Settings hold general information about the business: name, description, time zone, currency and contacts. All AI employees of the business use it. This is also where you set how long deleted documents are kept and where you can delete the business.
Where to find it
Open the business menu (the arrow next to the business name in the top bar) → “Business settings”. On a phone: “Menu” → “Business settings”.
The same page opens from the “Knowledge base” section, on the “Profile and contacts” tab. The page is called “Business profile”.
How to change the business profile
- In the “Business profile” block, check “Business name” — from 2 to 120 characters.
- Refine “Business description” — from 10 to 2000 characters. This information helps AI employees understand your business.
- Check “Time zone”. It is given in the international format, for example “Europe/Moscow”.
- Specify “Currency” — a three-letter code, for example “RUB”.
- Click “Save settings”.
After saving, the message “Settings saved” appears.
How to set contacts for customers
- In the “Contact details for customers” block, fill in “Email address”.
- Fill in “Phone” in international format: the “+” sign, the country code and the number without spaces, for example “+79991234567”.
- Click “Save settings”.
Both fields can be left empty.
How to set how long deleted documents are kept
Deleted documents do not disappear right away. They go to the “Trash” section on the “Documents” page, where you can restore them.
- In the “Document retention” block, find the “Document archive retention period, in days” field.
- Enter a number from 1 to 3650.
- Click “Save settings”.
When the period ends, the document, its versions and its stored files are deleted automatically. If you change the period, the deletion date is also recalculated for documents that are already in the trash. This date is shown next to each document in the trash.
How to delete the business
- Scroll down the page to the “Danger zone” block.
- In the field under the hint “Enter the business name”, type the name exactly as it is shown.
- Click “Archive business”. The button becomes available only when the name is entered correctly.
After deletion:
- the business disappears from the list for you and for all team members;
- all AI employees and customer connections are turned off;
- open conversations are closed, and invitations that have not been accepted yet are cancelled;
- conversations, booking records and history are kept, but you can no longer work with the business in the interface.
A deleted business cannot be restored in the interface. Before deleting, make sure the right business is selected.
Good to know
- The Owner and Administrator can change shared business settings. The Operator and Viewer can only view those settings.
- Only the Owner can delete the business.
- Services, prices, opening hours and answers to questions are not stored here but in the “Knowledge base” section.
- Specialists, services and working hours for booking customers are set up on the “Booking setup” page.
- Your name, photo, phone and interface language are changed in the “Account profile” section.