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Confirm your business info

Who: the account owner. Time: under a minute.

Your AI receptionist introduces itself with your business name and answers questions about your hours and service area. Get these right before your first real call.

What to check​

Open Megan, the chat assistant in your dashboard (look for the chat icon on any page), and ask her to confirm your business name, hours, and service area. She reads them back to you, and if anything's wrong, tell her the correction in plain language, for example: "we're actually open until 7pm on weekdays" or "our service area should include Franklin County too." She updates it directly.

If you'd rather not use chat, the same fields are editable under Settings, then your business profile section.

What "right" looks like​

  • Business name matches what you actually want callers to hear, not a legal entity name if that's different from your public brand.
  • Hours match your real hours, including any different weekend or emergency hours.
  • Service area covers everywhere you actually send technicians, a caller outside it gets told so honestly instead of booked into a job you can't service.

Next​

Connect your CRM, the step that turns on real booking.