Settings

Manage your Agent Hub setup, connections, preferences, permissions, and operational readiness.

Team LeadPortal setup source

Calling Defaults

Review voice defaults and recording awareness while Calling Setup owns dialer behavior.

Settings loaded from local prototype data.

Calling Global Defaults

Global readiness

Twilio Voice active and caller ID assigned

connected

User-editable

Admin or module controlled

admin required

Global action

Review setup

connected

Global Settings owns connection, identity, and default readiness.

Module settings own workflow behavior, inbox rules, routing, templates, and channel diagnostics.

Connected-account status is visible in both places, but source-of-truth stays here.

Provider wiring remains mock/provider-neutral until production setup.