Edit Your Organization Description

What this does

Your organization description helps Call-E tailor Call Guidance, Call Notes, and Call Scorecards to your organization, customers, and approach.

Before you start

You need to be an Owner or Admin in your Call-E organization.

Steps

1. Open Settings.
2. Find Organization description and click Edit.
3. Describe your organization, including your customers, services, and working approach.
4. Click Save. Your updated description appears in the card.

To discard changes before saving, click Cancel.

After it's done

Call-E uses the description to tailor Call Guidance, Call Notes, and Call Scorecards for your organization.

If something goes wrong

• You don't see Organization description. Ask an Owner to check that your role is Owner or Admin.
• You see "Couldn't save organization description. Please try again." Try saving again. If it still doesn't work, contact support.