# Bigly Sales Documentation — full text Source index: https://docs.biglysales.com/llms.txt # Docs for AI assistants > Every page on this site is also available as plain Markdown, indexed in llms.txt, so you can hand these docs to any LLM. - Section: General - Web page: https://docs.biglysales.com/for-ai-assistants These docs are written for people, and every page also has a plain-**Markdown** version written for AI assistants. The Markdown pages link to each other, so an assistant can start from one URL and find everything else. ## The three links you need | Link | What it is | Use it when | |---|---|---| | [`/llms.txt`](/llms.txt) | An index of every page, with a one-line summary and a link to each page's Markdown | You want the assistant to look up only the pages it needs | | [`/llms-full.txt`](/llms-full.txt) | Every page in one file | You want to paste or upload all the docs at once | | `.md` | One page as Markdown, e.g. [`/manual/contacts.md`](https://docs.biglysales.com/manual/contacts.md.md) | You want to share one topic. Every page has a **View this page as Markdown** link at the bottom | ## How to use them **With an assistant that can browse the web** (Claude, ChatGPT and others), paste this: > **Example prompt:** "Read https://docs.biglysales.com/llms.txt and use the linked Bigly Sales docs to walk me through setting up follow-up texts." **With the Bigly MCP connected**, the assistant can also *do* the steps. The MCP pages explain what the assistant is allowed to change. The manual pages cover everything else, so the assistant can tell you exactly where to click. **With an assistant that can't browse**, download [`llms-full.txt`](/llms-full.txt) and attach it to your chat. ## What's in the Markdown version - The same instructions as the web page, with no layout or navigation. - Screenshot placeholders appear as text notes, e.g. `[Screenshot placeholder: …]`. - Links to other pages point to their `.md` versions. - Each page names its counterpart, so a manual page links to the MCP page for the same feature and the other way round. --- All documentation pages: https://docs.biglysales.com/llms.txt # Using the Bigly app > What the Bigly Sales web app does, how it's laid out, and the four steps from a spreadsheet of leads to your first AI calls. - Section: Using the app (manual) › Get started - Web page: https://docs.biglysales.com/manual - MCP (AI assistant) equivalent: [Using Bigly with your AI assistant](https://docs.biglysales.com/mcp.md) - Video: placeholder — "A tour of the Bigly app" (not yet recorded) Bigly Sales is a CRM with an AI calling agent built in. You bring your leads, and Bigly calls, texts and emails them for you. The AI agent talks to the people who answer, qualifies them, books appointments and transfers hot leads to your team. Everything it does is logged against the contact, so you can see each call, recording and message in one place. These guides walk you through every screen in the web app. If you'd rather make changes by describing them to Claude, ChatGPT or another AI assistant, see [Using Bigly with your AI assistant](https://docs.biglysales.com/mcp.md). ## Before you start - You need a Bigly account and a login. If you've been invited by a teammate, follow [Logging in](https://docs.biglysales.com/manual/logging-in.md). - Have your leads ready in a spreadsheet (CSV, XLS or XLSX). Each row needs an email address, or a phone number together with a first and last name. ## Where to start Most teams get from sign-up to live calls in four steps. Do them in this order. 1. **Import your contacts.** Upload your spreadsheet, name the list and match its columns to Bigly's fields. See [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md). 2. **Set up your AI agent.** Tell the agent who you are and what you're offering, write the opening line it says when someone answers, and set your calling hours. Start with the [AI agent overview](https://docs.biglysales.com/manual/ai-overview.md), then [Prompt variables](https://docs.biglysales.com/manual/prompt-variables.md), [Intros](https://docs.biglysales.com/manual/intros.md) and [AI settings](https://docs.biglysales.com/manual/ai-settings.md). Place a [test call](https://docs.biglysales.com/manual/test-calls.md) to hear it before you go live. 3. **Buy phone numbers.** Your calls and texts go out from numbers you own in Bigly. See [Phone numbers](https://docs.biglysales.com/manual/phone-numbers.md). If you plan to send texts to US numbers, also complete [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md). 4. **Launch your calls.** Pick a list and start a call campaign. See [Calls](https://docs.biglysales.com/manual/calls.md). Bigly checks numbers against Do Not Call rules and state calling hours. Read the [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md) so you know what's blocked automatically and what's up to you. ## How the app is organized The top navigation holds every main area. [Navigating the app](https://docs.biglysales.com/manual/navigating-the-app.md) explains each menu in detail. | Area | What you do there | |---|---| | [Contacts](https://docs.biglysales.com/manual/contacts.md), [Lists](https://docs.biglysales.com/manual/lists.md), [Tags](https://docs.biglysales.com/manual/tags.md) | Find, organize and edit the people you call and message | | [Calls](https://docs.biglysales.com/manual/calls.md) | Run call campaigns and see leads that arrive through the API | | [Inbox](https://docs.biglysales.com/manual/inbox.md) | Read and reply to every text and email conversation | | [SMS](https://docs.biglysales.com/manual/sms-campaigns.md) | Send text campaigns and register for 10DLC | | [AI](https://docs.biglysales.com/manual/ai-overview.md) | Set up and tune your AI calling and texting agent | | [Statistics](https://docs.biglysales.com/manual/call-statistics.md) | See how your calls, texts and leads are performing | | [Calendars](https://docs.biglysales.com/manual/calendar.md) | Manage booked appointments and your availability | | [Scheduled Blasts](https://docs.biglysales.com/manual/scheduled-blasts.md) | Plan calls, texts and voicemails for later | Account settings, such as your profile, team, billing and API keys, are in the user menu at the top right. See [Your profile and tenant details](https://docs.biglysales.com/manual/profile.md), [Team members](https://docs.biglysales.com/manual/team-members.md), [Billing](https://docs.biglysales.com/manual/billing.md) and [API keys](https://docs.biglysales.com/manual/api-keys.md). ## Common questions **What is a "tenant"?** It's your company's account in Bigly. Each tenant has its own web address, contacts, numbers and settings. One login can belong to several tenants, and you switch between them from the user menu. **Can I connect my CRM?** Yes. See [Integrations](https://docs.biglysales.com/manual/integrations.md) for HubSpot, GoHighLevel, Zapier and others. ## Related - [Navigating the app](https://docs.biglysales.com/manual/navigating-the-app.md) - [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md) - [AI agent overview](https://docs.biglysales.com/manual/ai-overview.md) - [Using Bigly with your AI assistant](https://docs.biglysales.com/mcp.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Logging in > Sign in to Bigly, reset a forgotten or expired password, accept a team invitation and sign out. - Section: Using the app (manual) › Get started - Web page: https://docs.biglysales.com/manual/logging-in - Video: placeholder — "Signing in to Bigly" (not yet recorded) You sign in to Bigly with your email address and password, or with a connected Google, Facebook, LinkedIn or Apple account. After you sign in, Bigly takes you to your company's account at its own web address, for example `yourcompany.biglysales.com`. ## Before you start - You need an account. Someone on your team adds you from [Team members](https://docs.biglysales.com/manual/team-members.md), or you get one when your company signs up. - If you were invited by email, open the invitation and follow its link first. You choose your own password when you accept. ## Sign in 1. Go to the Bigly login page. 2. Enter your **email** and **password**. 3. Click the sign-in button. Bigly opens your company's account. If your email or password is wrong, you see **Either email or password is wrong**. Check for typos and try again, or reset your password (below). ### Sign in with Google or another account 1. On the login page, click the button for your provider. 2. Sign in with that provider and approve the request. This only works if the email address on that account already belongs to a Bigly user. If it doesn't, Bigly can't sign you in and asks you to contact us. Ask an admin on your team to add that exact email address. Some companies have their own branded sign-in page, with their logo, at their Bigly web address. If yours does, sign in there with your email and password. ## Reset a forgotten password 1. On the login page, click the forgot-password link. 2. Enter your email address and submit. 3. You see **If the email exists, a reset link has been sent to your email address.** Bigly shows this message whether or not the address has an account. 4. Open the email and click the reset link. **Use it within 2 hours.** An older link takes you back to the login page or is rejected when you submit. 5. Enter your new password twice and save. Bigly takes you to the login page. 6. Sign in with your new password. > [Screenshot placeholder: Reset password form — The reset-password page reached from the email link, with your company logo, the new password and confirm password fields, and the save button.] ## When your password expires For security, passwords expire after 90 days. When yours has expired, Bigly signs you out at login and shows **Your password has expired. Please reset your password to continue.** Choose a new password on the page that opens, then sign in again. ## Password rules - Your new password must meet Bigly's strength rules. If it doesn't, the form tells you what to change. - You can't reuse a password you've used in the past year. - Both password fields must match. To change your password while you're signed in, use the **Password** fields on [Your profile and tenant details](https://docs.biglysales.com/manual/profile.md). ## Sign out 1. Click your initials at the top right of the app. 2. Click **Sign Out**. You can also click **Log Out** in the left menu of the **Tenant Details** page. ## Troubleshooting | Problem | What to do | |---|---| | The reset email never arrives | Check your spam folder. Wait a minute, then request a new link. Each new request replaces the previous link. | | The reset link takes me back to the login page | The link has expired or was already used. Request a new one. | | "This password was used recently" | Choose a password you haven't used in the past year. | | I signed in but see a permission error | Your login doesn't belong to that company account. Ask an admin there to add you, or switch company from the user menu. | ## Related - [Navigating the app](https://docs.biglysales.com/manual/navigating-the-app.md) - [Your profile and tenant details](https://docs.biglysales.com/manual/profile.md) - [Team members](https://docs.biglysales.com/manual/team-members.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Navigating the app > Find your way around Bigly using the top navigation, the Overview dashboard, quick-create buttons and the user menu. - Section: Using the app (manual) › Get started - Web page: https://docs.biglysales.com/manual/navigating-the-app - Video: placeholder — "Finding your way around Bigly" (not yet recorded) Every screen in Bigly shares the same top bar. It holds the main navigation, a few quick-action buttons and your user menu. This page explains what's where. ## Before you start Some menu items depend on your account and your role. If you can't see an item described here, it isn't turned on for your account or your role doesn't include it. Ask an admin on your team, or contact support. ## The main navigation | Menu item | What it opens | |---|---| | **Overview** | Your performance dashboard (see below). Not on every account. | | **Inbox** | All text and email conversations. See [Inbox](https://docs.biglysales.com/manual/inbox.md). | | **Lists** | Your contact lists. See [Lists](https://docs.biglysales.com/manual/lists.md). | | **Calls** | Call campaigns and API leads. See [Calls](https://docs.biglysales.com/manual/calls.md). | | **Import** | Upload a spreadsheet of contacts. See [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md). | | **Contacts** | Search and filter every contact. See [Contacts](https://docs.biglysales.com/manual/contacts.md). | | **SMS › Campaigns** / **SMS › 10DLC** | Text campaigns and US texting registration. See [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) and [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md). | | **Voicemails** | Ringless voicemail drops. Only on accounts with ringless voicemail. See [Ringless voicemail](https://docs.biglysales.com/manual/ringless-voicemail.md). | | **Statistics › Calls / SMS / RVM / Leads** | Performance reports. See [Call statistics](https://docs.biglysales.com/manual/call-statistics.md). **RVM** appears only with ringless voicemail. | | **Numbers** | Buy and manage phone numbers. See [Phone numbers](https://docs.biglysales.com/manual/phone-numbers.md). | | **Tags** | Create, rename, merge and delete tags. See [Tags](https://docs.biglysales.com/manual/tags.md). | | **Pages** | Landing pages. See [Landing pages](https://docs.biglysales.com/manual/landing-pages.md). | | **Calendars › Main Calendar / Availability** | Appointments and booking hours. See [Calendar](https://docs.biglysales.com/manual/calendar.md) and [Availability](https://docs.biglysales.com/manual/availability.md). | | **AI** | Your AI agent. Shown when AI is enabled on your account. See [AI agent overview](https://docs.biglysales.com/manual/ai-overview.md). | | **Scheduled Blasts** | Blasts planned for later. See [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md). | Click a menu with a dropdown (**SMS**, **Statistics**, **Calendars**) to see its pages. On a phone or narrow window, the menu collapses behind the menu button and the dropdowns become sections. Accounts set up only for browser-based AI calls don't use phone numbers, so **SMS**, **Numbers**, **Scheduled Blasts** and the **SMS** and **Leads** statistics are hidden. ## Quick actions - **New Blast** starts a new call, text, email or voicemail blast. See [Calls](https://docs.biglysales.com/manual/calls.md) and [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md). - The **+** button opens a menu with **New Member** (invite a teammate) and **New Contact** (add one contact by hand). - The **search** icon opens a search box for finding contacts and conversations. ## The Overview dashboard **Overview** is a one-page summary of how your calling is going. It isn't on every account. When it is, it's the first page you see after signing in. Otherwise you land in the Inbox. 1. Click **Overview**. 2. Under **Date range**, pick **Today**, **This week**, **30 days** or **+ Custom**. Each number is compared with the period just before it. 3. Under **Success event**, choose what counts as a win: **Live transfer** or **Meeting booked**. 4. Under **Slice by**, split the numbers by **Contact source**, **Blast**, **Intro** or **Call list**, or leave it on **Nothing** to see the whole account. The page shows your headline numbers, a funnel from dials to transfers or meetings, transfer problems, how leads from each API vendor are getting through, your best sources, a performance chart, any blasts running right now and your spend so far this month. > [Screenshot placeholder: Overview dashboard — The Overview page with the Date range, Success event and Slice by controls at the top, the KPI cards, the funnel and the sources section below.] ## The user menu Click your initials at the top right to open the user menu. | Item | What it does | |---|---| | **Switch Company** | Listed when you belong to more than one company account. Click a company to open it. | | **Tenant Details** | Your profile and company settings. See [Your profile and tenant details](https://docs.biglysales.com/manual/profile.md). | | **Members** | Your team. See [Team members](https://docs.biglysales.com/manual/team-members.md). | | **Billing and Cards** | Cards, subscriptions and invoices. Only for users allowed to see billing. See [Billing](https://docs.biglysales.com/manual/billing.md). | | **API Console** | Developer tools. Not on every account. | | **Add Contact Attribute** / **Attribute Management** | Custom contact fields. See [Custom attributes](https://docs.biglysales.com/manual/custom-attributes.md). | | **AI** | Shortcut to your AI agent. | | **Email Signature** | The signature on emails you send. See [Email signature](https://docs.biglysales.com/manual/email-signature.md). | | **Sign Out** | Signs you out. | **API Keys** and **Integrations** are in the left menu of the **Tenant Details** page. See [API keys](https://docs.biglysales.com/manual/api-keys.md) and [Integrations](https://docs.biglysales.com/manual/integrations.md). > [Screenshot placeholder: User menu — The user menu open from the initials avatar, with the Switch Company list, Tenant Details, Members, Billing and Cards, Add Contact Attribute, Attribute Management, AI, Email Signature and Sign Out.] ## Common questions **A menu item is missing.** It may be off for your account (for example **Voicemails** or **Overview**), or your role may not include it. Ask your admin or contact support. **How do I get back to the Inbox?** Click the Bigly logo. ## Related - [Using the Bigly app](https://docs.biglysales.com/manual.md) - [Your profile and tenant details](https://docs.biglysales.com/manual/profile.md) - [Team members](https://docs.biglysales.com/manual/team-members.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Your profile and tenant details > Update your name, contact details, time zone and password, and your company's account name, phone and call settings, on the Tenant Details page. - Section: Using the app (manual) › Get started - Web page: https://docs.biglysales.com/manual/profile - Video: placeholder — "Updating your profile and company details" (not yet recorded) The **Tenant Details** page holds two kinds of settings: your own details (name, email, phone, time zone, password) and settings for your company's account in Bigly (account name, company phone and a few call options). Everything on the page is saved together with one button. ## Before you start - Open the page from the user menu: click your initials at the top right, then **Tenant Details**. - The left menu on this page also links to **Members**, **Billing and Cards**, **API Keys**, **Integrations** and **Log Out**. ## Update your personal details 1. Edit any of **Name**, **Title**, **Email**, **Phone**, **City**, **State**, **Country**, **Zip Code** and **Timezone**. Pick **Country** before **State**, because the state list follows the country. 2. Click **Save Changes**. **Name** and a valid **Email** are required. If either is missing or invalid, the field turns red and nothing is saved. ## Change your password 1. Enter the new password in **Password** and again in **Confirm Password**. 2. Click **Save Changes**. Leave both fields empty if you don't want to change your password. The same rules apply as on the reset page: see [Logging in](https://docs.biglysales.com/manual/logging-in.md#password-rules). ## Change your account name **Tenant Name** is your company's account name in Bigly. It's also the first part of your web address, shown next to the field. 1. Edit **Tenant Name**. 