Verifying Your Business Profile Info

👍 Verify Your Business Profile Is Accurate

Once you've completed onboarding, it's a good idea to look at your Business Profile and make sure everything is accurate

1. Log into your Dashboard
2. Click on Business Profile in the left sidebar
3. Look over the following inputs to ensure they're correct:
• Business Name
• Industry
• Business Website (if you have one)
• Business Address
• Business Phone Number (your existing number)
• Timezone
• Business Description

🥸 Pro Tips

• Your Business Name and Business Description are the most important inputs when training Sloane -- make sure they are accurate
• If something is missing or inaccurate, write your changes in the input field and press the green Save button
• If you encounter any problems, please don't hesitate to email us at support@hi-sloane.com

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Next Steps..

🎖️ Add Additional Training Data

Once you've completed onboarding, we recommended adding additional data to your Dashboard to train Sloane -- this allows her to answer callers' questions about your businesss more thoroughly

1. Log into your Dashboard
2. In the left sidebar, click Business Info to expand the following tabs:
• Business Hours ➡️ Customize when your business is open/closed ➡️ Read: Customize Hours Guide
• Services & FAQs ➡️ Customize what services your business offers ➡️ Read: Customize Services Guide
• Services & FAQs ➡️ Customize what products your business sells ➡️ Read: Customize Products Guide
• Services & FAQs ➡️ Customize frequently asked questions about your business ➡️ Read: Customize FAQs Guide
3. In the left sidebar, click AI to expand the following tabs:
• Click Greeting ➡️ Customize the way Sloane greets your callers ➡️ Read: Customize Greeting Guide
• Click Take Message ➡️ Customize the way Sloane takes messages from callers ➡️ Read: Customize Greeting Guide

📞 Place Your First Test Call

Once you've completed Onboarding, it's time to test Sloane and make sure everything sounds apt for your business

Before You Call

1. Have your phone ready
2. Prepare some test questions about your business
3. Think about common customer inquiries

When You Call

1. The Greeting: Listen to how Sloane greets you at the beginning of the call
• Ensure it sounds appropriate for your business
• Read the Customize Greeting Guide to modify
2. Business Hours: Ask Sloane when your business is open
• Ensure Sloane provides accurate answers
• Read the Customize Hours Guide to modify
3. Services/Products: Ask Sloane kind of services or products your business sells
• Ensure Sloane provides accurate answers
• Read the Customize Services Guide or the Customize Products Guide to modify
4. FAQs: Ask Sloane your businesses' frequently asked questions
• Ensure Sloane provides accurate answers
• Read the Customize FAQs Guide to modify