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AurionAI

Company profile and tenant settings

4 min readBy Emmanuel Yazbeck

The Tenant Settings page shows the main facts about your organization in one place. You edit your company profile here. The other cards show the state of your tools and take you to the pages where you change them.

Availability: all profiles. Administrators only.

Prerequisites

  • You have the Owner or Admin role. Other roles cannot open this page.
  • Your organization has accepted the current legal documents. If it has not, AurionAI shows the Legal page first. Read Legal documents.

Open the tenant settings

  1. In the top bar, select your name or picture to open the user menu.
  2. Select Tenant Settings.

The page title shows your product profile next to it, for example AI Voice + Helpdesk. Under the title you see your organization name and its short name. The product profile decides which cards the page shows. Read Product profiles.

The Tenant Settings page with the company profile and the setting cards.

Edit your company profile

  1. Go to the Company Profile card.
  2. In Company Name, enter the name of your organization. This field cannot be empty.
  3. Optional: in Logo URL, enter the web address of your logo. A small preview appears next to the field.
  4. Optional: in Timezone, select the time zone of your organization.
  5. Optional: in Address, enter your postal address.
  6. Select Save.

The Save button becomes active only after you change a field.

Check a provider connection

The page has a card for each external tool that your profile uses:

  • ITSM Provider appears for the AI Voice and AI Voice + Helpdesk profiles, unless your organization is connected to an external customer service tool instead of an ITSM tool. It shows your ITSM tool, or Not configured.
  • Helpdesk Provider appears only for an AI Voice organization that is connected to an external customer service tool, such as Freshdesk or Zendesk. The Helpdesk and AI Voice + Helpdesk profiles use the built-in AurionAI helpdesk, so this card does not appear for them. It shows that tool, or Not configured.

To test a connection:

  1. On the card, select Test connection.
  2. Wait for the result. The card shows a connection line with the status connected or failed. A failed test can also show a short error type.
  3. To change the connection, select Edit provider. This opens the Providers page in Configuration.

Other cards on the page

The other cards link to the pages where you make changes:

  • Voice, Phone Number and Usage appear for the AI Voice and AI Voice + Helpdesk profiles. The Usage card shows Total Calls, Calls (30 days), Tickets (30 days) and Last Call.
  • Email Channels, WhatsApp Channel, SLA Policies and Business Hours appear for the Helpdesk and AI Voice + Helpdesk profiles.
  • Developer API, Privacy & retention and Knowledge Base appear for every profile.
  • Users opens a page where you invite users and change their roles. Read Invite and manage users.
  • Data Export creates an export of your organization's data. Read Data export and deletion (privacy).

Result

After you save, AurionAI shows the message Company profile updated. The new values show on the page at once.

If something goes wrong

  • The Save button stays inactive. You have not changed a field, or Company Name is empty.
  • The message Failed to update company profile appears. AurionAI did not save your changes. Check your entries and try again.
  • The page shows Failed to load tenant settings. Select Retry.
  • The connection test shows failed. The credentials or the address of your tool may be wrong or expired. Select Edit provider and check the connection settings. For the settings of each tool, read Connect your ITSM and CS tools and the article of your tool.
  • A card is missing. The cards depend on your product profile. Read Product profiles.

Still stuck? Submit a request or .