2. Click **Save Changes**. When you rename the account, Bigly moves you to the new address straight away. Tell your team, and update any bookmarks or links that use the old address. If the name is already taken, an error appears under the form. ## Verify your company phone **Tenant Phone** is your company's main phone number. Bigly shows **verified** next to it once it's confirmed. 1. Enter the number in **Tenant Phone**. 2. Click **Verify**. Bigly sends a verification code to that number. 3. Type the code into **Verification Code** and click **Send**. You can request a code at most once a minute and three times an hour. ## Settings explained | Setting | What it does | |---|---| | **Tenant Relevant Calls Threshold** | How long a call must last, in seconds, before statistics count it as a relevant call. Choose from 0 to 300 seconds. The default is 120 seconds. | | **Incoming Call Webhook URL** | A web address Bigly notifies when someone calls one of your numbers. The notification includes the caller's number and, if they're a known contact, their name, email and location. | | **Incoming Call Webhook Token** | Optional. Bigly sends it as a bearer token with each notification, so your system can check the request came from Bigly. | | **Enable incoming call webhook** | Turns the incoming call notification on or off. It only runs when a URL is set. | | **Mute/Unmute Success Music** | Turns the success sound on or off. | | **Identity Management** | Sends inbound callers' details to an identity-lookup service. This is set up by your Bigly account team. Contact support before changing it. | To send call results to your CRM, use [Webhooks](https://docs.biglysales.com/manual/webhooks.md) instead. The incoming call webhook only fires when an inbound call starts. ## Delete your account 1. Click **Delete Account**. 2. In **Verify user email**, type your email address. 3. Click **Delete**. Deleting is permanent. Make sure you've exported anything you need first. ## Troubleshooting | Problem | What to do | |---|---| | **Save Changes** does nothing | Look for a red field. **Name**, **Email** and **Tenant Name** can't be empty. | | The verification code never arrives | Wait a minute and click **Verify** again. After three tries in an hour, wait before trying again. | | A password error appears under the form | The password is too weak, doesn't match the confirmation, or was used in the past year. | ## Related - [Logging in](https://docs.biglysales.com/manual/logging-in.md) - [Navigating the app](https://docs.biglysales.com/manual/navigating-the-app.md) - [Team members](https://docs.biglysales.com/manual/team-members.md) - [Webhooks](https://docs.biglysales.com/manual/webhooks.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Contacts > Search and filter your contacts, open a contact's full history, edit their details, add a contact by hand, mark Do Not Call, and turn search results into a list. - Section: Using the app (manual) › Contacts & lists - Web page: https://docs.biglysales.com/manual/contacts - Video: placeholder — "Finding and managing contacts" (not yet recorded) A **contact** is one person you call, text or email. The **Contacts** page lets you search every contact in your account, and each contact has its own page showing their details, tags, Do Not Call status and full call, text and email history. ## Before you start - Contacts usually come from an [import](https://docs.biglysales.com/manual/importing-contacts.md), an [integration](https://docs.biglysales.com/manual/integrations.md) or [leads sent in by webhook](https://docs.biglysales.com/manual/lead-webhooks.md). You can also add one by hand (below). - Your role controls what you can see and change. Some roles hide certain fields, such as email or phone. See [Team members](https://docs.biglysales.com/manual/team-members.md). ## Search for contacts 1. Click **Contacts** in the top navigation. The **Contacts Advance Searches** page opens. 2. Fill in one or more filters. Which filters you see depends on your account. Common ones are name, email, phone, company, title, location and tags, plus any [custom attributes](https://docs.biglysales.com/manual/custom-attributes.md) set up as search filters. 3. Click **Search**. 4. Click **Reset** to clear every filter. Text filters match the **start** of a value. Searching `Jo` finds "John" and "Jones", but not "Major". Range filters have a minimum and a maximum, and date filters have a from and a to date. The results table shows **Name**, **Company**, **Address**, **Email**, **Phone**, **Tags** and **Created On**. Your filters are kept in the page address, so you can bookmark a search or send the link to a teammate. > [Screenshot placeholder: Contacts search — The Contacts Advance Searches page with a few filters filled in, the Create List from All Results, Reset and Search buttons, and the results table below.] ## Create a list from your search results 1. Run a search. 2. Click **Create List from All Results**. 3. Enter a **List Name**. 4. Optionally enter a **Tag**. If you do, every contact in the new list gets that tag. 5. Click **Create List**. The list is built in the background, and you're notified when it's ready. It then appears on the [Lists](https://docs.biglysales.com/manual/lists.md) page. ## Open a contact Click a contact's name in the results. The contact page shows: - **The header**: name, company and title, email, phone, address, time zone and where the contact came from (**Source**). - **Tags** and **DNC**: the contact's tags, and whether calls, texts and emails are blocked (**Call**, **Text**, **Email**: **Yes** or **No**). - **Custom attributes**: every other field stored on the contact. - **Calls**: each call with its outcome and a **Transcript** link. - **SMS** and **Emails**: the contact's message history. Click **← Contacts** to go back to your search. > [Screenshot placeholder: Contact page — A contact page with the header (name, email, phone, address, timezone, source, Edit button), the Tags and DNC band, the Custom attributes list, the Calls panel and the SMS and Emails panels side by side.] ## Edit a contact 1. On the contact page, click **Edit**. 2. Change any field: **First name**, **Last name**, **Email**, **Phone number**, **Company**, **Title**, address fields, **Timezone**, **Linked in**, **website url**, **Value** and the lead-consent tokens (**Trusted Form Token**, **Jornaya Token**). 3. Use **Other Emails** and **Other Phone numbers** to add extra addresses and numbers. Click **+ Add** in each. 4. Add tags with **+ Add tag**. 5. Open **Additional Attributes** to fill in custom fields. 6. Click **Update**. ## Add a contact by hand 1. Click the **+** button in the top bar, then **New Contact**. 2. Fill in the fields as above. 3. Click **Save**. To add many contacts at once, [import a spreadsheet](https://docs.biglysales.com/manual/importing-contacts.md) instead. ## Mark a contact Do Not Call, Text or Email You set Do Not Call status from a conversation in the [Inbox](https://docs.biglysales.com/manual/inbox.md). 1. Open a conversation with the contact. 2. Click **DNC**. 3. Switch on **Do not call**, **Do not text** or **Do not email** as needed. Each switch shows **Calls allowed**, **Texts allowed** or **Emails allowed** when it's off. 4. Click **Update**. Bigly won't call, text or email the contact through the blocked channels. To mark a whole list, use **Mark DNC** on the list. See [Lists](https://docs.biglysales.com/manual/lists.md) and the [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md). ## Common questions **I imported someone twice. Do I have two contacts?** Usually not. Bigly matches imported rows to existing contacts by email or phone and updates the existing contact. See [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md). **Can I delete a contact?** Yes, from the list it belongs to: open the list and click **Delete** on the contact's row. See [Lists](https://docs.biglysales.com/manual/lists.md). **Why can't I see a contact's phone number?** Your role may hide it. Ask an admin. ## Related - [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md) - [Lists](https://docs.biglysales.com/manual/lists.md) - [Tags](https://docs.biglysales.com/manual/tags.md) - [Custom attributes](https://docs.biglysales.com/manual/custom-attributes.md) - [Archived contacts](https://docs.biglysales.com/manual/archived-contacts.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Importing contacts > Upload a CSV or Excel file of leads, name and tag the new list, match your columns to Bigly's fields, and understand how duplicates are handled. - Section: Using the app (manual) › Contacts & lists - Web page: https://docs.biglysales.com/manual/importing-contacts - Video: placeholder — "Importing your first list of leads" (not yet recorded) Importing is the fastest way to get leads into Bigly. You upload a spreadsheet, and Bigly turns each row into a contact and adds it to a new list. The whole process takes a couple of minutes, and the rows are then processed in the background. ## Before you start - Use a **CSV**, **XLS** or **XLSX** file. Upload one file at a time. - Put column names in the first row. - Each row needs an **email address**, or a **phone number plus a first and last name**. Rows with neither are skipped. - To store extra details (for example a policy number or lead score), create the field first in [Custom attributes](https://docs.biglysales.com/manual/custom-attributes.md), so you can match a column to it. > **Re-importing overwrites names and company details:** If a row matches a contact you already have, Bigly updates that contact with the row's values. Columns you leave unmapped or empty can **blank out** the existing first name, last name, company, title and address. When you re-import people you already have, include and map those columns. ## Upload your file 1. Click **Import** in the top navigation. 2. Click **Get Started**. 3. On **Upload your list**, drag your file into the box, or click **browse** and choose it. 4. Click **Next**. Bigly checks the file type. If it's wrong, you see **Invalid format! We accept only csv, xls, or xlsx**. ## Name and tag the list 1. On **Name and Tags**, type a name in **Name Your Imported List**. Make it descriptive, for example the lead source and date. 2. Optionally add tags: type a tag in **Enter tag name then press enter** and press Enter. Repeat for more tags. Click **x** on a tag to remove it. 3. Click **Next**. Bigly uploads the file and reads a sample row. Every contact in this import gets the list's tags. See [Tags](https://docs.biglysales.com/manual/tags.md). ## Pair your columns On **Pair your data**, Bigly shows a dropdown for each of its fields. Each dropdown lists your file's column names. 1. Pick the column for **First Name**, **Last Name**, **Email** and **Phone**. You must map **Email**, or **Phone** together with **First Name** and **Last Name**. 2. Under **The following fields are optional.**, map any other columns, such as company, title, address, website, note or your custom attributes. 3. Click **Additional Attributes** to see more fields you can map. 4. Under **Which remaining fields contain email addresses?**, tick any extra email columns, such as a work email. 5. Under **Which remaining fields contain phone numbers?**, tick any extra phone columns, such as a mobile or home number. 6. Click **Next**. If the required fields aren't mapped, you see **Map an Email field, or map Phone together with First Name and Last Name.** > [Screenshot placeholder: Pair your data — The Pair your data step with First Name, Last Name, Email and Phone dropdowns mapped to file columns, the optional fields below, and the checkboxes for extra email and phone columns.] ## Finish You see **Congratulations** and **Your file is being imported and should be available shortly.** Click **Done**. The new list appears on [Lists](https://docs.biglysales.com/manual/lists.md) and fills up as rows are processed. Large files can take a while. Submit the mapping only once. Each time you click **Next** on **Pair your data**, Bigly processes the whole file again from the start. ## How duplicates are handled Bigly checks each row against your existing contacts using **email and phone only**. Names are never used to match. | Situation | What happens | |---|---| | No existing contact has this email or phone | A new contact is created and added to the list. | | An existing contact has the same email or phone | That contact is updated and added to this list too. It keeps its other lists. | | The row has a different email or phone from the match | The new email or phone is added as an extra one. The contact's main email and phone don't change. | | Two different people share a phone number in your data | They're treated as the same contact. | ## Troubleshooting | Problem | What to do | |---|---| | Fewer contacts than rows | Rows without a valid email, or without a phone plus both name columns mapped, are skipped. Completely empty rows are skipped too. | | The import seems stuck | Check that every row has the same number of columns as the header row. Rows with extra or missing columns (often caused by stray commas) are skipped. | | Phone numbers are missing | Numbers that are too short or invalid aren't saved. Check your phone column. | | Extra email columns weren't saved | Extra emails are only stored when you also map the main **Email** field. The same applies to extra phones and **Phone**. | | A contact's details went blank | You re-imported them with those columns unmapped or empty. Edit the contact, or re-import with the columns included. | ## Related - [Lists](https://docs.biglysales.com/manual/lists.md) - [Contacts](https://docs.biglysales.com/manual/contacts.md) - [Tags](https://docs.biglysales.com/manual/tags.md) - [Custom attributes](https://docs.biglysales.com/manual/custom-attributes.md) - [Sending leads in by webhook](https://docs.biglysales.com/manual/lead-webhooks.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Lists > View, search and sort your contact lists, open a list to work with its contacts, split a large list, mark a whole list Do Not Call, and delete lists safely. - Section: Using the app (manual) › Contacts & lists - Web page: https://docs.biglysales.com/manual/lists - Video: placeholder — "Working with lists" (not yet recorded) A **list** is a group of contacts you work with together, for example one import, one lead source or one campaign audience. You use lists to choose who to call, text or email. A contact can be on several lists at once. Lists are created three ways: - By [importing a spreadsheet](https://docs.biglysales.com/manual/importing-contacts.md). Each import makes a new list. - From [contact search results](https://docs.biglysales.com/manual/contacts.md#create-a-list-from-your-search-results). - By splitting an existing list (below). ## Before you start What you can do here depends on your role. Deleting lists, for example, needs delete permission for lists. See [Team members](https://docs.biglysales.com/manual/team-members.md). ## View your lists 1. Click **Lists** in the top navigation. 2. Use **Search here...** to find a list by name. 3. Use the sort control to order by **Date** or **Name**. Click the arrow next to it to flip the order. The table shows each list's **Name**, **Date**, number of **Contacts**, **Tags** and actions under **Details**. ## Open a list 1. Click **View List**. 2. The list's contacts are shown with **Name**, **Company**, **Address**, **Email**, **Phone**, **Tags**, **Last Note** and **Creation Date/Time**. 3. Use **Search here...** to find a contact in the list. From a contact's row you can: - Click **Edit** to change the contact's details. See [Contacts](https://docs.biglysales.com/manual/contacts.md#edit-a-contact). - Remove a tag from the contact by clicking the tag's remove icon. - Click **Delete** to delete the contact. Confirm with **Yes, Delete it!** **Delete** on a contact row deletes the contact itself, not just its place on this list. It disappears from every list. ## Mark a whole list Do Not Call 1. Open the list. 2. Click **Mark DNC**. 3. Confirm with **Yes, Mark DNC!** Every contact in the list is marked Do Not Call. The confirmation warns that this can't be undone, so check you've picked the right list. While the marking is running, you can't start it again on the same list. You need permission to change DNC status. ## Split a list Splitting makes several smaller lists from one big one, for example to spread calls across days. 1. On the Lists page, click **Split List**. 2. In **How many contacts per list?**, enter the size of each new list. 3. Confirm with **Yes, split it!** Bigly creates new lists named after the original with `-1`, `-2` and so on, each with up to that many contacts. They keep the original list's tags. The original list isn't changed. The number is the size of each new list, not the number of lists. Entering 500 for a list of 2,000 contacts makes four lists. ## Delete a list 1. On the Lists page, click **Delete List**. 2. Confirm with **Yes, delete it!** When you delete an imported list, Bigly also deletes its contacts that are **only** on that list **and** have never been called, texted or emailed. Contacts on other lists, or with any history, are kept. Lists made by splitting never delete contacts. ## Other buttons | Button | What it does | |---|---| | **Sync to PureCaller** | Sends the list to PureCaller for caller ID branding. Only useful if your account uses PureCaller. | | **Identity** | Matches the list's contacts against identity data. Shown only on accounts with this add-on. Opens **Sync With Identity Management Data**; click **Sync** to start. | ## Common questions **Can I add tags to a whole list?** Tags you add when importing are applied to every contact in that import. See [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md). **Can I add more contacts to an existing list?** Import a new file, or build a list from search results. ## Related - [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md) - [Contacts](https://docs.biglysales.com/manual/contacts.md) - [Tags](https://docs.biglysales.com/manual/tags.md) - [Calls](https://docs.biglysales.com/manual/calls.md) - [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Tags > Label contacts with tags, and use the Tags page to create, rename, merge and delete tags, see who carries a tag, and export those contacts. - Section: Using the app (manual) › Contacts & lists - Web page: https://docs.biglysales.com/manual/tags - Video: placeholder — "Organizing contacts with tags" (not yet recorded) A **tag** is a label you put on contacts, such as `hot-lead`, `spanish` or `webinar-june`. Tags let you group contacts across lists, filter your [contact search](https://docs.biglysales.com/manual/contacts.md) and build new lists. One contact can carry many tags. > **Not the same as AI call outcomes:** Your AI agent also labels calls with outcomes such as "meeting booked" or "not interested". Those outcomes are separate from the tags on this page and are managed by the AI. See [Bot activity](https://docs.biglysales.com/manual/bot-activity.md). ## Before you start You need permission to create, edit or delete tags. See [Team members](https://docs.biglysales.com/manual/team-members.md). ## Add tags to contacts - **On import**: tags you add on the **Name and Tags** step go on every contact in that import. See [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md). - **On one contact**: open the contact, click **Edit**, and use **+ Add tag**. See [Contacts](https://docs.biglysales.com/manual/contacts.md#edit-a-contact). - **From a search**: when you click **Create List from All Results**, the optional **Tag** goes on every contact in the new list. ## Open the Tags page Click **Tags** in the top navigation. Your tags are listed alphabetically, grouped by first letter. The small number next to each tag is how many contacts carry it. To find a tag, type in the search box and press Enter. > [Screenshot placeholder: Tags page — The Tags page with the search box, the New Tag button, and tags grouped under letter headings with a contact count next to each tag.] ## Create a tag 1. Click **New Tag**. 