1. Accessing Settings 0:00
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Navigate to the top right corner of the screen.
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Click on your initials or profile icon to open the settings menu.
2. General Information 0:16
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In the settings menu, find the 'General' tab.
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Here, you can view and edit your basic information.
3. Billing Information 0:31
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Click on the 'Billing' tab.
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Review your current plan, suppression plan, and AI credit limit usage.
4. Integrations 0:43
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Go to the 'Integration' section.
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Connect to the CRM you use (currently I am connected to HubSpot).
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Note: You can only connect to one CRM at a time.
5. Settings 0:43
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In the settings, find the 'Settings' section.
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Connect your Google account to schedule calls.
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Adjust the call delay timer for contacting leads.
6. Voice Configuration 1:01
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Access the 'Voice' settings.
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Upload or record your voice to train the AI for better performance.
7. Phone Numbers Management 1:13
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In the 'Phone Numbers' section, you can:
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Purchase new phone numbers.
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View the number of phone numbers in your pool.
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8. Inbound Call Assistant 1:19
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Enable the AI inbound assistant from this section.
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Create your inbound assistant for handling incoming calls with your voice.
9. Voicemail Settings 1:27
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Configure the 'Voicemail' settings for parallel voicemail.
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This feature allows leaving voicemails while calling other contacts.
10. Conclusion 1:40
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Review all settings to ensure they are configured to your preferences.