Team & settings
Settings
Settings is where you connect each channel and tune how the workspace behaves. Everything here is scoped to the active project.
Settings pages
| Page | Configures |
|---|---|
| WhatsApp account | Connect your WhatsApp Business number, check health, opt-in/out keywords, auto-replies, hours. |
| Send from the platform address or your verified domain; from name; branded receiving. | |
| SMS | Pick a Twilio sender, compliance keywords, auto-replies, and business hours. |
| Voice | Enable browser calling, caller ID, recording, and per-agent calling lines. |
| Tags | Create and manage contact tags. |
| CRM | Pipelines & stages, custom fields, lost reasons, and lead-capture automations. |
| Canned messages | Reusable quick replies. |
| Connections | Shortcut to Leads → Capture for ad and lead-source connections. |
Tags
Create named tags with an optional colour (VIP, New customer, …), apply them to contacts, and use them to filter and build audiences. Deleting a tag removes it from every contact; each tag shows how many contacts carry it.
Canned messages
Save quick replies for WhatsApp or email, text, image, file, video, or audio (email supports an HTML template with live preview). Use them in campaigns and in live chat to answer common questions fast.