1. Understanding the Knowledge BaseThe knowledge base is where you add your business-specific details that your agent's prompt doesn't already cover — things like:Services offeredOperating hoursPricing and estimatesPolicies (e.g., cancellation fees)2. Acc ...
White Label and Brand Your PortalBackground & PurposeWhite labeling your portal so it reflects your own branding across every client-facing touchpoint — your logo, colors, and browser tab icon.Step-by-Step Instructions1. Access Agency SettingsSwitch t ...