Client Portal · Local Profile JSON

Regenerate your company-profile.json.

Use your existing Site ID, Dashboard Client ID, and approved website URL to rebuild the local company-profile.json file for an existing WebsDocs AI Business Agent.

This page is for local profile file replacement only. It does not create a new assistant, change billing, create a new token, rewrite cloud profile records, or reindex AI Brain.

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Local Profile JSON

Forgot something about your business?

Regenerate your local company-profile.json using your existing Site ID and Dashboard Client ID. This tool is for local profile file replacement only. It does not create a new assistant, rewrite KV, change billing, create a new token, or reindex AI Brain.

Local JSON preview

Plan not validated

AI Agent Business website agent

What does this local JSON do?

It rebuilds a local company-profile.json file for manual replacement on the approved website. Cloud profile, billing, Site ID, token, and AI Brain are not changed.

Core profile Included

Lead routing Validate plan

Managed support Validate plan

Advanced workflow Validate plan

Local file only

This generator creates a replacement company-profile.json. The file must be manually uploaded or replaced on the client website.

Security boundary

Browser access can generate and download JSON only. KV/cloud profile updates remain controlled by WebsDocs/admin.

Local JSON status Validate access first

Validate your existing Site ID and Dashboard Client ID to unlock the correct plan fields.

Plan: — Site: — Mode: Client

Step 1

Existing assistant access

Validate the existing Site ID and Dashboard Client ID. Admin secret is optional for WebsDocs internal manual JSON generation.

Site ID Use the existing Site ID already connected to the paid AI Business Agent. Dashboard Client ID Required for client access. This validates the account and unlocks fields by plan. Client website URL Use the approved website URL connected to this Site ID.

Browser access can generate, copy, and download the local JSON file only. It cannot rewrite KV, change billing, create a new assistant, create a new token, or reindex AI Brain.

Step 2

Business identity

Define the brand, agent identity, tone, language, and main contact path.

Company name Website URL Client email Industry Business type Languages Agent name Agent role Tone Phone / WhatsApp Primary CTA Booking / consultation URL Short business summary

Step 3

Services and pricing rules

Give the assistant enough approved service detail to answer safely.

Services, one per line Format: Service name | Short description | Pricing note Pricing notes Estimate rules

Pro+ Service-fit guidance

Best-fit service routing

Step 4

FAQs, policies, and lead routing

Add customer-facing answers, business rules, and buying-intent triggers.

FAQs, one per line Format: Question | Answer Policies Fallback message

Pro+ Lead routing and qualification

Lead qualification questions Lead trigger words High-intent visitor handling

Step 5

Sitemap and approved knowledge

Prepare local JSON, important pages, exclusions, and RAG-ready knowledge behavior.

Sitemap URL Search fallback Important pages, one per line Excluded pages, one per line

Premium+ RAG-ready approved knowledge

Approved knowledge notes Knowledge gaps / do-not-answer areas

Step 6

Support, workflow, and escalation

Premium and Elite fields strengthen managed support and operational routing.

Managed support fields are Premium / Elite focused.

Regular and Pro still receive core support routing. Premium and Elite can add deeper setup guidance, dashboard review language, escalation paths, and workflow rules.

Premium+ Managed setup and support context

Managed setup notes Support routing rules Dashboard / visibility notes

Elite Advanced workflow and escalation

Workflow rules Escalation rules Operations notes

Step 7

Generate local JSON

Generate, copy, or download the replacement local company-profile.json file. This output does not update cloud profile records.

Site ID Not validated yet

Company Not added yet

Website Not added yet

Validated plan Not validated yet

Cloud profile Not updated

Output Local company-profile.json only

Generated company-profile.json

Download this file and manually replace the old company-profile.json on the approved website. For cloud profile updates, open a support ticket or use an admin-controlled process.

Open CRM Dashboard

After Download

Replace the local JSON file carefully.

After generating the replacement company-profile.json, download the file and manually replace the old version on the approved website. Keep a backup of the previous file before uploading the new one.

This local regeneration only affects the website file you replace manually. It does not update the cloud profile, billing records, Site ID, dashboard access, install token, or AI Brain index.

If the website still shows old answers after replacing the file, clear the website cache, CDN cache, or browser cache, then test again. For cloud profile updates or deeper agent changes, open a support ticket.

Open CRM Dashboard Open Support Ticket Activate New Agent