👤 Profile Setup Guide

📊 Profile Overview & Benefits

Your Team Connect profile is the key to unlocking advanced features and ensuring compliance for your AI-powered business communications.

🎯 Why Complete Your Profile?

• 🇬🇧 Instant UK Numbers: Purchase UK phone numbers immediately after verification
• 📱 SMS Capability: Enable your AI Assistant to send text messages to contacts
• 🔒 Regulatory Compliance: Meet UK Twilio requirements for business communications
• ⚡ Full Features: Access all Team Connect capabilities without restrictions
• 🚀 Professional Setup: Present a complete, trustworthy business presence

🏷️ Personal Information Setup

Start with your basic personal details for account identification and contact purposes.

📝 Required Personal Fields

📸 Profile Picture (Optional)

Add a professional profile picture to personalize your account:

✅ Field Validation

• Email Format: Must be a valid email address format
• Phone Format: International format starting with + (e.g., +447123456789)
• Required Fields: Marked with * must be completed
• Real-time Validation: Fields show ✅ or ❌ as you type

📍 Address Information Setup

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

🏠 Required Address Fields

🔍 Address Validation

• UK Postcodes: Format validated (e.g., M1 1AA, SW1A 1AA)
• Real Address: Must be a genuine, reachable address
• Business vs Personal: Can be same as business address
• Verification: May be verified against official records

🏢 Main Business Information

Your main business information is used for regulatory compliance and handles all phone number purchases. Each number can then be allocated to different business personalities.

🏬 Required Business Fields

📋 Business Information Guidelines

• Legal Name: Use the exact legal business name from registration
• Accurate Industry: Select the most appropriate industry classification
• Real Business: Must be a legitimate, operating business
• Consistent Information: Match details with official business records
• Website Validation: Ensure website is accessible and professional

📱 AI SMS Number Setup

Get a UK mobile number so your Personal AI Assistant can send text messages to customers during calls - share links, confirmations, quotes, and follow-ups instantly.

📱 How SMS Integration Works

1. Get SMS Number: Click "Get AI SMS Number" to purchase a UK mobile number
2. Automatic Integration: Number is automatically linked to your AI Assistant
3. Smart Context: AI understands when to send texts during conversations
4. Professional Messaging: Branded messages with your business information
5. Cost Efficient: Only pay for messages actually sent (approximately £0.05 per SMS)

💬 SMS Use Cases

• Booking Confirmations: Send appointment confirmations with details
• Quote Delivery: Instant quote delivery during or after calls
• Document Sharing: Send contracts, forms, or information sheets
• Website Links: Share your website, portfolio, or specific pages
• Contact Information: Send your contact details for easy saving
• Follow-up Reminders: Automated reminders about services or appointments
• Payment Links: Send secure payment links for invoices
• Support Information: Share help articles or FAQ links

⚙️ SMS Configuration

Once you have an SMS number, you can configure:

• Message Templates: Pre-written messages for common scenarios
• Trigger Rules: When AI should automatically send messages
• Business Branding: Include your business name and contact info
• Link Shortening: Automatic URL shortening for better SMS formatting
• Delivery Reports: Track message delivery and engagement

📄 Compliance Documents

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

📋 Required Documents

🆔 Identity Document (Required)

Accepted: UK/EU passport, UK driving license, national ID card

Requirements: Clear, readable, in-date, shows full name and date of birth

🏠 Address Proof Document (Required)

Accepted: Utility bills, bank statements, council tax bills, tenancy agreements

Requirements: Dated within last 3 months, shows your name and address clearly

📋 Business Registration (Optional but Recommended)

Accepted: Companies House certificate, incorporation documents, business registration

Benefits: Speeds up verification and builds trust with regulators

📁 Additional Documents (Optional)

Examples: VAT registration, business insurance, professional licenses

📝 Document Guidelines

• High Quality: Clear, readable images or PDFs
• Full Document: Show entire document, including edges
• Recent: Address proofs must be dated within last 3 months
• Matching Information: Names and addresses must match your profile
• Original Documents: No photocopies or screenshots
• Correct Orientation: Documents should be right-way up

🔄 Verification Process

1. Upload Documents: Submit required documents through secure upload
2. Initial Review: Automated checks for quality and completeness
3. Compliance Review: Manual review by Twilio compliance team
4. Verification Complete: Approval notification via email (1-2 business days)
5. Instant Access: Purchase UK phone numbers immediately after approval

✅ Profile Completion & Next Steps

Once your profile is complete and verified, you'll have access to all Team Connect features and can instantly purchase UK phone numbers.

🎯 Completion Checklist

🚀 Benefits After Completion

• 🇬🇧 Instant UK Numbers: Purchase UK phone numbers immediately
• ⚡ Full Features: Access all Team Connect capabilities
• 📱 SMS Ready: AI can send text messages to customers
• 🔒 Compliance Complete: Meet all regulatory requirements
• 💼 Professional Setup: Complete business communication platform
• 🎯 Priority Support: Access to enhanced customer support

⏱️ Verification Timeline

🆘 Need Help?

If you encounter any issues during profile setup:

• 📧 Email Support: contact@team-connect.co.uk
• 📞 Phone Support: Available after profile completion
• 💬 Live Chat: Available in your dashboard
• 📚 Help Center: Comprehensive guides and FAQs

🚀 Quick Actions

Ready to set up your profile? Use these direct links:

👤 Open My Profile 📱 View Phone Numbers 💬 Your Assistant ← Back to Help Center