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Administration Overview

What can you manage in the Administration section?​

The Administration section provides access to system-wide configuration tools all in one place. Your dashboard relies on key configurations that determine how leads are captured, communications are handled, and automations are triggered. Everything in Administration works together to ensure that:

  • Your tools are connected and synced correctly
  • AI and messaging features are properly configured
  • Workflows and communication channels are set up in a way that streamlines your operations for your needs

Keeping these foundational settings aligned improves daily operations and makes your system easier to manage over time.

Core areas​

  • Business Profile: Manage your core business information, location, website, branding, and services.
  • User Management: Invite team members and control which tabs, apps, and features each person can access.
  • Conversations: Configure how conversations and messaging work.
  • Email: Set up email and view email history.
  • Integrations: Connect QuickBooks, Google Analytics, and other tools.
  • CRM Objects: Manage contacts, companies, opportunities, and custom fields.
  • SSO integrations: Connect third-party applications with single sign-on for direct access.
  • Billing: Update billing and payment settings.
  • Notification Settings: Choose which alerts you receive and how.
  • SMS Registration (US): Complete required SMS registration for US businesses.
  • Score: Understand your business's performance score.
  • Mobile App: Set up and use the mobile app for your business.
  • AI knowledge base: Manage a central library of knowledge to use across AI features.
  • Workforce: Create, configure, and assign AI employees to help your business.
  • Credits: View your AI credit balance and usage.
  • Automations: Power your business with preset actions to automate routine processes.
  • [My Meetings settings](../crm/My meetings/index.md): Manage your connected calendars and scheduling settings.

Getting started​

  1. Start with Business Profile to ensure your business information is correct everywhere.
  2. Configure Conversations and Email so leads and follow-ups work the way you want.
  3. Add Integrations and SSO integrations to sync with your other tools.
  4. Customize CRM Objects to track the data that matters to your business.