ProVision — AI Assistant Configuration

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Target Subaccount

Subaccount to Configure

GHL Location ID

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AI Agent Settings

Agent Name

Agent Voice Gender

Business Identity

Legal Business Name

DBA / Doing Business As

DBA Phonetic Spelling

Website

Contact Information

Main Office Address

Service Area

Primary Phone

Notification Email

Operations

Business Hours

Supported Languages

After-Hours Policy

Select the financial products and services your firm offers. Your AI assistant will only discuss enabled products.