Fields
Name
Your business’s public name. Agents use this in greetings and signatures.Description
A longer prose description — what you do, who you serve, and how. This is a rich-text editor, so you can use headings, lists, and emphasis. Keep the description 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
A multi-select tag input. Pick every industry that fits — you can (and should) select multiple if your business straddles categories. Industries are stored on the business profile and feed into:- Automation classification (e.g., “is this a sales or support inquiry?”)
- AI suggestions across other sections
- Customer segmentation
Saving
Edits save via the Save button under each block. Validation is light — only the name has a length cap.Using AI suggestions
Every field supports AI suggestions — see AI Suggestions. For the profile, suggestions draft a description and propose industries based on whatever you’ve already filled in.Next steps
Offerings
Add what you sell
Presences
Add where you sell