Settings | Elevate Prospect

Business profile

Business name Public display name (SMS) Business description Business website

Email

Configure your business email for the Inbox email channel.

Business email address

Setup instructions (SendGrid Inbound Parse)

Set up a domain or subdomain for receiving email (e.g. mail.yourbusiness.com).
Add an MX record pointing to mx.sendgrid.net with priority 10.
In SendGrid, go to Settings > Inbound Parse and add a host/URL.
Set the destination URL to your emailWebhook Cloud Function URL.
Check "POST the raw, full MIME message" is OFF (use parsed mode).
Add your SENDGRID_API_KEY to Firebase secrets for outbound email.

Account security

Send a password reset link to your login email.

Your phone numbers

Manage Twilio numbers assigned to your account. Toggle AI per number.

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Buy a new number

Step 1 — Country: choose United States or Canada below, then enter a 3-digit area code and search.

Country

Area code

Default outbound number

Choose which phone number is used when sending SMS from Inbox and Reviews.

Google Calendar

Connect your Google Calendar to enable appointment booking from the chatbot and missed-call flows.

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Working hours

Set your available hours for appointment booking. Slots outside these windows won't be offered.

Timezone

Notification preferences

How should we notify you about new bookings and important events?

SMS to my phone Email

Your phone number (for SMS notifications)

Message templates

Customize automated messages sent on your behalf. Use variables to personalize.

Missed-call auto-reply

Variables: {name} {business_name}

Appointment confirmation (to customer)

Variables: {name} {business_name} {date} {time}

Appointment confirmation (to you)

Variables: {name} {date} {time}

Reviews

Configure your review request flow. Customers rated 4+ stars are redirected to your Google listing.

Google Maps review URL

Paste your Google Maps "Write a review" link. Customers who rate 4-5 stars will be redirected here.

Review request message template

Variables: {name} {business_name} {link}

Refund Processing

Allow customers to submit refund requests via SMS and chatbot. Requests appear in Monitoring for your approval.

Enable refund request collection Refund policy (shown to customers)

Appointment reminders

Choose which automated SMS reminders to send before appointments.

24 hours before 4 hours before 30 minutes before

Reminder message template

Variables: {name} {business_name} {date} {time} {window}

ETA notifications

Send real-time ETA updates as the appointment time approaches. Includes a reschedule link.

Enable live ETA narrowing (30min / 15min / 5min before) ETA notification template

Variables: {name} {business_name} {time} {window}

Email Templates

Customize auto-reply emails sent to customers when they email you.

Auto-acknowledgment body

Variables: {name} {business_name} {ticket_id} {sla_hours}

Billing

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