Your business profile

Business profile (under Assistants in the left-hand menu) is where you tell Kooday what your business is — once, for every assistant you have, rather than repeating it per assistant. It used to be a section on the Config screen; it has its own page now because a draft/publish editor buried in a settings page was easy to miss.

Where to find it: Business profile, under Assistants. Structured fields on the left, the compiled prompt on the right — so the effect of a structured edit is visible right next to it, no page jump.

About your business

The card on the left has four fields. These are typed in as fields rather than written into the prompt by hand, because a rule buried in a paragraph stops reading like a rule long before anyone notices.

• Who you are — what you do, who you serve, how you want to sound. Read on every conversation, so keep it tight; a page of company history costs you on every call and tells the assistant little it can act on.
• Rules it must always follow — things the assistant must never do: “Never quote implant prices — ask them to visit.” Up to ten.
• Offers to mention — promotions worth volunteering: “10% off teeth cleaning this month”, each with an optional end date. Up to ten.
• Questions it should ask the caller — “How did you hear about us?” Up to five, and the cap is deliberate: each one is something the assistant has to remember to work into a conversation, and a list of ten is an interrogation nobody sits through. It asks them one at a time, in the flow, and never before answering what the caller actually rang about.

The lists are capped on purpose. Every line here is read on every call your assistants take, so a long list costs you on every conversation, not once.

An offer past its end date stops being mentioned on its own. You do not have to remember to delete it, and the assistant will not keep promising something you have stopped honouring.

How this fits with the Business prompt on the right

They are two views of one document, not two documents. Your lists are compiled into the Business prompt automatically, and:

• Everything you wrote yourself is left exactly as it was. The compiled part lives in its own block; your prose is never touched.
• The editor on the right shows only your prose, not the compiled block — because the block is rebuilt from your lists every time you save, so anything typed into it would disappear.
• To change the compiled part, change the list. There is no way to edit it by hand, and that is deliberate: two people editing one paragraph is how a rule quietly stops matching what you actually told us.

Saving is a draft, exactly like every other edit here. It reaches customers when you Publish the Business prompt on the right. If you save a list you have not actually changed, you will see “Nothing changed” — no new version is created, and there is nothing to publish.

Topics your assistant can look up

The compiled block also lists the topics in your knowledge base — the names only, never the content.

This is what makes the knowledge base usable at all. Without it the assistant has no reason to think an answer exists, so it says it will check rather than searching. Add a document and its topic appears; delete the last document on a topic and it disappears, so the assistant never advertises something it can no longer answer.

You do not maintain this list. It follows your knowledge base, and each change saves as a draft for you to publish along with everything else.

Two things that stop a publish:

• Someone else saved first. If a colleague published while you had the page open you get “Someone else saved first”. Reload and redo your edit; nothing of theirs is lost.
• A token that nothing will fill. Write something that looks like a fill-in slot we do not recognise and the save warns “Draft saved, but publish will refuse it” and names the offending tokens. Fix the typo, or ask us to set that token up.

Business prompt

What every assistant should know about your business — “services, hours, policies, tone.” One assistant’s own instructions sit on its Prompt Studio Instructions pane; this is the layer underneath, shared by all of them.

It works exactly like the per-assistant editor: Save draft stores your text and changes nothing, Publish makes it live. The line beside the buttons says it: “Saving never changes what your assistant says — Publish does.” On a successful publish you get “Prompt published — live within a minute.”

History lists every version with who saved it and when. Restore brings an older published version back. Unpublish takes the whole layer out of use — “Your assistant stops using it immediately; drafts are kept and you can publish again later.”

Every assistant’s Prompt Studio preview shows whether this layer is actually applying, and links straight back here when it isn’t.

Everything else stayed on Config

Config still has the tenant-wide settings that are not “about the business” — Custom context, Timezone, Slots reserved, the webhook boxes, Features, and Report fields. See The Config screen.