Business details settings

Access at /settings/business-details

Company information

Edit these fields:

• Company Name - Your business name
• Website URL - Your primary website
• Industry - Select from dropdown
• Logo Upload - Upload company logo for branding

Business context

These fields help AI personalize content:

• Products/Services - What you offer
• Target Audience - Who you serve (be specific!)
• Things Your Clients Struggle With - Problems you solve
• Unique Value Proposition - Why customers choose you
• Business Description - Brief company overview

Offers management

Create and manage your Offers:

View all offers

Table shows:

• Offer name
• Description
• Price
• Created date
• Actions: Edit, Delete

Create new offer

1. Click "Add New Offer"
2. Enter:

• Offer Name - e.g., "Free Marketing Audit"
• Description - What they receive
• Price Point - Free, $, $$, $$$, or specific amount
• Primary Benefits - Bullet list of benefits
• Offer Link or Details - Booking link, webinar page, trial page, book page, or community link

1. Optional: Click "Generate with AI" to auto-populate based on company info
2. Click "Save Offer"

Edit offer

1. Click Edit icon on any Offer
2. Make changes
3. Click "Update"

Note: Changes don't affect existing Flows, only new ones.

Delete offer

1. Click Delete icon
2. Confirm deletion

Warning: Cannot delete Offers associated with active Flows.

Testimonials

Add social proof:

1. Click "Add Testimonial"
2. Enter:

• Customer name
• Company
• Role/title
• Testimonial text
• Photo (optional)

Testimonials appear in funnels automatically.

Company rescan

Re-analyze your website:

1. Click "Perform Full Company Rescan"
2. System re-scrapes website
3. Updates AI analysis of your voice, messaging, value props
4. Takes 30-60 seconds

Use this if you've updated your website significantly.

Why business details matter

All your AI Agents use this information to:

• Generate content in your brand voice
• Target the right audience
• Address the things your clients struggle with
• Create compelling offers
• Personalize messaging

The more complete and accurate your Business Details, the better your Agents perform.