Skip to main content

Business App Administration

What can you manage in the Administration section?

The Business App Administration section provides comprehensive management tools for configuring and optimizing your Business App experience. Your dashboard relies on key configurations that determine how leads are captured, communications are handled, and automations are triggered. Everything in Administration works together to ensure that:

  • Your tools are connected and synced correctly
  • AI and messaging features are properly configured
  • Workflows and communication channels are set up in a way that streamlines your operations

Keeping these foundational settings aligned improves daily operations and makes your system easier to manage over time.

Core areas

Getting started

  1. Start with AI Workforce & Communication Automation to set up 24/7 customer communication tools.
  2. Set up Business Connections & Third-Party Integrations to connect your essential business tools.
  3. Organize Financial Management & Client Billing for streamlined client financial interactions.
  4. Maintain Business Profile & Analytics Connections for consistent business information.
  5. Explore Custom Content & Advanced Configuration for specialized customization needs.