2. Type the name. 3. Click **Add**. Tag names must be unique in your account. If the name is taken, an error appears under the field. ## Rename a tag 1. Click the tag to select it. The toolbar shows **1 items selected**. 2. Click **Edit**. 3. Change the name and click **Update**. The new name shows on every contact that has the tag. ## Merge tags Use merge to clean up duplicates such as `Hot Lead`, `hot-lead` and `hotlead`. 1. Click the tag you want to **keep** first. 2. Click each tag you want to merge into it. 3. Click **Merge**. Contacts with any of the selected tags now carry the first tag, and the other tags are deleted. If you select only one tag, Bigly asks you to select more. > [Screenshot placeholder: Selecting tags to merge — The Tags page with three tags selected, the toolbar showing 3 items selected and the View, Edit, Delete and Merge buttons.] ## Delete tags 1. Select one or more tags. 2. Click **Delete**. 3. Confirm with **Yes, delete it!** The tags are removed from your tag list. The contacts themselves aren't deleted. ## See and export the contacts with a tag 1. Select one or more tags. 2. Click **View**. A new tab opens listing every contact with those tags. 3. Use **Search here...** to narrow the list, or click **Edit** on a contact to change it. 4. Click **Export** to download the contacts as a spreadsheet. The export runs in the background. You see **Export job started successfully!**, and the file is ready to download when it finishes. ## Common questions **Can I turn a tag into a list?** Use [contact search](https://docs.biglysales.com/manual/contacts.md) with the tag as a filter, then click **Create List from All Results**. **Why do I see two tags with the same name?** Tags created in different places can end up duplicated. Merge them. ## Related - [Contacts](https://docs.biglysales.com/manual/contacts.md) - [Lists](https://docs.biglysales.com/manual/lists.md) - [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Custom attributes > Add your own contact fields, choose which ones are active and in what order, and set them up as search filters on the Contacts page. - Section: Using the app (manual) › Contacts & lists - Web page: https://docs.biglysales.com/manual/custom-attributes - Video: placeholder — "Adding your own contact fields" (not yet recorded) **Custom attributes** are your own contact fields, such as a policy number, a lead score or a loan amount. Once an attribute exists, you can fill it in on a contact, map a spreadsheet column to it when importing, and search contacts by it. ## Before you start - You need permission to manage contact attributes. See [Team members](https://docs.biglysales.com/manual/team-members.md). - Both screens are in the user menu (your initials, top right): **Add Contact Attribute** and **Attribute Management**. ## Create an attribute 1. Open the user menu and click **Add Contact Attribute**. You can also click **Create New Attribute** on the **Contact Attributes** page. 2. Enter the **Attribute Name**, for example `Policy Number`. 3. Choose the value type: **String**, **Number** or **Date**. The default is **String**. 4. Under **Search Filter Configuration**, choose how people will search by this field (see the table below), and optionally add **Placeholder Text**. 5. Leave **Enable Search Filter** on to show it as a filter on the Contacts page, or switch it off. 6. Click **Add**. Names must be at least two characters long. > [Screenshot placeholder: Add Contact Attribute — The Add Contact Attribute dialog with Attribute Name filled in, the type dropdown set to String, the Search Filter Configuration section with Input Type, Placeholder Text and the Enable Search Filter switch, and the Add button.] ## Manage your attributes 1. Open the user menu and click **Attribute Management**. The **Contact Attributes** page opens. 2. Attributes under **Active Attributes** are in use. Those under **Inactive Attributes** are hidden. 3. Drag an attribute by its handle to reorder it, or to move it between the two lists. 4. Click **Inactivate all** or **Activate all** to move everything at once. 5. Click **Save** to keep your changes, or **Revert** to undo them. A few standard fields are always active and can't be moved or deleted. To delete an attribute you created, click the delete icon next to it. > [Screenshot placeholder: Contact Attributes page — The Contact Attributes page with Active Attributes and Inactive Attributes side by side, drag handles and delete icons on custom attributes, the Inactivate all and Activate all buttons, Create New Attribute at the top and Save and Revert at the bottom.] ## Set an attribute up as a search filter 1. On the **Contact Attributes** page, click an active attribute's name. **Configure Search Filter** opens. 2. Choose the **Input Type**. 3. For **Number Range**, set **Min Value** and **Max Value**. 4. Optionally add **Placeholder Text**, the hint shown in the empty filter box. 5. Switch **Enable Search Filter** on. 6. Click **Save Configuration**. The filter now appears on the [Contacts](https://docs.biglysales.com/manual/contacts.md) search page. ## Settings explained | Input Type | How people search | |---|---| | **Text Input - Free text** | Type text. Matches values that start with what you type. | | **Select Dropdown** | Pick from a dropdown of values your contacts already have. New values are added to the dropdown within a few minutes. | | **Number Range - Min/Max range** | Enter a minimum and a maximum. | | **Date Range - From/To date** | Pick a from and a to date. | | **Boolean - True/False or 1/0 dropdown** | Pick yes or no. | ## Use attributes elsewhere - **On a contact**: open the contact, click **Edit**, then **Additional Attributes**. See [Contacts](https://docs.biglysales.com/manual/contacts.md#edit-a-contact). - **When importing**: map a column to the attribute on **Pair your data**. See [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md). - **In messages**: attributes can be inserted into text messages as merge fields. See [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md). ## Common questions **An attribute name I typed already exists.** Attribute names are shared, so Bigly reuses the existing field instead of making a duplicate. **A dropdown filter is missing a value I just added.** Values are added to dropdowns every few minutes. Check again shortly. ## Related - [Contacts](https://docs.biglysales.com/manual/contacts.md) - [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md) - [Prompt variables](https://docs.biglysales.com/manual/prompt-variables.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Archived contacts > Archive a contact's conversations to clear them out of your Inbox, find them again in the Archive view, and bring them back. - Section: Using the app (manual) › Contacts & lists - Web page: https://docs.biglysales.com/manual/archived-contacts - Video: placeholder — "Archiving and restoring conversations" (not yet recorded) Archiving clears a contact's conversation out of your [Inbox](https://docs.biglysales.com/manual/inbox.md) without deleting anything. Use it for conversations that are finished, such as a lead who's booked or said no, so your Inbox only shows people who still need attention. Archiving works per **contact**. When you archive one message, every call, text and email with that contact moves to the archive together. ## Before you start - You archive from the [Inbox](https://docs.biglysales.com/manual/inbox.md). - You need permission to update calls, texts or emails. See [Team members](https://docs.biglysales.com/manual/team-members.md). - Archiving doesn't delete the contact, change their lists or tags, or stop campaigns from reaching them. To stop contact, use Do Not Call. See [Contacts](https://docs.biglysales.com/manual/contacts.md#mark-a-contact-do-not-call-text-or-email). ## Archive a conversation 1. Click **Inbox** in the top navigation. 2. Click the conversation you want to archive. 3. Click **Archive** above the conversation list. The conversation leaves your Inbox. It may take a moment for it to move fully into the archive. > [Screenshot placeholder: Archiving from the Inbox — The Inbox with a conversation selected and the DNC and Archive buttons above the conversation list, with Archive highlighted.] ## View archived conversations 1. In the Inbox, click the **Inbox** heading at the top of the conversation list. It changes to **Archive** and the list shows archived conversations. 2. Click **Archive** again to go back to the Inbox. On a phone or narrow window, choose **Archived** from the inbox picker at the top of the screen instead. > [Screenshot placeholder: Archive view — The conversation list with the Archive heading shown in green and a list of archived conversations below it.] ## Restore an archived conversation 1. Open the Archive view. 2. Click the conversation. 3. Click **Archive** (shown as **Unarchive** in some versions of the Inbox). All of that contact's conversations return to your Inbox. ## Common questions **Is an archived contact still in my lists and searches?** Yes. Archiving only affects the Inbox. The contact stays in [Contacts](https://docs.biglysales.com/manual/contacts.md) and on every [list](https://docs.biglysales.com/manual/lists.md). **Can I still see archived messages on the contact's page?** Yes. A contact's full history includes archived conversations. **Can I archive just one message?** No. Archiving always moves every conversation with that contact. ## Related - [Inbox](https://docs.biglysales.com/manual/inbox.md) - [Contacts](https://docs.biglysales.com/manual/contacts.md) - [Lists](https://docs.biglysales.com/manual/lists.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Calls > Build call lists from your contacts, start and schedule AI call campaigns, and track how each campaign and your API leads are performing. - Section: Using the app (manual) › Calling - Web page: https://docs.biglysales.com/manual/calls - Video: placeholder — "Running an AI call campaign from the Calls page" (not yet recorded) The **Calls** page is where you run outbound calling. Each row is a **call list**: a group of contacts you picked with tags and filters. From a call list you can start an **AI blast**, where your AI agent calls every contact on the list, or open the [power dialer](https://docs.biglysales.com/manual/power-dialer.md) to call the contacts yourself. The same page shows a summary of **API Leads**, the leads that arrive from your website, ad platforms or other systems and get called automatically. ## Before you start - [Import your contacts](https://docs.biglysales.com/manual/importing-contacts.md) and [tag them](https://docs.biglysales.com/manual/tags.md) so you can pick the right audience. - Buy at least one number on the [Phone numbers](https://docs.biglysales.com/manual/phone-numbers.md) page. The calls show this number as the caller ID. - For AI blasts, set up at least one [intro](https://docs.biglysales.com/manual/intros.md), your [voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) and your [working hours](https://docs.biglysales.com/manual/calling-hours.md). ## Create a call list 1. Go to **Calls** in the top navigation. 2. Click **New Call List**. The audience screen opens. 3. Choose who to call. Use **Select Tags** (switch between **AND** and **OR** to decide whether contacts need all the tags or any of them), and narrow down by **State**, **City**, **Title** or **Company**. 4. Check the contacts in the list. Tick the box at the top to select everyone who matches, or tick contacts one by one. **Selected Contacts** shows the total. 5. Click **Create Call List**. 6. If you have more than one phone number, pick the number to call from. The new call list appears on the **Calls** page and opens on its own page. If you don't pick any tag or filter, Bigly asks you to confirm before using every contact in your account. Very large audiences also ask for a second confirmation. If you submit the same list twice within a few minutes, the second request is refused so you don't call people twice. ## Start an AI blast 1. On the **Calls** page, find your call list and click the play button (**Start AI Blast**). You can also open the list and click **Start AI Blast** there. 2. Choose the **intro** the agent should use, and the **concurrency** (how many calls run at the same time). 3. Read the checks Bigly shows. **Errors** in red must be fixed before you can start, for example an intro that is missing its first sentence or inbound number. **Warnings** in yellow, such as missing working hours or contacts without ZIP codes, let you continue. 4. Confirm to start. The **Activity** column changes to show the blast is running. Calls only go out inside your working hours and the allowed calling hours for each contact's state. Outside those hours the blast waits and picks up again when the window opens. See [Calling hours](https://docs.biglysales.com/manual/calling-hours.md). > [Screenshot placeholder: Start AI Blast window — The start window for a call list with the intro dropdown, the concurrency field, a yellow warning card listing a missing working-hours setting, and the confirm button.] ## Pause, resume or cancel Use the round buttons in the **Actions** column, or the buttons on the call list's own page: | Button | What it does | |---|---| | **Start AI Blast** | Starts calling the list. Running it again on a completed list starts a new attempt. | | **Pause AI Blast** | Stops placing new calls. Calls already in progress finish. | | **Resume AI Blast** | Continues a paused blast. | | **Cancel AI Blast** | Stops the blast for good. | | **Schedule** | Opens **Configure daily blast schedule** (see below). | | **Delete** | Deletes the call list. This can't be undone. | Every action asks you to confirm first. ## Schedule daily calling 1. Click **Schedule** (the calendar button) on a call list, or **Configure Blast** on its page. 2. In **Configure daily blast schedule**, set the dates and the times the blast should run each day. 3. Save. You can also see and edit these schedules on the [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md) page. ## Read the results Click a call list's name to open it. The top shows **Ready to Call**, the number of **Entries**, the tags used to build the list and the creation date. Below, **Call Blast Sequence** lists each attempt with its intro and these numbers: | Number | Meaning | |---|---| | **Call Attempted** | Calls placed in this attempt. | | **Total Answered** / **Answered by Human** | Calls that connected, and those a person (not voicemail) answered. | | **Meeting booked** | Calls where the agent booked an appointment. | | **SMS Send** | Calls where the agent sent the lead a text. | | **Call Transferred** | Calls transferred to your team. | | **Hit Buffer** / **Not Hit Buffer** | Transfers that lasted long enough to count, and those that dropped early. See [Call transfers](https://docs.biglysales.com/manual/call-transfers.md). | | **Not Picked Up** | Transfers your team didn't pick up, split by reason: **User Hung Up**, **Agent Not Answered**, **SIP Error** or **Unclassified**. | | **Concurrency** | How many calls ran at once. | Click **View Contact Details** to see each contact on the list and call them with the [power dialer](https://docs.biglysales.com/manual/power-dialer.md). > [Screenshot placeholder: Call list detail page — A call list page with Ready to Call, Entries and tags at the top, the Configure Blast and Start AI Blast buttons, and the Call Blast Sequence table with one attempt and its result columns.] ## API leads The **API Leads** box on the **Calls** page shows how many new leads arrived through your integrations. Click **View Details** to open **API Lead Details**, which breaks results down by call attempt (1st, 2nd and so on). Pick a date range of up to 60 days, use **Filter by**, and click **Export CSV** to download the numbers. Besides the call results above, this page shows **Leads**, **Billable Min**, **Total Cost**, **Cost per Lead** and **Cost per Hit Buffer**. How these leads are called is set by your [first-day follow-up](https://docs.biglysales.com/manual/first-day-followup.md). To send leads in, see [Lead webhooks](https://docs.biglysales.com/manual/lead-webhooks.md). ## Troubleshooting **The blast is running but no calls are going out.** You're probably outside your working hours or the contact's allowed hours. Check [Calling hours](https://docs.biglysales.com/manual/calling-hours.md). Calls can also be blocked by compliance checks; see [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md). **I can't start the blast.** Fix the red errors in the start window. Most come from an incomplete [intro](https://docs.biglysales.com/manual/intros.md). **No contacts matched this audience, so nothing was sent.** Your tags and filters don't match any contacts. Remove a filter or check your [tags](https://docs.biglysales.com/manual/tags.md). ## Related - [Power dialer](https://docs.biglysales.com/manual/power-dialer.md) - [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md) - [Call statistics](https://docs.biglysales.com/manual/call-statistics.md) - [Intros](https://docs.biglysales.com/manual/intros.md) - [Calling hours](https://docs.biglysales.com/manual/calling-hours.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Power dialer > Call the contacts on a call list yourself from your browser, one after another, with Bigly dialing the next contact for you. - Section: Using the app (manual) › Calling - Web page: https://docs.biglysales.com/manual/power-dialer - Video: placeholder — "Calling a list with the power dialer" (not yet recorded) The **power dialer** lets you and your team call a list of contacts yourselves, straight from the browser. You don't need a desk phone: your computer's microphone and speakers are the phone. When a call ends, Bigly counts down and dials the next contact automatically, so you can work through a list quickly. Use it when you want people, not the AI agent, to make the calls. For AI calling, see [Calls](https://docs.biglysales.com/manual/calls.md). ## Before you start - Create a call list on the [Calls](https://docs.biglysales.com/manual/calls.md) page. - Buy at least one number on the [Phone numbers](https://docs.biglysales.com/manual/phone-numbers.md) page. - Use a headset if you can, and allow your browser to use your microphone when it asks. ## Open the dialer 1. Go to **Calls** and click the name of a call list. 2. Click **View Contact Details**. The dialer opens with the list's contacts. Each contact shows their name, **Numbers**, **Last Call** (or *Not called yet*), company, title, location and their latest **Note**. ## Make calls 1. In **Caller Number**, choose the number your contacts will see. 2. Click **Start Dialer**. Bigly calls the first contact. 