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Learn Why Sharing Business Information Helps Your Agent

When setting up your AI agent, it’s important to provide clear, detailed business information. Below is a guide on how to add this information and why it matters.
SS
Srishti Sharma
Updated 8 months ago

1. Find the “Business Info” Tab

This crucial step helps your agent accurately represent your brand and respond to callers with relevant details. After creating or selecting your AI agent, navigate to “Agent Settings.” You will see a “Business Info” tab that contains fields for your Business Name, Business Website, and Business Description.

2. Enter the Essential Details

  1. Business Name
    Use your official company name. If your organization uses a DBA (“doing business as”) name, consider adding it here if it is the primary identity you want callers to recognize.
  2. Business Website
    Provide a URL that best represents your offerings. This enables your agent to learn more about your business and share the link quickly if a caller requests additional information.
  3. Business Description
    Write a brief summary of your company. This may include core services, pricing, or operational locations. Keep it concise yet informative so your AI can reference these details during calls.

3. Save Your Changes

Once you’ve completed each field, make sure to click Save Agent. This ensures your new or updated information is stored and immediately accessible to the AI agent.

4. Why It Matters

  1. Brand Consistency
    Providing accurate business details helps your AI agent maintain a consistent voice aligned with your brand’s identity.
  2. Accurate Responses
    When callers ask about your operating locations, services, or general business information, your AI agent can answer with authority and up-to-date facts.
  3. Enhanced Professionalism
    Customers often judge a company by how well it can speak to its own capabilities and scope. Offering clear and concise business details helps build trust and conveys professionalism.

Conclusion

Adding or updating your company’s details within the “Business Info” tab is a simple but critical step when configuring your AI agent. By giving it the context it needs—such as location, core offerings, and primary website address—your AI becomes a more effective and credible representative of your brand. If you have any questions or need assistance, reach out to our support team at help@serviceagent.ai for guidance.
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