How to Navigate Company Settings

Follow this guide to learn about Company Settings within SalesAi.

To get to User Settings, click on Settings in the bottom left corner, then ensure Company Settings is selected.

Screenshot 2025-05-07 at 3.35.39 PM Settings - company settings

  • At the top of the Company Settings, add in your Company Name and Location.
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  • Below those, you can add in any phone numbers for departments in your company. These will be used in Live Transfers with your Ai Agents. 
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  • Finally, add in a Company Domain.
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  • Remember to hit Save after any changes are made!
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