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Settings and configuration

Managing your AI assistant settings

A quick guide to what lives in your assistant settings, when to update them, and how.

Last updated: May 26, 2026

Escalations and follow-ups

What escalation emails are, when they show up, and how to avoid leads slipping through the cracks.

Last updated: May 26, 2026

Branding, placement, and page targeting

How branding is applied, how to control where your assistant appears, and how to fix common placement issues.

Last updated: Apr 14, 2026

Managing your brokerage profile

Your brokerage profile is the brand and business info Roof AI uses to answer visitor questions accurately and on-brand.

Last updated: May 26, 2026

Troubleshooting

A hub for common issues, plus what to check first and what details to gather for support.

Last updated: Apr 14, 2026

More help docs

Getting started

Don't know the basics? Get started here.
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Leads, routing, and reporting

Capture leads, route them, and connect your tools.
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Plans and billing

Manage your account, billing, and subscription in one place.
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