Summary: Creating a profile in AXP lets you add a guest's contact details and immediately take action — such as sending a message or raising a request — all in one flow. The profile is saved as soon as you click "Create Profile."
Permissions Required: Converser or above
Steps to follow
From any screen in AXP, click the blue "+" icon in the top-right corner.
Select "Create Profile" from the menu. A "Create New Profile" window will appear.
Enter the guest's First Name and Last Name — these are required.
Optionally, add contact details:
Email address — required if you want to create a request for this guest
Phone number — required if you want to start a conversation with this guest
Click "Create Profile". The profile is created immediately at this point regardless if any next action is chosen or not.
Common Questions
Q: Is the profile saved if I close the window after clicking "Create Profile"?
A: Yes. The profile is created the moment you click "Create Profile" — even if you close the window or abandon the next step without saving.
Q: Why can't I start a conversation with this guest?
A: A phone number is required to start a conversation. Add the guest's phone number to their profile and save first.
Q: What happens if the phone number is already in the system?
A: AXP checks for duplicate phone numbers. If the number already belongs to another profile, you'll see a validation error and won't create a new guest profile with the number. Check whether a profile already exists for that guest.