Create a Profile

Create a profile

Creating a profile is writing your standing instructions once: a name, the rules, saved. It happens on the main extension page, in the Instruction Profiles tab, and the result is a library asset that can take the active role whenever its mode of work comes up. This page covers the creation flow and what belongs in the instructions. Marking a profile active, and everything after, lives in manage profiles.

Prerequisites:

• Signed in: Profiles live in your library and require a signed-in account. See sign in to the extension.
• The concept: What a profile is, and what active means, is covered in the active profile.
• Know the surfaces: This page assumes the pop-up and the main extension page from the interface.

Open the Instruction Profiles tab#

1. Click the pinned Cognardo Workbench icon to open the pop-up.
2. Click the instruction profiles icon in the navigation grid. The main extension page opens on the Instruction Profiles tab.

Instruction Profiles also sits in the left navigation of the main extension page, one click from anywhere in the workspace.

Create the profile#

1. Click the creation control above the library. The profile form opens.
Name the profile:
• Name it for the mode of work it serves: Client drafts, Internal notes, Code review. The name is how you will recognise it in the library and in the switch later.
Write the instructions:
• These are the standing rules: what should be true of every output in this mode, stated plainly, one rule per line.
• Keep the task out. The profile carries how work is done; the prompt carries what to do. An instruction that changes with every use does not belong here.
2. Save the profile. It joins the library as its own row, with its name.

Which profile is active is a separate decision, made in the library, and the working switch is the pop-up's Use active instruction profile toggle. Both are covered in manage profiles and use the active profile.

What to write into a profile#

• Voice and tone: The register the output must hold: formal, direct, warm, technical. One line here saves the same line in every prompt.
• Format rules: Structure the output must follow: length bounds, heading habits, list discipline, what to always or never include.
• Constraints: The hard lines: banned words, claims to avoid, compliance rules, things the output must never do.
• Audience: Who the output is for, when that stays constant across the mode: clients, executives, beginners.

The test for every line: would it be identical across twenty prompts in this mode? If yes, it belongs in the profile. If it changes per task, it stays in the prompt. One profile per mode of work keeps each one short and unambiguous, and the library holds the set.

Related pages#

• Instruction profile interfaces
• The active profile
• Manage profiles
• Use the active profile