Settings

Settings is the configuration hub for your tenant. It's a grid of cards, each linking to one area of CallVibe you can configure.

What You Can Access from Settings

• Integrations: Connect telephony providers, WhatsApp, and CRMs (GHL).
• Notifications: Configure Slack alerts and email digests.
• Customer Management: Tag customer numbers and control internal-number visibility in analytics.
• AI Insights: Configure call categories, custom AI extraction fields, and dropdowns.
• Lead Statuses: Define pipeline stages for lead management.
• Lead Custom Fields: Add structured fields (e.g., Expected Revenue, Product) to every lead.
• Marketing Sources: Manage custom lead-source labels for tenants without GHL connected.
• Usage & Limits: Monitor AI processing minutes against your plan's quota.

Open Settings

1. Click Settings in the sidebar.
2. Click any card to open that section's configuration screen.

Each section is documented on its own page in this guide.