How To Set Up Your Settings

Objective

This is a step-by-step guide to updating your account settings, uploading a company logo, setting the time zone, managing team members, and resetting your AI Agent connections in the WellGrow platform.

Step 1: Navigate to Settings

• Log into your WellGrow account using your credentials.
• Click on the Settings menu located on the left-hand side navigation panel.

Step 2: Update Account Details

1. Under Settings, find the Account section.

2. Fill in or edit the following fields:

• Phone Number: Enter your business or personal phone number.
• Time Zone: Select the time zone where you or your business primarily operates.
• Company Website: Provide your official website URL (if applicable).

1. Upload your Company Logo:

• Locate and click on the Upload or Change Logo option.
• Select the desired image file from your computer.

1. Once all details are updated, click Save to confirm your changes.

Tip:

Ensuring accurate details helps your AI Agents use the correct business information when interacting with leads or managing conversations.

Step 3: Reset AI Agent Connection (If Needed)

1. After saving your account details, find the Reset Connection option under Account or AI Settings.

2. Click Reset (or the equivalent button) to refresh or reconnect your AI Agent’s permissions.

Why Reset?

• Resets often ensure your AI Agents have up-to-date access to your social media accounts, contact information, and leads.
• If you face any connectivity issues or updates aren’t reflecting in your AI workflows, a reset can often resolve these.

Step 4: Add Team Members

1. Under Settings, locate the Members or Users section.

2. Click Add Member (or talk to agency admin).

3. Enter the Name and Email Address of the team member.

4. Assign Admin Access or other appropriate roles based on your organizational needs.

5. Click Save or Invite to finalize the addition.

Tip:

Having multiple team members with admin access can help manage agents, updating account settings, and overseeing different campaigns within your WellGrow account.