Settings
Users
Manage your team with user creation and user deactivation or deletion.
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Pipeline
All the leads uploaded go through different stages until it is finally closed. Tags further provide easy identification of leads.
Select Pipeline :
Edit Stage
Click a stage to edit it.
Profile
Manage your personal profile information.
Roles and Permission
Tailor user roles and permissions to fit your company's needs.
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Preferences
Customize your workspace preferences.
Email Notifications
Receive email alerts for important events.
Call Recording
Automatically record all AI agent calls.
Auto-assign Leads
Automatically distribute new leads across team members.
Timezone
Set your default timezone for reports and scheduling.
Retry Setting
Configure retry behavior for failed or unanswered calls.
Lead Priority
Define priority levels for incoming leads.
Hot
Immediate follow-up needed
Warm
Follow up within 24 hours
Cold
Low priority, nurture over time