> ## Documentation Index
> Fetch the complete documentation index at: https://docs-old.aisync.link/llms.txt
> Use this file to discover all available pages before exploring further.

#  Profile 

> Complete guide to creating and managing 10DLC profiles for compliant A2P messaging with dual provider support

<img src="https://mintcdn.com/rizler/SqB4wqsNVai7PqqO/images/setup/profile/overview.png?fit=max&auto=format&n=SqB4wqsNVai7PqqO&q=85&s=a35fc30e6dab6d164228f1f3aff8f894" alt="10DLC Profile Dashboard - Complete profile management interface" className="rounded-lg border shadow-sm" width="1918" height="923" data-path="images/setup/profile/overview.png" />

Create and manage your business profiles for compliant Application-to-Person (A2P) messaging across both Plivo and Twilio providers. Your 10DLC profile serves as the foundation for all messaging operations, ensuring regulatory compliance and optimal deliverability.

### 📊 Dashboard Overview

The 10DLC Profile dashboard gives you a clear, tabular view of all your business profiles and their compliance status. Below is a representative screenshot of the dashboard interface:

**Profile Table Columns:**

* **Profile Alias**: Internal friendly name for your profile (e.g., "Company MainProfile", "Demo Test")
* **Company Name**: Your business's legal name (must match registration)
* **Customer Type**: Select between "DIRECT" (registered business) or "RESELLER"
* **Entity Type**: Legal structure, such as "PRIVATE", "GOVERNMENT", etc.
* **Industry**: Select the industry classification for your business (e.g., "PROFESSIONAL")
* **Rizz Dial Status**: Displays the integration status of your profile with Rizz CMS, indicating if it's linked (toggle or icon).
* **Created At**: Date and time the profile was created
* **Action**: Options to edit or delete a profile (with confirmation)

**Twilio Status Indicators:**

* 🟢 **Active**/**Approved**: Profile active and messaging enabled
* 🟡 **Pending**: Awaiting review by carrier
* 🟠 **In Review**: Profile is under carrier examination
* 🔴 **Twilio Rejected**: Carrier denied the profile—review the provided feedback before resubmitting
* ⚫ **Disabled**: Profile deactivated; messaging blocked

*Note: Use the "Add Profile" button to create a new 10DLC profile. Use the red "Cancel" button in Actions to remove the draft profile before completion.*

For complete transparency, the dashboard also lists the total number of profiles and supports sorting by any field.

## ➕ Creating a New 10DLC Profile

### 🚪 Step 1: Access Profile Creation

1. Navigate to **Setup > 10DLC > Profile**
2. Click the **"Add Profile"** button
3. The system will display the profile creation form

<img src="https://mintcdn.com/rizler/xwEU_Givf3cWVLoU/images/setup/profile/add-profile1.png?fit=max&auto=format&n=xwEU_Givf3cWVLoU&q=85&s=a7194aa931bdea5fc380aa3dba0eedb4" alt="Add 10DLC Profile Form" className="rounded-lg border shadow-sm" width="1557" height="795" data-path="images/setup/profile/add-profile1.png" />

### 📝 Step 2: Complete Profile Information

<AccordionGroup>
  <Accordion title="Basic Profile Information" icon="clipboard">
    **Core Profile Details:**

    <img src="https://mintcdn.com/rizler/lyHRnmIDu3VCdXay/images/setup/profile/add-profile6.png?fit=max&auto=format&n=lyHRnmIDu3VCdXay&q=85&s=662f997486e4f4d5c620a6e678166e51" alt="Basic Profile Information Form" className="rounded-lg border shadow-sm" width="1630" height="140" data-path="images/setup/profile/add-profile6.png" />

    | Field | Description | Requirements | Example |
    | - | - | - | - |
    | **Profile Alias**\* | Internal reference name | 3-50 characters, unique | "Main Business Profile" |
    | **Company Name**\* | Legal business name | Exact match to registration | "Volt Tech Solutions LLC" |
    | **EIN**\* | Federal Tax ID | 9 digits (XX-XXXXXXX) | "12-3456789" |
    | **Customer Type**\* | Business classification | Select from dropdown | "DIRECT" or "RESELLER" |
    | **Entity Type**\* | Legal structure | Must match documentation | "PRIVATE", "PUBLIC", "GOVERNMENT" |

