Settings

Configure how Revenue AI represents this workspace.

General

Workspace-level settings.

Copy Style

How Revenue AI writes messages — tone, directness, length, and greeting.

Sender Identity

Who Revenue AI speaks as in every generated reply.

Configured

Conversation Workflow

How Revenue AI progresses through discovery and qualification before advancing.

Configured

Qualification Policy

Financial qualification rules and hard gates.

Configured

Business Knowledge

Approved offer and business information Revenue AI may use.

Configured

Booking Policy

Scheduling and booking behavior.

Configured

Integrations

Provider connections — GoHighLevel calendar availability (read-only).

Configured