Your business

What the page is for

This is where the customer tells their AI assistant who the business is, what it sells, and what it usually gets asked about. Everything the customer writes on this page is what the AI assistant uses in its replies to leads, so an empty or vague field here is the most common reason for replies that sound generic. The page sits under Settings in the menu group Training Camp, next to the Goal and booking tab. The customer can fill the fields in themselves, or let the platform read them out of the company's website with Auto-fill.

What it looks like

At the top is the heading "Your business" with the subtext "Customize how your leads are communicated with". On the right on large screens, and at the foot on a phone, sits the button "Reset".

Then a card with the fields in this order:

1. A highlighted banner "Save time" with the badge "Recommended" and the button "Auto-fill". Under the banner is a line about the weekly update.
2. "Company name" and "Website", side by side on wide screens.
3. "Industry" (a dropdown). If "Other" is chosen, the field "Describe your industry" appears.
4. "Phone number".
5. "Short description", "Services / Products" and "Additional Information", all three large text fields with a character counter and a quality badge.

Under the card sit two separate cards: "Knowledge bank" and "Ads".

Every field has a small help bubble, and the three text fields show a badge in colours: "★ Perfect", "✓ Good", "OK" or "Incomplete". The badge is guidance only and blocks nothing.

There is no save button on the page. The fields save themselves, see the section below.

The page follows the choice the customer made under Settings, Appearance: light or dark. The brand colour and the buttons are the same in both; only the surfaces change.

Buttons and fields

Saving (there is no save button)

The page saves by itself. A text field is saved shortly after the customer stops typing, a dropdown is saved the moment it is clicked, and Website, which is the page's only field with a web address, is only saved once the customer leaves the field and the safety check of the link is green. When it goes well, nothing is shown on purpose: no "Saving", no tick, no confirmation. When it goes wrong, the field gets a yellow ring, the text "Could not save" and a button "Try again", and at the foot it says "1 change was not saved", which the customer can click to jump to the field. The customer is only asked about unsaved changes when navigating away if a save has actually failed.

The guard says no in some cases, and then nothing has been sent to the server. The messages the customer can meet are "Write at least 50 characters, or leave the field completely empty", "Enter a phone number that can be called" and "The link was blocked by the safety check". They disappear when the field is corrected.

Auto-fill

Opens a window where the customer picks a source, "Website" or "Facebook page", and enters the address. The button is then called "Analyze website" or "Analyze Facebook page". For a website the platform goes through the whole site and shows along the way how many pages have been found and read, which services and prices have been found, and how much time is left. It typically takes 1 to 3 minutes. If the customer leaves the page meanwhile, the work carries on at the server and is shown again next time the page is opened.

When the analysis is finished, the window "Suggestions" opens. Here the suggested texts sit in editable fields, so the customer can correct them before they are put to use. If services were found on the website, they are shown as a list with tickboxes, where the customer removes what they do not sell. At the foot is the switch "Keep them updated every week". The button "Apply selected" writes the fields straight away and confirms with "AI suggestions applied and saved".

In the setup guide the same happens without the customer pressing anything: the website is asked for before the integrations (for a customer who pays themselves, right after the payment, in the mobile app right after Country for a customer who has not paid yet, otherwise as the first step) and read in the background, and the suggestions are shown at the end on the screen "Here's what we learned about <company>". The services and the switch "Keep them updated every week" work exactly as here. If the customer has already completed the setup, the website is not read again by itself: then Auto-fill here is the way to do it.

There is no limit on how many analyses the customer may run. The only thing that can refuse an analysis is that the weekly automatic update is running at that very moment, and then the reason is shown in the window. Along the way the window counts down with "~{n} sec remaining", calculated from how many pages were found.

The weekly automatic update

The line under the Auto-fill banner. If it is switched on, it says "Your description and services are kept updated from <address> every week" with the link "turn off" and the sentence "Run Auto-fill to change the address." If it is switched off, it says instead "Run Auto-fill to have your description and services kept updated automatically every week".

Two things are worth holding on to, because customers ask about them: the automatic update can only be TURNED ON inside the suggestions window after an analysis (so the customer has seen exactly the address that will be read), and it only touches two fields, "Short description" and "Services / Products". Everything else on the page is left untouched. If it is switched off, the platform confirms with "Automatic updating is off".

The line is not shown to staff members.

Company name

The name the AI assistant signs off with in emails and SMS messages to leads. The field is required: if it is missing, the automation cannot be turned on, and the field gets a red border after a failed save.