3. Talk to the contact. Their details stay on screen during the call. 4. When the call ends, a **Next Call** button appears with a five-second countdown. Bigly dials the next contact when it reaches zero. Click **Next Call** to dial straight away. 5. To take a break, click **Stop Dialer**. When you're ready, click **Start Dialer** again. **Silence** turns the dialer's sound on or off. > [Screenshot placeholder: Dialer during a call — The power dialer during an active call, with the current contact highlighted, the call state and contact name at the top, and the Stop Dialer button.] ## Find the right contacts - Click **Filters** to narrow the list by **Country**, **State**, **City**, **Company** or **Title**. - Use **sort by** to change the order the contacts are dialed in. ## Who you can't call The dialer won't call a contact who is marked **Do Not Call**. You'll see an error instead. To check or change a contact's settings, open the contact and look at **Communication (Main)**. See [Contacts](https://docs.biglysales.com/manual/contacts.md) and the [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md). Calls you place yourself are still subject to calling-hour and consent rules. Check that you're allowed to call each contact, and at what times, before you start the dialer. ## Power dialer and AI blasts A call list can be called by the AI or by people. While an AI blast is running on the list, the manual dialer buttons are hidden. Pause the AI blast first if you want to call the contacts yourself. The AI buttons (**Start AI Blast**, **Pause AI Blast**, **Resume AI Blast**, **Cancel AI Blast** and **Schedule**) are also on this page. ## Troubleshooting **The Caller Number list is empty.** You don't have a number that's ready to use. Numbers can take a few minutes to become active after you buy them. Check [Phone numbers](https://docs.biglysales.com/manual/phone-numbers.md). **The other person can't hear me.** Check that your browser has microphone access for Bigly and that the right microphone is selected in your computer's sound settings. **Can not initiate call to a DNC contact.** The contact is marked Do Not Call. Skip them or, if they have given you permission again, update their settings. ## Related - [Calls](https://docs.biglysales.com/manual/calls.md) - [Phone numbers](https://docs.biglysales.com/manual/phone-numbers.md) - [Call recordings](https://docs.biglysales.com/manual/call-recordings.md) - [Contacts](https://docs.biglysales.com/manual/contacts.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Phone numbers > Buy the phone numbers your calls and texts come from, set where inbound calls go, and remove numbers you no longer need. - Section: Using the app (manual) › Calling - Web page: https://docs.biglysales.com/manual/phone-numbers - Video: placeholder — "Buying and managing phone numbers" (not yet recorded) Every call and text you send from Bigly comes from one of your phone numbers. The **Numbers** page is where you buy numbers, see the ones you own, and decide what happens when someone calls them back. ## Before you start - If you plan to text from **Vonage** or **Sinch** numbers, finish [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md) first. You can't buy those numbers until you have an approved 10DLC campaign. - Your account needs an active subscription. See [Billing](https://docs.biglysales.com/manual/billing.md). ## Buy a number 1. Go to **Numbers** in the top navigation and open the **Buy Numbers** tab. 2. Choose a **Provider**. You only see the providers turned on for your account. 3. Choose the **Number Type**: **Local** or **Toll Free**. 4. Enter an **Area Code** to find numbers in a particular area. Local numbers in your leads' area codes are more likely to be answered. 5. Click **Search Numbers**. Available numbers are listed with their **Location** and **Price/mo**. 6. Click **Buy Now** next to the number you want. A **Number Bought** message confirms the purchase. > [Screenshot placeholder: Search results — The Buy Numbers tab after a search, with a table of available numbers showing Number, Location and Price/mo, and a Buy Now button on each row.] ### Buying several numbers at once Some accounts buy numbers in batches instead of searching. If you choose this kind of provider, the screen changes: 1. Choose **Outbound** or **Inbound** as the **Number Type**. 2. Enter how many numbers you want in **Count**. 3. Pick one or more **States**, and optionally specific **Area Codes**. If you pick states but no area codes, Bigly uses any area code in those states. 4. Click **Buy Number**. A **Buying Numbers** window shows each setup step as it finishes. If the window says the numbers were bought but setup didn't finish, **don't buy again**. Click **Retry setup**, or contact support. Retrying never buys more numbers. A new number shows as **Pending** until it's ready. It can't be used for calls or texts until its status changes to **Active**. ## See your numbers Open the **My Numbers** tab. The tab shows how many numbers you own. For each number you'll see: | Column | What it shows | |---|---| | **Number** | The number and its status: **Active** (ready to use), **Pending** (still being set up) or **Spam** (flagged as spam and not used for sending). | | **Provider** | The provider the number belongs to. | | **Assigned Forwarding** | Where inbound calls to this number go (see below). | | **Created** | When you bought it. | Use **Filter by Provider** to show one provider's numbers. Numbers are billed monthly, on the 1st of each month. ## Choose where inbound calls go When a lead calls one of your numbers back, the call can go to your AI agent or to a phone. - **Send calls to the AI agent.** For numbers that support it, switch on the **VoiceAi** toggle in **Assigned Forwarding**. Calls to that number are answered by your AI agent, using the inbound intro linked to the number. You can also link a number by choosing it in **Select Number** on an inbound [intro](https://docs.biglysales.com/manual/intros.md). - **Forward calls to a phone.** For numbers that support forwarding, click **Edit**, type the phone number in the format `+1234567890`, and click the check mark. Bigly asks whether to use the same forwarding number for all your numbers; click **Yes** or **No**. Leave the box empty to stop forwarding. > [Screenshot placeholder: My Numbers tab — The My Numbers tab with three numbers: one Active with the VoiceAi toggle on, one Active with a forwarding number and an Edit button, and one Pending, plus the Remove button on each row.] ## Remove a number 1. Open the **My Numbers** tab. 2. Click **Remove** on the number's row and confirm. The number is released and you stop being charged for it. Any intro, campaign or forwarding setting that used it stops working, so update them first. ## Troubleshooting **No active provider contact support to buy phone numbers.** Your account has no number provider turned on. Contact support. **You must have an approved 10DLC campaign before purchasing a Sinch number.** Finish [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md) and wait for the campaign to be approved. **Your subscription has been canceled.** Reactivate your subscription on the [Billing](https://docs.biglysales.com/manual/billing.md) page, then try again. **A number shows Spam.** The number was flagged as spam, so Bigly no longer sends from it. Buy a replacement number, and contact support if you think the flag is wrong. ## Related - [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md) - [Intros](https://docs.biglysales.com/manual/intros.md) - [Power dialer](https://docs.biglysales.com/manual/power-dialer.md) - [Billing](https://docs.biglysales.com/manual/billing.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Call transfers > Understand how your AI agent hands interested leads to your team, where transfers are set up, and how to read transfer results. - Section: Using the app (manual) › Calling - Web page: https://docs.biglysales.com/manual/call-transfers - Video: placeholder — "How live transfers work" (not yet recorded) A **call transfer** (or *live transfer*) is when your AI agent connects a lead to a person on your team during the call. The agent qualifies the lead, says a short line such as *"I'm going to transfer your call"*, and puts the lead through to your transfer number. Your team member can hear a short summary of the conversation before the lead joins. Transfers are often the main goal of an AI call campaign, so Bigly tracks them closely, including transfers that connected but dropped too soon. > [Screenshot placeholder: Transfer results on a call list — A call list's Call Blast Sequence row with the Call Transferred, Hit Buffer, Not Hit Buffer and the four Not Picked Up columns highlighted.] ## Before you start - Make sure someone is available to answer the transfer number during your [working hours](https://docs.biglysales.com/manual/calling-hours.md). Transfers outside those hours are likely to be missed. - Write your [intros](https://docs.biglysales.com/manual/intros.md) so the agent knows when to transfer, for example *"if the lead says yes to Q1 and Q2, transfer the call"*. ## Where transfers are set up | What | Where | |---|---| | The phone number calls are transferred to, and the sentence the agent says before transferring | The **Transfer Call** tool in [Tools configuration](https://docs.biglysales.com/manual/tools-configuration.md). This is set up by your Bigly account team; contact support to change it, or change it through the [MCP](https://docs.biglysales.com/mcp/tools-configuration.md). | | When the agent should transfer | The wording of your [intro](https://docs.biglysales.com/manual/intros.md) and [voice prompt](https://docs.biglysales.com/manual/voice-prompt.md). | | What your team member hears before the lead joins | **Transfer Call Summary Prompt (Outbound)** and **Transfer Call Summary Prompt (Inbound)** on each [intro](https://docs.biglysales.com/manual/intros.md). Leave them empty to connect without a summary. | | Sending transfer details to your CRM | A **Call transferred** [webhook](https://docs.biglysales.com/manual/webhooks.md). | | How long a transfer must last to count | The **transfer buffer**, set by your Bigly account team. | ### Transfer options on the Configure tab **AI › Configure** has three account-wide switches related to transfers. They're usually set when your account is set up, so check with support before changing them. - **Call Forwarding Event**: turns on live-transfer handling for your account. - **Forward Calls Instantly (Without Queue)**: sends transfer events to your systems immediately instead of queueing them, for integrations that need the details straight away. - **SIP to SIP transfer**: for companies with their own phone system (PBX or call-center platform). Transfers go straight to your system over the internet instead of through a regular phone number. The connection details are set up by your Bigly account team. ## What counts as a transfer When a transfer connects, Bigly measures how long it lasts: - **Hit Buffer**: the transfer lasted at least as long as your transfer buffer. Bigly counts it as a successful transfer. - **Not Hit Buffer**: the transfer connected but ended before the buffer. Bigly treats it as a **dropped transfer**, not a success. When a transfer doesn't connect to your team at all, Bigly records why, under **Not Picked Up**: | Reason | What it means | |---|---| | **User Hung Up** | The lead hung up before your team answered. | | **Agent Not Answered** | Nobody on your team picked up. | | **SIP Error** | The phone network couldn't connect the transfer. | | **Unclassified** | Bigly couldn't tell why. | ## When a lead calls back after a dropped transfer If a lead's transfer dropped and they call you back, Bigly can recognise them. Create an inbound [intro](https://docs.biglysales.com/manual/intros.md) with the **Tag** set to **Transferred Dropped**, and the agent uses it to pick up where the last call left off, for example by apologising and transferring again. ## Read transfer results - **Per campaign:** open a call list on the [Calls](https://docs.biglysales.com/manual/calls.md) page. Each attempt shows **Call Transferred**, **Hit Buffer**, **Not Hit Buffer** and the **Not Picked Up** reasons. - **Per call:** go to **Statistics › Calls**. Each call shows **Transferred Length**, **Transferred Call Ringing** and **Transferred Call Picked Up**, and you can listen to the [recording](https://docs.biglysales.com/manual/call-recordings.md). - **For API leads:** open **API Lead Details** from the Calls page. > [Screenshot placeholder: Transfer columns in call statistics — Statistics › Calls with the Transferred Length, Transferred Call Ringing and Transferred Call Picked Up columns visible for a few transferred calls.] ## Troubleshooting **The agent never transfers.** The transfer tool may be off or its description too narrow, or your intro doesn't tell the agent when to transfer. Run a [test call](https://docs.biglysales.com/manual/test-calls.md) and contact support with the result. **Many transfers show Agent Not Answered.** Your team isn't picking up in time. Check who answers the transfer number, and that your [working hours](https://docs.biglysales.com/manual/calling-hours.md) match when they're available. **Many transfers show Not Hit Buffer.** Leads are hanging up soon after joining. Listen to a few [recordings](https://docs.biglysales.com/manual/call-recordings.md): the summary may be too long, or the lead may not have expected a transfer. ## Related - [Tools configuration](https://docs.biglysales.com/manual/tools-configuration.md) - [Intros](https://docs.biglysales.com/manual/intros.md) - [Webhooks](https://docs.biglysales.com/manual/webhooks.md) - [Call statistics](https://docs.biglysales.com/manual/call-statistics.md) - [Calls](https://docs.biglysales.com/manual/calls.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Scheduled callbacks > Let your AI agent agree a callback time with a lead and call them back automatically at that time. - Section: Using the app (manual) › Calling - Web page: https://docs.biglysales.com/manual/scheduled-callbacks - Video: placeholder — "How AI scheduled callbacks work" (not yet recorded) Leads often answer at a bad moment and say *"Can you call me back tomorrow at 3?"*. With **scheduled callbacks**, your AI agent agrees a time with the lead, and Bigly places a new AI call at that time without anyone on your team having to remember. Scheduled callbacks are on by default for AI calls. ## Before you start - Set your [working hours](https://docs.biglysales.com/manual/calling-hours.md). The agent uses them to suggest callback times your team is open. - Make sure your [voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) tells the agent how to handle callback requests. You can use the `{working_hours}` placeholder so the agent knows when you're open. ## How it works 1. During a call, the lead asks to be called back at a particular time. 2. The agent agrees a time with them. It should suggest a time inside your working hours. 3. When the call ends, Bigly tags the call **Scheduled Callback** and saves the agreed time. 4. At that time, Bigly places a new AI call to the lead. Bigly's compliance checks still apply to this call. See [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md). ## When the lead calls you first Leads sometimes call back before the agreed time. To give them the right greeting, create an inbound [intro](https://docs.biglysales.com/manual/intros.md) with **Tag** set to **Scheduled Callback**. When a lead whose last call was tagged Scheduled Callback calls in, the agent uses that intro. The **Tag** list also has **SMS Callback**. ## Where to see callbacks - **Call statistics:** calls that ended with a callback request are counted under **Scheduled Callback**. See [Call statistics](https://docs.biglysales.com/manual/call-statistics.md) and [Lead statistics](https://docs.biglysales.com/manual/lead-statistics.md). - **The contact's history:** the call and its transcript appear on the contact's page and in the [Inbox](https://docs.biglysales.com/manual/inbox.md). On the **Leads** statistics page, a scheduled callback counts as *not yet a success*, because nothing has been booked or transferred yet. On campaign results it's grouped with successful outcomes. Bigly doesn't currently show upcoming callback times or let you change them. If a lead asks you to cancel a callback, mark the contact **Do Not Call** on their contact page. ## Turn scheduled callbacks off 1. Go to **AI › Configure**. 2. Switch on **Disable Schedule CallBacks**. ## Common questions **What time zone is the callback in?** The agent works out the time from the conversation and your account's settings. Set your **Tenant Timezone** on **AI › Configure** so times are understood correctly. See [Calling hours](https://docs.biglysales.com/manual/calling-hours.md). ## Related - [Calling hours](https://docs.biglysales.com/manual/calling-hours.md) - [Intros](https://docs.biglysales.com/manual/intros.md) - [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) - [Call statistics](https://docs.biglysales.com/manual/call-statistics.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Call recordings > Listen to recordings and read transcripts of your AI calls, from a contact's page or from call statistics, and export call records. - Section: Using the app (manual) › Calling - Web page: https://docs.biglysales.com/manual/call-recordings - Video: placeholder — "Finding call recordings and transcripts" (not yet recorded) Bigly keeps a **recording**, a **transcript** and a short **summary** of each AI call. Use them to check what the agent said, coach your team, review a transfer that dropped, or settle a question about what a lead agreed to. ## Before you start - You need permission to view calls. If you can't see the pages below, ask an admin on your account. See [Team members](https://docs.biglysales.com/manual/team-members.md). ## Listen from a contact's page 1. Open the contact from [Contacts](https://docs.biglysales.com/manual/contacts.md) or the [Inbox](https://docs.biglysales.com/manual/inbox.md). 2. Find the **Calls** panel. Each call shows the date and time, the direction, the result tag and the length. 3. Press play on the audio player to listen to the recording. 4. Click **Transcript** to read the conversation. After an AI call, Bigly also adds a **Call Summary** note to the contact, unless the call reached voicemail. ## Find calls in statistics 1. Go to **Statistics › Calls**. 2. Use the search box and the **Result**, **Tags**, **Direction** and **Call Length** options to find the calls you want. Switch on **Group by Day** to see daily totals instead of single calls. 3. Use the **Audio** column to play a recording and the **Transcript** column to read it. The same list shows **From**, **To**, **Time**, **Length**, the transfer details, **Answered**, **Meeting Status**, **Failure Reason** and **DNC** for each call. See [Call statistics](https://docs.biglysales.com/manual/call-statistics.md) for the rest of this page. > [Screenshot placeholder: Statistics › Calls with recordings — The Statistics › Calls list with the Audio and Transcript columns, one row's audio playing, and the Export button at the top right.] ## Review AI calls in Bot Activity **AI › Bot Activity** lists the agent's recent conversations. Open a contact to see each call's start time, who started it, duration, numbers and the **TRANSCRIPT/RECORD** links. See [Bot activity](https://docs.biglysales.com/manual/bot-activity.md). ## Export call records On **Statistics › Calls**, click **Export** to download the call list as a spreadsheet. ## How recordings are stored - Recordings and transcripts are kept with the call in your Bigly account. - If you've connected an integration such as [Bullhorn](https://docs.biglysales.com/manual/bullhorn.md), Bigly can also add the call transcript to the contact there. Some states and countries require you to tell people a call is being recorded, or to get everyone's consent. Make sure your scripts and processes meet the rules that apply to you, and get your own legal advice if you're unsure. ## Troubleshooting **There's no audio player on a call.** The call may not have connected, or the recording may still be processing. Check again in a few minutes. **The transcript is empty.