There are settings that are able to be modified per source. We assume each source is a different business, so the type of settings you find here are the things that businesses want to have control over. You can modify these settings per source, but so can any client users you invite and add to that source.

To locate the source settings area from your owner account, navigate to sources and then click the three dots and edit source. Each source has some of its own settings that either you or clients can modify.

As mentioned, settings that may be unique per business can be found here. Personas are the people that do jobs (together making an agent). Sources are like the businesses that these agents work for. Clients that come to edit source settings have access to some of these settings, but not all.

The general source information section shows you information for the source and the client users that are connected. This is also where you can enable two different features:

Easily see and modify filters on sources per connected job flow.

Here you can modify job flow variables. These variables are how sources are able to make edits to their agents. You can learn more about job flow variables HERE. Clients are able to modify these values if they have been given a seat.

Each source is able to set their availability for follow-ups. You set up follow-up cadences within your job flow settings, but those follow-ups adhere to each businesses unique availability set up here. Clients are able to modify this themselves too if they have been granted a seat.

There's way more to CloseBot than just making expert-level agents. It's also easier than ever to manage these agents across various business that you run or support! 👏