Your business details
Everything about your business is in one place: Settings → Business. The assistant, your appointments and your invoices read their details from here. An Admin changes this and an Editor can read it. Changes save by themselves. When you change something, the greeting, the chat title and the next invoice follow by themselves.
Get details from website
Did you skip the start, or is your account older? Fill in the address of your site under Website and choose Get details from website. You get the same overview as in the start, on this page, and you decide for each detail what is taken over:
- Correct takes one row and Ignore leaves it out. Accept all takes all the rows we are sure of in one go. You always confirm the country, legal name, VAT number and registration number yourself with Correct.
- If something you filled in yourself is already there, you choose Keep or Replace.
- If your site cannot be read, you paste the text of your pages into the box that appears.
- If you close the page before you finish, the overview is still there when you come back.
Each time counts towards how often you can have a website read, see Subscription & invoices. Only an admin of the business itself sees this card.
Business details
| Field | What it does |
|---|---|
| Website | The assistant knows your website and can mention it. If you turn on the chat for the first time without Allowed websites, or Live web search for the first time without Allowed domains, we fill those from this address. After that they stay as they are. |
| Business name | The name the assistant uses, also in the greeting through [Business name]. Also the chat title if you leave that empty, and the name on the invoice if Legal company name is empty. If your business is in the Netherlands, you can pick a match from the Dutch trade register while typing. That also fills in the street, number, postal code, city and registration number. You can clear this field: the assistant then says ‘this business’ and your booking page shows no name. Links you already shared keep the old name. If you have a subscription, the old name stays on your invoices as Legal company name. |
| Country | Sets the VAT on your invoice and where we look for a phone number first. |
| Postal code, Street and number, Address line 2 (optional), City | Your address. It goes on your invoice, unless you enter a different address there. Customers only see it if you share it (see below). |
| Share this address with customers | See Share your address. |
| Phone number for customers | The assistant may give this number to customers. If it equals your backup number under Settings → Team, you see a warning, because a call can then go round in circles. |
| E-mail address for customers | The assistant may give this address to customers. |
| Language for customers and notifications | The language of notifications to you and of public pages such as the booking page. A new assistant also starts in this language. Your own dashboard language does not change with it (you choose that under My account), and neither does the language of an existing assistant (see Languages & voices). |
| Time zone | Applies to your opening hours, to services that follow the opening hours, and to the days on Overview. |
| Service area | Told to the assistant so it knows where you work, for example a city or region. |
The assistant knows the name, the website, and the phone number and e-mail address for customers, so it can answer questions about them. It never gets the VAT number, registration number, legal name or your team's numbers.
Share your address
With Share this address with customers on, the assistant may mention your address and it appears in appointment confirmations for a service At our location where you entered no address of its own. With it off, only your invoice uses the address, and the assistant does not get it.
It is off by default, because a business address can also be a home address. If you take the address from your own website in the start or with Get details from website, it is on, unless you switch it off on that row. An address that only comes from the trade register is off.
Opening hours
The Opening hours card is off by default. Turn on Use opening hours and set the times per day. add hours gives a day an extra block, for example before and after lunch. A day without times is Closed. The times apply in the Time zone above. You cannot set holidays separately.
| Opening hours on | Opening hours off | |
|---|---|---|
| The assistant | Knows the times and whether you are open now. | Gets no times. |
| Transfer rules | Within opening hours and Outside opening hours follow your times. | Your business counts as always open: Within opening hours is always active and Outside opening hours never is. |
| Services with Same as opening hours | Booking follows your times. | Booking follows office hours: Monday to Friday 08:00–17:30. |
Billing details
The Billing details card only holds what differs on the invoice or goes on it as well: Legal company name, VAT number, the registration number, Send invoices to and Different address on the invoice. If you leave something empty, we use what is above. An invoice that already exists does not change. Read more, also about VAT, in Subscription & invoices.
Privacy & safety
Keep conversations (days): how long conversations are kept, from 7 to 3650 days and 365 by default. Recordings go after 30 days.
The Caller protection card below it limits repeat callers, keeps a list of always allowed numbers and can hide card numbers in transcripts. See Caller protection.
Delete your business
Admins can delete the whole business at the bottom of the page. The Delete business card starts folded. Type the business name exactly and choose Delete business forever.
The subscription ends immediately, the phone numbers are released, and all logins, assistants, knowledge, contacts, requests, conversations and recordings, connections and API keys are deleted. This cannot be undone. If the business has invoices, a notice says so: because of the 7-year Dutch tax retention period, all invoices and credit notes, the subscription and payment history, and a minimal business record (ID, name, billing details and deletion date) are kept. Every team member gets an email as soon as the deletion starts, and so do the notification email address and the address invoices go to.
This only works within 10 minutes after you sign in. The card shows until what time you can do it. When that time has passed, the Confirm access link opens that screen; you stay signed in and land back on the same page after confirming.
If you only want your own login gone, see My account.