Daily workspaces
- •Contacts and Leads — import people, review history, labels, qualification, and follow-up.
- •Calls and Messages — review conversations, recordings, transcripts, replies, and outcomes.
- •Campaigns — create and monitor voice, SMS, and available email outreach.
- •Pipeline, Properties, Transactions, and Tasks — move opportunities through the deal lifecycle and manage next actions.
- •Approvals — review actions that require a person before anything is sent or committed.
- •Analytics and Reports — measure activity, outcomes, team performance, and campaign results.
AI and automation
- •AI Agent — configure voice, greeting, personality, qualification, transfer, voicemail, texting, booking, and availability.
- •Knowledge Base — add business facts the AI can use during conversations.
- •Automations and Lifecycle Automation — configure follow-up and stage-based behavior available to your account.
- •Websites — build, edit, preview, publish, connect forms, and manage site content.
Setup and administration
- •Integrations — connect calendars, CRM, and supported business tools.
- •Phone Numbers and Call Forwarding — manage lines, agent assignment, campaign pools, callbacks, and forwarding.
- •GetsYou Sign and Sent Documents — create reusable agreements, send them, and track signature progress.
- •Email Domain — configure separate Deal Email and Campaign Email lanes.
- •Team, Security, Notifications, Billing, and Spend — manage access, account protection, alerts, and usage.
- •Do Not Call, Compliance, and Disclosures — review outreach controls and organization choices.
- •Support — ask the Support AI or open a ticket with your exact issue.
Some workspaces appear only when they apply to your industry, plan, or enabled features. Start from Settings when you are connecting something; start from the main dashboard when you are doing the day-to-day work.