** Calls that reached voicemail or ended within seconds may have little or nothing to transcribe. ## Related - [Call statistics](https://docs.biglysales.com/manual/call-statistics.md) - [Bot activity](https://docs.biglysales.com/manual/bot-activity.md) - [Call transfers](https://docs.biglysales.com/manual/call-transfers.md) - [Contacts](https://docs.biglysales.com/manual/contacts.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Inbox > See every call, text and email with your contacts in one place, reply to leads, and archive conversations you've finished with. - Section: Using the app (manual) › SMS & messaging - Web page: https://docs.biglysales.com/manual/inbox - Video: placeholder — "Working your Inbox" (not yet recorded) The **Inbox** brings together every conversation with your contacts: calls, text messages, emails and, if your account has it, voicemail drops. It's where your team picks up replies from leads, sees what the AI agent said, and answers by text or email. ## Before you start - To reply by text, you need a [phone number](https://docs.biglysales.com/manual/phone-numbers.md). To text from most numbers you also need [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md). - Your role needs permission to view calls, texts or emails. Ask an admin if conversations are missing. See [Team members](https://docs.biglysales.com/manual/team-members.md). ## Find a conversation 1. Click **Inbox** in the top navigation. Bigly also opens here when you sign in, unless your account starts on the overview. 2. The left panel lists conversations, newest first. Conversations handled by the AI agent are marked **AI**. 3. Use the filter at the top of the list to show **All**, **Email**, **Message**, **Call** or, on accounts with ringless voicemail, **Voicemail**. Choose **Positive Replies (SMS)** to see only leads who replied positively to a text. 4. Click a conversation to open it. The list shows how many items are loaded out of the total, for example *25 / 140 items*. ## Read and reply The middle panel shows the whole history with the contact, grouped into **Notes**, **Calls**, **Emails**, **Messages** and **Documents**. To send a text: 1. In **Messages**, click **New Message**. 2. Type your message. 3. Click **Send Message**. To send an email, click **New Email** in **Emails**. Use **More Messages** or **More Emails** to see older items. > [Screenshot placeholder: Replying by text — The Messages section of an open conversation with the New Message box open, a typed reply, and the Send Message and Cancel buttons.] If an [SMS agent](https://docs.biglysales.com/manual/sms-agents.md) is answering a contact, your own reply goes into the same thread. Read the latest AI messages first so you don't repeat or contradict them. ## Work with the contact The right panel, **Details**, shows the contact's name, phone numbers, email, location, local time zone, company, stage, latest deal, follow-up date and tags. Click **Edit Details** to change them. To stop calling, texting or emailing someone, use the switches under **Communication (Main)**. Each channel has an **Outgoing** and **Incoming** switch. Click **Detailed DNC** to see or change these settings for a single intro. See [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md). ## Archive a conversation Archiving moves a conversation out of your main list. 1. Select the conversation. 2. Click **Archive** at the top of the list. To see archived conversations, switch the list from **Inbox** to **Archived**. Select one and click **Unarchive** to bring it back. > **Archiving applies to the whole contact:** Archiving acts on every call, text and email with that contact, not just the message you selected. Archived conversations can take a short while to disappear from the list. See also [Archived contacts](https://docs.biglysales.com/manual/archived-contacts.md). ## Troubleshooting **You can't send a text cause you don't have a phone number set.** Your user needs a phone number to send from. Buy one on the [Phone numbers](https://docs.biglysales.com/manual/phone-numbers.md) page or ask an admin. **A reply from a lead is missing.** Check the **Archived** list, and make sure the filter at the top is set to **All**. **A conversation shows Removed.** It was removed from the Inbox and is kept only for your records. ## Related - [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) - [SMS agents](https://docs.biglysales.com/manual/sms-agents.md) - [Contacts](https://docs.biglysales.com/manual/contacts.md) - [Call recordings](https://docs.biglysales.com/manual/call-recordings.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # SMS campaigns > Send a text message campaign to a chosen group of contacts, now or at a scheduled time, and track sends, deliveries and replies. - Section: Using the app (manual) › SMS & messaging - Web page: https://docs.biglysales.com/manual/sms-campaigns - Video: placeholder — "Sending your first SMS campaign" (not yet recorded) An **SMS campaign** (also called an *SMS blast*) sends one text message to many contacts at once. You choose the message, who gets it and when it goes out. Replies land in your [Inbox](https://docs.biglysales.com/manual/inbox.md), and you can let an AI agent answer them for you. ## Before you start - [Register for 10DLC](https://docs.biglysales.com/manual/10dlc-registration.md). US carriers block or filter business texts from numbers that aren't registered. - Have at least one [phone number](https://docs.biglysales.com/manual/phone-numbers.md) that can send texts. - [Tag your contacts](https://docs.biglysales.com/manual/tags.md) so you can pick the right audience. - Only text people who have agreed to hear from you. See [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md). ## Create a campaign 1. Go to **SMS › Campaigns**. 2. Click the **Create New Campaign** card. ### Choose your options On **SMS Options**: 1. Optionally choose an **AI Reply Agent**. Contacts who reply to this campaign are answered by that [SMS agent](https://docs.biglysales.com/manual/sms-agents.md). Leave it on **No agent** to answer replies yourself. 2. To send a message your carrier has already approved, tick **Use 10DLC Registered Campaign**, choose your campaign in **Select Campaign**, then pick one of its messages under **Select an Approved Sample Message**. Only campaigns with the status **Active** are listed. 3. Click **Next**. > [Screenshot placeholder: SMS Options step — The SMS Options step with an AI Reply Agent selected, Use 10DLC Registered Campaign ticked, a campaign chosen, and one approved sample message highlighted.] ### Write the message On **Edit Your Message**: 1. Type your message. Use personalization variables, such as the contact's first name, to make it personal. You can also add emoji and attach an image. 2. If you picked a 10DLC sample message, the text is locked. Go **Back** to choose a different sample. 3. To spread the sends out, tick **Adjust rate of messages per hour** and set **Number of messages** and **Minutes Interval**. Sending slowly helps protect your numbers from being flagged as spam. 4. Click **Next**. ### Choose the audience and send On **Select Your Audience**: 1. Pick contacts with **Select Tags** (choose **AND** or **OR**) and the **State**, **City**, **Title** and **Company** filters. 2. Tick the box at the top to select everyone who matches, or tick contacts one by one. 3. Read the line under the list, for example *1,200 will be texted · 35 skipped (30 Do Not Text, 5 no textable number)*. Contacts marked Do Not Text are skipped automatically. 4. To avoid texting people twice, tick **Ignore contacts you already texted for** and enter a number of hours. 5. To send now, click **Send**. To send later, click **Schedule**, pick the date and time, and click **Schedule** again. Scheduled SMS times are in US Eastern time. 6. If you have more than one number, choose which numbers to send from. A confirmation appears when the campaign is created. Bigly advises not texting the same contact more than once every 12 hours, and skips contacts you try to text more than once within 2 hours, whatever you choose. ## Track results Back on **SMS › Campaigns**, each card shows the campaign's status, ID, message, number of contacts and date. - Click a card to open its page. You'll see **Total Contacts**, **Sends**, **Deliveries** and **Replies**, and a list of contacts with each one's **Status** (**Sent** or **Pending**) and **Blasted At** time. Click a contact to open them. - Click the information button on a card to see the full message, any media and the statistics without leaving the page. For trends across campaigns, see [SMS statistics](https://docs.biglysales.com/manual/sms-statistics.md). To pause, cancel or review scheduled campaigns, use [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md). > [Screenshot placeholder: SMS campaign results — An SMS campaign's page with Back to SMS, the campaign name and status, the Total Contacts, Sends, Deliveries and Replies boxes, and the contacts table with Sent and Pending statuses.] ## Troubleshooting **No approved 10DLC campaigns found.** You need at least one 10DLC campaign with status **Active**. See [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md). **This campaign has no sample messages.** Add sample messages to the 10DLC campaign before using it for a blast. **An identical blast was already submitted.** You sent the same campaign in the last few minutes. Check [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md) before sending again. **The tag doesn't exist.** Pick tags from the list instead of typing them. **Audience is being prepared.** Large campaigns build the contact list in the background. Contacts appear as they're sent. ## Related - [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md) - [SMS agents](https://docs.biglysales.com/manual/sms-agents.md) - [SMS campaign config](https://docs.biglysales.com/manual/sms-campaign-config.md) - [Inbox](https://docs.biglysales.com/manual/inbox.md) - [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # 10DLC registration > Register your business brand and SMS campaigns with US carriers so your texts are delivered, then use the approved campaigns when you send. - Section: Using the app (manual) › SMS & messaging - Web page: https://docs.biglysales.com/manual/10dlc-registration - Video: placeholder — "Registering for 10DLC step by step" (not yet recorded) **10DLC** (10-digit long code) is the US carrier system for business texting from regular 10-digit phone numbers. Before carriers deliver your texts, you register two things: 1. **A brand**: your business, with its legal details. 2. **One or more campaigns**: what kind of messages you send, with sample messages and how people opt in and out. Once a campaign is approved, you can buy texting numbers and send [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) using its approved messages. Carriers, not Bigly, approve or reject registrations, and their review can take some time. ## Before you start Have these ready: - Your company's legal name, address, website and business phone. - Your **EIN** (US tax ID), unless you're a sole proprietor. Public companies also need their stock symbol and exchange. - A contact person's name, email and mobile number. - A privacy policy and terms page on your website, and a clear description of how people agree to get your texts. ## Add your brand 1. Go to **SMS › 10DLC** and open the **Brands** tab. 2. Click **Add Brand**. 3. Choose the **Registration provider**, if you're offered more than one. 4. Choose the **Entity Type**: **Sole Proprietor**, **Private Company**, **Public Company**, **Non-Profit** or **Government**. 5. Fill in the company details: **Company Name**, **Display Name**, **Business Phone**, **Email**, the address, **Country**, **Vertical** and **Website**. 6. Fill in the contact person: **First Name**, **Last Name** and **Mobile Phone**. 7. Enter the **EIN** and **EIN Issuing Country**, and for public companies the **Stock Symbol** and **Stock Exchange**. 8. Click **Create Brand**. 9. In the brands table, click **Submit** to send the brand for registration. The table shows the brand's status, **Identity** status and **Vetting** status. Click **Fetch Status** to get the latest status. ### Sole proprietors: verify your phone Sole proprietor brands must confirm the mobile number on the brand. 1. Click **Verify Phone** on the brand. 2. Click **Send Verification Code**. A 6-digit code is texted to the mobile number. 3. Enter the code and click **Verify Code**. You'll see **Phone Verified!** when it's done. ### Vetting Brands that aren't sole proprietors can register **Low Volume Mixed** campaigns straight away. Other campaign types, such as **Marketing**, need the brand to be vetted first. 1. Wait until the brand's identity is verified. 2. Click **Request Vetting** and choose a vetting provider. 3. Use **Refresh Vetting** to check the result. A vetting score appears when it's done. ## Register a campaign 1. Open the **Campaigns** tab and click **Register New Campaign**. 2. Work through the four steps, clicking **Continue** after each. 3. **Campaign Type**: enter a **Campaign Name**, choose your **10DLC Brand**, and pick the category that matches your messages: **Marketing**, **Customer Care**, **Notifications**, **Low Volume Mixed** or **Security Alerts**. Bigly checks whether your brand qualifies for that type. 4. **Campaign Description**: describe, clearly and honestly, what you'll send (at least 40 characters). Tick **Messages contain links (URLs)** or **Messages contain phone numbers** if they do. 5. **Sample Messages**: add at least two examples of real messages (at least 20 characters each). Click **Add New Message** for more, and use **Insert Variables** for personal details such as first names. 6. **Compliance Details**: fill in your opt-in, opt-out and help keywords and the automatic replies for each, your **Opt-in Process**, **Consent Method** and **Message Frequency Type**, and your **Privacy Policy URL** and **Terms & Conditions URL**. Tick the boxes that apply, such as **Pricing Disclosure** and **Carrier Disclaimer**, and **I agree to the Terms & Conditions**. 7. Click **Submit for approval**. If you saved a campaign without submitting it, click **Submit for approval** on its row in the campaigns table. > [Screenshot placeholder: Register campaign, compliance step — The Register 10DLC SMS Campaign wizard on the Compliance Details step, with opt-in keywords START, YES, opt-out keywords STOP, UNSUBSCRIBE, help keywords HELP, INFO, the Consent Method set to Online Form and the privacy and terms URL fields.] Carriers reject vague descriptions, sample messages that don't match the category, and missing opt-out wording. Make your samples look like the texts you'll really send, include your business name, and add *Reply STOP to unsubscribe*. ## Check status and fix rejections Click **Fetch Status** on a campaign to get the latest status. Common statuses: | Status | Meaning | |---|---| | **pending** / **pending review** / **carriers review** | Waiting for review. | | **active** | Approved. You can use it to buy numbers and send. | | **updates required** / **rejected** | Not approved. Click **Edit & Resubmit**, fix what was flagged, and click **Save & Resubmit**. | | **suspended**, **canceled**, **expired** | No longer usable. Contact support. | You can't edit a submitted campaign while it's under review or after it's approved. For brands and campaigns that are already registered, edits are saved in Bigly only and aren't sent to the carriers, except when you use **Edit & Resubmit**. ## Already registered somewhere else? If your brand or campaign is already registered with your provider, click **Import from provider** instead of registering again. Import works for some providers only; the screen tells you if yours isn't supported. ## Related - [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) - [Phone numbers](https://docs.biglysales.com/manual/phone-numbers.md) - [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Email signature > Create a branded email signature for yourself or your whole company, and add it to the emails you send from Bigly. - Section: Using the app (manual) › SMS & messaging - Web page: https://docs.biglysales.com/manual/email-signature - Video: placeholder — "Creating your email signature" (not yet recorded) An **email signature** is the block at the bottom of your emails with your name, title, contact details, photo and social links. Bigly builds it from the details you enter and a template you choose, so it looks right in your contacts' inboxes without you writing any code. There are two kinds: - **Tenant Signature**: one signature for your whole company. - **User Signature**: your personal signature. > [Screenshot placeholder: Email Signature page — The Email Signature page with the Tenant Signature and User Signature buttons, the Details, Social, Templates and Designs tabs on the left, and a live preview of an email with the signature on the right.] ## Before you start - To save a signature, your role needs permission to change account settings. If **Save** doesn't work, ask an admin. See [Team members](https://docs.biglysales.com/manual/team-members.md). - Have a square photo or logo ready if you want one in the signature. ## Create a signature 1. Click your initials in the top right and choose **Email Signature**. 2. Choose **Tenant Signature** or **User Signature**. 3. On **Details**, fill in **Name**, **Title**, **Company**, **Phone**, **Mobile**, **Website**, **Email** and **Address**. Use **Upload Your Image** to add a photo or logo. 4. On **Social**, add links to your **Facebook**, **Twitter**, **Instagram** and **LinkedIn** pages. Leave any you don't use empty. 5. On **Templates**, choose a layout: **Classic**, **Compact**, **Wide**, **TopBar** or **Strip**. 6. On **Designs**, set the **Social Icons** **Shape**, **Size** and **Space Between**. 7. Check the preview, then click **Save**. To change a signature later, open the page again, edit the fields and click **Save**. Click **Cancel** to discard your changes. > [Screenshot placeholder: Choosing a signature template — The Templates tab with the five layouts Classic, Compact, Wide, TopBar and Strip, one selected, and the preview updating on the right.] ## Use your signature in emails When you create an email campaign, the details step lets you choose a signature in **Select Email Signature**. You'll see the signatures you're allowed to use. ## Tips - Keep it short. Name, title, one phone number and your website are usually enough. - Use the same template across your team so your emails look consistent. - Test it by sending an email to yourself and opening it on your phone. ## Common questions **Who sees the Tenant Signature?** Anyone on your account who sends emails can choose it. **Can I have more than one signature?** You can have a company signature and a personal one. ## Related - [Inbox](https://docs.biglysales.com/manual/inbox.md) - [Profile](https://docs.biglysales.com/manual/profile.md) - [Navigating the app](https://docs.biglysales.com/manual/navigating-the-app.