4 min read
The Settings tour: what lives in each group
A map of the five Settings groups — Account, AI team, Channels, Messaging, Data & tools — and which guide covers each panel.
Settings is five groups. This is the map: what each group controls, and where to read more.
Nothing here is dangerous to look at. The only settings that change what your contacts receive are Review Policy, Timing, and Channels — everything else affects you, not them.
Step by step
Account — you: profile, branding, your digital twin and voice clone, app language, and Plan & credits.
AI team — how your assistants sound and act: AI writing style, the phone voice, your AI Voice Receptionist, missed-call text-back, IDX lead routing, commission defaults, and Transaction Coordinator notifications.
Channels — the plumbing: your sending number and email address (read-only — contact support to change a verified sender), Gmail and Google Calendar, connected social accounts, auto-posting and the weekly schedule, TikTok options, your WeChat QR code, and the compliance guardrails.
Messaging — what CloseBoss sends, and when. Review Policy (review each one, autosend everything, or pick per category), your templates, Timing & Frequency, and the sphere drip cadence.
Data & tools — the Home Value Smart Link you share with homeowners, and the MLS sold-comps import.
Each panel saves on its own. There is no global Save button, and no setting silently changes another.
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