Account

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What is the Account Section?

The Account section in TelaviOneChatAI allows you to manage and update your personal details, contact preferences, and company information — all from a single dashboard. Whether you’re customizing your profile or updating your company’s industry classification, the Account section keeps your data organized and ready for platform use.

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Benefits of the Account Section

• Centralized Information — Update all key account-related details in one place.
• Business Profile Management — Ensure your business contacts and branding are always current.
• Company Insights Alignment — Tailor your company information to match your industry and scale.

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How to Use the Account Section

1. Log in to Your TelaviOneChatAI Account and navigate to the dashboard.
2. Navigate to the Sidebar — On the left-hand sidebar, scroll down and click on “More”, located just beneath the Help Center.
3. Access My Account — From the expanded menu, click on “My Account”. The Account tab will open by default.
4. Edit Profile Information — In the Profile Information card, you can update your profile picture, name, email address, connected phone number, and preferred platform language. Click Submit to save.
5. Edit Primary Contact Information — In the Primary Contact Information card, enter or update your primary contact name, business title, business email address, and business phone number. Click Submit to save.
6. Configure Company Information — In the Company Information card, you can update your company name, industry (e.g., Finance, Education, Food, Automotive), company size (e.g., 1–10, 10–100, 100–1000+), and company website. Click Submit to save.

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FAQs

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