Convert AI - Account Set Up | Scribe

    Convert AI - Account Set Up

    • |
    • 154 steps |
    • 17 minutes
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    Make sure you downloaded the Headshot and Company Logo from the JIRA card before starting this process.
    1
    Navigate to [https://app.rebelconvert.com/agency_dashboard](https://app.rebelconvert.com/agency_dashboard)
    2
    Click "Settings"
    3
    Click the left menu "Phone Integration"
    4
    Search for the newly created sub-account, and click the blue icon.
    5
    On the left menu, click "Sub-Accounts"
    6
    Click the "Search by sub-account" field, and search the new sub-account.
    7
    Click the 3 dots
    8
    Click "Manage Client"
    9
    Click "Reselling"
    10
    Toggle Conversation AI OFF
    11
    Turn the "Offer Wordpress" toggle OFF
    12
    Turn the "Offer Yext" toggle OFF
    13
    Turn the "Offer WhatsApp" toggle OFF
    14
    Switch to the sub-account
    15
    Inside the sub-account, click "Settings"
    16
    Click "Labs"
    17
    Turn **EVERYTHING ON,** except "Multiple GMB Pages"
    18
    In "Business Information" click "Upload" and upload the logo.
    19
    Complete the "Legal Business Name" field, copying the info from the JIRA card.