Edit Your Organization Name and Domain
Your organization's name and domain are key settings in Billabex. They allow the AI agent to personalize its follow-ups and facilitate communication with your team members.
Edit the organization name
Your organization name is used by the AI agent in all communications sent to your customers. It appears as the sending entity in follow-ups.
Steps:
1. Go to the Settings module
2. Click on the Profile tab
3. Edit the organization name
4. Click Save
Best practices:
If your trade name differs from your legal name, you can include both, for example: Billabex (ACME SAS)
Once saved, the AI agent will automatically update its future communications to reflect the new name.
Edit the organization domain
The domain name is used to recognize your company's team members (e.g., @yourcompany.com).
Why is this useful?
It allows your team members to communicate with the AI agent by email without needing to create a user account.
Steps:
1. Go to Settings > Profile tab
2. Enter your company's domain name
3. Click Save
You can update this information at any time. The change has no retroactive effect.