    <Tip>
      **EIN Format Validation:** The system automatically validates EIN format and checks against IRS databases. Use format XX-XXXXXXX or XXXXXXXXX (9 digits total).
    </Tip>

    <Warning>
      **Critical Accuracy:** Company name and EIN must exactly match your business registration documents. Mismatched information is the #1 cause of profile rejections.
    </Warning>
  </Accordion>

  <Accordion title="Business Details & Industry" icon="briefcase">
    **Industry Classification & Business Information:**

    <img src="https://mintcdn.com/rizler/ARMN7aYB5vjk2g23/images/setup/profile/add-profile7.png?fit=max&auto=format&n=ARMN7aYB5vjk2g23&q=85&s=207438ebefc4a85f4410914879e9e7b6" alt="Business Details and Industry Form" className="rounded-lg border shadow-sm" width="1503" height="504" data-path="images/setup/profile/add-profile7.png" />

    | Field | Description | Impact on Approval | Best Practices |
    | - | - | - | - |
    | **Plivo Industry**\* | Primary business vertical | Affects approval speed | Choose most specific category |
    | **Twilio Industry**\* | Secondary classification | Provider-specific optimization | Can differ from Plivo industry |
    | **Website**\* | Company website URL | High - validates legitimacy | Ensure site is live and professional |
    | **Business Registration ID**\* | Official business identifier | Required for verification | Use primary registration number |
    | **Business Type**\* | Detailed business structure | Affects compliance requirements | Match legal documentation exactly |

    **Industry Selection Guidelines:**

    <CardGroup cols={2}>
      <Card title="High Trust Industries" icon="star">
        * Technology/Software
        * Healthcare
        * Financial Services
        * Education
        * **Approval Time:** 2-3 days
      </Card>

      <Card title="Standard Industries" icon="building">
        * Retail/E-commerce
        * Professional Services
        * Real Estate
        * Manufacturing
        * **Approval Time:** 3-5 days
      </Card>
    </CardGroup>

    <Info>
      **Website Requirements:** Your website must be live, professional, and include complete contact information. The system will automatically verify website accessibility during submission.
    </Info>
  </Accordion>
</AccordionGroup>

## 📍 Profile Address & Contact Details

### 🏠 Address Information Section

<img src="https://mintcdn.com/rizler/ARMN7aYB5vjk2g23/images/setup/profile/add-profile3.png?fit=max&auto=format&n=ARMN7aYB5vjk2g23&q=85&s=45de13cdc32048bc9525d614a4274b18" alt="Address Details Form" className="rounded-lg border shadow-sm" width="1477" height="352" data-path="images/setup/profile/add-profile3.png" />

**Required Address Fields:**

| Field | Description | Validation Rules | Example |
| - | - | - | - |
| **Customer Name**\* | Business name for address | Must match company name | "Volt Tech Solutions LLC" |
| **Street**\* | Primary street address | No PO boxes, must be physical | "123 Business Ave" |
| **Street Secondary** | Additional address info | Optional | "Suite 100, Floor 2" |
| **City**\* | Business city | USPS verified | "San Francisco" |
| **State**\* | Business state | Valid US state | "California" |
| **Postal Code**\* | ZIP code | 5 or 9 digit format | "94105" or "94105-1234" |
| **Country**\* | Business country | Default: "US" | "United States" |

