Workflow Customization: Add Office Location Details - Admin Panel

Purpose

Provide location and directions so Copilot can answer “where are you” and “how do I get there” questions.

What to include

 

• Location names and street addresses

• Parking information

• Public transport guidance

• Any special directions

 

Steps

 

1. In Office Location Details, enter locations in clear sentences.

2. Example content you can adapt:

    

   • 6633 E Highway 290, Suite 110, Austin, Texas 78723. Parking: on-site parking for visitors and tenants. Public transport: Cameron stop is the nearest, serving routes 300, 337, and 485.

    

3. Click Save.

 

Tips and Good practices

 

• List every location tied to the phone number so Copilot can answer for each one.

• Keep formatting simple so updates are easy.

• Review after any move or construction change.