Essential Configuration for BrandWorx AI
Before launching campaigns or automations, it’s important to properly configure your Account Settings and Business Profile. These settings control how BrandWorx AI sends messages, schedules appointments, and represents your brand.
This article walks you through the must-complete setup steps.
Why Account Setup Matters
Incorrect or incomplete settings can cause:
Messages not sending
Automations firing at the wrong time
Calendar booking issues
Inconsistent branding
Completing this setup ensures BrandWorx AI works correctly from day one.
Step 1: Access Account Settings
Log in to BrandWorx AI
Click Settings in the left-hand navigation
You’ll see multiple sections for configuring your account
Work through the sections below in order.
Step 2: Business Profile Information
Navigate to Settings → Business Profile and confirm the following:
Business name
Website URL
Business email address
Business phone number
Physical address (if applicable)
👉 Tip: This information may be used in emails, messages, and system notifications.
Step 3: Time Zone & Locale Settings
Go to Settings → Company (or equivalent section) and verify:
Time zone
Date and time format
Language (if available)
⚠️ Important:
Incorrect time zone settings can cause:
Automations to send at the wrong time
Appointment reminders to be inaccurate
Always confirm this before activating workflows.
Step 4: Branding & Logo (If Enabled)
If your plan includes branding options:
Upload your company logo
Set brand colors (where available)
Confirm your business name displays correctly
This helps keep client-facing assets consistent and professional.
Step 5: User Settings & Permissions
Under Settings → Users:
Review existing users
Assign appropriate roles and permissions
Remove users who no longer need access
👉 Best Practice:
Only give admin access to users who need full control.
Step 6: Notification Preferences
Check your personal and account-level notification settings to control:
Email alerts
In-app notifications
Conversation assignments
Appointment notifications
This helps ensure important activity doesn’t get missed.
Step 7: Verify Contact & Communication Defaults
Confirm default settings used by automations and campaigns, such as:
Default sending email
Default phone number
Reply-to information
These defaults are used unless overridden in a workflow or campaign.
Common Setup Mistakes to Avoid
❌ Skipping time zone setup
❌ Using a personal email instead of a business email
❌ Leaving outdated business information
❌ Giving too many users admin access
Avoiding these mistakes prevents many common support issues.
Final Checklist ✅
Before moving on, confirm you’ve completed:
✔ Business profile details
✔ Time zone settings
✔ User permissions
✔ Notification preferences
✔ Branding (if applicable)
Once complete, you’re ready to activate automations and start capturing leads.
What’s Next?
Continue to:
Article 5: Connecting Your Phone Number (SMS & Calls)
This will allow you to send messages, receive calls, and fully power your automations.
