Business Settings

Configure business-specific settings and preferences.

Accessing Business Settings

Select your business
Click Settings in the sidebar
You'll see business settings configuration options

What's in Business Settings?

Business Settings contains configurations specific to an individual business, separate from organization-wide settings. This is where you fine-tune how your business operates within the platform.

Common Settings Sections

Business Profile

Basic Configuration:

Business name
Contact information
Business description
Industry/category
Timezone

Logo and Branding:

Upload business logo
Set brand colors
Customize appearance

Business Status

Active/Inactive:

Activate or deactivate the business
When inactive:
- Stops receiving new leads
- Disables automated messaging
- Turns off phone agent
- Preserves all data

Archive Business:

Permanently archive the business
Historical data preserved
Cannot receive new activity
Can be restored if needed

Notification Settings

Email Notifications:

New lead alerts
Appointment booked
Missed calls
System updates
Daily/weekly summaries

SMS Notifications:

Text alerts for urgent items
New high-value leads
Emergency service requests

Notification Recipients:

Add team member emails
Add phone numbers for SMS alerts
Set up escalation rules

Integration Settings

Connected Services:

Google Calendar connection status
Yelp integration status
CRM connections
Payment processor links

API Access:

Business-specific API keys
Webhook endpoints
Integration tokens

Data & Privacy

Data Retention:

How long to keep conversation history
Call recording retention period
Lead data retention

Export Data:

Export all business data
Download conversations
Get call recordings
Export lead database

Delete Data:

Request data deletion
GDPR compliance
Clear historical data
Permanent deletion requests

Team & Permissions

Business Team Members:

Who has access to this business
Role assignments
Permission levels

Access Levels:

Owner - Full access
Manager - Most features
Editor - Can edit settings
Viewer - Read-only

Add/Remove Access:

Invite new team members to this business
Remove access from departing team members
Change roles and permissions

Billing & Usage

Business-Specific Billing:

View usage for this business
Call minutes used
Messages sent
Current costs
Historical billing

Usage Limits:

Monthly call minute limit
SMS message limit
Storage used
API requests

Advanced Settings

Custom Configuration:

Advanced routing rules
Custom webhooks
Developer settings
Feature flags

Timezone Settings:

Business operating timezone
Critical for appointment scheduling
Affects all time-based features

Regional Settings:

Language preferences
Date/time format
Currency settings
Phone number format

Managing Multiple Locations

If you have multiple business locations:

Separate vs. Shared Settings:

Unique Per Business:

Business name
Phone number
Address
Hours of operation
Service area
Local team members

Can Share (If Desired):

Knowledge base content
Message templates
Workflow configurations
Brand guidelines

Consistency Tips:

Use similar naming conventions
Maintain brand consistency
Share best practices
Standardize processes across locations

Archiving a Business

When to Archive:

Business closes permanently
Seasonal business off-season
Client no longer needs service
Consolidating locations

What Happens:

All automation stops immediately
Phone agent disabled
Messaging disabled
No new leads received
All data preserved

How to Archive:

Go to Business Settings
Scroll to bottom or find "Archive Business"
Review consequences
Confirm archiving
Business immediately becomes inactive

How to Restore:

Contact support or
Use "Restore Business" option if available
Reactive all settings
Re-enable automation

Deleting a Business

⚠️ Warning: Deletion is typically permanent!

Before Deleting:

Export all data you need
Download call recordings
Save important conversations
Inform team members
Cancel any active subscriptions related to this business

Deletion Process:

Archive business first (usually required)
Wait any required period (e.g., 30 days)
Request permanent deletion
Confirm multiple times
Business and data permanently removed

What Gets Deleted:

All leads and conversations
Call recordings and transcripts
Appointments and calendar data
Configuration and settings
Historical analytics data

What's Preserved (Typically):

Billing records (for legal/accounting)
Audit logs (for compliance)
Organization-level aggregate data

Security Settings

Access Security:

Two-factor authentication
IP restrictions (if available)
Access logs
Session management

API Security:

Rotate API keys
Revoke compromised keys
Monitor API usage
Set rate limits

Compliance Settings

GDPR/Privacy:

Enable data privacy features
Customer data access
Right to be forgotten
Data portability

Recording Consent:

Call recording notices
Consent language
Opt-out handling
Compliance tracking

Industry Regulations:

HIPAA compliance settings (healthcare)
SOC 2 compliance
Industry-specific requirements

Troubleshooting Settings

Connection Issues:

Test integrations
Refresh connections
Re-authenticate services
Check status pages

Feature Not Working:

Verify settings are saved
Check feature is enabled
Review permissions
Test in sandbox mode

Data Not Syncing:

Force sync
Check connection status
Review error logs
Contact support

Best Practices

Regular Reviews:

Review settings monthly
Update when business changes
Verify integrations still work
Check team access is current

Documentation:

Document your settings
Note why choices were made
Keep change log
Share with team

Testing:

Test after any changes
Verify features still work
Check automations
Review with team

Security:

Rotate API keys periodically
Review team access quarterly
Monitor for unusual activity
Keep contact info current

Getting Help

In-App Support:

Help icon in settings
Tooltips explain each setting
Documentation links

Contact Support:

For setting changes requiring assistance
For feature requests
For troubleshooting
For account issues

Knowledge Base:

Detailed articles on each setting
Video tutorials
Best practice guides
Common scenarios

Settings Checklist

Initial Setup:

[ ] Business profile complete
[ ] Hours of operation set
[ ] Timezone configured correctly
[ ] Team members added
[ ] Notifications configured
[ ] Integrations connected
[ ] Tested all features

Ongoing Maintenance:

[ ] Review settings monthly
[ ] Update hours for holidays
[ ] Rotate API keys quarterly
[ ] Audit team access regularly
[ ] Monitor usage and limits
[ ] Keep contact info current

Before Going Live:

[ ] All settings reviewed
[ ] Team trained on changes
[ ] Integrations tested
[ ] Backup/export data
[ ] Emergency contacts set
[ ] Notification preferences set

Next Steps

You've now completed the setup of your business on Niche Platform!

Continue Learning:

Review other businesses you manage
Explore App Marketplace for additional features
Check Organization Settings for org-wide config
Monitor performance and optimize

Ongoing Success:

Monitor your Business Dashboard daily
Review Conversations regularly
Refine Messaging based on results
Optimize Phone Agent performance
Keep Knowledge Base updated

Get Support:

Use in-app help
Email support@nicheplatform.com
Check documentation
Join community forums

Congratulations!

You've completed the Niche Platform User Guide! You now know how to:

✅ Navigate the organization and business levels
✅ Manage multiple businesses
✅ Configure automated messaging
✅ Set up AI phone agents
✅ Build a comprehensive knowledge base
✅ Monitor and optimize performance

Keep This Guide Handy: Bookmark this guide for future reference as you continue using the platform.

Need Help? Support is always available at support@nicheplatform.com