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The single most important control in Ask Viq is the Profile dropdown at the top of every chat. Every question you type is answered against only the connected sources inside the active Profile. Pick the right Profile before you ask a question and Ask Viq routes against exactly the data you need. Pick the wrong one and you get a polite scope-limit notice instead of an answer.

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What Profiles are

A Profile is a named group of connected sources. When you select a Profile from the dropdown, Ask Viq answers every question in that chat against only the connectors that Profile contains — nothing more, nothing less. A single workspace can have many Profiles running in parallel. A marketer opens a marketing-sources Profile that contains Google Ads, Klaviyo, and GA4. A finance director opens a finance-sources Profile that contains NetSuite, Stripe, and the commerce platform’s payouts feed. Same Ask Viq UI, same workspace, completely different data scope. The right answers reach the right team without manual filtering.
Create a distinct Profile for each team or business function — marketing, finance, operations, customer success. When a question needs a connector that is not in the current Profile, Ask Viq names the missing connectors in the limit message so you know exactly what to add or which Profile to switch to.

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How to create a Profile

Profiles are created in Settings, not inside Ask Viq itself. The Profile dropdown is a live read of the Profiles tab — any Profile you save on the Settings page appears immediately in the dropdown for every assigned user, with no separate publish step.
1

Open Settings, Profiles tab

Navigate to Settings in the workspace header, then select the Profiles tab. You see the list of all existing Profiles in the workspace, each showing its name, connector count, and assigned users.
2

Click New Profile

Click New Profile to open the Profile editor. Give the Profile a name that maps to its business function — “Marketing sources”, “Finance sources”, “Operations”, or a storefront name like “UK BigCommerce”.
3

Add connectors

Select the connectors that belong to this Profile from your workspace’s connected sources list. A connector can belong to multiple Profiles — a Shopify storefront commonly sits in a marketing Profile alongside Google Ads and Klaviyo, and also in a finance Profile alongside Stripe and PayPal.
4

Assign users

Select the workspace users who should have access to this Profile. A user sees only the Profiles they are explicitly assigned to in their dropdown. Workspace admins always see every Profile.
5

Save

Click Save. The Profile appears immediately in the Ask Viq dropdown for every assigned user. No restart or publish step is required.

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Using the Profile dropdown in Ask Viq

The Profile dropdown sits at the top of every Ask Viq chat, just above the message thread. The currently active Profile is shown as the dropdown label. Click the chevron to open a panel listing every Profile you have access to, each with a small connector-icon strip so you can see at a glance which sources it is wired to.
Before you type your first question, confirm that the Profile dropdown shows the right Profile for your question. A finance question asked from a marketing-sources Profile returns a scope-limit notice because Stripe is not in scope. Switching takes one click.

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Multi-tenant use case

Profiles are the mechanism that makes Ask Viq multi-tenant inside a single workspace. Consider a workspace running three functions:
TeamProfile nameConnectors in scopeQuestions they ask
MarketingMarketing sourcesGoogle Ads, Meta, Klaviyo, GA4”Which campaigns are losing money?”, “What is my email open rate trend?”
FinanceFinance sourcesStripe, NetSuite, Shopify payouts”Reconcile last month’s revenue against the GL”, “What is today’s auth rate?”
OperationsOperationsShipBob, Royal Mail, DPD, Shopify orders”Which carrier has the worst on-time rate?”, “What’s our fulfilment SLA breach count?”
One workspace, one Ask Viq UI, three completely isolated question scopes. A marketer asking from the marketing Profile cannot accidentally surface finance data even if they phrase a finance-sounding question, because the routing layer only has access to the connectors inside the active Profile.

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AI-suggested Profiles

For workspaces with many connectors, the Auto-Generate More button on the Profiles tab analyses your connector mix and proposes sensible Profile groupings in a single bulk action. The suggestions are based on common business-function patterns across the connector catalogue. You review, edit, and save the proposed Profiles — the AI does the initial grouping work, you make the final call.
Workspaces that have not yet organised their connectors into named Profiles see a single default Profile in the dropdown that includes every connected source. This works for getting started, but most workspaces graduate to two or three named Profiles within their first few weeks once the value of scoped questions becomes clear. Use Auto-Generate More to accelerate that step.

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How Profiles connect to sources

Each Profile is a scope filter that applies to everything Ask Viq draws from:
Cards belonging to connectors outside the active Profile are not queried. Ask Viq only reads the 6,034-card catalogue for the connectors your Profile contains.
Diagnostic findings on connectors outside the active Profile are not surfaced. A finding from the Payment Performance Intelligence report is only visible from a Profile that includes the relevant payment connector.
Knowledge files and archived report runs are filtered to those associated with the connectors in the active Profile. A finance document uploaded into a finance-only Profile is not visible when you are asking from a marketing Profile.
A Profile is visible in your dropdown only if you have been assigned to it. A user assigned to two of a workspace’s six Profiles sees only those two. The other four are not listed and cannot be discovered through the dropdown UI. There is no per-question override — the boundary is enforced at the data-fetch layer, not just in the UI.

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Common questions

Can I have a personal Profile only I can see? Yes. Create a Profile, assign only yourself, and it appears in your dropdown but no one else’s. This is useful for ad-hoc analysis you do not want to surface in a teammate’s dropdown. Can a Profile span multiple commerce platforms? Yes. A Profile can include Shopify, BigCommerce, and Adobe Commerce at once. Ask Viq joins across the connectors and answers questions like “which storefront has the highest AOV this month?” by querying all three. What if my question needs a source outside my current Profile? Ask Viq replies with a polite scope-limit notice naming the connectors it would have needed. You can then switch to a Profile that contains those connectors, or ask your admin to extend the current Profile on the Profiles tab. Why is one of the Profiles in my dropdown greyed out? That Profile exists in the workspace but you have not been assigned access. Ask your workspace admin to add you to the Profile on the Profiles tab. The greyed entry is informational — it lets you know the Profile exists without granting access.