Profiles

In HALO, you have the capability to create and delete profiles, each containing its own AI Agents, tools, knowledge sources, and style. This feature is particularly beneficial if you manage multiple websites or labels or if your business operates across different countries, each requiring distinct knowledge sources like product prices, policies, or regulations.

Creating Profiles

To add a new profile in HALO, follow these steps:

1. Go to the Profile Selection box in the top right corner.
   

   

2. Click on the blue '+' icon.

3. Enter a name for the new profile.

4. Click ‘Add’ to complete the process.

Once you've created a profile, you can link it to specific channels such as websites or webstores in the Mobile Service Cloud. This allows for tailored AI interactions specific to your business needs.

Switching Between Profiles

If you manage multiple profiles, you can easily switch between them. To do so, click in the top left corner of the HALO interface and select the desired profile from the dropdown menu. This functionality enables efficient management and access to the most relevant information for your active tasks.

Deleting Profiles

To remove a profile that is no longer needed:

1. Navigate to ‘Profile Settings’ located in the bottom left corner.

2. Click on ‘Delete Profile’ to remove it.

Understanding how to create and delete profiles empowers you to maintain an organized structure within HALO, ensuring that each segment of your business is effectively supported by tailored AI solutions.

E-learning Video

For further guidance, watch our e-learning video on managing profiles in HALO.