> ## Documentation Index
> Fetch the complete documentation index at: https://www.latentcast.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Building a profile

> The five-step wizard that ties a signed-off story to a recipient list and decides what may differ per person.

**Where:** Personalization ▸ Profiles, then **New Profile**

A <Tooltip tip="The rule set for one outreach: which signed-off Video Story, which Personalization Canvas, what may change, and how the Viewing Page looks."><strong>personalization profile</strong></Tooltip> is one outreach effort, held in one place: which
story, which list, what may differ, and what the recipient's page looks like. Everything downstream
points at a profile, so this is the object worth getting right.

## The wizard

<Steps>
  <Step title="Base & Data">
    Choose the **signed-off story** and the **signed-off canvas**. Only signed-off ones appear here,
    which is the usual reason something you just made is missing.

    The panel on the right takes a **briefing**: paste or upload anything describing how this
    outreach should feel. Tone, formality, whether the presenter introduces themself, how to address
    people. It is distilled into <Tooltip tip="Your brief on how the personalized parts should sound. It governs phrasing, never facts."><strong>style guidance</strong></Tooltip> for the personalized
    parts.
  </Step>

  <Step title="Imagery">
    Choose where the **background images** come from.

    * **Generate with guidelines**: new images are generated, following the guidelines you give in
      the chat on the right. Optionally, they take the light and colour of a collection of your own
      photographs.
    * **Generate a collection, then pick**: a set of candidates is generated from your guidelines,
      and you keep the ones that may be used.
    * **Bring your own images**: a collection of your own photography is used instead. You decide
      whether a generated image may stand in when nothing in the collection fits.

    Collections are shared by every profile in your organization.
  </Step>

  <Step title="Package">
    Pick a [package](/docs/guides/personalization/what-you-can-personalize) and adjust the individual
    switches. When you switch on something that uses pictures, such as the recipient's logo, this
    step also holds the profile's **image library**: upload the pictures you want used for specific
    recipients here, and name them in the canvas rows.
  </Step>

  <Step title="Viewing page">
    Configure the page each recipient lands on: the welcome line, the call to action, subtitles, and
    which logo it carries. The call to action is an email or a link to a page of yours, labelled in
    the story's language. The preview shows the first recipient's page as it will be built. See
    [Viewing pages](/docs/guides/campaigns/viewing-pages#the-call-to-action).
  </Step>

  <Step title="Review">
    A recap, a generated title and description, and what happens on save. Saving builds the
    <Tooltip tip="The presenters in a Personalization Profile. Each accepts a casting request and gives consent before production can run."><strong>cast</strong></Tooltip> from your list: every colleague named as a presenter is invited.
  </Step>
</Steps>

<Frame caption="A signed-off profile: its package and list along the top, then the panel where you produce and watch one recipient.">
  <img src="https://mintcdn.com/latentcast/IQao64bAvXRWz47P/images/guides/profile-page.png?fit=max&auto=format&n=IQao64bAvXRWz47P&q=85&s=4297048b27ec42b919e70b4045bb5b60" alt="The profile page" width="1440" height="900" data-path="images/guides/profile-page.png" />
</Frame>

## What style guidance does and does not do

Style guidance governs **how the personalized parts are phrased**: the register, the warmth, whether
to use a first name. It has no authority over facts. It cannot make the system claim something about
a recipient that is not in their row, and it cannot lengthen a scene beyond what the story allows.

That boundary is deliberate. Tone is yours to set; truth comes from the data.

## Signing off the profile

Signing off freezes the profile **together with its cast**, and sends the casting invitations, but
only when the cast is new or has changed. If nothing changed, nobody is emailed a second time.

Production requires a signed-off profile.

## Moving to a newer version of your story

If someone signs off a newer version of the base story, the next time you open the profile's wizard
it offers to move to it. **Keep current is the safe answer.** A profile stays on the version it was
built and proved against unless you decide otherwise, and the dialog spells out what would change
before you commit.

## Next

<CardGroup cols={2}>
  <Card title="Presenters and consent" href="/docs/guides/personalization/presenters-and-consent">
    Who appears on screen, and what has to happen first.
  </Card>

  <Card title="Proving it on one recipient" href="/docs/guides/personalization/proving-one-recipient">
    Produce one real person's video before you scale.
  </Card>
</CardGroup>