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Settings Overview
A guided tour of the main BizStackPro Settings areas—so you can configure your account, team, automation, calendars, and integrations for long-term success.
Understanding How the Platform Is Organized
New users often feel overwhelmed when trying to configure calendars, automation, users, phone systems, integrations, and business settings spread across different parts of the platform.
BizStackPro organizes account management into dedicated settings areas for business configuration, team management, automation, communication tools, integrations, branding, and data management.
Without understanding where key settings are located, it becomes easier to misconfigure workflows, overlook important account options, or spend unnecessary time searching through menus.
This guide provides a high-level overview of the major Settings sections in BizStackPro so you can better understand what each area controls and where to manage important system configuration tasks.
Before configuring individual tools and features, it helps to understand how the main Settings areas are structured inside BizStackPro.
Business Profile Settings
Business Profile is the foundation of your sub-account. It controls your branding, contact details, compliance information, and several platform-wide behaviors.
- General information: Friendly & legal business name, logo, email, phone, website/domain, niche, and other identifiers.
- Physical address: Used for invoices, compliance, and business communications.
- Business details: Business type/industry, registration details, and regions of operation.
- Authorized representative: The responsible contact for account verification and platform requests.
- General settings: Platform behaviors such as duplicate opportunities, email bot detection, and phone validation.
Good to know: Call, voicemail, and missed-call text-back options are typically found under Advanced Settings → Phone Numbers (exact labels can vary by account).
My Profile
My Profile is where each user manages their personal details, security, calendar/email sync, availability, and notification preferences.
- Profile & security: Name, email, phone, password changes, and session controls.
- Email sync: Connect Gmail/Outlook (if enabled) for two-way email sync.
- Calendar configuration: Set a primary calendar plus conflict-check calendars to prevent double bookings.
- Availability: Time zone, working hours, and meeting locations used by booking calendars.
- Notifications: Choose in-app, email, and/or SMS alerts for conversations, tasks, and other events.
Billing & My Staff
Billing
Manage subscriptions, payment methods, billing details, transaction history, and (where available) wallet balances/auto-recharge settings.
My Staff (Team Management)
Add users, assign roles/permissions, and configure user-specific calendars, signatures, and calling behavior.
- Users & roles: Add/remove users and set user/admin roles.
- Permissions: Control access to features (admin-managed).
- Calendars & availability: Assign calendars and define default availability.
- Phone settings: Configure inbound handling, voicemail, and related options per user.
Opportunities, Pipelines & Automation
Opportunities & Pipelines
Set rules for opportunity ownership and follow/unfollow behavior, then create pipeline stages to match your sales process (for example: Prospect → Booked Call → Sold).
Automation (Global Workflow Settings)
- Error notifications: Configure who receives workflow error alerts.
- Pause windows: Temporarily pause selected workflows by moving them to draft for a defined window (up to 15 days). Avoid overlapping pause ranges for the same workflow.
Calendars, Conversation AI & Voice AI Agents
Calendars
Create calendars, availability rules, and booking preferences, and connect common integrations like Zoom and external calendars. You can run individual calendars, team calendars, service menus, and even rooms/equipment scheduling (where available).
Conversation AI
Configure bot behavior, knowledge/training data, testing, and related workflows to improve live chat and messaging responses.
Voice AI Agents
- Define goals (basic or advanced), scripts, and escalation behavior.
- Trigger workflows, send SMS, and update contact fields from call outcomes.
- Set availability/working hours and assign phone numbers for when the AI should handle calls.
Email, Phone Numbers & Data Tools
Email Services
Configure email delivery using your connected provider (SMTP) or the default option available in your account.
Phone Numbers
Manage outbound numbers, forwarding numbers, and number pools that power calls, SMS, and tracking features.
Custom Fields
Capture niche-specific data you want to store on contacts. Create fields in forms/surveys and use them in records, filters, and automation.
Custom Values
Custom Values are dynamic placeholders you can insert into templates and workflows. They resolve at send/runtime.
Example (placeholder only):
Hello Domains, Integrations & Governance
Domains
Connect or purchase domains for funnels, websites, and hosted assets. This is where you manage the URLs visitors use to reach your pages.
Integrations
Connect third-party services (payments, calendars, ads, social platforms, etc.). Use “Connect” to authorize access and sync data.
Tags
Organize and segment contacts by source, stage, or behavior—useful for filtering, reporting, audiences, and automation triggers.
Audit Logs
Review contact-related activity history to understand what changed and where it came from—helpful for troubleshooting and team accountability.
Brand Boards & Companies
Store brand assets (logos/colors/fonts) in Brand Boards, and manage company records you can associate with contacts.
Dial in your settings, unlock your system
When your business profile, users, calendars, automation, and integrations are configured correctly, BizStackPro becomes a centralized hub that stays organized as you scale.
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Frequently Asked Questions
What is included in the Business Profile Settings?
Business Profile Settings let you configure your business identity, contact details, compliance info, and platform behaviors like duplicate opportunities, email bot detection, and phone validation.
How do I update my personal profile information?
Go to My Profile to update your personal details, manage password and sessions, configure email/calendar sync, set availability, and choose notification preferences.
How do I manage my team members?
Use My Staff to add/remove users, assign roles and permissions, manage calendars/availability, and configure user-level calling and voicemail options.
What is the purpose of Opportunities & Pipelines?
It defines your sales process structure—ownership rules plus pipeline stages—so leads are tracked consistently from first touch to closed deal.
Can I pause workflows in Automation (Global Workflow Settings)?
Yes. You can pause selected workflows by placing them in draft for a defined window (up to 15 days) and manage workflow error notifications there.
What are custom fields and how do I use them?
Custom Fields store the extra data you collect from contacts. Create fields in forms/surveys and then use them in records, filters, and automation.
What are tags and how can they be used?
Tags categorize contacts (lead type, status, source, etc.). They help with segmentation, reporting, and triggering automation events.
What are audit logs and how do they help?
Audit Logs provide a record of contact-related actions so you can trace changes, troubleshoot issues, and keep accountability across your team.
Build a solid foundation with the right settings
Start with Business Profile and My Staff, then connect your calendars, email delivery, and integrations. Once those pieces are set, your automation and reporting become dramatically easier to manage.
Better setup. Cleaner automation. Faster scaling.
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