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How to update Organization Information

What this covers: Profile details, spoken labels, address, timezone, and security.

Steps

  1. Go to Admin → Organization Settings.

  2. If needed, click Edit.

  3. In Organization Information, complete or update these fields:

    • Organization Name. This is your official account name.

    • Organization Short Label. A short code or label that appears in parts of the product. Example: IHC.

    • Organization Long Label (Spoken). A clear name used by the voice agent when speaking to callers. Example: Ideal Health Center.

    • Address, City, State, Zipcode, Country.

    • Timezone. Pick the timezone where your office operates. Example: US/Eastern.

    • Fax number. Fill this if your office uses fax.

  4. (Optional) Turn on security:

    • Check Enable Two Factor Authentication if you want users to sign in with a second step for better security.

  5. In Office Address (Spoken), enter a simple, caller-friendly address. Example:

    Simbo INC, 31 Street, Boston, US

  6. Click Save if the button is shown.

Tips and good practice

  • Keep the Long Label (Spoken) easy to pronounce. This improves call clarity.

  • Match the Timezone to your actual office hours to avoid after-hours call routing mistakes.

  • Use standard postal formatting for Address and Zipcode to help downstream integrations.