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My Business

Create a comprehensive business profile that powers AI assistants, customer support, and automated interactions with accurate information about your products, policies, and services.

Overview​

My Business allows you to build a structured knowledge base about your company that AI agents can use to answer questions, assist customers, and automate communications.

Key Features:

  • 📝 Structured Sections: Organize business info into categories
  • 🤖 AI-Powered Import: Extract content from websites or documents
  • 🔄 Knowledge Base Sync: Auto-sync to KB for AI assistants
  • 💡 Smart FAQ Builder: Create FAQ sections with Q&A pairs
  • 📄 Document Upload: Extract text from PDFs, Word, Excel, CSV
  • 👁️ Preview Mode: See how AI will interpret your content

Business Profile Sections​

Standard Section Categories​

1. Basics

  • Company name and tagline
  • Mission and values
  • Company history
  • Core offerings overview

2. Products & Services

  • Product catalog
  • Service descriptions
  • Features and benefits
  • Product categories

3. Pricing

  • Pricing structure
  • Plans and packages
  • Payment terms
  • Special offers

4. Policies

  • Terms of service
  • Privacy policy
  • Refund policy
  • Cancellation policy

5. FAQ

  • Common questions
  • Troubleshooting
  • How-to guides
  • General inquiries

6. Contact Information

  • Office locations
  • Phone numbers
  • Email addresses
  • Business hours
  • Support channels

7. Shipping & Delivery

  • Shipping zones
  • Delivery timeframes
  • Shipping costs
  • International shipping
  • Tracking information

8. Returns & Exchanges

  • Return policy
  • Exchange process
  • Warranty information
  • Damaged goods handling

9. About Us

  • Company story
  • Team information
  • Awards and recognition
  • Press mentions

10. Custom Sections

  • Create unlimited custom sections
  • Industry-specific information
  • Special programs
  • Partner information

Creating Business Profile Sections​

Method 1: Manual Entry​

  1. Go to Settings → My Business
  2. Click Add Section or select existing section
  3. Choose section category (Basics, Products, Policies, etc.)
  4. Enter section information:
    • Title: Section heading
    • Content: Detailed information (supports markdown)
    • Status: Active/Inactive
  5. Click Save Section
  6. Section appears in profile immediately

Method 2: Smart Import (AI-Powered) ⭐​

Import from Website URL:

  1. Click Smart Import button
  2. Select Import from Website
  3. Enter your website URL
  4. Click Start Import
  5. AI analyzes your website and extracts:
    • Company information
    • Products and services
    • Pricing details
    • Policies and terms
    • FAQ content
    • Contact information
  6. Review extracted content
  7. Select sections to import
  8. Click Import Selected
  9. Sections added to your profile

Import from Document:

  1. Click Smart Import button
  2. Select Upload Document
  3. Choose file (PDF, Word, Excel, CSV)
  4. Click Upload
  5. AI extracts text and categorizes content
  6. Review extracted sections
  7. Select what to import
  8. Click Import Selected

Supported File Types:

  • PDF documents (.pdf)
  • Microsoft Word (.docx, .doc)
  • Microsoft Excel (.xlsx, .xls)
  • CSV files (.csv)
  • Text files (.txt)

Method 3: Paste Content​

  1. Copy content from existing source
  2. Go to desired section
  3. Paste into content editor
  4. Format with markdown if needed
  5. Save section

Smart Import Features​

Real-Time Progress Tracking​

Watch AI import progress in real-time:

  • 🔄 Fetching content from URL/document
  • 🤖 Analyzing content with AI
  • 📊 Categorizing into sections
  • ✅ Extraction complete

Uses Server-Sent Events (SSE) for live progress updates.

