📄️ Settings
Configure your CallVibe tenant from Settings — integrations, notifications, customer management, AI insights, lead statuses, fields, and usage limits.
📄️ Team Management
Manage your CallVibe team — invite members, assign owner or agent roles, map agent names for scoped visibility, and remove stale users and invites.
📄️ Notifications
Configure CallVibe notifications — connect Slack via OAuth and set up daily or weekly email digests with recipients, scope, timezone, and send time.
📄️ Customer Management
Control how customer numbers appear in CallVibe analytics — tag Internal User, Key Customer, or Top Priority Lead and toggle internal visibility.
📄️ Lead Statuses
Define CallVibe lead pipeline stages — use recommended stages or build custom statuses that the AI assigns after each call and agents can override.
📄️ Lead Custom Fields
Attach structured data to every CallVibe lead — create Text, Number, Dropdown, Date, or Yes/No custom fields shown in the Lead Detail drawer.
📄️ Usage & Limits
Track CallVibe AI processing minutes — monitor wallet balance, allocated and consumed minutes, top-ups, and low-balance or exhausted plan banners.
📄️ Marketing Sources
Track lead origin in CallVibe without GHL — create and manage custom marketing source labels like Google Ads, Facebook, or Referral for leads.
📄️ AI Insights
Configure CallVibe AI Insights — system and custom insights, field types, scoring, and industry templates to extract signals from every call.