Profile
Your professional profile powers two key features: AI proposal generation (the AI uses your profile to write proposals in your voice) and opportunity fit scoring (your expertise and preferences determine how well opportunities match).
Profile Page
Navigate to Profile in the sidebar to see your profile overview.
Profile Completeness
A progress bar at the top shows your profile completeness (0-100%). The more you fill in, the better the AI can generate proposals and score opportunities. The bar lists what's missing: expertise, bio, tagline, values, preferences, methodology, or voice.
Core Identity
Your professional summary:
| Field | Description |
|---|---|
| Tagline | A one-line professional pitch (e.g., "Full-stack developer specialising in React & Node.js") |
| Bio | A longer professional description of who you are and what you do |
| Years of Experience | How long you've been working in your field |
Click Edit on the Core Identity card to update these fields.
Expertise
Your skills and specialisations:
| Field | Description |
|---|---|
| Domain | The skill area (e.g., "React Development", "UX Research") |
| Level | Proficiency: Learning, Proficient, Expert, or Thought Leader |
| Keywords | Related skills and technologies (shown as badges) |
You can add multiple expertise areas. These are the primary input for opportunity fit scoring — the "expertise match" factor is weighted at 35%.
Values
Your ethical preferences and boundaries:
| Field | Description |
|---|---|
| Social Impact | 0-10 scale — how important social impact is to you |
| Public Interest | 0-10 scale — how much you prioritise public interest work |
| Industries to Avoid | Industries you won't work in (e.g., fossil fuels, gambling, weapons) |
Values feed into the "values alignment" factor of fit scoring (20% weight).
Voice
Controls how the AI writes proposals on your behalf:
| Field | Description |
|---|---|
| Tone Preference | Professional, Conversational, Technical, or Creative |
| Words to Use | Phrases and words you want included in proposals |
| Words to Avoid | Phrases and words you want excluded |
| Writing Samples | Examples of your actual writing that the AI learns from |
Preferences
Your project and work style preferences:
| Field | Description |
|---|---|
| Min Project Value | The lowest project budget you'll consider |
| Max Project Value | The highest project budget you're targeting |
| Currency | Your preferred currency (GBP by default) |
| Work Style | Remote, Hybrid, or On-site |
Building Your Profile from Sources
Instead of filling everything in manually, you can use the Build from Sources wizard to extract profile data from existing documents.
Step 1: Add Sources
Choose one or more sources:
- Upload documents — CV, resume, portfolio, or case study PDFs
- Website URL — Your portfolio or professional website
- LinkedIn content — Copy and paste your LinkedIn profile text
Step 2: Processing
AI analyses your uploaded sources and extracts: - Skills and expertise areas with estimated proficiency levels - Professional bio and tagline - Values and industry preferences - Work methodology insights - Voice and tone patterns from your writing
Step 3: Review & Select
Review what the AI extracted. Each item is grouped by category — select the ones you want to import. You can edit any field before saving.
Step 4: Save
Import selected items into your profile. You can merge with existing profile data or start fresh.
You can run the builder multiple times with different sources to enrich your profile.
Profile Sharing
You can share your profile with collaborators for joint proposals.
Sharing Your Profile
- From the profile list, open the dropdown menu on a profile template
- Click Share
- A dialog generates a unique invite link
- Send the link to your collaborator
Accepting a Share
When someone shares their profile with you: 1. Open the invite link 2. Review the profile preview 3. Click Accept to add it to your "Shared with me" profiles
Managing Shares
On the profile edit page, the Sharing tab shows: - Active shares with the option to Revoke access - Pending invites with options to Copy the link or Delete the invite
Using Shared Profiles
Shared profiles appear in a "Shared with me" section on your profiles page, visually distinct from your own. When creating an AI proposal, toggle Team proposal to include shared profiles alongside your own.
Proposal Profile Templates
Profile templates are specialised configurations for different types of proposals. While your core profile defines who you are, templates define how you present yourself for specific work:
- Services — Which of your service modules to highlight
- Evidence — Which case studies, credentials, and testimonials to reference
- Voice overrides — Custom tone settings for this type of proposal
Create and manage templates from the Templates button on the proposals page.