Tell your assistant about your business

Open Setup → Business. Business facts supply the information your assistant needs for everyday questions.

1. Choose the outcomes you want: answer questions, take orders, book appointments or capture leads and quotes.
2. Edit the fact cards or use Add a card for another topic.
3. Include your opening hours, delivery areas and fees, returns policy, payment methods and the contact details customers may receive.
4. Save your changes.
5. Ask a matching question in Practice and check the answer.

Use specific facts. “Delivery costs £4 within the city and takes 2–3 working days” is more useful than “We deliver.” State exceptions explicitly. Do not put passwords, access tokens or private internal notes in customer-facing business facts.

The readiness checklist explains what is missing for selected goals. Until an action is ready, the assistant may record a request for your team instead of completing it. Selecting “Book appointments” alone does not connect a calendar.

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