Edit, duplicate, or delete a profile
Maintain target profiles without changing records that were already delivered.
When to use this
Edit for corrections, duplicate for a related variant, and delete only when the profile and its recurring schedules are no longer needed.
Requirements and availability
- A duplicate uses another profile slot.
- The protected default profile cannot be deleted.
- Deleting a profile also permanently deletes recurring schedules tied to it.
How to do it
- Open Profiles.
- Open profile actions and choose Edit, Duplicate, or Delete.
- For Edit, change fields and select Save profile.
- For Duplicate, wait for the copy, then edit it independently.
- For Delete, confirm only if linked recurring schedules should also be removed.
Fields and controls
| Control | What it does |
|---|---|
| Edit | Opens current values in the profile editor. |
| Improve with AI | Suggests text; nothing is saved until Save profile. |
| Duplicate | Creates a separately editable copy when a slot is available. |
| Delete | Permanently removes the profile and linked recurring schedules. |
What happens next
Edits affect future runs. A duplicate is a new profile. Confirmed deletion removes the profile and linked schedules.
States you may see
| State | Meaning |
|---|---|
| Improving | A suggestion is being prepared and remains unsaved. |
| Duplicate unavailable | The profile limit is already in use. |
| Protected default | The default profile cannot be deleted. |
Credits and usage
Profile maintenance does not spend prospect credits.
Common problems
| Problem | What to check |
|---|---|
| Improve with AI is unavailable | Describe target persona must contain at least 10 characters. |
| Duplicate is disabled | Free a profile slot or add capacity. |