> ## Documentation Index
> Fetch the complete documentation index at: https://docs.keloa.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Companies

> Group multiple contacts under one customer. Essential for B2B.

A **Company** groups contacts that belong to the same customer. If you're B2B, this is where your account hierarchy lives.

## Why use companies

* See every conversation from a customer, across every employee.
* Slice analytics by customer, not just by contact.
* Route all of one company's conversations to a dedicated account manager.

If you're B2C, you can safely ignore companies.

## Create a company

* **Companies → New company** → fill name, website, industry, notes.
* Or from a contact profile, click **Company → + Create new**.

## Link contacts

From the company page, click **Add contact** and pick from the contact list. Or on any contact, set the **Company** dropdown.

A contact can belong to **one** company at a time.

## Company fields

| Field             | Use                                              |
| ----------------- | ------------------------------------------------ |
| **Name**          | Displayed everywhere                             |
| **Website**       | Clickable link; also used for deduping on create |
| **Industry**      | Grouping in analytics                            |
| **Notes**         | Internal free-form                               |
| **Custom fields** | Anything — plan tier, CRM ID, renewal date       |

## In the Inbox

Every conversation shows the contact's company in the context drawer. Click to jump to the company profile.

## Assigning by company

Build an assignment rule on `contact.company equals "Acme"` to always route that customer to a specific teammate. See [Assignment rules](/settings/assignment-rules).

## Merging companies

If you accidentally create two companies for the same customer:

* Open the duplicate.
* **⋯ → Merge into another company**.
* Pick the target. All contacts move over; conversations are preserved.

Merges are permanent.

## Deleting a company

**⋯ → Delete**. Contacts stay; they just lose their company link. Confirm first — deletion is immediate.
