Business details
The Business view of a business holds the details carriers check against public records when they verify it. Fill them in once and they are reused by every brand and campaign underneath — and by the caller-ID and call-trust registrations too.
This is the page most worth getting right on the first pass. A rejected verification costs days, and almost all rejections come from the same place: something here does not match the public record it was checked against.
The one rule behind every field
Enter your details exactly as they appear on your government registration. Not your trading name, not the shorter version you use on your website, not last year's address.
A reviewer takes the legal name and the registration number, looks them up in a public registry, and compares. Anything they cannot match is a rejection — and a mismatch is the single most common reason a business fails verification. "Acme Medical Group, PLLC" and "Acme Medical" are not the same string, and the check does not know they are the same practice.
You do not have to finish in one sitting
The form saves whatever you have as a draft, at any level of completeness. Nothing is submitted, nothing is charged, and nothing is checked against anything until you submit deliberately. Required fields you have not filled in are ringed when the page loads, so you can see what is left without reading every label, and the Status page's Still needed line names the sections they are in.
The highlight is measured against the saved profile, not what you are currently typing, so it answers "what do I still owe" rather than flickering at every keystroke.
Save happens through the bar that appears at the bottom of the screen once you have changed something. Submitting is a separate act, and it lives at the top of the page.
Business information
| Field | Why carriers want it |
|---|---|
| Legal business name | The identity being verified. Must match your registration document exactly — this is the field most rejections come down to. |
| Industry | Tells reviewers what kind of messages to expect from you. Healthcare is preselected. |
| Business type | Sole proprietorship, LLC, corporation, non-profit, and so on. It determines which public register your entity should appear in. |
| Registration ID type | Which kind of identifier the next field holds. EIN is preselected for US businesses. |
| Registration number | The number a reviewer looks you up by. For an EIN the format is NN-NNNNNNN; the hyphen is optional. Like the legal name, it must match government records. |
| Website URL | Reviewers open it. It must start with https:// and it must show a real business consistent with everything else on this form. |
| Regions of operation | Where you operate, in continental buckets rather than country codes. Pick at least one. |
A note on the website: a reviewer visiting a page that does not mention your business, or does not load, has no way to confirm you exist. If your public site is thin, that is worth fixing before you submit rather than after a rejection.
Typing the legal business name also fills in the address Recipient name below, if you have not set it yourself. That is a convenience, not a constraint — change it if the address is registered to a different recipient.
Business address
The registered address of the business — the one on the same public record as the name and registration number, not necessarily the office you work from.
| Field | Notes |
|---|---|
| Recipient name | Who the address belongs to. Defaults to the legal business name. |
| Street | Street address of the registered business. |
| City | |
| State / region | |
| Postal code | |
| Country | Locked once the address has been saved. Changing it afterwards is not something the app can do — contact support if the country is genuinely wrong. |
The country lock is a real constraint from the provider side, not a UI choice: an address that already exists cannot have its country changed. That is why the field stops accepting edits rather than accepting them and quietly reverting.
Authorized representatives
An authorized representative is a real, reachable person at the business who can confirm the registration. Carriers ask for one because the entire scheme rests on somebody being accountable for the messages — an unreachable contact makes the verification worthless.
| Field | Notes |
|---|---|
| First name / Last name | The person's real name. |
| A working address at the business. A reviewer may use it. Not your own — see below. | |
| Phone | In E.164 format — +14155551234. |
| Business title | Their actual title, e.g. "Chief Executive". |
| Job position | The role category from the list. |
The first representative is required. A second is optional here: carriers accept up to two, and you can save with one and add the other later. Give a person who will still be there in six months and who will recognize what the message is about if a carrier contacts them — a shared alias nobody monitors is functionally the same as leaving it blank.
Use the business's own contact details. If you are registering the company you work for, that is you. If you are registering a business on someone else's behalf, it is someone at that business, never you. Two reasons, and both bite later rather than at the time:
- A representative who does not work at the business cannot confirm it. Carriers verify that the person named is affiliated with the company, and can ask for a document showing it. Once a registration is approved it becomes read-only, so a wrong name is not a quick fix afterwards.
- One email address may be shared by at most ten business registrations, and one street address likewise — counted across the entire industry, including registrations made through other vendors. Reusing one person's address across the businesses you administer spends that allowance, and it cannot be reclaimed.
Submitting, and what happens next
When every required field is filled in and saved, the Submit for review button at the top of the page becomes available. If it is greyed out, the line beneath it says why — either something required is still empty, or you have unsaved changes. Both are fixable in a few seconds; neither is an error.
After you submit:
- The form goes read-only. Nothing can be edited while a reviewer has it — that is enforced on the server too, so an "edit anyway" affordance would only lead to a save that fails.
- Review typically takes 1–3 business days.
- You can cancel the review if you submitted too early. The button appears in place of Submit while review is in flight, and cancelling returns the form to editable.
- If it is rejected, the banner at the top of the Status page lists the specific reasons. Fix those, save, and resubmit.
- If it is approved, the profile is locked read-only for good. Approved records cannot be edited — changing an approved business means contacting support. This is also the moment brand registration and voice setup become available.
Tips
- Have the registration document open while you fill this in, and copy from it. Do not type from memory.
- Fill in everything and save before you submit. Submitting a half-complete profile spends a review cycle to be told what you already knew.
- Check the website loads over
https://and names the business, before submitting. - Nominate a representative who will still be reachable in six months.
Related
- Business Registration — where the verification progress and rejection reasons are shown.
- Your businesses — the list and what a business is.
- Brands — the first thing an approved business unlocks.
- Outbound calling — the other thing it unlocks.