Guide Profiles

Customization Profiles

Customization Profiles combine the things people repeatedly tell Scholarly: how the work should read, which model should produce it, and how visual output should look. Save a profile once, then choose it from Choose profile at the top of any Customize step. Your one-off instructions still apply on top, and format-specific themes such as a slide theme remain separate choices.

Your existing Saved Instructions and Custom Designs are preserved as Personal profiles automatically.

What a Profile Holds

  • A name -- How it appears in the profile picker.
  • Reusable instructions -- Audience, tone, terminology, structure, citations, brand rules, visual direction, or other standing guidance.
  • A preferred model -- Optional. Pin the AI model this kind of work should use instead of the usual Auto pick.
  • Visual references -- Optional logos, brand-guide pages, templates, screenshots, or examples. Visual creators use them to match colors, layouts, and art direction.

At least one instruction, preferred model, or visual reference is required. Personal references stay private to your account. Team references are available to everyone on that team.

Creating and Applying a Profile

From any creation modal:

  1. Choose Choose profile at the top of the Customize step, beside the title.
  2. Pick an existing profile, or select New profile.
  3. Give it a name, then add reusable instructions, a preferred model, visual references, or any combination, and save it.
  4. Select the profile. Any custom instructions you type for this creation apply on top.

You can also manage the library from Settings → AI Creations → Customization Profiles.

Personal, Project, and Team Use

  • Personal -- Your own reusable profiles. Only you can manage and apply them.
  • Project -- Open a Project's customization panel and choose a default Personal or Team profile. New project chats and creations use it automatically, together with project-specific instructions.
  • Team -- Team owners and admins can create shared profiles; members can apply them but cannot change them. Manage them from the Profiles tab on your team page. The locked Company Brand Kit remains the team's always-available brand profile.

Profiles work with every AI creation. Visual references are also used by:

Built-in Expert Styles remain quick starting points, while format-native themes and modes remain inline settings. A selected profile adds your standing preferences without hiding those choices.

Preferred Model

A profile can pin one AI model. Every creation started with that profile uses it instead of the usual Auto pick.

Model availability differs by format -- the models offered for video lectures are not identical to those for documents. The profile editor names the formats a model covers before you save it, and any format that cannot offer the pinned model keeps its own best default rather than substituting something you did not choose. Picking a model by hand inside a create window overrides the profile for that one creation.

Editing and Deleting

Open Settings → AI Creations → Customization Profiles (or the profile picker in any create modal) at any time to:

  • Rename a profile.
  • Update its reusable instructions, preferred model, and visual references.
  • Delete a profile you no longer use.

Edits apply to anything you generate from that point onward — previously generated content is not retroactively re-styled.

When to Use a Profile

  • Your team has a brand and editorial voice. Save both in one shared profile from the team page's Profiles tab.
  • You create recurring deliverables. Build separate profiles for board updates, client reports, training material, or classroom handouts.
  • A project needs consistent rules. Set its default profile once instead of reselecting it for every artifact.

Tips

  • Keep instructions specific and concrete: "lead with the decision, use UK spelling, cite supplied figures, warm neutral palette" beats "make it good."
  • A few well-chosen reference images guide the AI better than a dozen mixed ones. Pick examples that are unmistakably the look you want.
  • Name profiles by job, audience, or brand so the right choice is obvious.
  • Profiles do not replace a slide theme or video mode; choose both when the format offers them.
  • AI Video Lectures — combine a profile with the video mode and voice you need.
  • Settings — manage your profiles from one place.
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