Want to know more about an advisory partner you're working with? You can view their profile — bio, expertise areas, and links — directly from a message thread. This guide shows you where.
💡 Tip — Who can use this Available to all clients in the Messages section.
Quick reference
| Step | Action |
|---|---|
| 1 | Open a partner's profile from a thread |
Step 1 — View an advisor's profile
Go to Messages and open a conversation with an advisory partner. At the top of the thread, click the partner's name or avatar in the thread header. A profile panel opens showing:
- Their name and whether they're the lead partner on your engagement.
- Their photo.
- A short bio.
- Their expertise domains (the advisory areas they cover).
- Links to their LinkedIn and website, if they've added them.
📝 Note — Pulse AI has a simpler profile If you open the profile for a Pulse AI contact, you'll just see "AI Assistant" — it doesn't have a bio or links like a human partner does.
💡 Tip — Profiles help you know your team Checking a partner's expertise domains is useful when you have a question that fits a specific area — you can see at a glance who covers what.