matches the call context, then verify permissions and environment before you begin. This sequence reduces failed sessions and improves prompt quality for both live coaching and post-call debrief reliability.
For customers who describe profiles as modes, personas, or contexts, the core principle is still the same: choose the setup that matches the conversation goal. If prompts feel generic, tighten your profile scope and clarify success signals. Small weekly adjustments usually improve results faster than rewriting everything after each single call.
Steps
- Create profile from the Profiles page.
- Use a specific name like 'Interview - Candidate'.
- Set goals, tone, and objection focus.
- Test in one call and refine.
FAQ
Should I include customer name in profile names?
No. Keep names reusable across many calls.
How often should I edit profiles?
Review after 3-5 calls, then adjust only what repeatedly misses.