|To configure the Company Settings: You need to be an Administrator or have the Company Settings (Edit) permission enabled.|
Company Settings contains general information about your company like its name and location. The information you provide in the Company Settings helps your Conversica Revenue Digital Assistant™ respond with accurate details when a customer asks for information about your company.
- From the navigation bar click Settings > Company.
- Enter your company's information in the appropriate fields. For additional information on the fields see below.
- Click Update Settings.
Company Settings Fields
|Company Name||The name of your company. This will be the default company name that appears in your Assistant's email signature, messaging, and subject lines.|
|Phone Number||Your company's phone number.
|Physical Address||Your company's physical address. This is the address that your Assistant will reference when a lead/customer asks where you are located.|
|Time Zone||Your time zone. This controls the time zone for your account and reflects the times referenced in Lead Manager.|