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Experts

Manage expert profiles for attribution and sourcing

Experts

Experts are the people and organizations you cite as authorities in your content.

What is an expert?

An expert in Boki is a source profile. It could be:

  • A named individual (researcher, analyst, executive)
  • An organization (research firm, company, institution)
  • An internal team member (your CTO, product manager)

Creating an expert

  1. Go to Research → Experts in the sidebar
  2. Click Add expert
  3. Fill in the profile:
    • Name: Full name or organization name
    • Title: Role or position
    • Organization: Company or institution
    • Expertise: Areas of knowledge
    • Links: Website, LinkedIn, or relevant profiles
  4. Click Save

Expert profile fields

FieldDescriptionRequired
NameDisplay nameYes
TitleJob title or roleNo
OrganizationCompany or institutionNo
ExpertiseComma-separated topicsNo
BioBrief descriptionNo
LinkedInLinkedIn profile URL (e.g., linkedin.com/in/your-profile-slug)No
LinksURLs to other profiles or workNo
ImageProfile photoNo

Why the bio matters

When adding a new expert, you'll see guidance on the importance of the bio field. A complete bio helps Boki:

  • Generate more relevant questions during interviews
  • Provide better context when using expert insights
  • Attribute quotes with appropriate authority

Adding a profile photo

You can add a profile photo in two ways:

Upload manually:

  1. Click Upload photo in the Image field
  2. Select a JPG or PNG file (up to 10 MB)
  3. The image appears on the expert's profile

Fetch from LinkedIn: When a LinkedIn URL is present in the expert profile, Boki can fetch the expert's LinkedIn profile picture automatically. If no image is returned or the fetch fails, Boki preserves any previously stored image.

Managing profile images

  • Upload: Add a new image manually
  • Replace: Upload a different image to replace the current one
  • Remove: Delete the profile image entirely
  • Refresh from LinkedIn: Re-fetch the image from LinkedIn if the URL is set

Using experts

After creating an expert:

  • Attach insights (quotes, data) to their profile
  • Reference them when writing content
  • Boki can suggest relevant experts for your topics

Managing experts

Edit an expert

  1. Find the expert in the list
  2. Click to open their profile
  3. Make changes
  4. Click Save

Delete an expert

  1. Open the expert's profile
  2. Click the menu (three dots)
  3. Select Delete

Note: Deleting an expert removes their profile but insights may remain as orphaned entries.

Search experts

Use the search bar to find experts by:

  • Name
  • Organization
  • Expertise area