### 👤 Authorized Contact Details

<img src="https://mintcdn.com/rizler/ARMN7aYB5vjk2g23/images/setup/profile/add-profile4.png?fit=max&auto=format&n=ARMN7aYB5vjk2g23&q=85&s=b805b6ed8022356573e36be53108035c" alt="Authorized Contact Details Form" className="rounded-lg border shadow-sm" width="1502" height="342" data-path="images/setup/profile/add-profile4.png" />

**Contact Information Requirements:**

| Field | Purpose | Requirements | Tips |
| - | - | - | - |
| **First Name**\* | Primary contact person | Legal name, must be authorized | Use CEO, COO, or authorized agent |
| **Last Name**\* | Contact surname | Must match government ID | Ensure spelling accuracy |
| **Email**\* | Business email address | Business domain preferred | Use monitored email address |
| **Title**\* | Contact's position | Business-appropriate title | "CEO", "Operations Manager" |
| **Job Title**\* | Specific role | Select from dropdown | Choose most appropriate option |
| **Phone**\* | Business phone number | Valid 10-digit US number | Use main business line |

### ℹ️ Additional Business Details

<img src="https://mintcdn.com/rizler/ARMN7aYB5vjk2g23/images/setup/profile/add-profile5.png?fit=max&auto=format&n=ARMN7aYB5vjk2g23&q=85&s=f725e21cae7a8ea8a765b6ab45635c0c" alt="Additional Business Details Form" className="rounded-lg border shadow-sm" width="1501" height="418" data-path="images/setup/profile/add-profile5.png" />

**Supplementary Information:**

| Field | Description | Impact | Requirements |
| - | - | - | - |
| **Call Type**\* | Primary messaging use case | Affects approval category | Select from approved list |
| **Call Per Month**\* | Expected message volume | Determines tier assignment | Realistic estimate required |
| **Employee Count**\* | Company size indicator | Trust score calculation | Current employee count |
| **Stock Symbol** | Public company identifier | Optional for public companies | NASDAQ/NYSE symbol |
| **Stock Exchange** | Trading exchange | Required if stock symbol provided | Select appropriate exchange |
| **Alt Business ID** | Additional identifier | Optional verification | DUNS, LEI, or other ID |
| **Alt Business ID Type** | ID classification | Required if Alt ID provided | Select appropriate type |
| **EIN Issuing Country** | Tax authority country | Default: "US" | Country of tax registration |

## ✏️ Editing Existing Profiles

### ⚙️ Profile Edit Interface

<img src="https://mintcdn.com/rizler/lyHRnmIDu3VCdXay/images/setup/profile/edit-profile1.png?fit=max&auto=format&n=lyHRnmIDu3VCdXay&q=85&s=bbd69a19abf5d840ecf1f01fdfe28470" alt="Edit 10DLC Profile Form" className="rounded-lg border shadow-sm" width="1626" height="602" data-path="images/setup/profile/edit-profile1.png" />

**Edit Capabilities:**

* **Basic Information**: Update company details and contact info
* **Business Details**: Modify industry classifications and website
* **Address Updates**: Change business address and contact details
* **Additional Information**: Update volume estimates and identifiers

**Edit Restrictions:**

* **EIN Changes**: Requires new profile creation
* **Company Name**: Major changes need re-verification
* **Entity Type**: Cannot be changed after approval
* **Provider Settings**: Read-only after initial setup

<img src="https://mintcdn.com/rizler/lyHRnmIDu3VCdXay/images/setup/profile/edit-profile2.png?fit=max&auto=format&n=lyHRnmIDu3VCdXay&q=85&s=43ecd4f94d0e2871227eb665b55a4e9f" alt="Edit 10DLC Profile Additional Fields" className="rounded-lg border shadow-sm" width="1650" height="825" data-path="images/setup/profile/edit-profile2.png" />

**Additional Editing Options:**

* **Contact Details**: Modify business phone numbers and email addresses.
* **Brand Information**: Change profile display name and public-facing details.
* **Industry Classification**: Update NAICS or SIC codes for your business.


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