Company Profile
Company Profile is your company intelligence hub -- where you build the AI's understanding of your business.
Profile Tab
Set the fundamentals:
- Industry -- what sector you operate in
- Company Size -- headcount
- Location -- where you're based
- Founded -- year established
- Company Description -- what you do
- Mission Statement -- your purpose
Track your Completeness percentage to see how much of your profile has been filled in.
Business Flows
Document your company's key business processes -- the sequences of steps that turn inputs into outcomes:
- Sales Pipeline: Lead -> Qualification -> Proposal -> Negotiation -> Close
- Order Fulfillment: Order Received -> Picking -> Packing -> Shipping -> Delivery
- Support Escalation: Ticket Created -> Triage -> Investigation -> Resolution -> Follow-Up
For each stage, define who owns it, what systems are involved, what the inputs and outputs are, and where it hands off to next.
Functional Domains
Define the functional areas of your business. Each domain includes:
- Department name and purpose
- Responsibilities
- Headcount
- Tools and systems used
- Key decisions made here
- Dependencies on other departments
Info Sources
Document where your data lives:
- What type of knowledge -- customer data, financial records, operational metrics
- Which system stores it -- your CRM, ERP, internal database
- Who owns it -- the person or team responsible
- How fresh it is -- real-time, hourly, daily
- Is it the source of truth? -- or is there a more authoritative version
Decision Rights
Define your governance structure:
- Decision type -- budget approval, hiring, vendor selection, pricing changes
- Decision owner -- the person with authority
- Approval chain -- the sequence of sign-offs required
- Thresholds -- when approval is needed (e.g., purchases over $50,000)
- Escalation path -- who to go to if the owner is unavailable
Onboarding Assistant
Click the Onboarding Assistant button (purple) to launch a guided conversational setup that helps you fill in your company profile efficiently.
Company-Aware from Day One
The company knowledge you build here is automatically present in every conversation your specialists have. They don't need to be reminded -- this context flows into every interaction automatically.