Settings overview
Settings is where you manage workspace defaults, billing, integrations, and data operations. Open Settings from the bottom of the sidebar.
How Settings is organized
Section titled “How Settings is organized”The left navigation groups settings into:
- General — Organization, Users & Teams, Billing, Features, Pricing, API Keys, Marketplace.
- Conversation — lifecycle stages, follow-up sequences, tags, snippets, closing notes, surveys, escalation rules, and more. Closing Notes includes persistence for the required-summary and required-category switches, plus category creation and default-category management.
- Integrations — notifications & alerts, webhooks, CRM, lead scoring, Google Sheets, API integrations.
- Data — campaigns, Compliance, Audit Log, Data Export.
The overview itself surfaces quick-access cards for the most common tasks.