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Profile Setup

Setting Up Your Business Profile

8 min read

Overview

Your Business Profile is the public face of your company on Savantly. It powers your profile website at https://[your-subdomain].savantly.ai, provides the AI agent with knowledge about your business, and serves as the hub for all your marketing, content, and engagement activities.

A complete business profile significantly improves your AI agent's ability to answer visitor questions, helps with SEO, and builds trust with prospects.

Navigating to Your Business Profile

  1. Sign in at app.savantly.ai.
  2. In the left sidebar, under Savantly Profile, click Business Profile.

Profile Sections

Company Identity

  • Company Name — Your official business name as displayed publicly
  • Logo — Upload your company logo (PNG or SVG recommended, square format works best)
  • Tagline — A punchy, memorable description of what your business does
  • Description / About — A rich, detailed description of your company. Use the AI generation button to draft this based on your company name and industry.
  • Website URL — Your primary company website

Industry & Business Type

  • Industry — Select your industry (Technology, Healthcare, Finance, Retail, etc.)
  • Business type — B2B, B2C, or Both
  • Business size — Sole proprietor, 2–10 employees, 11–50, 51–200, 200+
  • Founded year — Year your company was established
  • Funding stage — Bootstrapped, Pre-seed, Seed, Series A, etc. (optional)

Contact Information

  • Business email — Primary contact email displayed on your public profile
  • Phone number — Business phone
  • Address — Physical or mailing address (displayed on public profile)
  • Location — City, state, and country for map display

Mission & Vision

Add your company's mission and vision statements. These are displayed prominently on your profile and are used by the AI agent when answering questions about your company's purpose:

  • Mission statement — What your company does and for whom
  • Vision statement — Where your company is heading

CEO / Founder Information

Humanize your brand by showcasing leadership:

  • CEO/Founder name
  • CEO/Founder photo
  • CEO/Founder bio

Target Audience

Describe who your ideal customer is. This helps the AI agent qualify leads and tailor its responses:

  • Primary target audience — e.g., "Small business owners in the US retail sector"
  • Secondary audiences — Optional additional segments

Social Links

Connect your company's social media presence:

  • LinkedIn Company Page
  • Twitter / X
  • Facebook
  • Instagram
  • YouTube
  • GitHub (for tech companies)

Appearance & Branding

Color Scheme

Set your brand's visual identity:

  1. Go to Savantly Profile → My Template or navigate to Appearance in the sidebar.
  2. Set your:
  • Primary color — Main brand color
  • Secondary color — Supporting color
  • Accent color — For buttons and highlights
  • Background color
  • Text color

Template Selection

Choose the layout that best represents your brand:

  1. Go to Savantly Profile → My Template.
  2. Preview available templates.
  3. Click Apply to activate a template.

Templates are optimized for desktop and mobile and designed for business profiles with multiple content sections.

Layout Configurator

Control which sections appear on your public profile and in what order:

  1. Navigate to My Template → Layout Configurator (or /layout-configurator).
  2. Drag sections to reorder them.
  3. Toggle sections on or off (e.g., hide the Partners section until you have partner content to show).
  4. Click Save Layout.

Setting Up Your Hero Section

The hero section is the first thing visitors see on your profile. A strong hero drives engagement and reduces bounce rate.

  1. In Business Profile, scroll to the Hero Section area.
  2. Configure:
  • Background image or video — Upload media or generate an AI image
  • Headline — Bold statement about your business value
  • Subtitle — Supporting description
  • Primary CTA button — Label + URL (e.g., "Get a Free Demo → /contact")
  • Secondary CTA button — Optional second action
  1. Use Generate Hero with AI to auto-create compelling copy based on your business description.

Adding Your Leadership Team

Showcase the people behind your business:

  1. In Business Profile, find the Leadership Team section.
  2. Click Add Team Member.
  3. For each leader, add:
  • Name and job title
  • Photo
  • Bio / description
  • LinkedIn profile link (optional)
  1. Click Save.

Leadership profiles appear in a dedicated section on your public profile page.

Business Profile Setup Wizard

If you're setting up a new organization, the Business Profile Setup Wizard guides you through all the above steps in sequence:

  1. Navigate to /business-profile-setup or click the setup prompt on your dashboard.
  2. Complete each step:
  • Step 1: Company basics (name, industry, size)
  • Step 2: Branding (logo, colors)
  • Step 3: Description and mission
  • Step 4: Contact information
  • Step 5: Template selection
  1. Click Finish Setup to publish your business profile.

You can return and edit any section at any time from Business Profile in the sidebar.

Custom Subdomain

By default, your profile is accessible at https://[organization-slug].savantly.ai. The slug is auto-generated from your company name during setup. To update it:

  1. Go to Settings → Profile Settings.
  2. Update the Username / Subdomain field.
  3. Your new URL is https://[new-slug].savantly.ai.
Note: Changing your subdomain will break any existing links to your old URL. Update your marketing materials accordingly.

For a fully custom domain (e.g., profile.yourcompany.com), see [Setting Up a Custom Domain →](./11-custom-domains.md).

Sharing Your Business Profile

Once your profile is set up:

  • Copy your profile URL from the dashboard and add it to your email signature, LinkedIn bio, and marketing materials
  • Embed your AI chat widget on your main website to engage visitors with your Savantly AI agent
  • Share individual content — Each product, service, blog post, and case study has its own shareable URL

Tips for a High-Converting Business Profile

  • Write a clear, jargon-free tagline — "We help retail brands grow online revenue 30% faster" is better than "Omnichannel digital transformation solutions"
  • Upload a high-resolution logo — Blurry logos erode trust
  • Fill in mission and vision — These significantly improve AI agent quality
  • Define your target audience specifically — The AI uses this to qualify and engage leads
  • Add 5+ content items before sharing your profile publicly — A sparse profile converts poorly
  • Use the AI to generate your About description — Then personalize the output

Next: [Managing Your Content →](./04-content-management.md)

Still stuck? Submit a ticket.