How to fill in the profile fields that support search, billing, teams, and assistant setup. Follow the steps in order, then use the example and common mistakes sections to verify you understood the flow. Profile fields should describe the real business or user identity that will own lists, team access, billing, and assistant behavior.
Follow this page in order. Read the steps first, watch the video when available, then use the common mistakes section to avoid setup errors.
This lesson is about complete your profile and how to do it correctly the first time.
Read this section first. Each step tells you what to click, what to enter, and what should happen next. Use the video after the steps if you want to see the same flow in motion.
Use the update profile page from the dashboard or account area to review your business details. Confirm the result before you move to the next step. Open the profile editor and complete the business or personal fields that BizPlifier uses to identify who owns the workspace.
Provide the company information, contact details, and other required fields the platform asks for. Confirm the result before you move to the next step. Fill in the data carefully, because the profile is reused by search context, assistant setup, billing, and team flows.
The assistant setup and team features depend on profile data, so save before continuing into guided onboarding or the wizard. Confirm the result before you move to the next step. Save the profile before moving to onboarding or the wizard so the later steps can reuse the exact business information.
Use this video for better understanding this resource. The video bellow tries to explain more indeep this guide part.
A small business enters its legal business name, support email, and location before creating the first assistant draft.