---
title: Create Profile Templates Using Al
description: Use AI to quickly create client and candidate profile templates, structure profiles efficiently, and capture the right information automatically.
---

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# Create Profile Templates Using Al

## Use AI to quickly create profile templates for clients and candidates. Generating templates with AI helps you structure profiles efficiently and capture the right information without building sections and fields manually.

For demonstration purposes, this article uses **clients** as the user type when creating a profile template using AI. The same steps apply when creating profile templates for **candidates**.

Let’s get started 🚀

**Step 1**: Log in to your agent dashboard, then click **More** and select **Advanced Templates**, as shown in the screenshot below.

![](https://staticfiles.gleap.io/gattachments/h7AQJmjNcybdjbdcVj74XAWThLnWEdnUPA2e2T00xSAPyk3pHaoWxT3YxYYJxK9hjj4ITt0vgNm.png)

 

**Step 2**: Click **Profile Templates** to start adding a new profile template.

![](https://staticfiles.gleap.io/gattachments/9rNfbwqW7IWxuYziSKOO0EHYs2iQ4jWjlQG6emrM2RK2uMiiRhUeZthwsPRE6ndmcY8xVyFQz3J.png)

 

**Step 3**: Enter a name for your template and set the **Type** to **Profile Header**.

![](https://staticfiles.gleap.io/gattachments/Gck76EpXoAkoE6FebudBe3H72yjxRT0n2C1fUOo2adSpaACSCm1jm8OnyKlm566Zsi9fZDw1Cf9.png)

 

**Step 4**: Select **Client** as the **User Type.**

![](https://staticfiles.gleap.io/gattachments/izycs2djWNDRljPOhIUB2R8OeRfGeccVcOqnYn8lUkBFbrQZAnE3teQTsqNpWfnyAgN27lKxduY.png)

 

**Step 5**: Check the **Create template from scratch** checkbox.

![](https://staticfiles.gleap.io/gattachments/nsY3oMc6vTHKJKZf7YpJbY1nSWQwixf83hAFHmtzp4X3K5TLb8DNAtdxVpd4745gIra8pG1AUUm.png)

 

**Step 6**: Describe the layout of your profile template as required, and then click **Generate Template** to begin generating the template.

![](https://staticfiles.gleap.io/gattachments/1OPR3QgQzOekfQBRYJAqIGtrVaYl7SupHuaf1eZlYdKbSTQB1s7FqAqUYfNDB1LBLwEGpmd8yLR.png)

 

Your profile template will be generated successfully. You can then improve the generated template or create a new template by describing the layout again.

Once you are satisfied with the generated template, click the **Create** button to proceed. Your profile template will then be created successfully.

![](https://staticfiles.gleap.io/ghelparticle/521liFdIwC5rUuViKjLSdWX7J2orUOpDE2iukoTa7fa8awDcQIPdd3On1wfwPzZyYaGsBj7LuK5.gif)

 

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