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Ringless voicemail > Drop a pre-recorded voicemail into your contacts' voicemail boxes without their phones ringing, as a campaign or after an unanswered AI call. - Section: Using the app (manual) › Voicemail & blasts - Web page: https://docs.biglysales.com/manual/ringless-voicemail - Availability: Not enabled on every account. Contact support to turn it on - Video: placeholder — "Sending a ringless voicemail campaign" (not yet recorded) **Ringless voicemail** (RVM) leaves a recorded message in a contact's voicemail box without ringing their phone. The contact sees a new voicemail and can listen when it suits them, then call you back. You can use it in two ways: - **Voicemail campaigns**: send one recording to a group of contacts, like an SMS campaign. - **No-answer voicemails**: when your AI agent calls a lead who doesn't answer, Bigly can leave a recorded voicemail automatically. ## Before you start - Ringless voicemail must be turned on for your account. If you don't see **Voicemails** in the top navigation, contact support. - Record your message as a **WAV**, **MP3** or **OGG** file. Keep it short; the upload screen shows the maximum length allowed. - Have at least one [phone number](https://docs.biglysales.com/manual/phone-numbers.md). Your numbers are used as the caller ID, so people who call back reach you. - Make sure you have permission to contact the people you send to. See [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md). ## Send a voicemail campaign 1. Go to **Voicemails** in the top navigation. 2. Click the **Create New Voicemail Campaign** card. 3. On **Upload Your Voicemail**, click **Upload Your Recording** (or drag the file in) and choose your audio file. Bigly checks the format and length, then shows the file name and duration. 4. Click **Next**. 5. Choose your audience with **Select Tags** and the **State**, **City**, **Title** and **Company** filters, then select the contacts. 6. To avoid sending twice, tick **Ignore contacts you already sent a voicemail for** and enter a number of hours. 7. Click **Send**, or click **Schedule**, pick a date and time, and click **Schedule** again. You can also start a voicemail campaign from the campaign type screen by choosing **Ringless Voicemail**. > [Screenshot placeholder: Upload Your Voicemail step — The Upload Your Voicemail step with the Voicemail Recording upload box, the accepted formats and maximum length, an uploaded file showing its name and duration, and the Back and Next buttons.] Say who you are and why you're calling in the first few seconds, give one clear next step, and repeat your callback number. Speak slowly. A recording that sounds personal gets more callbacks than one that sounds like an ad. ## Track results - Click a campaign card on the **Voicemails** page to see the contacts in it. - Go to **Statistics › RVM** for delivery numbers over time. See [RVM statistics](https://docs.biglysales.com/manual/rvm-statistics.md). - In the [Inbox](https://docs.biglysales.com/manual/inbox.md), set the filter to **Voicemail** to see the drops on each contact's history. Delivery is handled by a voicemail provider and results arrive in the background, so numbers can take a while to update after you send. ## Stop a campaign Pause, cancel or delete the campaign from [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md). Deleting a voicemail campaign also stops drops that haven't gone out yet. ## Leave a voicemail after an unanswered AI call 1. Go to **AI › Teach Your Bot › Intros** and open the outbound intro you use for calling. 2. In **No-Answer Voicemail Recording URL**, upload your recording or paste a link to it. 3. Save the intro. When an AI call with that intro rings but isn't answered, Bigly leaves the recording in the lead's voicemail. To avoid repeating the message, each contact gets this voicemail at most once in a set period (seven days unless your account is set differently). Contacts marked Do Not Call or Do Not Text are skipped. See [Intros](https://docs.biglysales.com/manual/intros.md). ## Troubleshooting **Ringless voicemail is not enabled for this account.** Contact support to turn it on. **My recording won't upload.** Check it's a WAV, MP3 or OGG file and within the maximum length. Files converted from other formats sometimes fail; export it again from your recording app. **No contacts matched this audience, so nothing was sent.** Your filters don't match anyone. Remove a filter and try again. ## Related - [RVM statistics](https://docs.biglysales.com/manual/rvm-statistics.md) - [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md) - [Intros](https://docs.biglysales.com/manual/intros.md) - [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Scheduled blasts > Monitor every call and SMS campaign in one list, and pause, resume, cancel, reschedule or re-run them. - Section: Using the app (manual) › Voicemail & blasts - Web page: https://docs.biglysales.com/manual/scheduled-blasts - Video: placeholder — "Managing campaigns from Scheduled Blasts" (not yet recorded) **Scheduled Blasts** is the control room for your campaigns. It lists your call campaigns and SMS campaigns, whether they're scheduled, running or finished, with their results side by side. From here you can pause or cancel a campaign, change a call campaign's daily schedule, or run it again. ## Before you start You create campaigns elsewhere: - Call campaigns on the [Calls](https://docs.biglysales.com/manual/calls.md) page. - SMS campaigns on the [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) page. - Voicemail campaigns on the [Ringless voicemail](https://docs.biglysales.com/manual/ringless-voicemail.md) page. ## Find a campaign 1. Click **Scheduled Blasts** in the top navigation. 2. Use the buttons at the top to show **All Campaigns**, **Inprogress**, **Scheduled**, **Completed**, **Only Calls** or **Only SMS**. 3. Set **From:** and **To:** to limit the list to a date range. 4. Use **Sort by:** to order by **Created Date**, **Status**, **Total Contacts** or **Blast Type**. Each campaign shows its number (for example *Blast #1234*), type, status, when it was created and scheduled, how many contacts it has, the tags or list it was built from, and the intro it uses. ## Read the results The columns change with the campaign type: | Call campaigns | SMS and email campaigns | |---|---| | **Total Answered**: calls that connected | **Sent**: messages sent | | **Success Rate**: calls with a good outcome, such as a transfer or booking | **Delivered**: messages delivered | | **Total Attempts**: calls placed | **Replied**: contacts who replied | | **Meetings Booked** | **Meetings Booked** | | **Concurrency**: calls running at once | | Call campaigns that have run more than once show each run underneath as **Attempt #** with its own numbers. For more detail on a call campaign, open it from the [Calls](https://docs.biglysales.com/manual/calls.md) page. For SMS, open it from [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md). ## Pause, resume or cancel Use the round buttons on each campaign. You'll only see the buttons that apply to its current status. | Button | When it appears | What it does | |---|---|---| | **Pause** | The campaign is running. | Stops sending new calls or messages. | | **Resume** | The campaign is paused. | Carries on where it stopped. | | **Cancel** | Scheduled, running or paused. | Stops the campaign for good. | | **Edit Schedule** | Call campaigns that aren't finished or cancelled. | Opens the daily schedule (see below). | A cancelled campaign won't restart. To call or text the same audience again, use **Re-blast** or create a new campaign. ## Edit a call campaign's schedule 1. Click **Edit Schedule** on a call campaign. 2. Pick the date range in **Select date range**. 3. Add or change the daily calls, each with the time it should start. Click **Add Call** to add another. 4. Set the **Concurrency**, the number of calls that run at once. 5. Click **Update**. Calls still only go out inside your [calling hours](https://docs.biglysales.com/manual/calling-hours.md). > [Screenshot placeholder: Edit Blast Schedule window — The schedule window for a call campaign with the date range picker, two daily call actions with start times, the Concurrency field and the Update and Close buttons.] ## Run a call campaign again Click **Re-blast** on a call campaign to start a new attempt on the same audience. The new attempt appears under the campaign with its own results. ## Troubleshooting **No blasts found.** No campaigns match your filters. Click **All Campaigns** and widen the date range. **A campaign shows Contact list is missing.** The list or tags it was built from were deleted. Create a new campaign. **A call campaign is running but its numbers aren't moving.** It may be outside your calling hours, or calls may be blocked by compliance checks. See [Calling hours](https://docs.biglysales.com/manual/calling-hours.md) and the [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md). **A campaign was cancelled without anyone cancelling it.** Campaigns stop automatically if your account can no longer be billed, for example when a subscription ends. Check [Billing](https://docs.biglysales.com/manual/billing.md). ## Related - [Calls](https://docs.biglysales.com/manual/calls.md) - [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) - [Ringless voicemail](https://docs.biglysales.com/manual/ringless-voicemail.md) - [Call statistics](https://docs.biglysales.com/manual/call-statistics.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # How the AI agent works > See how intros, the voice prompt, prompt variables, settings and follow-ups fit together, and the order to set them up in. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/ai-overview - Availability: The AI menu appears only on accounts with the AI agent turned on - Video: placeholder — "The Bigly AI agent, piece by piece" (not yet recorded) The Bigly AI agent calls your leads, answers inbound calls, qualifies people with your questions, and transfers interested callers to your team or books them a meeting. You set it all up under **AI** in the top menu. No single screen holds the agent's whole script. It is assembled at the moment of each call from several pieces, and you edit each piece on its own tab. Once you know how they fit together, it's much easier to see which tab to open for a given change. ## Before you start - You need the AI agent turned on for your account. If you don't see **AI** in the top menu, contact support. - Your role needs permission to view and change AI settings. See [Team members](https://docs.biglysales.com/manual/team-members.md). - You need at least one [phone number](https://docs.biglysales.com/manual/phone-numbers.md) for the agent to call from and answer on. Your Bigly account team connects it to the agent. ## How a call script is built Every AI call uses one **intro**. When the call starts, Bigly builds the agent's instructions like this: 1. It starts with the **voice prompt**: your base rules for how the agent behaves on every call (persona, how to handle questions, when to transfer, when to hang up). 2. Where the voice prompt contains the `{intro}` placeholder, Bigly inserts the **intro** for this call. The intro holds the campaign-specific script: the opening line and the qualifying questions. 3. The intro's questions fill the `{Q1}`, `{Q2}` and following placeholders, in order. 4. Your **prompt variables** fill placeholders such as `{company_name}`. 5. The contact's details fill placeholders such as `{name}`. 6. Your working hours fill `{working_hours}`, so the agent only offers callback times when you're open. If your voice prompt doesn't contain `{intro}`, the agent runs without your campaign script, and you won't see an error. If an intro has three questions but only `{Q1}` and `{Q2}` in its text, the third question is never asked. Always place a [test call](https://docs.biglysales.com/manual/test-calls.md) after you change the prompt or an intro. **Settings** then control everything around the conversation: the voice, the speech engine, call length, working hours and timezone. **Follow-ups** decide what happens after the first call, such as more calls, texts and picture messages. ## Where each piece lives | Piece | What it controls | Where to change it | |---|---|---| | [Intros](https://docs.biglysales.com/manual/intros.md) | The opening lines and qualifying questions for a campaign, and the greetings for inbound callers | **Teach Your Bot › Intros** | | [Prompt variables](https://docs.biglysales.com/manual/prompt-variables.md) | Facts about your business the agent can quote | **Teach Your Bot › Prompt Variables** | | [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) | The base rules for every call, plus voice, speech and timing settings | **Teach Your Bot › Voice Prompt** | | [Test calls](https://docs.biglysales.com/manual/test-calls.md) | Recordings and transcripts of calls you placed to yourself | **Teach Your Bot › Test Calls** | | [Activity log](https://docs.biglysales.com/manual/activity-log.md) | Who changed what in Teach Your Bot, with a way to undo a change | **Teach Your Bot › Activity Log** | | [AI settings](https://docs.biglysales.com/manual/ai-settings.md) | Working hours, timezone, the meeting calendar and account-wide options | **Configure** | | [First day follow-up](https://docs.biglysales.com/manual/first-day-followup.md) | What happens in the hours after a new lead arrives | **First day followup config** | | [Follow-up sequence](https://docs.biglysales.com/manual/followup-sequences.md) | Ongoing daily or weekly calls and texts in the days after that | **Followup Sequence** | | [Bot activity](https://docs.biglysales.com/manual/bot-activity.md) | The agent's latest conversations and the meetings it booked | **Bot Activity** | Other tabs cover [SMS agents](https://docs.biglysales.com/manual/sms-agents.md), [email replies](https://docs.biglysales.com/manual/email-prompt.md), [webhooks](https://docs.biglysales.com/manual/webhooks.md), [web calling](https://docs.biglysales.com/manual/web-calling.md) and [connecting your AI assistant](https://docs.biglysales.com/manual/connect-your-ai.md). Some tabs, such as **Tenant Configuration**, **Qualifying Questions** and **Tools Configuration**, are visible only to the Bigly team, who set them up for you. ## Recommended setup order Work through the tabs in this order. Each step depends on the ones before it. 1. **Set your timezone and working hours.** Open **AI › Configure**, choose your **Tenant Timezone**, then add working hours for every day you take calls. See [AI settings](https://docs.biglysales.com/manual/ai-settings.md). 2. **Fill in your prompt variables.** Open **Teach Your Bot › Prompt Variables** and describe your company, the agent's name and your goal. See [Prompt variables](https://docs.biglysales.com/manual/prompt-variables.md). 3. **Write your voice prompt.** Open **Teach Your Bot › Voice Prompt**, write the base rules and make sure `{intro}` is in the text. Choose the voice and save. See [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md). 4. **Create your intros.** Create one intro per campaign, with both outbound and inbound wording, an inbound number and the questions to ask. Also create an **After Office Hours** intro so that callers who ring when you're closed get your own message. See [Intros](https://docs.biglysales.com/manual/intros.md). 5. **Place a test call.** Call your own phone from the **Test Call** panel on the Voice Prompt tab, then review the recording and the captured answers on **Test Calls**. See [Test calls](https://docs.biglysales.com/manual/test-calls.md). 6. **Set up follow-ups.** Add first-day actions, then the longer follow-up sequence. See [First day follow-up](https://docs.biglysales.com/manual/first-day-followup.md) and [Follow-up sequence](https://docs.biglysales.com/manual/followup-sequences.md). 7. **Start a campaign.** On the [Calls](https://docs.biglysales.com/manual/calls.md) page, start an AI call campaign and choose the intro to use. > **Checks before a campaign starts:** When you start an AI call campaign, Bigly checks your setup first. The campaign can't start if no intro is chosen, or if the chosen intro is missing its outbound or inbound text, its first sentences or its inbound number. Bigly also warns you if your working hours, after-hours intro or follow-ups are missing. ## Common questions **Can I make these changes from Claude or ChatGPT instead?** Yes. Most AI agent settings can be changed through the Bigly MCP. See [Using Bigly with your AI assistant](https://docs.biglysales.com/mcp.md). **I changed the prompt but calls still sound the same.** Check whether the intro used by that campaign has its own voice prompt selected. If it does, that prompt replaces the main one for calls that use the intro. See [Intros](https://docs.biglysales.com/manual/intros.md). **My changes disappeared when I switched tabs.** Teach Your Bot warns you about unsaved changes when you leave a tab. If you chose **Discard**, the changes were dropped. Save before you switch. ## Related - [Intros](https://docs.biglysales.com/manual/intros.md) - [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) - [AI settings](https://docs.biglysales.com/manual/ai-settings.md) - [Using Bigly with your AI assistant](https://docs.biglysales.com/mcp.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Bot activity > See the AI agent's latest conversations and the meetings it has booked for the next two weeks. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/bot-activity - Video: placeholder — "Checking what your AI agent has been doing" (not yet recorded) The **Bot Activity** tab is a quick status check for your AI agent. It shows two panels side by side: the agent's most recent conversations with leads, and the meetings it has booked. Use it to spot-check what the agent is saying and to see what's coming up on your calendar, without opening each contact. > [Screenshot placeholder: Bot Activity tab — AI › Bot Activity with the Latest Communication panel on the left listing contact names, message previews and times, and the Scheduled Meetings panel on the right grouped by day (Today, Tomorrow, weekday names).] ## Before you start - Your role needs permission to view AI settings. See [Team members](https://docs.biglysales.com/manual/team-members.md). - Meetings appear here only after the agent has booked some. To let it book, choose a calendar in [AI settings](https://docs.biglysales.com/manual/ai-settings.md). ## Review the latest conversations 1. Go to **AI** in the top menu and click **Bot Activity** in the left tab list. 2. In the **Latest Communication** panel, scroll through the list. Each row shows the contact's name, a preview of the message (for text messages) and how long ago it happened. More rows load as you scroll. 3. Click a contact's name to open that conversation in the [inbox](https://docs.biglysales.com/manual/inbox.md). ## View archived conversations 1. In the **Latest Communication** panel, click **Show Archive** in the top-right corner. 2. The list switches to archived AI conversations. Clicking a name opens the conversation from your archive. 3. Click **Hide Archive** to go back to current conversations. ## Check upcoming meetings The **Scheduled Meetings** panel lists meetings the agent booked for the next 14 days. They're grouped by day: **Today**, **Tomorrow**, then the weekday name for the coming week, then the full date. Each row shows the start time (or **All Day**), the contact, and the team member the meeting is with. If there's nothing booked, you'll see **No Meetings** and the note *The bot have not scheduled anything for the next 14 days*. > [Screenshot placeholder: Scheduled Meetings panel — The Scheduled Meetings panel with the Export button in the header and several meetings listed under Today and Tomorrow, each showing a time, contact name and team member.] ## Export upcoming meetings 1. In the **Scheduled Meetings** panel, click **Export**. The button appears only when there is at least one meeting. 2. Bigly prepares the export and shows a confirmation message. ## Common questions **Where are call recordings and transcripts?