> ## Documentation Index
> Fetch the complete documentation index at: https://docs.avidra.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace Profile

> Configure core business identity and SMS messaging defaults for the workspace.

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.

## What you configure

| Field                   | Purpose                                                                 |
| ----------------------- | ----------------------------------------------------------------------- |
| Business name           | How your business appears in customer-facing messages                   |
| Industry / niche        | Helps Avidra tailor conversation context (e.g., plumbing, HVAC, dental) |
| Primary callback number | The number your team actively answers                                   |
| Custom SMS message      | Fallback text sent when AI is not handling the reply                    |
| Generated SMS content   | Auto-generated messaging used by the workspace                          |

## Why each field matters

### 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

### 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.

### 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.

<Warning>
  A callback number that goes unanswered defeats the purpose of recovery. Make sure someone on your team monitors it during business hours.
</Warning>

### 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."

## Best practices

<Tip>
  Use the exact business name your customers recognize. If callers see an unfamiliar name, they may ignore the text-back.
</Tip>

* 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

## 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

## Related pages

<CardGroup cols={3}>
  <Card title="Phone Setup" icon="phone" href="/configuration/phone-setup">
    Configure routing and forwarding.
  </Card>

  <Card title="Business Hours" icon="clock" href="/configuration/business-hours">
    Set open hours and after-hours messaging.
  </Card>

  <Card title="AI Behavior" icon="brain" href="/configuration/ai-behavior">
    Control how the AI identifies itself.
  </Card>
</CardGroup>