Website

The company's own address. It is used to send leads on to the right page, and it is the address Auto-fill suggests reading. The address is run through a safety check when the customer leaves the field, and if it is rejected, it is not saved. The field is always free to edit, even when the weekly update is switched on: the automation reads its own stored address, not this field.

Industry

A list of 46 industries from "Architecture & Interior Design" to "Other". The choice controls two things the customer can see: the help text under the two large text fields becomes industry specific, and the AI assistant's choice of words follows the industry. If "Other" is chosen, the field "Describe your industry" appears, and the two fields are saved as one.

Phone number

The number a lead is transferred to when they call in. There is no help text under the field; the explanation sits in the i icon next to the name: "The number a customer is put through to when they call. Read it twice: a wrong digit sends real calls to a stranger." If the customer has no number of their own from the platform (for example only the chatbot), or only a Swedish number that cannot take calls, the lead calls this number directly for a phone appointment, and the i icon says instead: "The number your customers call when they have a phone appointment with you. If you have the chatbot on your website, it can give this number to visitors. Read it twice: one wrong digit sends real calls to a stranger." The field is optional, but if it is filled in, the number has to be valid in the customer's own country (for Danish customers eight digits), otherwise "Enter a valid phone number" appears.

The chat on the website gives visitors a phone number, for example when it cannot answer. If the customer has a number from the platform that can take calls, that is the number, and this field is never shown in the chat. Only without such a number (no number from the platform, or a Swedish one that only takes texts) does the chat give this field, and then anyone who uses the chat can see it, also when it is the owner's private mobile. If the field is empty, the chat gives no number at all.

The field is NOT shown to staff members. That is deliberate: a wrong digit here sends real incoming calls to a stranger.

Short description

Who the business is, what it does, for whom and where. At least 50 characters, at most 2,500. Under 50 characters the field gets a yellow border, and the save is refused with "Write at least 50 characters, or leave the field completely empty". The field is required before the automation can be turned on.

Services / Products

The customer's services, one at a time, with what is included and roughly what it costs. At least 50 characters, at most 6,000. Same rule and same message as the description. It is the field leads ask most about, and it decides whether the AI assistant can answer on price or has to pass the question on to the customer.

Additional Information

Everything else the customer repeats on the phone: opening hours, payment, guarantees, how quickly they can come out. At most 6,000 characters. The field is optional: it shows a yellow border under 50 characters, but does not block the save, and there is no lower limit.

Knowledge bank

A card with the questions the AI assistant has asked the customer during conversations with leads, together with the answer the customer gave. The subtext in the app: "Questions your AI has asked you, and answers you've added yourself. Your AI uses them when replying to customers."

Each item shows the question and the answer. The button is called "Reply" if the question has not been answered yet, and "Edit" if it has. If the answer is saved on a question that is still waiting, it is passed on in the conversation it came from. If the question came from the chat on the website, nothing is sent to the visitor: the answer is saved, so the chat can use it the next time someone asks. If an answer that has already been given is edited, nothing is passed on to the lead. The bin deletes the item after a confirmation, and the AI assistant can then no longer use it.

A question that has stayed unanswered for more than 14 days is closed automatically during the night. It disappears from the tasks on Overview, but it stays in the Knowledge bank with the line "Closed after 14 days without a reply. Your answer is only saved as knowledge." The customer can still press "Reply": the answer is saved so the AI assistant can use it from then on, but nothing is sent to the lead. Once the old questions are closed, the AI assistant can send the customer new questions again.

There is no "add your own" button: the bank is filled by the leads' questions. If the bank is empty, it says "No questions yet." If the customer wants to share something in advance, point them to the fields above. The card carries the badge "Demo", because the feature was opened before it was fully polished, and it is not shown to staff members.

Ads

A card with what the AI assistant knows about the customer's ads on Facebook and Instagram. The customer can do two things: switch off "Let your AI assistant know your ads", and press "Update now". The list shows the first five ads with image and headline, and "Show all" unfolds the rest. Clicking a card unfolds the ad's text; clicking the image shows the media large, and a video is fetched from Facebook the moment it is clicked.

If Facebook is not connected, it says "Connect Facebook under Integrations, and your AI assistant will know your campaigns the same day they go live", and "Update now" answers "Connect Facebook first, then your ads are read automatically". If the switch is off, it says "Switched off. Your AI assistant does not use your ads right now." The card is not shown to staff members.

