🏢 Account Setup Guide

🎯 Profile Overview

Your Team Connect profile is the foundation of your account. It contains your personal information, business details, and compliance documents needed for regulatory approval.

Profile Completion Status

Your profile is divided into several sections, each with completion indicators:

• ✅ 100% Complete - Section fully completed
• ⏳ 75% Complete - Section partially completed
• ⭕ 0% Complete - Section not started

👤 Personal Information Setup

This section contains your basic personal details for account identification and compliance purposes.

Required Fields

Step-by-Step Setup

1. Select Account Type: Choose "Business" for commercial use or "Personal" for individual use. Business accounts have additional compliance requirements but unlock all features.
2. Enter Personal Details: Fill in your legal first and last name exactly as they appear on your identity documents.
3. Verify Email: Use a business email if available. This will receive compliance communications and account notifications.
4. Add Personal Phone: This should be your personal contact number, not a business line. Include country code (e.g., +44 for UK).
5. Upload Profile Picture: Optional but recommended. Click the camera icon to upload a professional photo (JPG, PNG up to 5MB).

📍 Address Information Setup

Address information is required for UK phone number compliance and regulatory verification.

Address Requirements

1. Use Your Legal Address: Enter the address that matches your identity documents and proof of address documents.
2. Complete Street Address: Include house number, street name, and any apartment/unit numbers.
3. Accurate City/Region: Ensure city and region/county are correct for your postal code.
4. Valid Postal Code: Use the complete UK postal code format (e.g., SK9 3SQ).
5. Select Correct Country: Currently supports UK addresses for phone number compliance.

🏢 Business Information Setup

Your main business information is used for Twilio compliance and handles all phone number purchases. Each number can then be allocated to different businesses with their own AI personalities.

Business Setup Steps

1. Business Name: Enter your legal business name exactly as it appears on registration documents.
2. Business Type: Select the category that best describes your business (Technology/Software, Retail, Healthcare, etc.).
3. Business Address: This can be the same as your personal address for sole traders, or your registered business address.
4. Business Description: Provide a brief description of your business activities (recommended for compliance).
5. Business Website: Your business website URL (optional but recommended for credibility).
6. Registration Number: Your Companies House number (UK) or equivalent business registration ID.

📱 AI SMS Mobile Number Setup

Enable your AI to send customer text messages during calls for instant follow-ups, links, and confirmations.

SMS Capability Benefits

• 📲 Instant Follow-ups: Send links, quotes, and confirmations during calls
• 🔗 Share Information: Quickly send website links or contact details
• 📋 Order Confirmations: Text order summaries and booking details
• 🎯 Enhanced Customer Experience: Multi-channel communication in one call

SMS Setup Steps

1. Enable SMS Capability: Click "Get SMS Number" to acquire a UK mobile number for your AI.
2. Number Assignment: You'll receive a dedicated UK mobile number (e.g., +44 7853 310 639).
3. Test the Service: Use the "📧 Test SMS" button to send a test message to yourself.
4. Configure AI Instructions: Set up when and how your AI should use SMS during calls.
5. Monitor Usage: Use "📊 View History" to track SMS usage and delivery.

📄 Compliance Documents Upload

Upload required documents for UK Twilio regulatory bundle. Documents are encrypted and stored securely for compliance verification only.

Required Documents

🆔 Identity Document (Required)

• Passport (preferred)
• UK Driving License
• National ID Card

Requirements: PDF, JPG, PNG up to 10MB. Must be clear, current, and show your full name matching your profile.

🏠 Address Proof Document (Required)

• Utility bill (gas, electricity, water)
• Bank statement
• Council tax bill
• Tenancy agreement

Requirements: Must be from the last 3 months, show your name and address matching your profile. PDF, JPG, PNG up to 10MB.

📋 Business Registration Document (Optional)

• Companies House certificate
• Incorporation documents
• Partnership agreement
• Sole trader registration

📁 Additional Business Documents (Optional)

• VAT registration certificate
• Business insurance certificate
• Professional licenses
• Trade association membership

Upload Process

1. Prepare Documents: Scan or photograph documents clearly. Ensure all text is readable and corners are visible.
2. File Format: Convert to PDF, JPG, or PNG. Keep file size under 10MB per document.
3. Upload Identity: Click "🆔 Upload Identity Document" and select your passport or driving license.
4. Upload Address Proof: Click "🏠 Upload Address Proof" and select a recent utility bill or bank statement.
5. Add Business Docs: Optionally upload business registration and additional supporting documents.
6. Review and Submit: Check all uploads are clear and information matches your profile before submitting.

Verification Process

After uploading your documents:

• ⏳ Processing Time: 1-2 business days for review
• 📧 Email Updates: You'll receive status updates via email
• ✅ Approval: Once approved, you can purchase UK phone numbers instantly
• ❌ Rejection: If rejected, you'll receive specific feedback on what to fix

🔒 Account Security & Management

Manage your account security settings and understand the account deletion process.

Security Best Practices

• 🔑 Strong Password: Use a unique, complex password for your account
• 📱 Two-Factor Authentication: Enable 2FA for additional security
• 📧 Email Security: Keep your email account secure as it's used for account recovery
• 🔄 Regular Reviews: Periodically review your account activity and settings
• 🚨 Suspicious Activity: Report any unauthorized access immediately

🚨 Account Deletion (Danger Zone)

Deleting your account will permanently remove:

• ✅ Your account and profile information
• ✅ All phone numbers and their configurations
• ✅ All call history and recordings
• ✅ All scheduled calls and automations
• ✅ All analytics and reports
• ✅ All payment information and documents
• ✅ All SMS numbers and message history
• ✅ All contacts and email campaigns

Before Deleting Your Account:

1. Export Important Data: Download any call recordings, contact lists, or reports you want to keep.
2. Cancel Recurring Services: Ensure all subscriptions and recurring charges are cancelled.
3. Backup Configurations: Note any important AI configurations or phone number settings.
4. Inform Customers: If you've shared phone numbers publicly, inform customers of the change.
5. Final Confirmation: Type your password and confirm deletion if you're certain.

🚀 Quick Actions

Ready to take action? Use these links to go directly to your profile sections:

👤 Open My Profile ⚙️ Manage Account Settings 📱 Get Phone Numbers ← Back to Help Center