Settings
Your account setup. Each rep sets up their own, and nothing crosses between accounts.
Setup checklist
Everything here is optional. Each connection turns on its feature, and anything unconnected skips with a clear reason.
- Gmail connected· sends your follow-ups as you
- Call platform key· reads your own calls
- SMS from-number· the number your texts send from
- Calendly booking link· used in your sequences
- Pre-call video· your intro video in the auto pre-call
- Voice profile· learns how you talk from your calls
Gmail
connectedEmails send as Alex Rivera <alex@example.com>
Call platform
connectedRecordings and transcripts pull automatically
SMS
connectedTexts send from (555) 014-9900
Calendly
not setNew bookings auto-send your pre-call