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Profile is built around a set of consistent concepts. Understanding these will help you navigate the software, interpret results, and communicate with your team.

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Quick Reference

ConceptWhat it means
UsersA person with access to Profile, with role-based permissions
ProfilesThe report created when someone completes assessments
AssessmentsThe DISC, Focus, and Core Values that power Profiles
Assessment InvitesAn email invite sent to participants to complete an assessment
TagsA label (with color) used to organize and filter Profiles
ReportingTeam-level insights and comparison tools
Playbook AIAI-powered debriefs and Q&A about Profiles and teams
KnowledgeCustom content that enhances Playbook AI responses
ExtensionsHighlights extreme low/high scores in tables

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Users

Anyone with login access to Profile.
  • Roles: Users are assigned a role — User, Manager, or Owner.
  • Owner: In addition to standard permissions, Owners have access to billing.
  • Users are managed on the Users page in the navigation.

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Profiles

A Profile is the report generated when an individual completes the assessments.
  • Combines data from DISC, Focus, and Core Values.
  • Includes graphs, narratives, AI debriefs, and communication guides.
  • Profiles can be read individually or compared across groups in Reporting.

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Assessments

Every Profile is powered by three assessments:
  • DISC – Measures behavioral style across Dominance, Influence, Steadiness, Correctness.
  • Focus – Measures cognitive and interpersonal focus across five domains: Flexibility, Organization, Communication, Understanding, Stability. Each domain includes six underlying facets.
  • Core Values – Reveals a person’s top motivators, ranked in order of importance.

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Assessment Invites

A secure email invitation you send to a participant to complete an assessment.
  • Sent from the Dashboard via Send assessment.
  • Uses the participant’s email address (no links to copy or share).
  • Can include Tags that automatically apply to all resulting Profiles.

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Tags

Labels you apply to organize Profiles.
  • Managed in the Account page (label + color).
  • Can be attached to Assessment Links so Profiles are tagged automatically.
  • Used throughout the platform for filtering (Dashboard, Reporting, etc.).

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Reporting

The hub for comparing groups of Profiles.
  • Filters: Narrow by Tags or DISC styles.
  • DISC Makeup: Shows percentage distribution across D, I, S, C.
  • Playbook AI Debrief: Team-level narrative analysis.
  • Tables: Compare DISC scores, Focus scores, and Core Values side by side.
  • Supports visual comparisons and ad hoc subgroup filters.

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Playbook AI

An AI-powered feature available in both Profiles and Reporting.
  • Individual Profiles: Summarizes 45+ datapoints into a narrative and supports Q&A via “Ask Playbook AI.”
  • Reporting: Generates team-level insights, surfacing shared tendencies and cultural patterns.

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Knowledge

Custom content you upload to enhance Playbook AI responses.
  • Add organization-specific context, terminology, and coaching frameworks.
  • Documents are automatically referenced when generating debriefs or answering questions.
  • Managed in Account > Playbook AI Knowledge.
  • See Playbook AI Knowledge for details and examples.

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Extensions

Highlight extreme scores in tables (optional toggle).
  • 0–10 = very low expression
  • 90–100 = very high expression
  • Helps you quickly identify outliers in DISC or Focus results.