Reference
Account settings
Agency profile, branding, team, roles, and branches.
Agency profile & branding
Set your agency name, logo, branding, business hours, and timezone. These flow through to the AI receptionist and your portals.
Team, roles & branches
Invite your team, assign roles and permissions, and configure multiple branches so each office sees the right data.
Want this set up for your agency?
Book a demo and we'll walk you through it on your own data.
Book a demo