In HALO, you can create and manage multiple profiles, each containing its own agents, tools, knowledge sources, and style settings. This is particularly useful if you manage multiple websites, brands, or countries — each requiring distinct knowledge, policies, or configurations.
Creating a profile
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Click the profile selector in the top-left corner of HALO Studio. This opens a searchable list of all profiles on your account.
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Click the + button.
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Enter a name for the new profile. Profile names must be unique within your account.
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Click Add.
Once created, you can link the profile to specific channels — such as websites or webstores — in Mobile Service Cloud.
Switching between profiles
Click the profile selector in the top-left corner and select the profile you want to work in. All agents, tools, knowledge, and settings displayed in HALO Studio will update to reflect the selected profile.
Renaming a profile
Go to Settings → Profile and update the Name field. Changes take effect after saving.
Deleting a profile
Go to Settings → Profile and click Delete profile. This permanently deletes the profile and all data associated with it — including agents, tools, knowledge, and settings.
Note: Deleted profiles cannot be recovered. Agents and tools deleted within a profile before the profile itself is deleted can be recovered via Settings → Deleted Items.
For full details on profile settings, see HALO Settings.
E-learning Video
For further guidance, watch our e-learning video on managing profiles in HALO.