General settings
General agent settings
In the Settings > General section you will find your agent’s basic information. These details identify your business within the platform and affect how your virtual assistant operates.
Available fields
Agent name
The name that identifies your agent within the platform. It can be your business name, a branch name, or any name that helps you recognize it. If you have multiple agents, use descriptive names to tell them apart easily.
Phone number
The phone number associated with your agent. This is the number your customers use to call your business. For Aura to answer calls, this number must be verified.
Time zone
The time zone in which your business operates. It is important to set this correctly because it affects all schedules in the system: availability for reservations, call times, automation scheduling, and more. Select the time zone that matches your business location.
Primary color
The color used in your agent’s interface. It is a visual detail that helps you quickly identify each agent if you manage more than one. You can choose from colors like red, orange, yellow, green, blue, purple, and others.
Agent image
You can upload an image or logo for your agent. This image will appear on the platform as a visual identifier for your business. You can crop it when uploading to fit the proper format.
How to verify your phone number
Phone verification is a required step for your agent to receive calls. Follow these steps:
Find the Phone Number field
Next to the phone number you will see an indicator showing whether the number is verified or pending verification.
If you change your agent’s phone number, you will need to verify it again before calls will work with the new number.
Delete or leave the agent
At the bottom of the General section you will find two important options:
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Leave the agent: If you are an invited member and want to stop participating in this agent, you can use this option. You will lose access to the agent and all its information. You will be asked to confirm before the action is completed.
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Delete agent: If you are the owner, you can permanently delete the agent. This action erases all settings, customer data, reservations, and history. You will be asked to confirm before proceeding.
Deleting an agent is irreversible. Make sure you truly want to do it before confirming. If you just need to temporarily pause the service, consider disabling the channels instead of deleting the agent.
