Summary
The Company Information tab stores your business name, email, phone, and address. The bot can use these details in answers and handoffs. Some fields can auto-fill from knowledge sources.
Prerequisites
- Edit chatbot → Company Information tab
Settings reference
| Field | Purpose |
|---|---|
| Company Name | Legal or brand name |
| Contact email for users | |
| Phone | Support or sales phone |
| Address | Physical or mailing address |
Step-by-step
- Open Company Information
- Enter or verify each field
- Use auto-fill from knowledge sources if offered
- Click Save Changes
Auto-fill from knowledge
HolderChat can suggest company details extracted from websites or documents in Knowledge Sources. Review auto-filled values before saving.
What triggers a rebuild
| Action | Rebuild needed? |
|---|---|
| Update company fields | No |
Company info is used at chat time without rebuilding the vector index.
Limitations
- Does not replace legal imprint requirements on your website
- Keep email/phone current for support handoff accuracy
Troubleshooting
Symptom: Bot gives wrong contact email
Cause: Outdated company fields or conflicting knowledge.
Fix: Update this tab; check knowledge sources for old email.