** Bot Activity lists conversations but doesn't play recordings. For calls, see [Call recordings](https://docs.biglysales.com/manual/call-recordings.md) and [Call statistics](https://docs.biglysales.com/manual/call-statistics.md). **Where are the bot's numbers, such as leads and conversions?** See [Bot activity statistics](https://docs.biglysales.com/manual/bot-activity-statistics.md). **A meeting is missing.** The panel only covers the next 14 days and only meetings booked by the AI agent. To see everything, open the [calendar](https://docs.biglysales.com/manual/calendar.md). ## Related - [How the AI agent works](https://docs.biglysales.com/manual/ai-overview.md) - [Inbox](https://docs.biglysales.com/manual/inbox.md) - [Calendar](https://docs.biglysales.com/manual/calendar.md) - [Bot activity statistics](https://docs.biglysales.com/manual/bot-activity-statistics.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Intros > Create the opening lines and qualifying questions the AI agent uses for each campaign and for inbound callers. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/intros - MCP (AI assistant) equivalent: [Intros](https://docs.biglysales.com/mcp/intros.md) - Video: placeholder — "Writing intros that get callers talking" (not yet recorded) An **intro** is the campaign-specific part of the AI agent's script. It holds what the agent says first, the questions it asks to qualify the lead, and what it does next. Your [voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) holds the rules that apply to every call. When a call starts, Bigly drops the intro into the voice prompt where the `{intro}` placeholder sits. You'll usually have one intro per campaign or offer, plus a few special intros for inbound situations, such as callers who ring outside office hours. ## Before you start - Write your [voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) first, and make sure it contains `{intro}`. - Add the phone numbers you want inbound callers to reach. See [Phone numbers](https://docs.biglysales.com/manual/phone-numbers.md). - Fill in your [prompt variables](https://docs.biglysales.com/manual/prompt-variables.md) so you can use placeholders such as `{company_name}` in your wording. ## How intros are used - **Outbound calls.** When you start an AI call campaign on the [Calls](https://docs.biglysales.com/manual/calls.md) page, you choose which intro it uses. Follow-up calls can use an intro too. - **Inbound calls.** When someone calls you, Bigly picks an intro in this order: 1. If you're outside your working hours, the intro tagged **After Office Hours**. 2. An intro tagged to match the caller's most recent tag, such as **Transferred Dropped** or **Scheduled Callback**. 3. The intro whose **Select Number** matches the number they dialled. 4. The intro of the last campaign that contacted them. 5. If none of these match, your voice prompt's default inbound wording. Bigly doesn't stop you from giving two intros the same inbound number. If you do, only one of them is used, so keep each inbound number on a single intro. ## Create an intro 1. Go to **AI › Teach Your Bot › Intros**. 2. Click the **+** button at the end of the intro tabs. A new tab called **New Intro** opens. 3. Enter a **Title**. Your team sees this name when choosing an intro for a campaign. 4. Optionally, choose a **Voice Prompt** for this intro (see [Use a different voice prompt for one intro](#use-a-different-voice-prompt-for-one-intro)). 5. Make sure **Outbound** is selected in the Inbound/Outbound switch, then fill in the outbound fields (see the next section). 6. Click **Inbound** and fill in the inbound fields. 7. Click **Save** at the bottom of the page. > **Fill in both directions:** A campaign can't start if its intro is missing any of these: the outbound intro text, the inbound intro text, the **First Outbound Sentence**, the **First Inbound Sentence** or the inbound number. Leads often call back the number that called them, so the inbound side matters even for outbound campaigns. ## Write the outbound side With **Outbound** selected: 1. **First Outbound Sentence**: the first thing the agent says when the lead answers. For example: *Hi {name}, this is Sarah from {company_name}.* 2. **Second Outbound Sentence**: what the agent says next, once the lead responds. 3. **Transfer Call Summary Prompt (Outbound)**: instructions for the short summary the agent gives your team member before connecting a transferred call. Leave it empty to connect transfers without a summary. 4. **Intro (outbound)**: the script for this campaign. Describe the opening, then how to work through the questions, using `{Q1}`, `{Q2}` and so on where each question should be asked. Say what to do on a yes or a no, for example transfer the call or end it politely. 5. Add your qualifying questions (see [Add qualifying questions](#add-qualifying-questions)). If your account has ringless voicemail turned on, you'll also see **No-Answer Voicemail Recording URL**. Paste a link to a recording, or click **Upload** to upload a WAV, MP3 or OGG file, then save the intro. ## Write the inbound side 1. Click **Inbound** in the switch. 2. To start from your outbound wording, click **Copy from Outbound**. This copies the intro text, the first sentence, the transfer summary prompt and the questions into the inbound fields, replacing what's there. 3. Edit the **First Inbound Sentence**, which is the agent's greeting when someone calls in. 4. Edit the **Transfer Call Summary Prompt (Inbound)** and the **Intro (inbound)** text. 5. In **Select Number**, choose the phone number this intro answers. 6. Leave **Tag** empty for a normal campaign intro. Tags are for the special intros described below. ## Add qualifying questions Each question card has these fields: | Field | What to enter | |---|---| | **Question** | The question the agent asks, such as *Do you own your home?* The first question fills `{Q1}`, the second `{Q2}`, and so on. | | **Attribute Name** | A short name the answer is stored under, such as `owns_home`. Use lowercase words joined by underscores. | | **Answer Type** | **String**, **Number**, **Boolean (True/False)** or **List**. | | **Expected output** (outbound) or **Instruction (Expected answer)** (inbound) | What counts as an answer. Pick a preset, such as *must get a yes, no or equivalent answer*, *must get a number* or *must get a zipcode*, or choose **custom** and type your own instruction. | - Click **Add Question** to add another card. - Click the red bin icon on a card to delete it, then confirm. A card can't be deleted when it's the only one. - If **Uses Prompt Attributes** is on in [AI settings](https://docs.biglysales.com/manual/ai-settings.md), each question has a **Contact Attributes** link. Click **show**, then click an attribute to insert the contact's value into the question. Keep the number of `{Q#}` placeholders in your intro text equal to the number of questions. An extra placeholder is read out literally, and a question with no placeholder is never asked. ## Set up special inbound intros Create a separate intro, click **Inbound**, and choose a **Tag**: | Tag | When it's used | |---|---| | **After Office Hours** | Someone calls outside your working hours. Write a short message saying you're closed and when you'll call back. Without this intro, callers hear a generic closed message. | | **Transferred Dropped** | A caller whose last transfer to your team dropped calls back. Acknowledge the earlier call and offer to connect them again. | | **Scheduled Callback** | The caller has a callback booked. | | **SMS Callback** | The contact asked for a call back over text. | These intros don't need questions. Every account should have an **After Office Hours** intro. ## Use a different voice prompt for one intro By default, every intro uses the main voice prompt. To give one campaign completely different rules: 1. On the [Voice Prompt](https://docs.biglysales.com/manual/voice-prompt.md) tab, save the alternative prompt with **Save As**. 2. Back on **Intros**, open the intro and choose that prompt in the **Voice Prompt** dropdown. 3. Click **Save**. Calls that use this intro now use the selected prompt instead of the main one. The intro is still inserted at its `{intro}` placeholder. ## Change the voice for one intro The right-hand column of each intro has the same voice settings as the Voice Prompt tab: **Voice Engine**, **Speech to Text**, **Text to Speech** and **Voice Activity Detection**. Leave **Voice Engine** on **Same as assistant** to use the main settings, or change them to give this campaign its own voice or model. See [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md#settings-explained) for what each setting does. ## Clone or delete an intro - **Clone:** click **Clone Intro**, choose the intro in **Select Intro**, then click **Clone**. A copy named * - Copy* opens as the first tab. Edit it and click **Save**. - **Delete:** open the intro's tab, click the **×** on the tab, then confirm with **Delete**. ## Settings explained | Field | What it does | |---|---| | **Title** | The intro's name in lists and campaign settings. | | **Message** | A text message for the AI to use with this intro, for accounts that send links by text. | | **Voice Prompt** | Optional. Replaces the main voice prompt for calls that use this intro. | | **Select Number** | The inbound number this intro answers. | | **Tag** | Makes this a special inbound intro (see above). | ## Troubleshooting **The agent skips my campaign script.** The voice prompt is missing `{intro}`. Add it on the [Voice Prompt](https://docs.biglysales.com/manual/voice-prompt.md) tab. **A question is never asked.** Check that the intro text has a `{Q#}` placeholder for every question, in the same order. **Inbound callers get the wrong greeting.** Check which intro has the number in **Select Number**, and whether the caller has a recent tag that matches a tagged intro. **I lost my edits.** If you switch tabs with unsaved changes, Bigly asks you to confirm. Clicking **Discard** drops the changes. Click **Save** first. ## Related - [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) - [Prompt variables](https://docs.biglysales.com/manual/prompt-variables.md) - [Test calls](https://docs.biglysales.com/manual/test-calls.md) - [Manage intros with your AI assistant](https://docs.biglysales.com/mcp/intros.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Prompt variables > Store your company details once and reuse them in your voice prompt and intros with placeholders. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/prompt-variables - MCP (AI assistant) equivalent: [Prompt variables](https://docs.biglysales.com/mcp/prompt-variables.md) - Video: placeholder — "Teaching the agent about your business" (not yet recorded) **Prompt variables** are the facts about your business that the AI agent needs on every call: your company name, the agent's name, who you are, what you want from the call and who you're calling. You fill them in once. Your voice prompt and intros then refer to them with placeholders, so updating a fact here updates every script that uses it. ## Before you start - Your role needs permission to change AI settings. See [Team members](https://docs.biglysales.com/manual/team-members.md). - Have a short description of your company and offer ready. ## Fill in your prompt variables 1. Go to **AI › Teach Your Bot › Prompt Variables**. 2. Type a value in each box. Keep each one short and factual (see the table below). 3. Click **Save** at the bottom of the page. Changes apply to calls that start after you save. ## Use a variable in your scripts Each variable has a placeholder made from its name in lowercase with underscores, inside curly brackets. For example, **Company Name** becomes `{company_name}`. 1. Open **Teach Your Bot › Voice Prompt** or **Intros**. 2. Type the placeholder where you want the value to appear, for example: *Hi {name}, this is {bot_name} from {company_name}.* 3. Save the prompt or intro. On the Voice Prompt tab, the **Variables** panel lists the placeholders you can use. Click one to insert it into the prompt. > [Screenshot placeholder: Variables panel on the Voice Prompt tab — The right-hand column of AI › Teach Your Bot › Voice Prompt with the Variables section expanded, showing clickable placeholder chips and the note '* Click to add in the prompt'.] ## Settings explained | Variable | Placeholder | What to write | |---|---|---| | **Company Name** | `{company_name}` | Your business name as the agent should say it. | | **Bot Name** | `{bot_name}` | The name the agent introduces itself with. | | **Who You Are** | `{who_you_are}` | One or two sentences about your company and what you offer. | | **What Is Your Goal** | `{what_is_your_goal}` | What a successful call looks like, for example *qualify the lead and transfer them to a licensed agent*. | | **Who You Are Calling** | `{who_you_are_calling}` | Who the leads are and why they're being called, for example *homeowners who asked for a solar quote*. | | **Pricing Rule** | `{pricing_rule}` | What the agent may say about price, or that it should never quote prices. | | **Additional Instructions** | `{additional_instructions}` | Any other short rule you want available to your prompts. | | **Tenant External Api Endpoint** | `{tenant_external_api_endpoint}` | Only if your Bigly account team asks you to fill it in. | Filling in a variable doesn't change the agent's behaviour on its own. The value is only used where your voice prompt or an intro includes its placeholder. ## Troubleshooting **The agent reads a placeholder out loud, or leaves a gap where the value should be.** Check that the placeholder is spelled exactly as in the table above, inside curly brackets, and that the variable has a value. Bigly doesn't warn you about a placeholder it can't fill, so place a [test call](https://docs.biglysales.com/manual/test-calls.md) after changes. **I want to see who changed a variable.** Every save is recorded in the [activity log](https://docs.biglysales.com/manual/activity-log.md) under **Prompt Variables**, and you can roll a change back there. **Some text I saved was removed.** Bigly strips text that looks like an attempt to override the agent's instructions. Rephrase the value as a plain fact. ## Related - [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) - [Intros](https://docs.biglysales.com/manual/intros.md) - [Activity log](https://docs.biglysales.com/manual/activity-log.md) - [Manage prompt variables with your AI assistant](https://docs.biglysales.com/mcp/prompt-variables.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Voice prompt > Write the base instructions the AI agent follows on every call, and choose its voice, speech and timing settings. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/voice-prompt - MCP (AI assistant) equivalent: [Voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md) - Video: placeholder — "Writing a voice prompt that works" (not yet recorded) The **voice prompt** is the AI agent's standing instructions: who it is, how it talks, how it handles questions and objections, and when to transfer or hang up. It applies to every call. The campaign-specific part, meaning the opening and the qualifying questions, comes from an [intro](https://docs.biglysales.com/manual/intros.md) and is inserted wherever your prompt contains `{intro}`. The same tab also holds the agent's voice and timing settings, and a panel for placing test calls. ## Before you start - Fill in your [prompt variables](https://docs.biglysales.com/manual/prompt-variables.md) so you can refer to them in the prompt. - Decide on the outcome you want from a call, such as a transfer, a booked meeting or a callback. ## Write the prompt 1. Go to **AI › Teach Your Bot › Voice Prompt**. 2. Click **Outbound** in the switch at the top. 3. Fill in **First sentence outbound calls** and **Second sentence outbound calls**: what the agent says when the lead answers, and what it says next. 4. Fill in **First sentence inbound calls**: the agent's greeting when someone calls you. 5. In the **System Prompt** box, write the agent's rules for outbound calls. Include `{intro}` where the campaign script should go. 6. Click **Inbound** and write the **System Prompt** for inbound calls. It also needs `{intro}`. 7. Click **Save Assistant**. If this is your first save, Bigly asks you to name the prompt. Enter a **Prompt Name** and click **Save**. Without `{intro}`, the agent never sees your campaign script or your qualifying questions, and nothing warns you. Keep it in both the outbound and inbound prompts. ### A structure that works Most working prompts follow the same outline: 1. **Objective:** one or two lines on the goal of the call. 2. **Persona:** who the agent is and how it sounds. Use `{bot_name}` and `{company_name}`. 3. **Rules:** answer the caller's question first, keep replies short, don't repeat greetings. 4. **Voicemail and wrong numbers:** if a voicemail or an automated system answers, end the call. 5. **"Are you a robot?":** how to answer honestly. 6. **`{intro}`:** the campaign script. 7. **Transfer rule:** transfer only after every question is answered. 8. **Callback rule:** offer times within `{working_hours}`, remembering that today is `{date}`. 9. **FAQ and objections:** short, scripted answers. ## Insert variables, contact details and tools - **Variables:** in the right-hand column, open **Variables** and click a placeholder to insert it at the cursor. - **Tools:** open **Tools** and click a tool name, such as the transfer or end-call tool, to insert it. The agent only uses a tool if its name appears in the prompt, so spell it exactly as shown. - **Contact Attributes:** if **Uses Prompt Attributes** is on in [AI settings](https://docs.biglysales.com/manual/ai-settings.md), a **Contact Attributes** link appears on outbound prompts. Click **show**, then click an attribute to insert the contact's value. ## Save and reuse prompts You can keep several named prompts, for example one per product line. - **Save a copy:** click **Save As**, enter a **Prompt Name** and click **Save**. The new prompt is saved and becomes the one in use. - **Switch prompts:** saved prompts are listed under the System Prompt box. Click a name to load it into the editor, then click **Save Assistant** to use it. - **Delete a prompt:** hover over its name, click the bin icon and confirm. - **Use a prompt for one campaign only:** choose it in an intro's **Voice Prompt** dropdown. See [Intros](https://docs.biglysales.com/manual/intros.md#use-a-different-voice-prompt-for-one-intro). ## Place a test call 1. In the right-hand column, open **Test Call**. 2. Enter a **Name**. The agent uses it in place of the contact's name. 3. Enter your **Phone Number** in international format, such as `+15551234567`. 4. Choose one of your **Intros**. 