AI Content Extraction​

Smart Import intelligently:

  • Identifies section categories automatically
  • Extracts relevant information
  • Cleans formatting and styling
  • Organizes into structured sections
  • Suggests FAQ Q&A pairs
  • Preserves key details

Content Review & Selection​

Before importing:

  • Preview all extracted sections
  • Select which sections to import
  • Edit content before adding
  • Merge with existing sections
  • Discard irrelevant content

FAQ Section Builder​

Special features for FAQ sections:

Q&A Pairs​

Structure FAQs as question-answer pairs:

Adding FAQ Entry:

  1. Go to FAQ section
  2. Click Add Question
  3. Enter Question: Customer's question
  4. Enter Answer: Your response
  5. Click Save

Organizing FAQs:

  • Drag and drop to reorder
  • Group by category
  • Tag with keywords
  • Set visibility status

AI-Generated FAQs​

Let AI suggest FAQs based on your business:

  1. Click Generate FAQs with AI
  2. AI analyzes your business profile
  3. Suggests relevant questions
  4. Provides draft answers
  5. Review and edit
  6. Accept or reject each suggestion

Knowledge Base Sync​

Automatic Sync to KB​

Your business profile automatically syncs to Knowledge Base:

How It Works:

  1. Save any section in My Business
  2. Content automatically syncs to KB
  3. AI assistants can access information
  4. Updates propagate in real-time
  5. Each section becomes KB document

What Gets Synced:

  • Active sections (inactive sections excluded)
  • Section title and content
  • FAQ Q&A pairs
  • Metadata (category, tags)
  • Last updated timestamp

KB Document Status:

  • ✅ Synced: Shows document count
  • 🔄 Syncing: Update in progress
  • ❌ Not Synced: Section inactive

Viewing in Knowledge Base​

Access synced content:

  1. Go to Automation → Knowledge Base
  2. Find Business Profile collection
  3. See all synced sections as documents
  4. Each section is searchable
  5. AI agents can query this data

Preview Mode​

See how AI assistants will interpret your profile:

Accessing Preview​

  1. Click Preview button at top
  2. Switch between:
    • Edit Mode: Edit sections
    • Preview Mode: See AI view
  3. Preview shows:
    • How content is structured
    • What AI agents will see
    • Section organization
    • FAQ presentation

AI Assistant View​

Preview displays content as:

  • Structured sections with titles
  • Clean formatted text
  • FAQ as Q&A pairs
  • Related information grouped
  • Searchable content blocks

Managing Sections​

Section Status​

Active Sections:

  • ✅ Visible in profile
  • ✅ Synced to Knowledge Base
  • ✅ Available to AI assistants
  • ✅ Searchable

Inactive Sections:

  • ❌ Hidden from profile
  • ❌ Not synced to KB
  • ❌ Not available to AI
  • ❌ Not searchable
  • ✅ Preserved in database (can reactivate)

Editing Sections​

  1. Find section in list
  2. Click Edit button
  3. Update content
  4. Click Save
  5. Changes sync to KB automatically

Deleting Sections​

  1. Find section
  2. Click Delete button
  3. Confirm deletion
  4. Section removed from profile
  5. KB document deleted
  6. Cannot be undone

Reordering Sections​

  1. Click and drag section row
  2. Drop in desired position
  3. Order changes immediately
  4. Affects display in AI responses

Custom Sections​

Create sections for unique business needs:

Creating Custom Section​

  1. Click Add Custom Section
  2. Enter:
    • Category Name: Custom category
    • Section Title: Display title
    • Content: Information
  3. Choose Icon (optional)
  4. Set Status: Active/Inactive
  5. Click Save

Use Cases for Custom Sections:

  • Industry-specific info (certifications, licenses)
  • Partner programs and benefits
  • Sustainability initiatives
  • Community involvement
  • Awards and recognition
  • Press kit information

Content Best Practices​

Writing for AI Assistants​

  1. Be Clear and Concise

    • Use simple language
    • Avoid jargon when possible
    • Define technical terms

  2. Structure Information

    • Use bullet points for lists
    • Break into short paragraphs
    • Use headings for subsections

  3. Be Comprehensive

    • Cover common questions
    • Include exceptions and edge cases
    • Provide examples

  4. Keep Updated

    • Review quarterly
    • Update when policies change
    • Remove outdated information

  5. Use Markdown

    • Bold for emphasis: **important**
    • Lists with - or 1.
    • Links: [text](url)
    • Headers: ## Heading

FAQ Writing Tips​

Good FAQ Question:

  • ❌ "Pricing?" → Too vague
  • ✅ "How much does the Pro plan cost?" → Specific

Good FAQ Answer:

  • ❌ "Check website" → Not helpful
  • ✅ "The Pro plan costs $29/month and includes..." → Complete

Organization:

  • Group related questions
  • Order by importance/frequency
  • Use categories for many FAQs
  • Update based on actual customer questions

