---
title: "Company information and agent identity"
description: "Configure your company details, social media profiles, AI communication style, and greeting message in the first step of the Interlinked onboarding wizard."
section: "Onboarding wizard"
url: https://interlinked-ai.com/en/resources/docs/company-information-and-agent-identity
lang: en
lastUpdated: 2026-04-19
---

# Company information and agent identity

## What this step does

The first step of the onboarding wizard collects the foundational information about your business and defines how your AI agent will communicate with customers. This step is divided into three sections: **company information**, **social presence**, and **agent identity**.

All fields configured here are used by the AI agent to introduce itself, understand the context of your business, and maintain a consistent tone across all customer conversations.

<div class="docs-media-placeholder">
  <p class="mono-label">Screenshot: Step 1 of the wizard showing the company information form with the three sections visible</p>
</div>

## Company information

This section captures the core details about your business.

### Company name (required)

Enter the name of your business as you want the AI agent to refer to it in conversations. This is the name customers will see when the AI introduces itself or mentions the business.

<div class="docs-callout docs-callout-warning">
  <p><strong>Important</strong></p>
  <p>The company name field is required. You cannot proceed to the next step until you fill it in. Use the name your customers know — not a legal entity name, unless that is what your customers recognize.</p>
</div>

### Industry

Select or enter your business industry. This helps the AI understand the context of your business and tailor its responses. For example, a restaurant AI will speak differently about products than a clothing store AI.

### Website URL

Enter your business website URL. The AI can reference this in conversations if a customer asks for more information. This field is optional but recommended.

## Social presence

This section lets you link your social media profiles so the AI knows about your online presence.

### Instagram link

Your Instagram profile URL. If connected, the AI may reference your Instagram content or direct customers to your profile.

### Facebook link

Your Facebook page URL. Similar to Instagram, this gives the AI context about where customers can find you.

### TikTok link

Your TikTok profile URL. This is optional and helps the AI have a complete picture of your social media presence.

<div class="docs-callout docs-callout-tip">
  <p><strong>Tip</strong></p>
  <p>You do not have to fill in all social media fields. Only add the platforms where your business is active. The AI will adapt based on whatever information you provide.</p>
</div>

## Agent identity

This section defines the personality and first impression of your AI agent.

### Communication style

Choose how you want your AI agent to communicate with customers. You can select up to three styles from the following options:

| Style | How the AI communicates |
|-------|------------------------|
| **Professional** | Formal, polished, and business-focused. Best for B2B, consulting, and financial services. |
| **Friendly** | Warm, approachable, and conversational. Works well for retail, food, and lifestyle brands. |
| **Empathetic** | Understanding, patient, and supportive. Ideal for healthcare, wellness, and customer support. |
| **Direct** | Clear, concise, and to the point. Good for tech, logistics, and time-sensitive services. |
| **Enthusiastic** | Energetic, positive, and engaging. Great for entertainment, fitness, and events. |

You can combine styles. For example, selecting **Friendly** and **Professional** will produce a tone that is warm yet polished — appropriate for a boutique hotel or a premium ecommerce brand.

<div class="docs-media-placeholder">
  <p class="mono-label">Screenshot: The communication style selector showing the five style badges with up to three selectable</p>
</div>

### Greeting message

The greeting message is the **first message the AI sends** when a customer contacts your business through WhatsApp, Instagram, or Facebook Messenger. This is the opening line of every new conversation.

Write a greeting that feels natural and matches your selected communication style. For example:

- **Professional**: "Hello! Welcome to Acme Consulting. How can we assist you today?"
- **Friendly**: "Hey there! 👋 Welcome to Sunny Bakery. What can I help you with?"
- **Direct**: "Hi. Welcome to QuickFix. Tell me what you need."

<div class="docs-callout docs-callout-note">
  <p><strong>Note</strong></p>
  <p>The greeting message has a maximum length of 400 characters. A live preview shows you exactly how the message will look in a chat bubble as you type it, so you can adjust the wording and tone before moving on.</p>
</div>

<div class="docs-media-placeholder">
  <p class="mono-label">Screenshot: The greeting message text field with the live chat-bubble preview below it</p>
</div>

## Validation and proceeding

The only field that is strictly required to move to the next step is the **company name**. If it is empty, the **Continue** button will be disabled and a hint message will appear.

All other fields are optional but strongly recommended. The more information you provide, the better your AI agent will perform in conversations.

## What to do next

After filling in your company information, social profiles, and agent identity, click **Continue** to proceed to [Choose a workflow](/en/resources/docs/choose-a-workflow), where you will select the conversation flow that matches your business model.