This is where PULSE AI truly becomes your intelligent partner. The Agent Intelligence Profile helps the AI understand your unique working style, business structure, and past performance. This is crucial for personalized coaching and task generation.

• Step 1: Go to Settings: Click on your profile picture or the “Settings” option.
• Step 2: Select “Agent AI” Tab: Once in Settings, click on the “Agent AI” tab (it usually has a brain icon).
• Step 3: Tell the AI About You:
  • Experience Level: Select where you are in your career (e.g., New Agent, Veteran Agent).
  • Business Structure: Are you a Solo Agent, part of a Team, or a Team Lead?
  • Work Commitment: Full-time or Part-time?
  • Typical Work Schedule: Structured 9-5 or more flexible?
  • Database/Sphere Size: How many contacts do you have?
  • Previous Year Transactions/Sales Volume: If you know these numbers, enter them.
• Step 4: Save Changes: Click “Save Changes” once you’ve completed this section.

Best Practice Tip: Be as honest and accurate as possible! This profile is for you, so giving accurate information ensures the AI’s suggestions are truly helpful and realistic for your situation.

Limitation/Challenge: If you skip this step or provide incomplete information, the AI might give more generic advice. It’s like asking a doctor for a diagnosis but not telling them your symptoms – they can’t give you the best treatment plan!