ObertObert
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

Inbox

Inbox content lives under Settings → Inbox in the app:

Content

Social Listening

  • Tags and Comment Agent — Settings → Social Listening; see Social Listening guides.

Agents

Analytics

  • Annotations — dated notes on outbound charts (Settings → Analytics → Annotations).

Calling

  • Dialer — phone numbers, call log, and outcomes.

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