Business profile
Start by filling out your core business details: legal and display name, primary phone number, email, physical address, time zone, and website. The website is especially important because the AI Employee and Knowledge Hub can be trained on it to answer customer questions accurately.Your time zone controls how appointment times, reminders, and reports are displayed. Set it correctly before you schedule jobs so reminders fire at the right local time.
Business hours
Define your operating hours so the AI receptionist knows when you are open, when to offer booking slots, and how to respond after hours.Add after-hours handling
Decide how the AI should respond outside business hours, for example by taking a message, booking the next available slot, or texting a follow-up.
Services
List the services your business offers (for example HVAC repair, drain cleaning, panel upgrades, or roof inspections). Your service list helps the AI receptionist describe what you do, qualify incoming leads, and route requests to the right job or pipeline. Keep this list aligned with your products and pricing catalog so quotes and bookings stay consistent.Branding
Add your logo, brand colors, and business display name. Branding appears on customer-facing surfaces like quotes and estimates, invoices, payment links, and online booking pages. A consistent look builds trust and makes your communications instantly recognizable.Branding here applies to documents and customer-facing pages. The phone number customers see is the Twilio or RingCentral number you connect under integrations.
Notification settings
Notification settings control both internal alerts and the automated messages your customers receive.- Team notifications — choose how you and your staff are alerted to new leads, bookings, missed calls, and messages, including push notifications through the mobile app.
- Customer messages — set the defaults for appointment reminders, on-the-way texts, and review requests sent after a job.
- AI behavior — your profile, hours, and services shape what the AI receptionist and AI Employee say, so review them whenever you change how your business operates.
Frequently asked questions
Who can change business settings?
Who can change business settings?
Account owners and admins can edit business settings. If you do not see the options, ask an owner to update your role or contact support.
Will editing services break existing jobs?
Will editing services break existing jobs?
No. Updating your service list affects new bookings and AI responses going forward. Existing jobs and quotes keep their original details.
I need help configuring this.
I need help configuring this.
Email the Revenue Sol team at contact@infiniterankers.io and we will help you get set up.
Next steps
Knowledge Hub
Train your AI Employee on your website and FAQs.
AI receptionist
Configure the 24/7 voice and text assistant that books jobs.
Integrations
Connect your Twilio or RingCentral number and other tools.