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Workspace Profile controls the basic business information that Avidra uses across the product — from how your business appears in customer messages to what fallback SMS copy is sent.

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What you configure

FieldPurpose
Business nameHow your business appears in customer-facing messages
Industry / nicheHelps Avidra tailor conversation context (e.g., plumbing, HVAC, dental)
Primary callback numberThe number your team actively answers
Custom SMS messageFallback text sent when AI is not handling the reply
Generated SMS contentAuto-generated messaging used by the workspace

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Why each field matters

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Business name

This is the first thing callers see in the text-back. If it does not match what they expect, they may ignore the SMS or assume it is spam. Good: “Mike’s Plumbing” — matches the name on your van and website Bad: “MP LLC” — your customers do not recognize this

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Industry / niche

Avidra uses this to adjust the AI’s conversation style and the types of questions it asks. Setting “HVAC” ensures the AI asks about central vs. mini-split systems. Setting “dental” focuses on appointment types.

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Primary callback number

This is the number Avidra tells callers to call back. It should be a line your team actively monitors during business hours.
A callback number that goes unanswered defeats the purpose of recovery. Make sure someone on your team monitors it during business hours.

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Custom SMS message

This fallback message is sent when AI is not active or when the workspace uses manual-only messaging. Keep it short, action-oriented, and specific to your business. Good: “Sorry we missed you! What service do you need? We’ll get back to you shortly.” Bad: “Thank you for contacting us. Your call is important to us. Please leave a message.”

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Best practices

Use the exact business name your customers recognize. If callers see an unfamiliar name, they may ignore the text-back.
  • Use a real callback number your team actively answers
  • Keep fallback SMS wording short and action-oriented — ask a question
  • Review message wording whenever your service offering changes
  • Match the business name to your Google Business Profile and website

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Common mistakes

  • Leaving placeholder business info after setup
  • Setting a callback number that is not actively monitored
  • Writing a custom SMS that conflicts with actual operating hours or service area
  • Using a legal entity name instead of the customer-facing brand name

Phone Setup

Configure routing and forwarding.

Business Hours

Set open hours and after-hours messaging.

AI Behavior

Control how the AI identifies itself.