How to update your Presbot account and business information

Why accurate account information matters

Your Presbot account supports billing, account notices, assistant management, and visitor follow-up.

Keeping the details current helps the right people receive important messages and keeps the public assistant consistent with your website.

Review your account details

Sign in and check the information connected to your account.

Depending on the available settings, review:

• Your name
• Your account email address
• Your business name
• Your contact information
• Your billing details
• Your assistants

Use an email address you monitor

Your account email may receive important notices about access, billing, or service changes.

Use an address that is checked regularly and belongs to someone responsible for the account.

Avoid relying on an address that will be unavailable when an employee or contractor leaves.

Keep business names consistent

Use the same public business name across your website and assistant unless there is a clear reason not to.

Check the assistant name, welcome message, saved answers, Knowledge, and follow-up messages.

Review how to customize Presbot for your website for a complete visitor-facing review.

Update contact details everywhere they appear

When an email address, phone number, location, or booking link changes, search the full assistant for the old information.

It may appear in:

• Saved answers
• Knowledge
• Lead capture confirmations
• Quick topic responses
• Website links

Review business hours and availability

Visitors often rely on assistant answers for current hours and scheduling expectations.

Update:

• Regular business hours
• Seasonal hours
• Holiday closures
• Appointment availability
• Expected response times

Keep saved answers and Knowledge consistent.

Review services, prices, and policies

Business changes should be reflected promptly in the assistant.

Check:

• Service names
• What each service includes
• Pricing language
• Service areas
• Cancellation or refund policies
• Booking steps

Use clear saved answers for important controlled responses and useful Knowledge for broader context.

Update billing information carefully

Check the payment method, billing contact, and business details associated with your subscription.

Review how Presbot billing and upgrades work before changing your plan.

Remove outdated access

When team responsibilities change, review who can access the account and visitor information.

Do not leave shared credentials in old documents or messages.

Update passwords when access may no longer be appropriate.

Test after making changes

Open your website in a private browser window and test the assistant as a visitor.

Confirm that:

• The correct business name appears
• Contact links work
• Hours and policies are current
• Lead capture uses the right contact details
• The confirmation message is accurate

Account update checklist

• The account email is current
• The business name is correct
• Billing information is current
• Old contact details were removed
• Hours and availability are current
• Services and policies are accurate
• Account access is appropriate
• The public assistant was tested

Next steps

Review how to customize Presbot and how Presbot handles privacy and visitor data.