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Administrations

The Administration section provides access to system-wide configuration tools all in one place. Your dashboard relies on key configurations that determine how leads are captured, communications are ha

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What can You Manage in the Administration Section?

The Administration section provides access to system-wide configuration tools all in one place. Your dashboard relies on key configurations that determine how leads are captured, communications are handled, and automations are triggered. The Administration section includes your Business Profile, App Settings, AI Settings, and Conversations Settings. Everything that lives in the administration section works together to ensure that:

  • Your tools are connected and synced correctly
  • AI and messaging features are properly configured
  • Workflows and communication channels are set-up in a way that steamlines your operations specific to your needs

Keeping these foundational settings aligned improves daily operations and makes your system easier to manage over time.


Frequently Asked Questions (FAQs)

Can users upload files to the Files page?
No, the files page in Business App > Administration is view and download only.

In this section

Business ProfileYour Business Profile allows you to manage your core business information in one central place. This includes your name, location, website, branding, services, social profiles, and operational detailsEmail ConfigurationGetting your emails to reach people’s inboxes shows that you are sending the right messages at the right time. If people open, click, or complain about your emails, it can affect whether your emails aScoreContact Scoring allows you to assign a numeric score to each contact in your app based on their activity or value to your business. These scores help you track client engagement, prioritize follow-upsConversations SettingsUse Conversations Settings to configure your business phone and SMS, connect channels like Facebook and Instagram, and enable AI-powered replies. These settings control how messages are routed, which ConnectionsThe Connections section allows you to link third-party tools directly to your app. These integrations bring your most important business data into one place and allow services across your app to work 3 pagesCRM ObjectsCRM Objects are the building blocks of your customer data. Every contact, company, and opportunity in Business App is stored as an object. Administration controls in this section help you tailor those2 pagesEmail HistoryReview outbound and inbound emails sent through your account and connected products. Filter by status, date, recipient, and subject to troubleshoot deliverability.SMS ConfigurationConfigure SMS sending, including number selection and A2P 10DLC registration for United States businesses.User ManagementThe User Management page lets you manage who has access to your Business App. You can view all current users, invite new team members, set permissions for each person, and remove users who no longer nEmail Subscription PreferencesYour contacts can manage email preferences by category instead of unsubscribing from all non-transactional emails at once. This prevents accidental unsubscribes from blocking important communications Notification settingsNotification settings in Business App let you control how you receive alerts across products. You can choose which events trigger an email, whether notifications arrive instantly or as part of a dailyBilling settingsThe Billing settings section in Business App lets you keep your payment information current.Manage integrationsIntegrations in Business App unlock data sharing, reporting, and automation between your app and external systems. Business App supports multiple integration types (direct, API key, SSO, and vendor-ma5 pagesMobile AppBusinessApp.io is the official mobile app that gives you access to your dashboard communications and key features on the go. The app provides push notifications for new leads and messages so you never