Reset

Clears the WHOLE training camp, not just this tab. The dialog is called "Reset the training camp?" and says: "This will delete all your company information, communication settings and customizations. This action cannot be undone." If it is confirmed, the company fields are emptied, along with the goal on the Goal and booking tab and the booking setup (meeting name, duration, working hours, notice, booking window and more). The questions for leads, including the qualification questions, stay. The weekly automatic update is switched off at the same time, so it does not write the description back into a profile the customer has just cleared. The button is only shown to the owner, not to staff members.

What the customer sees afterwards

The fields here are not sent to anyone by themselves. They are what the AI assistant works from, so the effect shows up in the next conversation with a lead:

• The company name appears as sender and signature in emails and SMS messages to leads.
• The description and the services are what the AI assistant answers from, including on price. If the price is not in a field, the AI assistant does not invent it, but passes the question on to the customer.
• Additional Information is what lets the AI assistant answer on opening hours, guarantees and payment without asking the customer.
• The phone number is the number an incoming call is transferred to. Without a number of their own from the platform that can take calls, it is the number the lead calls for a phone appointment, and then it is also the number the chat on the website gives visitors.
• An answer in the Knowledge bank to a question that is still waiting is passed on in the conversation the question came from. If the question came from the chat on the website, the answer does not go to the visitor, but the chat uses it the next time someone asks.
• If Ads is switched on, the AI assistant confirms a campaign price a lead mentions from the actual ad instead of guessing. New ads appear on the card within 15 minutes of going live.

New or corrected fields are also visible straight away elsewhere in the app, because the menu, the top bar and the front page read the same details.

Typical questions from the customer

"Where is the save button? I do not think my changes were saved."

There is not one. The page saves by itself, and no confirmation is shown on success on purpose, because otherwise the customer would get a message at every single keystroke. If something is NOT saved, it is right there: a yellow ring around the field, "Could not save" with "Try again", and a line at the foot about how many changes are missing. If nothing is shown, it is saved. The customer can close the tab, open it again and see that the text is there.

"Auto-fill will not start."

There is no limit on the number of analyses, so if the button is refused, it is usually because the weekly automatic update is running right now. It says so in the window: "The automatic weekly update of your website is running right now. Wait until it finishes, then try again." Try again in a few minutes. The fields can be written by hand meanwhile, that works as normal.

"I corrected my company description, but the following week the old text was back."

Then the weekly automatic update is switched on, and it writes the description and the services again from the address shown in the line under the Auto-fill banner. If the customer's own text should stay, the automation has to be switched off with the link "turn off". If it should carry on but read a different address, Auto-fill has to be run again: the address can only be changed that way.

"My staff member cannot see the phone number or the Knowledge bank."

Correct, and that is deliberate. The phone number, the Knowledge bank, Ads and Reset are for the owner only. The staff member edits the company's other fields, and they are the same fields the owner sees.

"Why does the description have to be at least 50 characters?"

Because a description under 50 characters does not give the AI assistant enough to answer from, and the result is replies that sound generic. The field may be completely empty, but once something has been written, there has to be at least 50 characters, otherwise it is not saved.

"What does the badge 'Incomplete' on my field mean?"

It is guidance, not an error. The badge judges whether the text contains the words that tend to be useful in the customer's industry, and it runs from "Incomplete" through "OK" and "✓ Good" to "★ Perfect". It blocks nothing, and the text is saved whatever it says.

Limitations and errors

• No save button, and no confirmation on success. It is designed that way. The only signal is an error.
• "The automatic weekly update of your website is running right now. Wait until it finishes, then try again." The customer's own Auto-fill collides with the scheduled weekly run. Try again in a few minutes.
• The weekly update can only be turned on in the suggestions window, not from the page, and the address can only be changed by running Auto-fill again.
• The weekly update only touches the description and the services. Name, industry, phone, additional information and the whole Goal and booking tab are left untouched.
• The safety check of links can reject an address. The field gets a red border, and the message "The link was blocked by the safety check" or a list of blocked web addresses. If the service is down, the address is let through instead of locking the customer out.
• Character limits: description 2,500, services 6,000, additional information 6,000, the same as Auto-fill uses. The field stops by itself at the limit, no error appears, and a text that is already longer is not cut when the customer types in it.
• Auto-fill from a Facebook page typically gives less than from a website, and no weekly update of a Facebook page is offered.
• Reset cannot be undone, and it also hits the goal and the booking setup on the Goal and booking tab. The partner should always ask what the customer actually wants to clear before pointing at the button.
• "Could not load the knowledge bank." / "Could not load your ads" are loading errors on the two lowest cards, not loss of data. The button "Try again" is enough; if it keeps happening, it is a case for support.