Fields
Name
Your business’s public name, in the Business Name field. Agents use it in greetings and signatures. It can’t be empty.Mailing address
Your business’s postal address, in the Mailing Address field. It appears at the bottom of every marketing email you send, and marketing email is refused while it’s empty. Put each line of the address on its own line.Description
A plain-text box for what you do, who you serve, and how. Keep it specific. “A company that sells things” gives agents nothing to work with; “a small roofing company in Northern California that handles residential replacements and inspections” gives them plenty.Industries
Type an industry and press Enter to add it; click the × on a tag to remove it. Add every industry that fits — pick several if your business straddles categories. Industries feed into:- Automation classification (e.g., “is this a sales or support inquiry?”)
- AI suggestions across other sections
- Customer segmentation
Saving
Edit the name, mailing address or description and Save Changes appears below it; Cancel puts back what was there before. Industries save as soon as you add or remove one.Using AI suggestions
Each of the three fields has a sparkles button. Name and description come back as a single suggestion you accept or refresh; industries come back as a list you accept individually or all at once. See AI Suggestions.Next steps
Offerings
Add what you sell
Presences
Add where you sell