Settings & Tools

Configuration, diagnostics and test benches live here so the daily CRM stays focused on queue work, accounts and conversation review.

Outreach setup

Campaign policy and execution configuration.

Segments, approval posture and queue membership.

Business hours, stop rules, handoffs and outbound guardrails.

Decision traces, readiness gates and policy audit views.

Interview setup, profile editing and test benches.

Published interviewer profiles and prompt overrides.

Manual live-session controls for voice testing.

Scenario-based test calls and voice preset inspection.

Lower-frequency integration and booking support.

Calendar, email, SMS and voice-provider links.

Approved follow-up meetings and calendar state.

Legacy review route for detailed transcript inspection.