Real-World Use Cases​

E-commerce Store​

Sections Created:

  • Products: Full product catalog
  • Pricing: Pricing tiers and bulk discounts
  • Shipping: Zones, costs, timeframes
  • Returns: 30-day return policy
  • FAQ: Common product questions

Result:

  • AI assistant answers product questions
  • Automated shipping policy responses
  • Self-service return information

SaaS Company​

Sections Created:

  • Products: Feature descriptions
  • Pricing: Plan comparison
  • Policies: Terms, privacy, SLA
  • FAQ: Technical questions
  • Integration: API documentation

Result:

  • AI answers technical questions
  • Automated plan comparisons
  • Support ticket reduction

Professional Services​

Sections Created:

  • Services: Consulting services offered
  • Pricing: Hourly rates and packages
  • Process: Engagement workflow
  • Team: Consultant bios and expertise
  • FAQ: Common client questions

Result:

  • AI qualifies leads
  • Automated service explanations
  • Improved lead quality

Smart Import Example​

Importing from Company Website​

Before:

  • Empty business profile
  • Manual data entry required

Import Process:

  1. Click Smart Import
  2. Enter: https://yourcompany.com
  3. AI extracts in 30-60 seconds
  4. Presents 8 sections found:
    • About Us
    • Our Services
    • Pricing
    • Contact Us
    • FAQ
    • Privacy Policy
    • Terms of Service
    • Shipping Policy

After:

  • Complete business profile in 2 minutes
  • All sections populated
  • Ready for AI assistant use
  • Can edit and refine as needed

Status Summary​

View business profile health at top of page:

Active Sections: 8 / 10

  • Shows how many sections are active
  • Indicates profile completeness

KB Documents: 8

  • Number of synced documents
  • Links to Knowledge Base

Last Updated: [timestamp]

  • When profile was last modified
  • Helps track freshness

Integration with AI Features​

Voice AI Agents​

Business profile enables voice agents to:

  • Answer product questions accurately
  • Quote pricing correctly
  • Explain policies clearly
  • Provide contact information
  • Schedule callbacks

Chat Assistants​

Profile powers chat assistants to:

  • Handle FAQs instantly
  • Provide detailed product info
  • Share policy information
  • Guide customers through processes
  • Reduce support tickets

Workflow Automation​

Use business profile in workflows:

  • KB Search Node: Query business info
  • Conditional Logic: Branch based on policies
  • Email Templates: Include pricing/contact info
  • FAQ Responses: Automated answers

Troubleshooting​

Smart Import not working?

  • Check URL is accessible (not behind login)
  • Ensure website has text content (not all images)
  • Try uploading document instead
  • Check file size (max 10MB)

Content not syncing to KB?

  • Verify section status is Active
  • Check KB sync status indicator
  • Wait 1-2 minutes for sync
  • Refresh page and check again

AI giving outdated information?

  • Update section content
  • Save changes
  • Wait for KB sync
  • Test AI assistant again

Formatting lost after import?

  • Smart Import removes most styling
  • Add markdown formatting manually
  • Use bold, lists, and headers
  • Preview to verify appearance

Frequently Asked Questions​

Q: How many sections can I create? A: Unlimited sections across all categories including custom sections.

Q: Can I import from multiple websites? A: Yes! Run Smart Import multiple times and merge content as needed.

Q: What languages are supported? A: My Business supports UTF-8 text in any language. AI works best with English but supports major languages.

Q: Can different team members edit sections? A: Members with appropriate permissions can edit. Check User Access settings.

Q: Does Smart Import use my website's styling? A: No, it extracts text content only. Add formatting with markdown after import.

Q: How often should I update my profile? A: Review quarterly or when major changes occur (new products, policy updates, pricing changes).

  • Knowledge Base: Where synced content is stored
  • Voice AI: Uses business profile for calls
  • Chat Widget: Powers customer chat responses
  • Workflows: Access business info in automations

Next Steps​

  1. ✅ Smart Import: Extract from website or documents
  2. ✅ Review Sections: Edit and refine imported content
  3. ✅ Add FAQs: Create or generate common questions
  4. ✅ Activate Sections: Enable KB sync
  5. ✅ Test AI: Try AI assistant with your profile

Ready to build your profile? Start with Smart Import to save time!

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