How to set-up a Business for your script

July 7, 2021

Set-up your Business(es):

Before we build a Script, we need to let the YesTrak Agent know which business they will be accepting calls on behalf of. Either click the ADD button to add a business, EDIT to update existing business information or the RED Circle X to delete a business.

Business Information – How to add, edit or delete a business:

1. On the next screen enter the name of the business, phone number, address, landmark information & business description.

     A.  Landmark information: This information are location keys our Agents use to help a caller find your business. For example: “ABC Company is located next to the Gas Station on Route 17.”

     B.  Business description: Business description is helpful information our Agents use to help a caller understand what your business offers.For example: “We are a small practice specializing in complimentary…”

2. Click SAVE when your done.

More Tutorials:

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Confirm your account & create a custom web address

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How to set-up a Business for your script

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Personal Help:

We understand sometimes you need a little hand-holding. We'd love to get you on the right track.
E: bill@yestrak.com
T: (646) 421-6108