Your Profile
The Your Profile tab under **Settings **contains everything related to your personal user information and preferences.Edit Profile
Update your first name, last name, email address, phone number, and profile picture to keep your account information up to date. These details appear on messages, calls, and internal records, helping maintain professional communication.Notifications
Manage how and when you receive alerts for new messages, calls, or customer activity. You can enable, disable, or customize notification types based on your role and workflow preferences. For detailed configuration, see our dedicated page on Notification Settings.Message Signature
Toggle the custom signature option to automatically append a personalized signature to your outgoing messages.This helps ensure consistency and professionalism in your team’s communication.
Voicemail Drop
Enable or disable Voicemail Drop to quickly send pre-recorded voicemail messages during outbound calls. When enabled, you can select a recorded message to drop when a call goes to voicemail, saving time and ensuring a consistent greeting.Business Profile
The Business Profile section under the **Settings **tab manages your organization’s public information, hours, and branding across channels.Business Information
Add or edit your business name, phone number, address, and other essential contact details. These appear in communications, listings, and customer-facing tools like Webchat or automated messages.Business Hours
Specify your regular operating hours. These settings integrate with After Hours Routing to automatically redirect calls or messages outside business hours. For more information, see our page about After Hours Routing.Automated Messages for Business Hours
Set up auto-reply messages that activate during business hours or after hours. You can customize replies per channel—such as Facebook or Webchat—to keep customers informed even when your team is offline.Media
Upload your cover photo and profile picture to personalize your public-facing presence across customer channels.Google My Business
Connect your Google My Business listing by adding your store ID, business description, and other key details. This helps ensure accurate information and improved local visibility.SalesCaptain Listing
Include your SalesCaptain URL, description, and categories to define how your business appears within the SalesCaptain ecosystem and partner directories.Social Profiles
Connect your social media accounts such as Facebook, Instagram, and Twitter. This enables unified branding across all integrated channels and makes it easier to manage your social interactions from within SalesCaptain.Best Practices
- Keep both your personal and business profiles updated regularly.
- Use consistent brand details across platforms for credibility.
- Double-check business hours to ensure accurate after-hours routing.
- Add profile and cover photos that align with your brand image.
- Link social profiles and listings for improved discoverability.