Accounts & Roles
Business profile essentials and what each user role can see and do
Business Profile Essentials
Complete your business profile to improve AI accuracy and prevent routing errors.
Set business identity
In Settings, enter your public business name exactly as it should appear in replies, quotes, and appointment confirmations. You can also upload a company logo (PNG, JPEG, or WebP up to 2 MB).
Confirm your industry
Your industry (vertical) drives terminology, the seeded service catalog, and intake questions. Changing it later replaces catalog rows and knowledge content — the app shows a confirmation dialog listing the impact before it proceeds.
Define service area and hours
Enter service-area ZIP codes and configure operating hours plus timezone. Hours are what the voice agent speaks and routes on, and what after-hours automation keys off.
Add knowledge pack basics
In AI Receptionist › Knowledge, document key services, exclusions, and pricing guidance so the AI answers accurately from day one.
Role Matrix
Each user account carries a role that controls access to sensitive areas:
| Role | Access | Best Use |
|---|---|---|
| Owner | Full workspace access including billing, integrations, audit log, and supervisor views | Primary operator or business owner |
| Admin | Operational control across leads, channels, and settings, plus audit log and supervisor views | Ops manager or office lead |
| Supervisor | Day-to-day work plus the Team activity supervisor view | Shift lead monitoring live calls and queues |
| Agent | Day-to-day conversation and lead handling | Dispatcher or frontline staff |
- Audit Log is visible to owners and admins only — for everyone else the sidebar item is hidden
- Team activity requires owner, admin, or supervisor
- Billing changes should stay with owners in practice