Tradesly · Guide
Setting up your next brand
The playbook for brand number two — or number twenty: add the company, give it a number, train its agent in its own voice.
You've acquired a second brand — or launched one, or brand number twelve just closed. In most phone setups this is where the pain starts: a new system, new logins for everyone, another front desk to staff.
In Tradesly it's a setup exercise using familiar controls. Add the company, complete its details, prepare its phone experience, and give the right people access. Here's the playbook.
1 The steps
Get the new company added to your account.
This is the one step you don't do from a settings page — ask your Tradesly contact at support@tradesly.ai. The brand then appears in your company picker, with “Editing {name}.” naming it.
Fill in its Business Profile.
With the new brand selected, open Info in Settings: Company Name, Website, Type, Business Phone, Location and Timezone, then Save changes.
Set where and when it works.
Business Hours for its clock, then Service Areas and Add Region for that brand's ZIP codes.
Give it its number and coach its agent.
Its AI Phone Number is its front door. Use Coach on Your AI Team, then call the number and listen before launch.
Check who can access it.
Admins automatically see every brand the account owns. In Users, add the brand under Organizations only for Agents who should cover it.
The rest of this guide explains why each of those five checks matters.
2 1. Add the company
After support adds the company, select it in the company picker before making any changes. Confirm the name beside “Editing {name}.” so you don't update the wrong brand.
Complete the Business Profile, Business Hours, and Service Areas for that company. Use the public name customers recognize, a monitored contact number, the correct timezone, and only the ZIP codes the brand actually serves. These details affect what customers are told, so have a second person review them.
3 2. Give it a number
Publish the AI Phone Number only after the brand is ready to receive calls. Call it from an outside phone and confirm the business name, greeting, hours, and next step. If the brand will text customers, complete the phone and texting setup shown for that company before relying on outbound messages.
4 3. Train its agent in its own voice
Coach the brand with its own greeting, tone, services, pricing policy, and rules for when a person needs to take over. Meet your AI team covers the process. Place a test call for common jobs, an out-of-area request, an after-hours call, and a request that needs a person.
The Versions tab shows available versions and marks the current one. Restore is useful when a recent coaching change does not behave as expected, but test again after restoring.
Resist the urge to copy-paste a sibling brand's script. The whole point of keeping brands separate is that each one sounds like itself — a roofing brand and a drain-cleaning brand shouldn't share a bedside manner just because they share an owner.
5 4. Set team access
In Users, review each person's Role. Admins automatically receive access to every brand owned by the account. For an Agent, use Organizations to add the new company only when their current work requires it. Ask one of those teammates to refresh, find the brand in their Office, and confirm the company name on a test ticket. Who works which brands covers the choices here.
6 What you didn't have to do
Your team can use the same Office and login for the companies available to them. Tickets show the company and Number called, so staff can confirm the brand before speaking.
Round out the setup like you would any company: its catalog labels, its CRM connection if it uses one, and the phone and texting setup appropriate for its use. Then watch its first week on the Dashboard, check the brand's conversations, and correct any customer-facing detail that does not match your plan.