Who This Is For / When to Use
New admins setting up an account for the first time
Existing admins auditing or updating settings
Teams troubleshooting configuration‑related issues
Note: Available options may vary based on user permissions.
Business Profile Settings
Controls your core business identity and compliance details.
General Information
Configure your business name, logo, email, phone number, branded domain, website, niche, currency, and API key.
Business Physical Address
Set the official address used for billing, compliance, and messaging regulations.
Authorized Representative
Enter the legal representative’s name, email, role, and phone number.
General Settings
Merge Facebook contacts by name
Disable contact timezone
Verify email address on first send
Email bot detection
Email Bot Detection
Prevents bots from inflating email opens, clicks, and triggering automations. This setting is off by default.
My Profile
Controls individual user preferences and credentials.
Personal Data
Edit name, email, phone, extension, calendar, language, and email signature.
Change Password
Update your login password.
Sign Out Everywhere
Logs you out of all devices and sessions.
Email (2‑Way Sync)
Sync inbound and outbound email with Gmail or Outlook.
Calendar Configuration
Primary calendar for bookings
Conflict calendar to prevent double bookings
Private mode for synced events
User Availability
Define timezone, available days, hours, and meeting location.
Notifications
Choose how you receive alerts.
Notification Channels
Configure In‑App, Email, and SMS notifications for:
Conversations
Tasks
WordPress
Facebook
Google
Billing
Manages all financial activity for the account.
Billing Dashboard
View subscriptions, payment methods, billing information, and invoices.
Wallet & Transactions
Track wallet balance, auto‑recharge rules, and usage by service.
My Staff
Manage team members and permissions.
User Info
Add or remove users, set contact details, extensions, passwords, and signatures.
Roles & Permissions
Admins can assign permissions and admin access.
Call & Voicemail Settings
Assign inbound numbers, call routing, voicemail files, and timeouts.
User Availability & Calendar Sync
Set availability and connect Google Calendar per user.
Opportunities & Pipelines
Controls lead and sales tracking logic.
Opportunities Settings
Allow different owners for contacts and opportunities and manage follower behavior.
Pipelines
Create pipelines and stages to track deal progress.
Automations
Global workflow behavior settings.
Workflow Notifications
Control who receives workflow error emails.
Pause Workflows
Temporarily pause workflows for specific date ranges (maximum 15 days).
Calendars
Create and manage booking calendars.
Calendar Management
Manage individual calendars, groups, service menus, rooms, and equipment.
Conversation AI
Configure automated chat behavior.
Bot Preferences
Set Off, Suggestive, or Auto‑Pilot modes and supported channels.
Voice AI Agents
Automate inbound calls with AI agents.
Agent Management
Create, edit, and assign inbound agents and phone numbers.
Email Services
Configure email delivery infrastructure.
SMTP Service
Use the default provider or connect a custom SMTP service.
Phone Numbers
Manage inbound, outbound, forwarding numbers, and pools.
Custom Fields
Create and organize custom data fields used across forms, contacts, and automations.
Custom Values
Create reusable dynamic values for emails, SMS, and workflows.
Domains & URL Redirects
Domains
Connect or purchase domains and manage DNS status.
URL Redirects
Create path‑based redirects for connected domains.
Manage Scoring
Assign engagement scores based on contact behavior.
Integrations
Connect third‑party tools such as Google, Facebook, Stripe, Shopify, Slack, and more.
Tags
Create and manage tags used for organization and automation triggers.
Audit Logs
View a complete history of actions across contacts, calendars, opportunities, and automations.
Brand Boards
Store brand assets including logos, colors, fonts, and brand voice.
