Where do I list the services I offer?
Settings, then Services, holds the one list of what you sell. Your AI assistant, your journeys and your pipelines all use it.
Your services are the one list of what your business sells. Your AI assistant talks about them, each service can have its own customer journey, and a pipeline can be set up for one service. You keep the list in one place: Settings, then Services. Only organization admins can change it.
Add a service
- Go to Settings, then Services.
- Under Add a service, type the name, and a one-line description if you like.
- Click Add service, then Save services.
Not sure where to start? Click Guided setup. It asks you about the service and suggests the questions your AI should ask customers about it, and you can change anything before you save. If you click Draft with AI again, the new questions replace the ones the AI drafted before. Questions you wrote, or whose words you changed, are kept. Changing only a question's type or required setting is not noticed, so that question is replaced.
You cannot add the same service twice. If a service with that name is already on the list (capital letters and extra spaces do not count), you see "You already have a service called" and the name, and nothing is added.
Rename or remove a service
Change a name or description in the list and click Save services. To take a service off, click the bin next to it and save. Renaming a service keeps everything your AI was told about it, and its journey stays linked to it.
What your AI asks for each service
The questions your AI asks for a service, your notes for it, and the next step it offers are set up under AI Assistant, on the Conversation tab. Service names show there as read-only, with a link back to this page, so the list is only ever changed in one place.
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More in Settings and your account
The other guides people read alongside this one.
- Where do I go to change something about my account or business?
Click Settings in the sidebar, it opens into a list of areas, click the one you need.
- How do I update my business name, logo, contact details or address?
Go to Settings, then General, update whatever's changed and press Save changes. Your logo, brand colour and contact details are what your customers see on the emails you send them. Only admins can save.
- How do I set my timezone and business hours?
Set them on the General tab. Your AI assistant and your scheduling tools both use these to know when you're actually open.
- How do I give my customers a link to sign in and see their documents?
Claim a short web address under General. Depending on your plan, that address becomes the one page your customers use to ask for a link, either a sign-in link or a link to their own progress.
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