Company Settings
      Back to home
      1. SalesAi Help Center
      2. Settings
      3. Company Settings

      Company Settings

      This guide provides a step-by-step process for adjusting critical company settings in the SalesAI application. It ensures users can efficiently update their company name, location, contact number, and domain. Scroll through the steps to get started:

       

      Not a visual learner? No problem!
      Here’s a straightforward, step-by-step guide in text form:

      1. Navigate to SalesAi

      • Log in to SalesAi and access the platform.

      2. Access Settings

      • Click on Settings in the lower-left corner.

      3. Open Company Settings

      • Click on Company Settings.

      4. Input Company Information

      • Company Name: Enter the official company name.

      • Company Location: Input the company’s location, ideally the headquarters.

      • Company Number: Add the company’s main phone number.

      5. Optional (for Live Transfer)

      • If Live Transfer is enabled:

        • Add specific phone numbers for Sales, Billing, and Support departments.

        • The agent will use these numbers for transferring calls based on the department.

      6. Input Domain

      • Enter the company’s domain for accurate system identification.

      7. Save Settings

      • Once all changes are made, click Save at the top of the screen.

       

      Third-Party Services Disclaimer
      Customer acknowledges that SalesAi, LLC (“Company”) may rely on or integrate third-party services, software, platforms, or infrastructure (“Third-Party Services”) not owned or controlled by Company. These may be governed by separate terms and conditions between Customer and the third-party provider.

      Company makes no warranties and assumes no liability regarding Third-Party Services, including their availability, reliability, security, or performance. Company does not guarantee Customer’s access to, approval for, or successful use of any Third-Party Services, even if referenced or facilitated by Company.

      Customer is solely responsible for reviewing and complying with any applicable third-party terms. Company is not liable for any loss, damage, or disruption arising from the use or failure of Third-Party Services. Customer assumes all risk and acknowledges that Company’s services may be impacted by the performance or availability of such services.
      All warranties, express or implied, are disclaimed to the fullest extent permitted by law.