This article explains how to edit the entity information in the platform. Some examples of information you may update include changing your entity Name, updating your business Address, revising your Main Phone number, adjusting your business Hours, and more.
To edit entity information:
- Click Content in the navigation bar and click Entities.
- Click on the entity you would like to edit.
- To edit multiple entities at once, visit the Edit Entities in Bulk article.
- Click on the desired field to make changes.
- To add an embedded field, click on the plus sign (
) in the bottom right corner of the text box.
- Enterprise Customers: To apply a text asset, click on the plus sign (
) icon.
- To add an embedded field, click on the plus sign (
- Once you’ve added or edited your content, click Save.
Additional Editing Options
- Knowledge Assistant
- To edit specific fields on the go using the Knowledge Assistant, see Start a Conversation With Knowledge Assistant.
- Scheduled Updates
- To schedule updates in advance, see Create Scheduled Updates.
- Multi-language Profiles (Partners and Enterprise Customers)
- To edit another language profile, navigate to the Languages box on the right side of the page and click on the desired language. Then follow steps 2-4 above. Note, this section is only visible in accounts that have the Multi-language Profile feature enabled.
- Spreadsheet Upload
- To edit entities in bulk, see Add and edit entities through spreadsheet upload.
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