Account Setup Guide
After creating your WIIL account, a short guided flow builds the foundation every AI assistant relies on — who your business is, where and when it operates, and which capabilities it can act on. It takes a few minutes, and everything here can be changed later in Settings.
| Step | Configuration | What it sets |
|---|---|---|
| 1 | Workspace type | Business or Developer |
| 2 | Industry | Recommended features and templates |
| 3 | Business information | Name and phone number |
| 4 | Business address | Timezone, telephony routing, compliance |
| 5 | Communication preferences | How you get notified |
| 6 | Operating hours | When the agent transacts vs. takes messages |
| 7 | Platform services | Which capabilities the agent can act on |
1. Choose workspace type
Your workspace type determines which features and tools are available.
| 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 |
The Business workspace comes with pre-configured industry templates, platform services (appointments, products, reservations), team collaboration, conversation monitoring, and analytics. The Developer workspace adds full API access, custom integrations, testing tools, and priority support.
This guide focuses on the Business workspace. For the programmatic path, see the Developer Quickstart.
2. Choose your industry
Select the category that best describes your business. This pre-configures recommended features and tunes your assistant's behavior.
Supported industries include Healthcare & Medical, Health & Wellness, Retail & E-commerce, Finance & Banking, Real Estate, Technology & Software, Education & Training, Legal Services, Hospitality & Travel, and Automotive.
Your industry selection drives smart recommendations (relevant services suggested), pre-configured templates (industry-specific assistant roles), and optimized behavior (the agent understands your domain).
Industry-related settings can be adjusted later in workspace settings.
3. Business information
Provide your business details so the assistant can accurately represent your company.
| Field | Description |
|---|---|
| Business name | The name customers know you by |
| Phone number | Account verification, service alerts, and outbound caller ID |
Your business name appears in greetings ("Thank you for calling [Business Name]"), confirmations, and email communications. The phone number is used for account verification, service alerts, and as the caller ID for outbound calls.
The phone number must be able to receive SMS for verification.
4. Business address
Your address ensures correct timezone configuration, telephony routing, and compliance with local communication regulations. A complete address — street, country, city, state/province/region, and postal code — is required; apartment/suite is optional.
| Purpose | Why it matters |
|---|---|
| Timezone configuration | Scheduling, notifications, and business hours display in the right timezone |
| Telephony routing | Phone numbers and call routing are configured for your location |
| Regulatory compliance | Communication features comply with local rules (TCPA, GDPR, etc.) |
Supported regions span North America (US, Canada), Europe (UK, Germany, France, Spain, Italy, Netherlands, and more), Asia Pacific (Australia, New Zealand, Singapore, Japan), Latin America (Mexico, Brazil, Argentina), and Africa (Nigeria, Ghana, Kenya, Ivory Coast, and more).
Only the primary business location is used during setup, and it must be provided for a successful platform setup.
5. Communication preferences
Choose how WIIL updates you about your assistant and customer conversations.
| Type | Description | Required |
|---|---|---|
| SMS text messages | Conversation summaries and urgent notifications by text | No |
| Voice calls | Important alerts by phone when immediate attention is 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 assistant and conversations | Yes |
Keep Email communications on to stay informed, and note that Service notifications are always on for critical alerts. Change these anytime in Settings → Notifications.
6. Operating hours
Operating hours shape how the assistant behaves. During open hours it books appointments, takes orders, and schedules services; outside them it tells callers when you'll be open and offers to take a message.
| Preset | Hours |
|---|---|
| Retail store | Mon–Sat 10AM–8PM |
| Gym / fitness | 5AM–10PM daily |
| Office hours | Mon–Fri 9AM–5PM |
| Restaurant | 11AM–10PM daily |
You can also set a custom schedule per day of the week — custom open/close times, break periods, and closed days. Outside operating hours, the assistant lets callers know when you'll next be open, offers to take a message, and provides any configured after-hours options.
Modify operating hours anytime from Settings → Business → Operating Hours. Changes take effect immediately.
7. Platform services
Select the capabilities your business needs. The platform recommends services based on your industry, and each maps directly to a catalog you'll manage.
| Service | What it powers | Catalog |
|---|---|---|
| Appointment management | Appointments, bookings, and scheduling | Services |
| Reservation management | Table, room, and resource reservations | Reservations |
| Menu management | Dine-in, takeout, and delivery ordering | Menu |
| Product management | Product catalog and order processing | Products |
| Property management | Real-estate listings and lead capture | Property |
| Inventory management | Stock levels and inventory tracking | — |
Industry recommendations
| Industry | Recommended services |
|---|---|
| Healthcare & Medical | Appointments (focus) |
| Hospitality & Travel | Menu, Reservations |
| Retail & E-commerce | Products, Inventory |
| Automotive | Service appointments, parts inventory |
| Real Estate | Property management |
If your business doesn't need transactional capabilities, skip this step — your assistant works as a knowledge-based Q&A assistant. Enable or disable services anytime from Settings → Platform Services; changes apply immediately.
Setup complete
Your business profile is configured and your assistant has the foundation it needs. Next, give it a channel:
| Option | Description |
|---|---|
| Phone assistant | Voice via a dedicated phone number |
| Web assistant | Embeddable chat widget for your website |
Continue with the Assistant Setup Guide to create your first agent, then explore the Catalog to model what it can sell, book, and reserve.
Open your WIIL console and follow along with this guide.