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Where: the campaign guide ▸ 03 Personalization profile, 04 Cast consent, and the first step of 05 A is the rule set for one outreach: which Video Story, which Personalization Canvas, and how the video changes for each recipient. You sign it off, then preview one real recipient’s video. If the personalization did something you don’t like, edit the rules and preview again.

Do

1

Create or duplicate the profile

On station 03, press Create or duplicate, then New profile. The profile wizard opens with the campaign’s Video Story and Personalization Canvas already in step 1, locked. On the right, paste a short brief on how this outreach should feel: tone, formality, whether the presenter introduces themself, how to address recipients. LatentCast turns it into style guidance for the personalized parts.Made a profile for a similar outreach before? Pick it in the same list and press Duplicate. The copy carries every setting over, keeps the story version that profile ran, takes this campaign’s canvas and name, and is signed off at once. Go straight to your presenters’ consent.
2

Define how the video changes

Step 2: choose where the background images come from: generated under guidelines you describe in the chat, generated as a set you pick from, or your own photography.Step 3: pick a package and adjust its switches. This is where you decide which dimensions of your Personalization Canvas are used and where: the personal opening, an optional context scene, the closing, and the recipient’s logo and colours. Next to every scene there is a drop-down box where you toggle each personalization dimension on or off for that scene, so one scene can use the triggering event while another stays exactly as in the Video Story.Step 4 is the each recipient lands on: welcome line, call to action, logo, subtitles, with a live preview of your first recipient’s page.
3

Review and save

Step 5 recaps everything. Saving builds the from your Personalization Canvas: every colleague named as a presenter joins the cast.
4

Sign it off

Press Sign off on the Personalization Profile. That freezes the rules. With Invite the cast now ticked, as it is by default, each presenter receives a casting request.
5

Get your presenters' consent

Station 04, Cast consent, follows them. Anyone not invited yet, such as the presenters of a duplicated profile: press Open cast and invite them. Each presenter opens Proxies ▸ Casting in their own account, binds their avatar and voice, and presses Grant consent. The station shows who has consented and whom you are waiting for, since when. One consent is enough to start: the recipients of a presenter who consented can be produced while you wait for the others. Setting up an avatar and a voice is a one-time task with its own guide.
6

Preview one video

Station 05 opens with Test with one recipient. Press Open test: the profile page arrives with a recipient already picked, the first whose presenter has consented. Pick another if you like, and press Start production. Nine steps run, and an activity feed says what was decided and why. Then the plays that recipient’s video. Is everything it says about them true? Does it sound like a person wrote it? Would you send it? If not, edit the rules or fix the Personalization Canvas and preview again. If yes, you are ready to produce at scale.
The profile page

The Personalization Profile page: the recipient picker and Start production on top, the previewed recipient's video below.

Watch out

No consent, no video. A recipient whose presenter has not consented cannot be produced. The cast page is where you see who is holding things up.
Finetuning here changes one recipient’s video only. The Tuning Chat on a previewed recipient edits that recipient’s video, never the base Video Story and never anyone else’s.
Next: Produce and send at scale · Back: Define who receives it