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Persona

Configure personality and use profile variables in instructions

AI Employees

Create and manage your AI employees

Chats

View conversation history and client interactions

Dashboard

Monitor analytics and performance metrics
Profiles are client cards that the AI employee fills in automatically during conversations. No manual work is needed: while the employee communicates with the client, it simultaneously extracts relevant data and records it in a structured table. You decide what to collect. Name and language are included by default. Everything else is up to you — configure fields to match your business needs.
“Profiles” refers to two different places in the interface.
  • Profiles tab in the AI employee settings — this is where you configure which fields to collect and when to fill them. This is the configuration.
  • Profiles section in the platform’s left menu — this is where filled client cards are stored. This is the analytics tool.
This page covers both sections.

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Setting up profile fields

Open the desired AI employee → Profiles tab.

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Update mode

The first thing to choose is when the employee updates the profile.
ModeWhen it updatesWhen to use
RealtimeAfter every client messageWhen the employee needs the data right away — e.g., to address the client by name or consider their preferences within the same conversation
ScheduledOn a schedule (e.g., once every 24 hours)When data is only needed for analytics and reporting
When you select the scheduled mode, additional settings appear: interval, start hour, and time zone. A token usage forecast is also displayed — showing estimated daily and monthly costs.
If you are unsure which to choose — use scheduled updates once every 24 hours. This is sufficient for most scenarios and significantly reduces costs compared to Realtime.

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Field types

Each field has a type that determines whether the employee can update its value.
TypeBehaviorExample
VariableUpdated with each new mentionLanguage, preferences, status, current interest
ConstantSet once and never changesContract number, date of birth, client type
A Constant cannot be changed after it is first set. If you are unsure — choose Variable.

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Field properties

Each field consists of four properties:
PropertyWhat to enter
NameA clear field label: “Name”, “Language”, “Request status”
DescriptionInstructions for the AI — when and what to fill in. This is the most important property
KeyAuto-generated, no changes needed
TypeVariable or Constant
The field description is crucial. Write it from the client’s perspective: not “when the client mentions a language”, but “the language I communicate in”. The more precise the description, the more accurately the employee knows when to fill in the field.Also specify the answer format. For example: “yes/no” or “choose one option: Russian, English, other”. Without this, the employee may record freeform text that is difficult to analyze.

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How to add a field

1

Open the Profiles tab

Go to the desired AI employee’s settings and select the Profiles tab.
2

Add a new field

Click the button to add a new field.
3

Enter the name

Provide a clear label — for example, “Name”, “Language”, “Budget”.
4

Fill in the description

Describe in detail, from the client’s perspective, when and what to fill in. Specify the answer format.
5

Choose the type

Variable — if the value can change. Constant — if it is set once.
6

Save

Repeat for each field you need. The number of fields is unlimited.
It is recommended to add only the fields you truly need — this improves fill accuracy and saves tokens.

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Field examples

FieldTypeDescription for AI
NameVariableMy name
LanguageVariableThe language I communicate in. Choose one option: Russian, English, other
PreferencesVariablePreferences or wishes I have mentioned. Update with each mention
ComplaintVariableWhen I mention any problem. Describe briefly, no more than four words. Always update
StatusVariableCurrent request status. Choose one option: new, in progress, resolved
BudgetVariableWhen I mention a budget or amount. Record the number
Contract numberConstantThe contract or booking number I provided
SummaryVariableTwo sentences about what the conversation is about. Review the full history. Always update
These are examples — the set of fields depends entirely on your business and what you need to track.

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Profile analytics

The “Profiles” section in the platform’s left menu is an analytics tool. It stores filled client cards across all employees.

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Summary metrics

Key metrics are displayed at the top of the page:
MetricWhat it shows
Total profilesTotal number of clients across all time
This weekNew profiles created this week
This monthNew profiles created this month
Fill rateAverage percentage of fields filled — how thoroughly the employee extracts data

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Profile table

Each row represents one client. Standard columns include: profile, agent, Chat ID, name, summary, and language. Plus all custom fields you have configured. Table capabilities:
  • Filter by agent — view data for a specific employee or branch
  • Search by name, field content, or any text
  • Go to chat — click on Chat ID to open the full conversation history
  • Column management — hide columns you do not need
  • Display modes — switch between Cards and Table views
If a field is not being filled — check its description in the employee settings. Most likely the AI does not understand when to record the data.

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Usage in Persona

Profile data can be used directly in the employee’s instructions — via profile variables in the Persona. For example, if the client’s name is known, the employee can address them personally during the conversation. This enables truly personalized communication: taking preferences into account, adapting the conversation style, and offering relevant solutions based on collected data.

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FAQ

Yes, significantly. Realtime updates the profile after every message and consumes considerably more tokens. Scheduled mode processes data in batches — this is more cost-effective.
No. That is the purpose of the Constant type — the value is set once and does not change. If you are unsure, choose Variable instead.
No, each employee maintains its own client profiles.
There is no limit, but it is recommended to add only the fields you truly need — this improves accuracy and reduces token usage.