Configuration Overview
Configuration Overview
Section titled “Configuration Overview”Configuration is where you manage everything about your agent and account. You’ll find it as the third item in the left sidebar (it was previously called “Settings”). Configuration opens to the Behavior tab by default, and a sub-menu lists the sections below in order.
Old
/settingslinks still work — they redirect to the matching Configuration tab automatically.
Configuration Sections
Section titled “Configuration Sections”Behavior
Section titled “Behavior”Choose the avatar face that represents you, the voice it speaks with (including accent), and the sales framework that guides how it asks questions and qualifies prospects. See Behavior.
Integrations
Section titled “Integrations”Connect your Google Calendar (so your agent can auto-join scheduled calls), turn meeting summary emails on or off, link an external note-taker to import transcripts as training data, and connect your CRM so finished meetings sync contacts, notes, and deals automatically. See Integrations and CRM Sync.
Knowledge
Section titled “Knowledge”Train your agent with your company information — add website links and upload documents on the Content tab, then review automatically detected entities on the Review tab. See Knowledge.
Billing
Section titled “Billing”View your usage for the month, set a spending limit, and manage your payment method. See Billing.
Personal Link
Section titled “Personal Link”Your unique meeting URL that anyone can use to start a conversation with your agent. Customize the intake form, post-call redirect, human-scheduling handoff, and follow-up email. See Personal Link.
Custom Avatars
Section titled “Custom Avatars”Create a custom avatar based on your own likeness for a more personalized meeting experience. See Custom Avatars.
Add your agent to your website — as a widget or a plain link — and use Check embed to confirm your personal link is live on your page. See Embed.
Questions? Contact hello@buzztrail.ai for assistance.