Save or change your agency's details
Update one thing without retyping the rest, and clear a field only when you mean to.
What it is for
The same details the Your agency screen edits, changed by asking instead of clicking. Useful when you are already in a conversation with Claude and do not want to leave it.
Say this
Set my minimum monthly to 3000 and add "Reactivation campaign" as a one-time offer at 2500.
Click the box to select it, then press ⌘C (or Ctrl+C)
What comes back
Everything you did not mention, exactly as it was. This is the rule the whole product runs on: a change to one field never disturbs another. Clearing something is deliberate — you say to clear it.
What it will not do
- It will not overwrite your offers because you edited your logo.
- It will not accept a brand colour that is not a proper colour code, because a half-typed one renders black on a client's document and nobody notices until the client does.
- It will not accept a logo address that is not secure, because that link goes on pages your prospects open.
Before it can help
Nothing. It works before any GoHighLevel account is connected, and it cannot fail because an account is misconfigured.