Main information
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1. Introduction
Definition
«Main information» is the basic company profile screen in the «Settings» section of the Leeloo.AI platform, where you define the company's key details, contact information and regional parameters of the workspace. The screen belongs to the Manage lifecycle stage: this is where the operator configures the company «passport» that is then used by all other modules of the platform.
The «Main information» screen does not exist on its own — the values set here are read by other platform entities: the interface language, time zone (affects mailing schedules and delay blocks in «Sales Tunnels»), domain (used when auto-generating sites and LGT landing pages) and contact details (substituted into communications and payment documents). A correctly filled profile ensures personalized support and predictable operation of automations.
The B2B operator (business owner, administrator or manager) fills in and maintains this screen through the settings interface: specifies the company name and website, selects the language, country, city and time zone, adds an email and phone, uploads the logo and toggles service flags for system behavior.
The B2C client (subscriber) does not interact with this screen directly but feels its settings indirectly: sees the company logo and name in communications, receives messages in the language set for the company, and in scenarios calculated according to the correct time zone.
These settings are not written directly into the Client's Card, but they define the context of its processing — the language, region and time zone in which the manager conducts the dialogue and sees the subscriber's data in the «Client's Card».
After reviewing this guide you will understand
what the «Main information» screen is and what role it plays in configuring the company;
which details, contacts and regional parameters are set on this screen;
how the company's time zone, language and domain affect the operation of mailings, automations and sites;
what the service flags and the «Company Actions» button are responsible for;
how to save changes and where to find related settings.
Purpose
The «Main information» screen is the single source of company details and regional settings that all platform modules rely on. It eliminates re-entering the same data and guarantees that communications, schedules and documents use the same context. The screen's specific function in business processes belongs to the management stage.
Manage — at this stage the operator configures the company workspace: sets the identity (name, logo, website), contact details and regional parameters that determine the interface language, the correctness of schedules and the substitution of details into communications. The job — to provide a single, correct company profile on which managers and automations work consistently and without errors.
2. Overview of the «Main information» screen
The screen is opened from the «Settings» section → «Main information». It is a form with detail and regional-parameter fields, service flags and control buttons. The fields are grouped by meaning below.
2.1. Company identification
Fields that define the company's «face» and are used when auto-generating sites:
«Company Name» — a field to specify your company name.
«Website» — a field for the link to the company website.
«Company Logo» — a field for uploading or displaying the company logo.
«Use Own Domain» — a checkbox to activate the use of a custom domain.
«Proxy Domain» — a field to enter the proxy domain, if used.
«Automatically Create Websites» — a checkbox to automatically create sites in the system.
2.2. Contact details
The company's contacts, used to reach it and substituted into communications:
«Email» — the company's primary email address for contact.
«Phone» — the company phone number with the option to select the country code.
2.3. Regional settings
Localization parameters affecting the interface language, schedules and automations:
«Company Language» — selection of the primary interface language for the company.
«Country» — selection of the country where the company is registered.
«City» — a field to indicate the company's location city.
«Time Zone» — selection of the time zone corresponding to the company's location; affects mailing schedules and delay blocks.
2.4. Behavior settings and management
Service automation flags and form control elements:
«Hide Client Profile in Chats» — a setting to hide the client profile in chats.
«Automatic Sales Manager Assignment» — a feature for automatically assigning a sales manager.
«Company Actions» — clicking the «Company Actions» button opens a dropdown menu where you can select «Mark all messages as read» to quickly update the status of all messages.
«Save» — a button to save all changes in settings.
Related guides
Guide name | Purpose |
|---|---|
«Settings» — the platform section that contains the «Main information» screen and other company settings. | |
«Client's Card» — the central subscriber card whose processing context depends on the company's regional settings. |
Key terms
Term | Explanation |
|---|---|
«Main information» | The basic company profile screen in «Settings»: details, contacts and regional parameters of the workspace. |
Company profile | The set of company details and parameters defined in «Main information» and used by all modules. |
Time zone | The regional parameter by which mailing schedules and delay blocks in tunnels are calculated. |
Company language | The primary interface and communication language of the company. |
Own domain | The company's domain used when auto-generating sites and landing pages instead of the system one. |
Company Actions | A bulk-operations menu including, in particular, marking all messages as read. |
Client's Card | The central client card; the context of its processing (language, region, time zone) is set by the company profile. |