Company Settings is where you configure the core information about your business.
This information powers how your AI agents communicate with customers. The more accurate and detailed your settings are, the better your chatbot and voice agent will perform.
You can access this section from the left navigation:
Company Settings
What Company Settings Controls
Company Settings defines the information your AI agents use to:
Understand your business and services
Answer customer questions accurately
Accept service requests from the correct locations
Know when your business is open or closed
Notify your team when new requests arrive
Keeping this information up to date helps ensure your AI agents behave correctly.
Company Profile
The Company Profile defines the identity of your business and provides context for your AI agents.
Field | Description |
Company name | The name your AI agents use when referring to your business |
Description | A summary of what your company does. This helps the AI answer customer questions |
Phone number | Your primary business phone number |
Website | Your company website URL |
Logo | Your brand logo |
Timezone | Ensures timestamps and business hours are correct for your location |
Social media links | Optional links to Instagram, Facebook, or LinkedIn |
Service address | Your office or headquarters address |
Tip
Write a detailed company description. The AI uses this information to answer questions about your services, where you operate, and what makes your business unique.
Service Area
Your Service Area defines the geographic locations where your business operates.
This helps prevent the AI from accepting service requests from customers outside your coverage zone.
You can add locations using:
US States
Canadian Provinces
ZIP Codes
Postal Codes
To add a location:
Start typing the state, province, or ZIP code.
Select the correct location from the dropdown list.
Adding ZIP codes or postal codes allows for more precise service coverage.
Job Types
Job Types represent the services your business offers.
Your AI agents use job types to:
Understand what services customers need
Categorize service requests correctly
Ask relevant follow-up questions
Examples of job types include:
AC Repair
Furnace Tune-Up
Water Heater Replacement
Drain Cleaning
Adding a Job Type
Click Add Job Type
Enter the service name
Add a short description explaining the service
Toggle the job type Active
Disabling a Job Type
If a service is temporarily unavailable (for example seasonal work), you can:
Toggle the job type Off
Keep it saved without deleting it
Business Hours
Business Hours tell your AI agents when your team is available to respond to customers.
You can:
Set opening and closing times for each day
Mark specific days as Closed
Automatically apply your configured timezone
Accurate business hours ensure:
Calls are routed properly
The after-hours voice agent activates at the right times
Customers receive correct availability information
After-Hours Emergency Service
If your company provides emergency service outside normal business hours, you can enable After-Hours Emergency Service.
When enabled:
Customers will be informed that emergency support may be available
Your AI agents can guide urgent callers appropriately
This is particularly helpful for industries such as HVAC or plumbing where emergencies can occur.
Notifications
Notifications control who on your team is alerted when a new service request is created.
You can configure both email and SMS notifications.
Email Notifications
Add one or more email addresses
Each address receives an email alert when a new request arrives
SMS Notifications
Add one or more phone numbers
Each number receives a text message notification
Example setup:
Owner receives SMS alerts
Office manager receives email notifications
This ensures the right people are notified quickly.
FAQs
The FAQ section is a knowledge base your AI agents use to answer customer questions.
The more complete your FAQ library is, the more helpful your AI agents will be during conversations.
Adding an FAQ
Click Add FAQ
Choose or create a category
Enter the question as a customer might ask it
Enter the answer in clear, simple language
Example FAQs
Good FAQs often include common customer questions such as:
Do you offer free estimates?
How quickly can you come out?
What brands do you service?
Do you offer emergency service?
Example answer:
Do you offer free estimates?
Yes, we offer free in-home estimates for all new customers.
Best Practices for Company Settings
To get the best results from your AI agents:
Write a detailed company description
Add all services you offer as job types
Define your service area carefully
Keep your business hours accurate
Build a strong FAQ library based on common customer questions
The more context your AI agents have, the more accurately they can assist your customers.
Frequently Asked Questions
How detailed should my company description be?
The more information you include, the better. A detailed description helps your AI agents answer questions about your services, service areas, and specialties.
Can I update my company settings later?
Yes. You can update your Company Settings at any time, and the changes will immediately affect how your AI agents respond to customers.
Do I need to configure every section?
While not all sections are required, completing as many fields as possible will significantly improve how your AI agents perform.