Account Setup Guide
This guide walks you through the initial setup process after creating your Wiil account. You'll configure your workspace, business profile, and platform services—building the foundation for your AI assistants.
Setup Flow:
| Step | Configuration | Description |
|---|---|---|
| 1 | 🏢 Workspace Type | Business or Developer workspace |
| 2 | 🏭 Industry | Select your business category |
| 3 | 📋 Business Information | Business name and phone number |
| 4 | 📍 Business Address | Location for timezone and compliance |
| 5 | 🔔 Communication Preferences | Notification settings |
| 6 | 🕐 Operating Hours | Business schedule |
| 7 | ⚙️ Platform Services | Enable business capabilities |
1. 🏢 Choose Workspace Type
The first step is selecting your workspace type. This determines which features and tools are available to you.
Workspace Options
| Type | Description | Best For |
|---|---|---|
| Business | Team collaboration, platform services, business analytics | Companies deploying AI assistants for customer-facing operations |
| Developer | Full API access, custom integrations, testing tools | Technical users building custom integrations |
Business Workspace
The Business workspace is designed for companies that want to deploy AI assistants for customer-facing operations.
Key Benefits:
- Pre-configured industry templates
- Platform services (Appointments, Products, Reservations)
- Team collaboration features
- Customer conversation monitoring
- Business analytics and insights
Developer Workspace
The Developer workspace is for technical users who want to build custom integrations or test the platform programmatically.
Key Benefits:
- Full API access
- Custom integrations
- Testing tools
- Priority support
Note: This documentation focuses on the Business workspace. Developer documentation is available separately.
2. 🏭 Choose Your Industry
Select the category that best describes your business. This helps pre-configure recommended features and optimize your AI assistant's behavior.
Supported Industries
| Industry | Icon |
|---|---|
| Healthcare & Medical | ❤️ |
| Health & Wellness | 💪 |
| Retail & E-commerce | 🛍️ |
| Finance & Banking | 🏛️ |
| Real Estate | 🏠 |
| Technology & Software | 💻 |
| Education & Training | 🎓 |
| Legal Services | ⚖️ |
| Hospitality & Travel | 🏨 |
| Automotive | 🚗 |
Why Industry Matters
Your industry selection enables:
- Smart recommendations — Platform suggests relevant services
- Pre-configured templates — Industry-specific assistant roles
- Optimized behavior — AI assistant understands your domain
Tip: You can adjust industry-related settings later in your workspace settings.
3. 📋 Business Information
Provide your business details so your AI assistant can accurately represent your company to customers.
Required Fields
| Field | Description |
|---|---|
| Business Name | The name your customers know you by |
| Phone Number | Used for account verification and service alerts |
Business Name
Your business name is how customers will identify your company when interacting with the AI assistant. This name appears in:
- Greetings: "Thank you for calling [Business Name]"
- Confirmations: "Your appointment at [Business Name] is confirmed"
- Email communications and receipts
Tip: Use the name your customers are most familiar with. If your legal name differs from your brand name, use the brand name here.
Phone Number
The phone number you provide is used for:
- Account verification — Security confirmation during setup
- Service alerts — Important notifications about your account
- Caller ID — For outbound calls from your AI assistant
Warning: The phone number must be able to receive SMS messages for verification purposes.
4. 📍 Business Address
Your business address ensures proper timezone configuration, telephony routing, and compliance with local communication regulations.
Required Fields
Your complete address is required:
- Street Address
- Country
- City
- State/Province/Region
- Postal Code
Apartment/Suite is optional.
Why Address Matters
| Purpose | Description |
|---|---|
| Timezone Configuration | Your AI assistant operates in the correct timezone for scheduling, notifications, and displaying business hours |
| Telephony Routing | Phone numbers and call routing are configured based on your location |
| Regulatory Compliance | Communication features comply with local regulations (TCPA, GDPR, etc.) |
Supported Regions
- North America: United States, Canada
- Europe: UK, Germany, France, Spain, Italy, Netherlands, and more
- Asia Pacific: Australia, New Zealand, Singapore, Japan
- Latin America: Mexico, Brazil, Argentina
- Africa: Nigeria, Ghana, Kenya, Ivory Coast, and more
Note: Only primary business location information is supported and must be provided to ensure successful operation setup on the platform.
5. 🔔 Communication Preferences
Choose how you'd like to receive updates and notifications from Wiil about your AI assistant and customer conversations.
Notification Options
| Type | Description | Required |
|---|---|---|
| SMS Text Messages | Conversation summaries and urgent notifications via text | No |
| Voice Calls | Important alerts via phone calls when immediate attention needed | No |
| Email Communications | Daily summaries, reports, and platform updates | No |
| Marketing Communications | Product updates, tips, and promotional offers | No |
| Service Notifications | Critical updates about your AI assistant and customer conversations | Yes |
Recommended Settings
- Email Communications — Stay informed about performance and updates
- Service Notifications — Required for critical alerts
Note: You can change these preferences anytime in Settings → Notifications.
6. 🕐 Operating Hours
Your operating hours directly affect how your AI assistant behaves. During open hours, it can book appointments, take orders, and schedule services. Outside those hours, it informs callers when you'll be available and can take messages.
Quick Presets
| Preset | Hours |
|---|---|
| Retail Store | Mon-Sat 10AM-8PM |
| Gym/Fitness | 5AM-10PM Daily |
| Office Hours | Mon-Fri 9AM-5PM |
| Restaurant | 11AM-10PM Daily |
Custom Schedule
You can also set different hours for each day of the week, including:
- Custom open and close times
- Break periods
- Closed days
After-Hours Behavior
Outside your operating hours, your AI assistant will:
- Let callers know when you'll be open next
- Offer to take a message
- Provide after-hours options (if configured)
Tip: You can modify operating hours anytime from Settings → Business → Operating Hours. Changes take effect immediately.
7. ⚙️ Platform Services
Select which capabilities your business requires. The platform recommends services based on your industry, but you can enable or disable any service at any time.
Available Services
| Service | Description |
|---|---|
| Appointment Management | Manage appointments, bookings, and scheduling |
| Reservation Management | Table, room, or resource reservations |
| Menu Management | Restaurant ordering with dine-in, takeout, and delivery |
| Product Management | Product catalog and order processing |
| Property Management | Real estate listings and lead capture |
| Inventory Management | Track stock levels and manage inventory |
Industry Recommendations
The platform provides smart recommendations based on your industry:
| Industry | Recommended Services |
|---|---|
| Healthcare & Medical | Appointments (focus) |
| Hospitality & Travel | Menu Management, Reservations |
| Retail & E-commerce | Products, Inventory |
| Automotive | Service Appointments, Parts Inventory |
| Real Estate | Property Management |
No Services Option
If your business doesn't need transactional capabilities, you can skip this step. Your AI assistant will function as a knowledge-based Q&A assistant instead.
Tip: You can enable or disable services anytime from Settings → Platform Services. Changes apply immediately to your AI assistant's capabilities.
Setup Complete
After completing these steps, your business profile is configured and ready. Your AI assistant now has the knowledge it needs to help your customers.
What's Next
| Option | Description |
|---|---|
| Configure Phone Assistant | Set up voice-based communication via dedicated phone number |
| Configure Web Assistant | Set up chat widget for your website |
See the Assistant Setup Guide for detailed instructions on creating your first AI assistant.
Ready to get started? Navigate to your Wiil console and follow along with this guide.