Synced Upwork profile
The profiles come from the Chrome extension. With no Upwork data yet, the step shows Connect your Upwork profile: install the extension, then click Import profile.- Upwork profile (required): your freelancer profile or one of your agencies.
- Do you want to submit the proposal as a freelancer or as an agency member? (default As a freelancer): appears when your freelancer profile belongs to an agency. As a freelancer shows the client your own profile. An agency name shows you as a member of that agency.
- Freelancer (required for an agency): the agency member whose profile the client sees, under the agency’s name. The AI writes the letter from this member’s profile.
Auto-bidding needs an agency
Auto-bidding works only with a template that has an agency and a Freelancer. If an auto-bidder uses this template and you change the Proposal sender to your freelancer profile, Save fails with “Auto-bidding sends proposals through an agency. The auto-bidder ”…” uses this template, so pick an agency and a contractor, or switch the auto-bidder to another template first.”Messages on this step
- “To send proposals using your agency profile, please upgrade your current plan.” Your plan does not include agencies. Pick your freelancer profile, or click Upgrade now.
- Profile sync required: “Freelancer profiles need to be synced from Upwork.” Open the Chrome extension and sync your profiles. The agency’s members then appear in Freelancer.
- “Some freelancers are not shown.” Part of the agency is synced. Sync again from the extension to see every member.
- Saved sender from template: a teammate created this template with a profile that is missing from your synced data. If you change it and save, the template may stop working for that teammate. Leave the profile as it is unless the template is yours.
Manual profile
Use a manual profile when you cannot use the Chrome extension. Click Enter details manually, or Enter manually when nothing is synced yet.- First name (required, up to 80 characters): the name the AI uses for you in the letter.
- Headline / Specialty (required, up to 200 characters): your Upwork title, such as “Shopify developer for fashion brands”.
- Description (up to 5,000 characters): your profile overview. Paste it in full. It is the AI’s main source of proof about you.
- Skills (required, at least one, up to 100 skills and 1,500 characters in total): add them as Tags, or switch to List and paste them separated by commas or new lines.