# Business profiles

*For all SpeakDo users.*

A business profile adapts SpeakDo to your role: the context sent to the engine, the actions offered, the vocabulary and the home examples. It also **removes** actions that do not belong to the role. A profile never grants extra permissions: your ERP permissions remain the final authority.

You switch profile from the app's **Working mode** selector, among the profiles allowed for your account. A profile may require some modules in your ERP (for example Third parties and Tickets): if they are missing, it is not offered.

The profiles below are those that actually exist in SpeakDo. Their availability also depends on your account configuration.

## Generic profile

*Available.* The default profile, with no specialization: it offers every action allowed by your ERP, permissions and modules.

## Field technician

*Available.* SpeakDo's original field profile: look up a customer and its arrival brief, write an intervention report, record time spent, find a piece of equipment (Code42's Gestion de Parc module) and its tickets. The examples come from IT and telecoms, but the profile fits any mobile technician.

## Field sales rep

*Available.* Before a meeting, a **brief** sums up the customer's situation: pending quotations, orders, unpaid invoices, latest exchanges. On the road, notes, reminders and quotations are dictated without opening the ERP. The profile can also send a document to the customer by e-mail and find customers close to your position.

## Receptionist / call handler

*Available — locked profile.* A deliberately restricted profile for unauthenticated callers (phone call, reception desk): identify the calling company or contact, create a ticket. It **never** exposes invoices or full customer records: identifications only return the identifier and name. Once active, it cannot be switched to another profile. It is the profile used by an AI phone agent connected to SpeakDo.

## Warehouse

*Being validated.* Picking and shipping: orders to prepare, stock availability, shipments, stock movements. Reads are in place; stock and shipping writes are developed and tested, and their validation in real conditions is in progress.

## Site manager

*Being validated.* Following a site's projects: project brief, overdue or remaining tasks, appointments, task progress. The profile is developed and tested; it will be offered once validated in real conditions.

## Profiles under study

Profiles for **helpdesk** and **team management** are being studied but are not developed to date.

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The actions offered by each profile are listed action by action in the [catalog](/en/catalogue/).