⚙️ Settings Overview
The Settings tab is the control center for your entire OS account. From managing your business info to connecting integrations, setting up phone numbers, domains, and even enabling beta features—this is where everything behind the scenes gets handled.
Here’s what you’ll explore:
- Business Profile – Add your company name, legal details, and contact info
- My Profile – Set your personal preferences, availability, and Zoom settings
- Integrations – Connect apps like Google, Facebook, Instagram, QuickBooks, and more
- Phone Number – Buy and manage phone numbers for SMS and calling
- Email Services – Set up your dedicated email sending domain for proper deliverability
- Custom Values – Create dynamic fields for use in automations and templates
- Beta Features – Access and activate early features before they're released to everyone
Everything you need to personalize, power up, and fine-tune your OS experience.