How to change your business name, currency, and time zone
Adjust the general details of your Eva workspace and delete the test conversations you left behind during the initial setup.
The general details of your workspace are three: your company name, your currency, and your time
zone. They are adjusted in Settings, on the General tab. The button that deletes your test
conversations is on that same screen.
Next to Default currency, select Edit and choose between US Dollar, Euro, British Pound,
and Mexican Peso. Select Save.That currency is the one Eva uses when a new opportunity is created and nobody chose another one.
It does not convert what is already recorded: existing opportunities keep the currency they were
created with.
The Timezone field offers a short list of common zones, written like
Mexico City (CST) or Eastern Time (ET). Choose yours and the change saves on its own, and
Eva confirms on screen.Until somebody picks one, the field shows Mexico City (CST), and that is the zone your
calendars work in. It is a default, not a detection of where you are: if your business runs on
another schedule, choose it here even though the screen already says something. Every calendar
uses this time zone, unless that calendar has one of its own configured.
When the time zone matches your browser’s, the line Automatically detected from your browser
appears below the field. If you changed it by hand and want to go back, use
Use browser timezone.
While you were setting up your agent you probably chatted with it to see how it answers. Those
test conversations can be deleted in one go, together with the contacts and opportunities that
came out of them.
1
Review what will be deleted
In General, scroll down to Test data. Eva shows the count of test conversations,
messages, contacts, and opportunities.What it does is take them out of your workspace: they stop appearing in the Inbox, in
Contacts, and in your pipelines. It is not a permanent database deletion, and the
messages of those conversations are kept.
The count appears above the button and says how many test conversations, contacts, and opportunities will be hidden.
2
Start the deletion
Select Delete test data.
3
Confirm
Eva asks Delete all test conversations and related test records? This cannot be undone.
Accept to continue.
This deletion cannot be undone and there is no trash bin. Before accepting, review the count: if
it shows more contacts or opportunities than you expected, cancel and check them first.
The button stays disabled when there is no test data to delete. Only the Owner and the
Admin users can run this action.
The name and the currency stay visible on the same screen after saving, and Eva shows a
confirmation notice. After deleting the test data, Eva confirms with Test data deleted. and the
count returns to zero.
