Account Settings
Account settings control your company-level configuration. Go to Settings, then Account to access these options.
Company Information
| Setting | What It Controls |
|---|---|
| Company name | Displayed in your AI chatbot greetings, WhatsApp Business profile, and pipeline headers |
| Trade | Determines default pipeline stages and chatbot qualifying questions. You can change this at any time -- stages are regenerated but existing deals are preserved |
| Timezone | Used for scheduling automations, weekly pipeline summaries, and "days in stage" calculations |
| Business address | Used in your WhatsApp Business profile and invoice footer |
| Business phone | Your primary contact number (separate from your WhatsApp number) |
| Website URL | Used in your WhatsApp Business profile |
Changing Your Trade
If your business changes focus or you selected the wrong trade during signup:
- Go to Settings, then Account
- Click the Trade dropdown and select the new trade
- Click Save
What happens: New default pipeline stages are generated for the selected trade. Your existing deals, contacts, and conversation history are not affected. If you've already customized your stages, you'll be asked whether to keep your current stages or replace them with the new trade defaults.
Branding (Coming Soon)
Custom branding options (logo upload, custom chatbot greeting, branded pipeline colors) are on our roadmap. Currently, the chatbot uses your company name from account settings.
Related
- Team Management -- Managing team members and roles
- Plans and Pricing -- Plan details
- Billing and Invoices -- Payment management
Need help? Email support@customerflows.com.