Set up Company & Products

Company & Products tells your agents who you are and what they pitch. Each agent pitches one product, chosen on the agent.

Your company

1. Go to Company & Products.
2. In the Company card, fill in Company name, Website, Industry and Description.
3. Click Save company.

Your company name matters for compliance. It goes into the consent confirmation you tick when you add leads or create an API key, and the Compliance screen shows it as Company on consent.

Your products

1. In the Add a product form, fill in Product name, Offer in one line, Who it's for and Full pitch.
2. Click Add product. It shows in the Products list.
3. To change a product, click Edit, make your changes and click Save product. Click Cancel to stop editing.
4. To remove one, click Delete. Any agent pitching it is left with no product until you pick another.

The top of the screen shows how many products your plan allows.

To use a product, open the agent and pick it under Product to pitch. The more specific the pitch and the offer, the better the agent can answer questions.

Reception doesn't read this screen. It has its own business details on the Reception screen. To fill in this screen faster, see "Fill from website (beta)."

Still stuck? Talk to a person.