Settings
Settings
Workspace configuration — senders, billing, agents, email, and more.
Settings is a full-screen area for workspace and personal configuration. Open it from the bottom of the left sidebar, then use the Settings sidebar to move between sections.
Personal
- Profile — your user account (Settings → Profile).
Workspace
- General — workspace name, logo, and company context (General in the nav; page title Workspace).
- Senders — LinkedIn and email channels for outbound (Senders).
- Members — invite and manage the team (Members).
- Plan & Billing — subscription and invoices.
- Integrations — CRM, Slack, enrichment, API keys.
- Custom fields — extra lead properties.
- Do-not-contact — people Obert must not outreach to (Do-Not-Contact).
Emails
- Email infrastructure — sending domains, mailboxes, deliverability, warmup.
Inbox
Inbox content lives under Settings → Inbox in the app:
Content
- Content publishers — Settings → Content in the app.
Social Listening
- Tags and Comment Agent — Settings → Social Listening; see Social Listening guides.
Agents
- Qualification — scoring agents for lists and signals.
- Outreach agent — voice and drafting for Copilot and campaigns.
Analytics
- Annotations — dated notes on outbound charts (Settings → Analytics → Annotations).
Calling
- Dialer — phone numbers, call log, and outcomes.