If you want your OS to run smooth and actually reflect your business, this is where it starts. The Business Profile is the backbone—custom fields, automations, and system-level defaults all pull from here. Set it up once, set it up right.
Access the Business Profile Settings by navigating to "Settings" > "Business Profile".
Step 1: General Information
These settings fuel your messages, automations, and workflows. If something looks off, sounds off, or breaks downstream—it’s usually because this section wasn’t filled out properly.
Here’s what to update and where it shows up:
Location ID – Unique account identifier. You might need this for support or integrations. Click the icon to copy it.
Business Logo – Displays on funnels, calendars, forms, surveys, and emails that pull from your account settings. Upload your logo (350x180px, max 2.5MB).
Friendly Business Name – Used in messages, emails, workflows, and anywhere the custom field
{{account.name}}is used.Legal Business Name – Required for compliance forms and carrier approvals (like SMS A2P registration). This must match your business documentation exactly.
Business Email – Referenced in automations and templates that use
{{account.email}}. Also appears in workflow emails, contact records, and notifications.Business Phone – Shows in
{{account.phone}}custom field. Pulled into text messages, email footers, and workflows.Branded Domain – This becomes the root URL for your system-generated content: forms, calendars, funnels, surveys, and trigger links.
Business Website – Referenced using
{{account.website}}in workflows, SMS, email, or funnel templates.Business Niche – Helps categorize your business. It may influence reporting, custom workflows, or niche-specific tools.
API Key – Used for integrations like Zapier or webhooks. Click the icon to copy. You can regenerate it if needed.
When everything’s filled out, click Update Information to save. This step is not optional if you want your system to run clean.
Step 2: Business Physical Address
This section isn’t just for show—it powers your automations, legal compliance, and custom field data. If it's empty or wrong, things will break.
Here’s what to fill out and why it matters:
Street Address – Use your official, registered business address. This feeds into system-generated content like emails, funnel footers, and compliance documents.
City – Enter the city tied to your physical address. It’s used in emails, physical mailers, and location-based automations.
Postal / Zip Code – Make sure this matches your legal docs. This will show up in messages, forms, and compliance-related assets.
State / Province / Region – Required for timezone accuracy and local compliance. Spelled out correctly = fewer issues later.
Country – Select the country where your business is legally registered. Impacts compliance tools, tax integrations, and email/SMS setup.
Time Zone – Sets the default for all time-sensitive actions (campaign sends, appointment slots, workflow delays). Most automations pull from this unless manually overridden.
Platform Language – This controls the language your internal team sees inside your OS dashboard.
Outbound Communication Language – Determines what language is used in public-facing content like funnels, emails, and text messages when referencing Custom Fields.
When you’re done, hit Update to lock everything in. Don’t skip this—if your timezone or address is off, your automations will be too.
Step 3: Business Information
This information, including your registration type and number (such as EIN, CCN, VAT) and your regions of operation, is crucial. Properly documenting and registering your business can significantly impact your approval status when applying to send SMS messages.
Business Type – Choose your entity (LLC, Corporation, Sole Proprietor, etc.).
Business Industry – Pick the closest match for your service category.
Business Registration ID Type: Choose the type of identification you received for your business registration.
Business Registration Number: Enter your company's Registration number here. If your business is not yet registered, tick the My business is Not registered box instead.
Business Regions of Operation: Select the region in which your company is located. You can select more than one option if your company has branches in multiple locations.
Hit Update Information once complete.
Step 4: Authorized Representative
This is the person your system tags as the main point of contact for legal and messaging compliance.
Fill in:
First and last name
Email
Job title
Phone number (with country code)
Click Update Information to save.
Step 5: Call & Voicemail Settings
This is where you customize what happens when someone calls but doesn’t get through.
Upload your voicemail in MP3 or WAV format. Keep it under 20 seconds.
Choose a timeout length (20 seconds or less is ideal).
This message overrides carrier defaults and applies to all numbers—unless individually changed in Team Management.
Click Save when you’re done.
General Settings
These settings address compliance requirements and enable enhanced personalization features.
Allow Duplicate Opportunity – Enable if you want to keep multiple open deals for the same contact in one pipeline.
Merge Facebook Contacts By Name – Merges messages into existing contacts if the name matches exactly (case-sensitive).
Disable Contact Time Zone – Uses the business time zone for all appointment and automation actions instead of contact-specific zones.
Bot Detection – Prevents fake opens and clicks from inflating your stats or triggering automations.
Mark Emails as Invalid on Hard Bounce – Stops automations and emails from firing to dead contacts.
Validate phone numbers on first SMS send - When this is on, the system checks if a number is real before sending your first text. If it's invalid, the message won’t go out—you'll need to fix the number before trying again.
Verify email addresses on first email send - This setting double-checks an email the first time you send to it. If it bounces or looks fake, the email won’t be delivered. You’ll need to verify the address before sending more.
Make SMS compliant by adding an opt-out message - Turn this on to automatically include your opt-out line (like "Reply STOP to unsubscribe") in the first bulk text you send. Keeps you compliant and improves deliverability. You can tweak the message in Customize.
Make SMS compliant by adding sender information - This inserts your sender name or ID into the first bulk SMS for transparency and compliance. You can edit the wording and choose whether it shows at the top or bottom of your message.
Make Email compliant by adding an Unsubscribe link in your email - This makes sure your emails include an unsubscribe link by default. If you turn it off, you’re responsible for adding your own to every message. You can edit the link’s text and style in Customize.
These features help protect your sender reputation. Turn on what you need and click Customize if you want to edit messaging.
Contact Deduplication Preferences
Decide how your system handles duplicate contacts.
Toggle ON to allow duplicates.
Toggle OFF to block them, and set your matching rules: email, phone, or both.
Smart deduping helps keep your CRM clean and automations firing correctly.
Deprecated Features
This section lets you disable legacy features like Campaigns and Triggers if you’ve upgraded to Workflows.
Click Update after making changes.
Missed Call Text Back
Turn this on to automatically text people who call but don’t get an answer.
Write your custom message. You can use Custom Fields for personalization.
Test it by sending to your own phone number.
Click Save when it’s set up.
Final Reminder
Every section has its own Save or Update button. If you skip it, nothing sticks. Review, save, and move on.
When your Business Profile is dialed in, everything runs cleaner—custom fields pull the right data, your brand shows up consistently, and you avoid the costly mess of broken automations or rejected messages.
Let me know if you want this turned into a checklist, in-app walkthrough, or SOP doc for your team.