Managing your workspace and team

Business details

Your business details do more than label the account — they’re the context the AI uses when writing on your behalf. Keeping them accurate directly affects how good your replies are.

Worth revisiting when: you change what you offer, you move, you rebrand, or you notice replies sounding generic.

Be specific. “Restaurant” produces bland copy. “Family-run Italian place, mostly regulars, known for handmade pasta” produces copy that sounds like you.

Inviting your team

Billing is per business, so extra people cost nothing. Invite anyone who needs to see feedback or take over a conversation.

People worth adding:

• Whoever handles complaints
• Managers of individual locations
• Whoever owns your marketing, for the feedback wall
• Anyone who’d otherwise be forwarded screenshots of reviews

Give people their own logins rather than sharing one. → Security and acceptable use

Multiple locations

Each location generally wants its own review sources connected, since customers review the branch rather than the brand.

The most valuable thing multi-location reporting gives you is comparison. An average across six sites hides the one that’s struggling; per-location sentiment finds it immediately.

Touchpoint limits are what usually determine which plan a multi-location business needs — see understanding actions and limits.

Changing the owner

If the person who set up the account is leaving, transfer ownership before they go. It’s substantially more work afterwards, especially where billing and platform authorisations are tied to their credentials.

Leaving or closing

Export your data first, then cancel. → Privacy and your data