Business Profile Management

Configure Your Profile Settings

This section provides a comprehensive guide to the company settings available within your account management portal.
Note: Access to certain features may vary depending on your user permissions.

Essential Company Information

Location Identifier
Here, you will find the current location identifier for your business. You can easily copy the ID by clicking on the copy icon.

Company Branding
Upload, modify, or delete your company logo. Additionally, you can update or remove essential company details such as name, email, phone number, and website.

Custom Business Name
Set a unique username for each sub-account associated with your company.

Registered Business Name
Enter your official legal business name here, as it is registered with the EIN. This information will be used for compliance purposes in the future.

Official Business Email
Input your business's official email address in this field.

Business Contact Number
Enter your official business phone number here.

Company Website
Include the URL of your business website in this section.

Industry Niche
Select the specific niche that your business operates in.

API Access Key
This API key can be used for integrations with tools like Zapier. You can copy the key by clicking on the copy icon, or regenerate a new key by selecting the refresh icon next to it.

Detailed Business Data

Type of Business Entity
Choose the appropriate type of business you run—whether it's a Sole Proprietorship, Partnership, LLC, Cooperative, or a Non-Profit Corporation.

Industry Classification
Select the industry category that best describes your company.

Government ID Selection
Choose the type of Government ID you wish to use for registering your business.

Business Registration Number
Enter your company's registration number here. If your business is not yet registered, check the "My business is not registered" option.

Operational Regions
Select the geographical regions where your business operates. Multiple selections are allowed if your business has locations beyond the headquarters.

Call Handling & Voicemail Configuration

This section allows you to manage the default voicemail settings for all Twilio numbers associated with your location. The voicemail you set here will override any carrier-specific messages.

Custom Voicemail Setup
Upload a custom voicemail in mp3 format and configure the timeout duration. We recommend a timeout setting of 20 seconds or less.

Business Location Details

Physical Business Address
Enter your business's physical address, ensuring it matches the address listed with your EIN. Include full details such as street, city, postal/zip code, state/province/region, and country.

Timezone & Language Settings
Specify your business's timezone, as this will affect triggers, appointment scheduling, and more. Also, choose your preferred language, which will be the default for system interactions.

Authorized Contact Information

Representative Details
To designate an authorized representative, enter their first and last name, email address, job title, and phone number, including the country code.

General Account Preferences

Duplicate Contacts Permission
Enabling this setting allows you to add contacts with identical information in name, phone, and email fields.

Duplicate Opportunities Permission
Turn this on to allow duplicate opportunities in your CRM, which will have the same data across all fields.

Facebook Contact Merging by Name
Enable this feature to merge incoming Facebook messages only if they match an existing contact's name, with case sensitivity in mind.

Disable Contact Timezone
When turned off, all appointments and time references will use the timezone of your CRM's registered location.

Automatic Hard Bounce Management
If enabled, emails will be automatically marked as invalid upon a hard bounce, preventing further email actions in automation for those contacts.

Phone Number Validation
This setting validates a phone number the first time an SMS or call is made to a new contact.

Compliant SMS Messaging
To ensure SMS compliance, activate the feature that appends an opt-out message to the first SMS sent via bulk messaging. You can customize the message by clicking on the "Customize" button.

Sender Information in SMS
For compliance and better delivery rates, this feature automatically includes the sender's information in the first SMS of any bulk message. You can customize this information and its placement within the message.

Compliant Email Unsubscribe Links
Ensure your emails are compliant by including an unsubscribe link, allowing recipients to opt-out from future communications. You can customize the default unsubscribe link and manage unsubscribe controls through this setting.

Phasing Out Legacy Features

Deprecation of Triggers and Campaigns
Here, you can choose to enable or disable Triggers and Campaigns, as these older features will soon be replaced by Workflows.

Missed Call Auto-Response

Automatic Text Reply for Missed Calls
This feature attempts to automatically send a text message to any phone number that registers as a missed call. Customize and test the text message before enabling it.