General Settings
The General settings page is where you manage your company’s identity within the application. This information is used across the platform, particularly in reports and generated documents.
Upload your company logo to be displayed on all reports and invoices. This helps maintain a professional and consistent brand identity.
- Replace: Upload a new logo file.
- Clear: Remove the current logo.
Company Information
Section titled “Company Information”Update your company’s essential contact details. These fields are required and are used to populate invoices, document templates, and other communications.
- Company Name
- Phone Number
- Address
Company Files
Section titled “Company Files”This section allows you to upload company-wide documents that the AI Assistant can reference. This is a powerful tool for training the AI on your specific business processes and knowledge base.
You can upload documents such as:
- Standard Operating Procedures (SOPs)
- Company policies
- Service and pricing lists
By checking Include in Assistant, you make the content of these files available to the AI chatbot, allowing it to provide more accurate and context-aware answers to user queries.