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OverviewJourneyVoiceAgent briefLead sourcesWhatsAppCallingBillingTeamAPI

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Settings

One topic per page — pick a section.

CH 01

Auto-journey

Auto-dial new sheet rows, WhatsApp before redial, strict appointment confirm, sales alerts.

journeyOpen
CH 02

Voice

Sarvam API key, agent version, and webhook URLs.

voiceOpen
CH 03

Sheets

Google Sheets connect, sync, and CSV fallback.

sheetsOpen
CH 04

WhatsApp

Dialyx templates for booked, rescheduled, and callback.

whatsappOpen
CH 05

Billing

Plan, usage against included minutes and attended appointments, invoice preview.

billingOpen
CH 06

Calling

Window, consent/DND, no-answer retries, and appointment reminders.

callingOpen
CH 07

Team

Invite testers into this organization. Do not use Create organization.

teamOpen
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