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Settings overview

Settings is where you manage workspace defaults, billing, integrations, and data operations. Open Settings from the bottom of the sidebar.

Settings → Overview
The Settings overview with grouped navigation and quick-access cards

Settings → Overview

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.

Section titled “Related”