Customers get too many disconnected links.
Scheduling, forms, offers, documents, media, inventory, and contact information usually live in separate tools. That creates friction when the customer is ready to act.
Custom Profile Pages
Send customers a branded action page, not another disconnected link.
TECOBI profile pages give every customer a clean destination for the next step: meet the assigned person, message back, schedule time, review sent media, complete forms, view offers, and handle documents from a page tied back to the conversation.
Branded Client and user profile pages
Customer-specific Secure lead action links
Action-ready Schedule, send, sign, and submit
profile.tecobi.com
Assigned contact Jordan from TECOBI Available for message, call, or appointment
Message me Schedule time Review offer Upload documents
Secure customer action
Trade form sent from the conversation Customer completes the request. TECOBI routes the signal back to the lead.
Why it matters
Customer action should not break away from the conversation that created it.
When a customer is ready to take the next step, the experience should feel branded, simple, and connected. TECOBI turns links into customer-facing workflows that bring the result back into the operating layer.
Reps need a professional destination to send.
A plain link or attachment does not build confidence. TECOBI gives each customer a branded page connected to the client, assigned user, and conversation.
The team needs the action to come back to the record.
When a customer schedules, submits information, reviews an offer, or sends a message, that activity should return to the operating workflow instead of becoming another disconnected notification.
Sensitive links need more context and control.
Customer-specific pages can be tied to a lead hash, short link, or secure profile link flow so the right customer sees the right action at the right time.
How profile pages work
A branded customer hub for the next action in the conversation.
01
User sends the right profile link
From the TECOBI conversation, a user can send a contact profile, calendar link, credit link, trade link, referral link, document request, offer, or media page.
02
Customer lands on a branded page
The page reflects the client, assigned user, profile photo, cover image, intro video, contact actions, social links, and the customer-specific workflow.
03
The page guides the next action
Customers can message back, call, save a vCard, schedule time, search inventory, review media, complete forms, view offers, or handle documents.
04
TECOBI captures the signal
Page views, engagement, submissions, appointment actions, inventory likes, and customer messages can feed the same operating record.
05
The team gets cleaner handoff context
Instead of asking what happened, users can see the customer action and continue the conversation from the right point.
06
Follow-up stays connected
Auto Bots®, Response Bot, queues, and human users can keep working from the same customer context after the profile-page action.
Customer-facing modules
One branded destination can support many customer actions.
The profile-page system is not a single landing page. It is the customer-facing layer for the information and actions your team sends during the conversation.
Agent profile
Personalized user pages
Assigned users can show their profile image, cover photo, title, bio, languages, intro video, social links, reviews, phone, email, and vCard download.Scheduling
Calendar and event links
Customers can receive calendar pages and event-specific links for self-scheduling when appointment workflows are enabled.Documents
Document requests and signatures
Document pages can present requested customer information, generated PDFs, and signature workflows in a guided customer-facing experience.Offers
Digital quotes and payment options
Offer pages can present sent quote or pencil information so the customer reviews the deal in a dedicated branded view.Forms
Credit, trade, referral, and message forms
Customer-specific links can open quick qualification, full credit, trade-in, referral, signup, and simple message workflows.Media
Photos, videos, and PDFs
Media links give customers a clean place to view sent assets instead of digging through a long text thread.Page types
Public brand pages and customer-specific action pages work together.
TECOBI can show a general client or user profile when the customer needs contact context, then use secure lead-specific pages when the customer needs to complete a private action.
Client profile page
A public client page can show the brand, location details, contact information, inventory behavior, widget settings, and assigned profile context.
User profile page
A user page gives the customer a human point of contact with contact buttons, social proof, an intro video, and scheduling when available.
Lead action page
A lead-hash page can open the specific customer workflow: offer, credit, trade, referral, media, documents, or appointment scheduling.
Personalization and controls
Profile pages use the real client and user setup already inside TECOBI.
Teams can control what customers see: user identity, client branding, inventory behavior, appointment availability, contact options, intro content, and the secure customer action attached to the link.
Profile photoCover photoIntro videoTitle and bioLanguagesSocial linksvCard downloadCalendar connectionClient brandingInventory visibilityWidget configurationLead-hash secure links
Connected customer signal
The profile page is part of the operating workflow, not a dead-end microsite.
When profile pages are sent from a TECOBI conversation, the goal is simple: make the customer action easier and bring the result back where the team can use it.
01 Profile page views
02 Customer messages
03 Appointment actions
04 Inventory engagement
05 Form submissions
06 Document completion
07 Media engagement
08 Conversation handoffs
See custom profile pages in action
Give customers one branded place to take the next step.
Book a TECOBI walkthrough and we will show how profile pages support user introductions, scheduling, forms, offers, media, documents, and conversation handoffs.