SETUP

System settings

Set organisation defaults for the inbox, merge tags, scheduled messages, and browser calls from Admin, then Settings, then System. Save settings writes the form.

Default country code

Used when a recipient number has no country code.

Inbox size

Maximum inbox message limit runs from 200 to 10000, in steps of 200.

Mark as read

Mark conversations read manually, or automatically when the conversation is viewed.

Merge tags

Do not send a message if a merge tag is invalid, or send it anyway.

Scheduled messages

Cancel a scheduled message when the recipient replies, or keep it. Failed scheduled messages can retry daily, or not retry.

Live updates

Refresh the inbox and the record card when the view is focused, or when CRM changes. Logging call transcripts throughout a call uses more API credits.

Browser calls

Choose the default ringtone, and whether a user may answer a call that is ringing for someone else.

CRM metadata

Clear the CRM meta cache from this page when CRM metadata looks stale. If nobody has saved the form, defaults apply on first load, including a US country code and manual mark-as-read.