General Information

Configure your business's basic information, hours of operation, contact details, and services.

Accessing General Information

Select your business from the business selector
Click General Information in the sidebar
You'll see the configuration page for your business details

Page Overview

As stated at the top of the page:

"General information for a business."

This page contains all the core information about your business that's used throughout the platform and shared with customers.

Business Profile

Basic Business Information

Business Name:

Your business's official name
Used in all customer communications
Appears in text messages and call greetings

Contact Email:

Primary email for the business
Where notifications are sent
Customer inquiries may be forwarded here

Phone Number:

Main business phone number
Used for SMS messaging and calls
What customers see when you contact them

Website URL:

Your business website
May be included in automated messages
Example: https://www.yourbusiness.com

Physical Address:

Street address of your business
Used for service area calculations
May be shared with customers for on-site services

Business Logo/Image:

Upload your business logo
Appears in confirmations and communications
Helps with brand recognition

Hours of Operation

Setting Your Business Hours

Configure when your business is open:

For Each Day of the Week:

Check or uncheck if you're open
Set opening time (e.g., 8:00 AM)
Set closing time (e.g., 6:00 PM)

Multiple Shifts:If you have split shifts (like closing for lunch):

Add additional time blocks
Example: 8 AM - 12 PM, then 1 PM - 5 PM

Closed Days:

Leave days unchecked if you're closed
Common for Sundays or specific weekdays

Why Hours Matter

Your hours of operation affect:

When automated scheduling can book appointments
When the AI phone agent is active (if configured)
What customers see for availability
Automated message timing

Example Hours Setup:

Monday:    8:00 AM - 6:00 PM
Tuesday:   8:00 AM - 6:00 PM
Wednesday: 8:00 AM - 6:00 PM
Thursday:  8:00 AM - 6:00 PM
Friday:    8:00 AM - 6:00 PM
Saturday:  9:00 AM - 2:00 PM
Sunday:    Closed

Services Offered

Adding Your Services

List the services your business provides:

How to Add Services:

Click Add Service or similar button
Enter service name (e.g., "Drain Cleaning", "Water Heater Installation")
Optionally add service description
Save the service

Why Services Matter:

Helps customers understand what you do
AI agent can reference your services
Used for lead qualification
Appears in knowledge base

Examples by Industry:

Plumbing:

Emergency Repairs
Drain Cleaning
Water Heater Installation
Leak Detection
Bathroom Remodeling

HVAC:

AC Repair
Heating Installation
Maintenance Plans
Emergency Service
Duct Cleaning

Legal:

Business Law
Estate Planning
Family Law
Real Estate
Contract Review

Managing Services

For existing services:

Edit - Update name or description
Remove - Delete services no longer offered
Reorder - Arrange by priority or popularity

FAQs (Frequently Asked Questions)

Adding FAQs

Provide answers to common customer questions:

Format:

Q: What areas do you service?
A: We serve the greater Springfield area within 25 miles.

Q: Do you offer emergency service?
A: Yes, we have 24/7 emergency service available.

Q: What payment methods do you accept?
A: We accept cash, checks, all major credit cards, and offer financing.

How It Works:

Enter questions and answers
Used by AI agents to respond to customers
Appears in knowledge base
Helps with consistency

Good FAQs to Include:

Service area/coverage
Hours of operation
Payment methods accepted
Emergency service availability
Pricing or rate information
Certifications/licenses
Insurance and warranties
Response time expectations
How to schedule service
What to expect during service

Why FAQs Are Important

FAQs help:

AI phone and text agents answer questions correctly
Reduce repetitive questions to staff
Provide consistent information
Speed up customer interactions
Build customer confidence

Integration Settings

Yelp Integration

If you use Yelp for lead generation:

Yelp Customer Support Name:

Name shown to Yelp customers
May differ from official business name
Example: "Joe from ABC Plumbing"

Yelp Automated Scheduling:

Toggle on/off
Enables/disables auto-scheduling for Yelp leads
When enabled, system automatically schedules appointments

Yelp Lead Attribution:

Tracking identifier for Yelp leads
Helps measure Yelp ROI
Used in analytics

Google LSA (Local Services Ads)

LSA Automated Scheduling:

Toggle on/off
Automatically schedule appointments from Google leads
Immediate response to high-intent customers

Saving Your Changes

After making any changes:

Review all information for accuracy
Click Save or Update button
Confirmation message appears
Changes take effect immediately

Important: Changes to business hours affect appointment availability immediately.

Best Practices

Keep Information Current

Update hours for holidays and special events
Add new services as you expand offerings
Remove discontinued services
Keep FAQ answers accurate and up-to-date

Be Comprehensive

Fill out all fields
More information = better AI responses
Helps customers understand your business
Reduces confusion and wrong expectations

Test Your Settings

After updating:

Test automated messaging
Call your business to test phone agent
Book a test appointment
Verify all information displays correctly

Regular Review

Review business information monthly
Update FAQs based on actual customer questions
Adjust hours for seasonal changes
Add new services as you grow

Common Issues

Problem: Appointments being scheduled outside business hours

Check hours of operation are correct
Verify timezone is set properly
Ensure there are no gaps or overlaps

Problem: AI agent giving wrong information

Update FAQs with correct answers
Add more detailed service descriptions
Check business information is complete

Problem: Not receiving leads

Verify phone number is correct
Check email is accurate
Ensure integrations are connected
Test with a self-generated lead

Next Steps

After setting up general information:

Configure Messaging System - Set up automated SMS
Set up Phone Agent - Enable AI voice calls
Build Knowledge Base - Add more detailed information
Review Business Settings - Fine-tune configuration

Tip: Accurate general information is the foundation of successful automation. Take time to fill it out completely and keep it updated.