Add, view, and manage all the businesses in your organization.

Accessing Business Management

1. Click Manage Businesses in the left sidebar

2. You'll see a list of all businesses in your organization

Page Overview

This page allows you to manage all businesses under your organization. Whether you're an agency managing client businesses or a company with multiple locations, this is where you control your business portfolio.

Viewing Your Businesses

The business list typically shows:

• Business name

• Contact information (phone, email)

• Status (active, inactive)

• Creation date

• Quick actions (view, edit, settings)

Adding a New Business

To add a new business to your organization:

1. Click the Add Business or Create Business button

2. Fill out the business information form

3. Save the new business

4. You'll be taken to configure the new business

Required Information

When creating a business, you'll typically need:

• Business Name - The name of the business

• Phone Number - Business phone number (for receiving calls/texts)

• Email - Contact email address

• Address - Physical business address (if applicable)

Optional Information

You may also be able to set:

• Business website

• Hours of operation

• Services offered

• Industry/category

Managing Existing Businesses

For each business in your list, you can:

View Business

• Click on the business name to view its dashboard

• See business-specific metrics and activity

• Access all business-level features

Edit Business

• Update business information

• Change contact details

• Modify settings

• Configure integrations

Access Settings

• Jump directly to business settings

• Configure phone agent

• Set up messaging

• Manage integrations

Business Status

Businesses can have different statuses:

Active:

• Business is fully operational

• Receiving calls and messages

• All features enabled

Inactive:

• Business temporarily paused

• Not receiving new leads

• Can be reactivated later

Archived:

• Business no longer in use

• Historical data preserved

• Can be restored if needed

Switching Between Businesses

To work on a different business:

1. Click on the business name in the list

2. OR use the business selector in the navigation

3. You'll be taken to that business's dashboard

Permissions and Access

Depending on your role:

Organization Owner/Admin:

• Can add/remove any business

• Full access to all business settings

• Can archive or delete businesses

Business Manager:

• Can view all businesses

• May have limited editing permissions

• Can access assigned businesses

Business Editor:

• Can only access specific assigned businesses

• Cannot add/remove businesses

• Can edit settings for assigned businesses

Organizing Your Businesses

For Agencies Managing Clients:

• Each client gets their own business

• Keep client data separate

• Easy to switch between clients

• Individual billing and reporting per client

For Multi-Location Companies:

• Each location is a separate business

• Centralized management

• Location-specific settings

• Aggregate reporting across all locations

For Franchises:

• Each franchise location as a business

• Maintain brand consistency

• Location autonomy for settings

• Corporate oversight and reporting

Bulk Operations

If available, you may be able to:

• Select multiple businesses

• Apply settings to multiple businesses at once

• Export business lists

• Bulk update information

Removing a Business

To remove or archive a business:

1. Go to the specific business's settings

2. Look for "Archive Business" or "Remove Business"

3. Confirm the action

4. Business will be archived (data preserved but inactive)

⚠️ Warning: Be careful when removing businesses. Archived businesses stop receiving calls and messages immediately.

Next Steps After Adding a Business

Once you've created a business, you should:

1. Set up General Information - Complete business profile

2. Configure Messaging System - Set up automated texts

3. (Optional) Set up Phone Agent - Enable AI voice calls

4. Add Knowledge Base content - Help AI understand your business

Finding a Specific Business

If you have many businesses:

• Use search - Look for a search bar to find by name

• Sort the list - Sort by name, date created, or status

• Filter - Filter by status, type, or other criteria