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

# Buyer Identity

> Set the buyer name and company name that ProPilot uses to sign messages, fill merge fields, and build your sender email address.

Buyer Identity is how your organization introduces itself to listing agents. The two fields on
this page feed message signatures, offer letters, the buyer merge fields in templates, and the
default sender email address. One identity is shared across the entire organization, so every
teammate's outreach presents the same name and company.

<Info>
  **Key things to know**

  * Buyer Identity is organization-wide. Changing it changes how every teammate's new messages are signed.
  * **Company Name** is used to generate your default sender email address, so set it before completing [Email Setup](/settings/basic-setup/email-setup).
  * Merge fields such as {"{{buyer_name}}"} and {"{{company_name}}"} resolve from the values saved here.
  * Only admins and owners can save changes. Members see the page as view only.
</Info>

## Where to find it

Open **Settings** from the sidebar, then choose **Buyer Identity** under **Basic Setup**.

## Fields on this page

| Field                       | What it does                                                                                    | Where it shows up                                                                                                                   |
| --------------------------- | ----------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
| **Your Name** (required)    | The buyer name used when signing outbound SMS, email, and WhatsApp messages sent on your behalf | Message signatures, offer letters, and the {"{{buyer_name}}"} merge field                                                           |
| **Company Name** (optional) | Your company or entity name                                                                     | The {"{{company_name}}"} merge field in templates, email and offer materials, and the suggested sender email address in Email Setup |

Click **Save Profile** to apply changes, or **Reset** to discard unsaved edits.

## How to set it up

<Steps>
  <Step title="Enter Your Name">
    Use the name agents should reply to, such as "John Smith", not an internal nickname. This is
    the name that signs your outreach.
  </Step>

  <Step title="Enter Company Name">
    Use the public or legal entity name you want in offer language, such as "ABC Investments LLC".
    If you plan to use a ProPilot sender address, this name also seeds the suggested address.
  </Step>

  <Step title="Click Save Profile">
    Changes apply to new messages immediately. Messages that were already sent are not rewritten.
  </Step>
</Steps>

## What this affects

* **Message merge fields** - {"{{buyer_name}}"}, {"{{company_name}}"}, {"{{buyer_phone}}"}, and {"{{buyer_email}}"} in [Message Templates](/features/message-templates) all resolve from Buyer Identity.
* **AI-assisted replies** - automated and AI-generated messages sign with **Your Name**, so agents see a consistent person across the conversation.
* **Sender email address** - **Company Name** is used to suggest the part before the @ in your default sender address. You can edit that address in [Email Setup](/settings/basic-setup/email-setup) until your first email is sent.
* **Offer materials** - offer letters and deal materials include the buyer name and company name.

It is used by [Messages](/features/messages), [Message Templates](/features/message-templates),
[Bulk Messaging](/features/bulk-messaging), and [Sequences](/features/sequences).

## What changes when you update it

* New outbound messages and template previews use the updated name and company right away.
* Existing sent messages keep the identity they were sent with.
* Your sender email address does not change automatically. If it is already locked after your first sent email, it stays as is.
* Personal profile details, such as your display name, call forwarding, and WhatsApp notifications, are separate and live in [Your Profile](/settings/profile).

## Limitations

* There is one Buyer Identity per organization. You cannot set a different buyer name per teammate or per deal.
* **Your Name** is required; **Company Name** is optional, but templates that use {"{{company_name}}"} will render an empty value if it is blank.
* Only admins and owners can save. Members see a "View only" notice and need an admin to make changes.

## Common questions

<AccordionGroup>
  <Accordion title="Why does my template show the wrong company name?">
    Templates that use {"{{company_name}}"} pull the value saved on this page, not the text in the
    template. If a sent message shows an old or wrong company, update **Company Name** here and
    click **Save Profile**. New sends will use the corrected value.
  </Accordion>

  <Accordion title="Is this the same as My Profile?">
    No. Buyer Identity is organization-wide and controls outreach identity. [Your
    Profile](/settings/profile) controls your personal display name, call forwarding, WhatsApp
    notifications, and preferences.
  </Accordion>

  <Accordion title="Can each teammate use their own buyer name?">
    No. The organization shares one buyer identity so agents always see a consistent point of
    contact, no matter who on your team sends the message.
  </Accordion>

  <Accordion title="If I change the company name, does my sender email change too?">
    No. The sender email address is configured in [Email
    Setup](/settings/basic-setup/email-setup) and locks after your first email is sent. Changing
    Company Name only affects merge fields and new suggested addresses.
  </Accordion>

  <Accordion title="Who can edit Buyer Identity?">
    Admins and owners. Members see the fields but the **Save Profile** button is disabled with an
    "Only admins can save changes" notice.
  </Accordion>

  <Accordion title="Where do I set up WhatsApp?">
    WhatsApp notifications are configured per user in [Your Profile](/settings/profile). The
    organization's WhatsApp operator number is set under Settings > Organization.
  </Accordion>
</AccordionGroup>