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Admin surfaces live in four places: Workspace setup, Contact owners, the Accounts area inside Settings, and Settings itself.

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Fields registry (Workspace setup)

The registry defines what a contact IS in your workspace: which fields exist, their labels, their type, and their list options. Everything else derives from it: table columns, contact-page fields, form questions, trigger conditions and message variables. Mark a field “use as variable” and [yourfield] resolves in every template. Trigger categories are managed here too; each category becomes a sidebar tab.

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Contact owners

The contact owners table with working hours and default calling agents
Owners are your reps. Per owner you set:
  • Working hours, which gate automated WhatsApp sends for their contacts
  • WhatsApp number, the personal line their messages send from
  • Default calling agent, so calls to their leads use the right voice and number
  • Language, which drives template language matching for their audience

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Numbers and agents (Settings, Accounts)

The Accounts area stacks your phone numbers and AI calling agents. Numbers carry their connection type (Evolution API or WhatsApp Business API) and pacing settings; agents carry voice, script, calling hours and their pinned outbound number.

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Connections and alerts (Settings)

API credentials live in Settings: WhatsApp connections, the HubSpot token, email senders. Sync failures raise a bell notification for admins, with an optional per-admin email alert. Theming is also here: light, dark, or automatic by local sunrise and sunset.
Nudge autosaves everywhere. If you are looking for a Save button, the change is already saved; watch for the brief “Saved” indicator.