Businesses

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In ShingleAI, your organization is your account — the container for users, billing, and data. Inside that account, you run one or more businesses. The distinction matters: most plans support multiple businesses per organization, and each business has its own profile, products, locations, and Stripe connection. If you operate a single business, the difference is mostly invisible — your one business sits inside your one organization, and you rarely think about it. If you operate several (an agency with multiple service lines, a holding company with separate brands, or a contractor who runs both a roofing and a solar business under one team), the multi-business model is the spine of how ShingleAI organizes everything else.

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What a Business Is

A business represents a real-world commercial entity. It has:

• A profile — name, industries, description, and a flexible field for whatever else you need to record.
• A set of offerings — the products and services it sells.
• Online presences — websites, social accounts, marketplace listings.
• Physical presences — locations, addresses, service areas.
• An optional Stripe connection — its own connected Stripe account for payments.

A business is the customer-facing identity ShingleAI grounds itself in: when an agent drafts a reply or an automation composes an email on your behalf, the business profile, offerings, and presences tell the AI which business it’s speaking for. Records like contacts, customers, and messages live at the organization level today; business-level scoping for agents and automations is on the roadmap.

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Business vs. Organization

The two concepts are easy to conflate. The short version: The organization is the container. The business is the thing the world sees.

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Profile

The business profile is what your AI grounds itself in when it speaks on your behalf. It includes:

• Name — the public-facing name.
• Industries — one or more industries (e.g. roofing, HVAC, professional services).
• Description — a free-form pitch the AI can lean on when drafting messages.
• Custom data — a flexible field for anything else you want recorded.

When an agent writes an email or an automation drafts a reply, it reads the business profile to stay on-brand and on-topic.

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Offerings

An offering is something the business sells. It’s tagged as either a product (something tangible or fixed) or a service (something delivered). Each offering has a name and description; together they define what the business actually does. Offerings power AI features that need to know your catalogue — for example, when an inbound message asks “do you do gutter cleaning?” the agent needs to know whether the answer is yes.

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Presences

Presences answer the question “where is this business in the world?” — both digitally and physically. Online presences capture the digital footprint: a primary website, social media profiles, marketplace listings, review pages. Each entry has a type, provider, URL, and description. Physical presences capture the bricks-and-mortar side: an office, a warehouse, a service area. Each entry has a name, description, and address. Together they let agents and automations answer location-aware questions — “what’s your address?”, “do you serve this zip code?”, “what’s your Yelp page?” — with truthful, current data.

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Stripe Connect

Each business can connect its own Stripe account through Stripe Connect. The connection lives at the business level, not the organization level — meaning two businesses inside the same organization can independently link to two different Stripe accounts, with separate customers, invoices, and sync schedules. Once connected, ShingleAI keeps the business’s customers and transactions in sync with its Stripe account. The connection has three sync modes:

• off — Stripe is not connected, or sync is disabled.
• one_way — data flows from Stripe into ShingleAI only (a read-only mirror).
• two_way — data flows in both directions.

You can switch modes and trigger manual syncs from the business settings page.

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Putting It Together

One organization. Two businesses. Two Stripe accounts. Two distinct profiles, catalogues, and footprints. One team running both.

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