5. Leave **Livekit Version** and **Sip Provider** as they are unless support asks you to change them. 6. Click **Test Call**. Your phone rings within a few moments. Afterwards, review the recording and answers on [Test calls](https://docs.biglysales.com/manual/test-calls.md). Save your changes before testing so the call uses them. ## Settings explained | Section | Setting | What it does | |---|---|---| | General | **Max Duration Of Call** | The longest a call can last before the agent ends it. | | General | **Max Ringing Time** | How long the agent lets the phone ring before giving up. | | General | **AI Speak duration** | How long the agent waits for a silent caller before speaking again. | | General | **Silence Timeout** | How long a call can stay silent before it ends. | | Background Sound | **Audio File**, **Volume** | An optional background sound played during the call, and how loud it is. | | Interruption | **Allow Interruption** | When on, the caller can talk over the agent and it stops to listen. | | LLM | **Voice Engine** | **Cascade (STT + LLM + TTS)** uses separate speech-to-text, language model and text-to-speech steps. **Speech to Speech** uses one model that listens and speaks, so the speech, voice and turn-taking settings below don't apply. | | LLM | **Provider**, **Model**, **Temperature**, **Top P**, **Max Tokens** | The language model and how varied and how long its replies are. Lower temperature gives more predictable answers. | | Speech to Text | **Provider**, model, **Key Terms**, **Language** | How the caller's speech is transcribed. Add product names or unusual words to **Key Terms**, separated by commas. | | Text to Speech | **Provider**, **Voice**, **Speed**, **Volume**, **Emotion** | The agent's voice. You can pick an English and a Spanish voice and choose which one is the **Default**. Click the play icon to hear a voice. | | Turn Detection | **Provider**, **Language** | How the agent decides the caller has finished their turn. | | Voice Activity Detection | **Interrupt Minimum Words**, **Interrupt Speech Duration**, **Min End Pointing Delay**, **Max End Pointing Delay** | How much the caller must say before the agent stops talking, and how long it waits before treating the caller as finished. | Change one setting at a time and place a test call after each change. It's the quickest way to tell what made a difference. ## Troubleshooting **The agent ignores my campaign questions.** Check that `{intro}` is in the System Prompt for that direction (outbound or inbound). **The agent never transfers or never hangs up.** Insert the tool from the **Tools** panel so its exact name is in the prompt. **My edits are gone.** If you switch tabs with unsaved changes, Bigly asks before leaving. **Discard** drops the changes. To undo a saved change, use the [activity log](https://docs.biglysales.com/manual/activity-log.md). **One campaign behaves differently from the rest.** Its intro may have its own voice prompt or voice settings. Open the intro to check. ## Related - [Intros](https://docs.biglysales.com/manual/intros.md) - [Prompt variables](https://docs.biglysales.com/manual/prompt-variables.md) - [Test calls](https://docs.biglysales.com/manual/test-calls.md) - [Edit the voice prompt with your AI assistant](https://docs.biglysales.com/mcp/voice-prompt.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Test calls > Call your own phone with the AI agent, then review the recording, transcript and captured answers. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/test-calls - MCP (AI assistant) equivalent: [Call preview](https://docs.biglysales.com/mcp/call-context-preview.md) - Video: placeholder — "Testing your AI agent before going live" (not yet recorded) Before the AI agent calls real leads, call yourself. A test call uses your current voice prompt, the intro you pick and your settings, exactly as a real call would. The only difference is that the agent uses the name you type instead of a contact's name. The **Test Calls** tab then lists every test call with its recording, transcript and the answers the agent captured for each qualifying question. > [Screenshot placeholder: Test Calls tab — AI › Teach Your Bot › Test Calls listing two test calls, each with the From number, date and time, a play button, the transcript text, and Question's Attribute / Answer pairs below.] ## Before you start - Save your [voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) and [intros](https://docs.biglysales.com/manual/intros.md). Test calls use what's saved, not unsaved edits. - Have a phone you can answer. ## Place a test call 1. Go to **AI › Teach Your Bot › Voice Prompt**. 2. In the right-hand column, open **Test Call**. 3. Enter a **Name**. The agent greets you with this name. 4. Enter your **Phone Number** in international format, for example `+15551234567`. 5. Under **Intros**, choose the intro you want to test. 6. Leave **Livekit Version** and **Sip Provider** as they are unless support asks you to change them. 7. Click **Test Call**. A message under the button confirms the call was placed, or explains what went wrong. 8. Answer your phone and talk to the agent as a lead would. Try a yes path, a no path and an off-script question. > [Screenshot placeholder: Test Call panel — The Test Call section on the Voice Prompt tab with Name, Phone Number, Livekit Version, Sip Provider and Intros filled in, and the green Test Call button.] ## Review the results 1. Go to **AI › Teach Your Bot › Test Calls**. 2. Find your call by its date and time. Each entry shows: - **From:** the number the agent called from. - The date and time of the call. - A play button. Click it to open the recording in a new browser tab. - The transcript of the conversation. - Each **Question's Attribute** with the **Answer** the agent recorded. 3. Compare the answers with what you said. If an answer is wrong or missing, adjust the question's expected answer in the intro, or the wording of the question. ## What to check on every test | Check | What to look for | |---|---| | Opening | The agent uses the right name and company, and no placeholder is read out loud. | | Questions | Every question is asked, in order. | | Answers | Each answer appears under the right attribute name. | | Transfer or end | The agent transfers or ends the call when your script says it should. | | Voice and pace | The voice, speed and pauses sound natural. Adjust them on the Voice Prompt tab. | ## Common questions **Can I test an inbound call?** Call the number set in an intro's **Select Number** from your own phone. Inbound calls aren't placed from the Test Call panel. **Can I preview the script without making a call?** Yes, through the Bigly MCP. Ask your AI assistant to preview the call context for an intro. It shows the full assembled script, with every placeholder filled in, without dialling. See [Preview the call script](https://docs.biglysales.com/mcp/call-context-preview.md). ## Troubleshooting **The call didn't come through.** Check the phone number format, including the `+` and country code, and read the message under the **Test Call** button. **The agent used old wording.** Click **Save Assistant** on the Voice Prompt tab and **Save** on the intro, then call again. **A question was skipped.** The intro text is probably missing that question's `{Q#}` placeholder. See [Intros](https://docs.biglysales.com/manual/intros.md). ## Related - [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) - [Intros](https://docs.biglysales.com/manual/intros.md) - [Preview the call script with your AI assistant](https://docs.biglysales.com/mcp/call-context-preview.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Activity log > See who changed your intros, prompts, prompt variables and voice settings, compare old and new values, and roll a change back. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/activity-log - Video: placeholder — "Tracking and undoing AI agent changes" (not yet recorded) The **Activity Log** records every change made in **Teach Your Bot**: who made it, when, and exactly what changed. If a call starts going wrong after an edit, this is where you find out what changed, and undo it. ## What's tracked | Section | Covers | |---|---| | **Intros** | Intros being created, edited or deleted | | **Prompts** | Other AI prompts on your account | | **Prompt Variables** | Changes to your [prompt variables](https://docs.biglysales.com/manual/prompt-variables.md) | | **Voice Prompts** | Saved voice prompts being created, edited or deleted | | **Voice Settings** | The agent's voice, speech and timing settings, and the prompt in use | Each entry covers one save. If you saved without changing anything, no entry is created. ## Before you start - To roll changes back, your role needs permission to change AI settings. See [Team members](https://docs.biglysales.com/manual/team-members.md). ## Review changes 1. Go to **AI › Teach Your Bot › Activity Log**. 2. Each row shows: - **Date & Time** of the change. - **Performed By**: the team member who made it. - **Action**: Created, Updated or Deleted, plus the section and the item's name. - **Changes Made**: a one-line summary. 3. If a row changed several fields, click it to expand the full list. 4. For each changed field you'll see the old and new values side by side. Added and removed text is highlighted. Long unchanged passages are collapsed. Click the hidden-lines bar to show them. 5. Use the page numbers at the bottom to see older changes. ## Roll back a change You can restore the previous value of one field from an **Updated** entry. 1. Find the change and expand it. 2. Next to the field you want to restore, click **Rollback Change**. 3. In the confirmation, click **Confirm Rollback**. The field goes back to its old value, and the rollback appears in the log as a new update, so you can undo it in the same way. Rollback restores a single field. If a save changed several fields, roll back each one you need. You can't roll back a **Created** or **Deleted** entry, so a deleted intro has to be recreated by hand. ## Common questions **Can I see changes made through the Bigly MCP?** Changes your AI assistant makes are saved like any other change. **Does rolling back affect calls already in progress?** No. The restored value applies to calls that start after the rollback. ## Related - [Intros](https://docs.biglysales.com/manual/intros.md) - [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) - [Prompt variables](https://docs.biglysales.com/manual/prompt-variables.md) - [How changes are made safely through the MCP](https://docs.biglysales.com/mcp/how-changes-work.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Prompt library > Choose which version of Bigly's built-in AI prompts your account follows, or fork a prompt to customise it. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/prompt-selector - Availability: Not enabled on every account. Contact support to turn it on - Video: placeholder — "Choosing and customising built-in prompts" (not yet recorded) Besides your own voice prompt, the AI agent relies on a set of built-in prompts that Bigly writes and maintains, for example the instructions it uses to work out the date and time of a meeting or callback from a conversation. The **Prompt Library** tab lets you see those prompts, choose which version your account uses, and make your own copy of one if you need different wording. ## Before you start - This tab appears only when the prompt library is enabled for your account. - Your role needs permission to change AI settings. See [Team members](https://docs.biglysales.com/manual/team-members.md). ## Versions: Stable and Latest Bigly publishes new versions of each built-in prompt over time. Each prompt has two versions you can follow: - **Stable:** the version marked as stable by Bigly. Accounts follow this one by default. - **Latest:** the version marked as latest. New improvements usually appear here first. Your account follows the version you choose until you change it. When Bigly updates that version, you get the update automatically. ## Choose a version 1. Go to **AI › Prompt Library**. 2. Find the prompt. The card shows its name, version number, type and a preview of the **Prompt Body**. 3. Under **Select Version**, click **Stable** or **Latest**. 4. Click **Confirm** in the message *Are you sure you want to select the … Version?* The selected pill turns green and you'll see *Version updated.* Changing the version can change how the agent behaves. Place a [test call](https://docs.biglysales.com/manual/test-calls.md) afterwards. ## Fork a prompt to customise it Forking gives your account a private copy of a prompt that you can edit. 1. On the prompt's card, click **View Details**. 2. Click **Fork Prompt**. 3. Edit the **Prompt Body**. 4. Click **Save Fork**, or **Cancel** to discard your edits. The card now shows a **Forked** badge and the note *Using your forked version*. > **Forks don't get updates:** While a prompt is forked, your account uses your copy exactly as written. Bigly's later improvements to that prompt don't reach you until you remove the fork. ## Edit or remove a fork 1. Click **View Details** on the forked prompt. 2. To change your copy, click **Edit Prompt**, make your changes and click **Save Fork**. 3. To go back to Bigly's version, click **Remove Fork**. Your account follows the version tag it used before. ## Common questions **Is this the same as my voice prompt?** No. Your main conversation script is on the [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) tab. The library holds Bigly's supporting prompts. **The tab says "No prompts have been published yet."** Bigly hasn't published any library prompts for your account yet. Nothing needs to be done. **I broke something in my fork.** Click **Remove Fork** to return to Bigly's version, then fork again if you still need changes. ## Related - [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) - [Activity log](https://docs.biglysales.com/manual/activity-log.md) - [How the AI agent works](https://docs.biglysales.com/manual/ai-overview.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # AI settings > Set your working hours, timezone and meeting calendar, and turn the AI agent's account-wide options on or off. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/ai-settings - MCP (AI assistant) equivalent: [AI settings](https://docs.biglysales.com/mcp/ai-settings.md) - Video: placeholder — "Setting working hours and AI options" (not yet recorded) The **Configure** tab holds the settings that apply to your whole AI agent rather than to one script: when it may call, which timezone it works in, which calendar it books meetings on, and a list of on/off options that control how leads start and move through your campaigns. ## Before you start - Your role needs permission to change AI settings. See [Team members](https://docs.biglysales.com/manual/team-members.md). - Create the calendar you want meetings booked on. See [Calendar](https://docs.biglysales.com/manual/calendar.md). ## Set your timezone 1. Go to **AI › Configure**. 2. Scroll to **Tenant Timezone** at the bottom and choose your timezone. You can type to search. 3. The change saves straight away and you'll see *Timezone updated*. Set the timezone **before** your working hours. Working hours are read in this timezone. ## Set your working hours Working hours decide when the agent calls leads and sends follow-ups, which callback times it offers, and when inbound callers get your [After Office Hours intro](https://docs.biglysales.com/manual/intros.md#set-up-special-inbound-intros). 1. Turn on **Working hours**. 2. In **Working Day**, choose a day. It's added to the list with a **Start time** and **End time**. 3. Set the start and end time for that day. 4. To add a second window on the same day, such as after a lunch break, click the **+** icon on that day's row. Click the bin icon to remove a window. 5. Repeat for every day you want the agent to work. 6. Click **Update**. You'll see *Settings updated*. > [Screenshot placeholder: Working hours — The Working hours section with Monday and Tuesday listed, each with Start time and End time fields and + and bin icons, the Working Day dropdown below, and the Update button.] With **Working hours** on, a day that has no time window is never callable. Add every day you want calls on. If you never set working hours, Bigly uses a default weekday window, which may not match your business, so always set them. Bigly also applies each lead's local calling-time rules on top of your hours. See [Calling hours](https://docs.biglysales.com/manual/calling-hours.md). ## Choose the calendar for AI meetings 1. In **Calender For Ai Meetings**, choose the calendar the agent should book meetings on. 2. The change saves straight away and you'll see *Calender updated*. Choose **Not Available** if the agent shouldn't book meetings. ## Turn options on or off Each toggle under **Options** saves as soon as you click it, and you'll see *Settings updated*. | Option | What it does | |---|---| | **Same day meeting** | Lets the agent offer meeting times for today. When off, the earliest slot it offers is tomorrow. | | **Start campaign on inbound text** | Lets the AI reply to a text from someone it hasn't been in touch with before. When off, texts from unknown people are left for your team. | | **Start campaign on bigly page lead** | Starts the AI campaign automatically for leads that come in from your [landing pages](https://docs.biglysales.com/manual/landing-pages.md). | | **Start campaign on any inbound lead** | Starts the AI campaign automatically for new leads from any inbound source, such as [lead webhooks](https://docs.biglysales.com/manual/lead-webhooks.md). | | **Call immediately after text response** | Calls the lead as soon as they reply to a text. | | **Block Landlines** | Checks the number type before calling and skips landlines. | | **Execute first followup node immediately** | Runs the first action in your [first day follow-up](https://docs.biglysales.com/manual/first-day-followup.md) straight away, instead of waiting for its delay. | | **Disable Schedule CallBacks** | Stops the agent from booking callbacks. | | **Uses Prompt Attributes** | Shows a **Contact Attributes** picker on intros and the voice prompt, so you can insert the contact's details into questions and prompts. | | **Use Twilio SMS campaigns** | Text follow-ups send the exact text you wrote. When off, a text follow-up can be written by the AI. | | **Pause API Leads** | Pauses the AI for leads that arrive through the API. | ### Options your Bigly team sets up These options depend on setup on Bigly's side. Don't change them unless support asks you to. | Option | What it relates to | |---|---| | **Ping/Post Service** | Accepting leads in real time from lead sellers. | | **SIP to SIP transfer** | How live transfers are connected to your phone system. | | **Call Forwarding Event** | Marks your account as one that transfers calls live to your team. | | **Forward Calls Instantly (Without Queue)** | Sends call-transfer events to your [webhooks](https://docs.biglysales.com/manual/webhooks.md) immediately instead of queuing them. | ## Enable FollowUp Configuration The **Enable FollowUp Configuration** toggle at the top turns your [follow-up sequence](https://docs.biglysales.com/manual/followup-sequences.md) on or off. Click it, then click **Update** to save. ## Common questions **Where do I change the voice or the language model?** On the [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) tab. **Where are transfer numbers and the AI phone number?** These are set up by your Bigly account team. Contact support to change them. **Can incoming calls go straight to my team during office hours?** Yes. Your Bigly account team can set an inbound forward number, so incoming calls connect to that number during your office hours with no AI conversation. Outside office hours, or if the number isn't valid, the AI answers as usual. Contact support to turn it on or change it. **Can my AI assistant change these settings?** Yes. Through the Bigly MCP you can ask for changes such as new working hours. See [AI settings with your AI assistant](https://docs.biglysales.com/mcp/ai-settings.md). ## Troubleshooting **The agent isn't calling anyone.** Check that today has a working-hours window, that the timezone is right, and that the current time in that timezone is inside the window. **Leads are offered callback times when we're closed.** Your working hours are missing or wrong. Fix them here and click **Update**. **The agent can't book meetings.** Check **Calender For Ai Meetings** and the calendar's [availability](https://docs.biglysales.com/manual/availability.md). ## Related - [How the AI agent works](https://docs.biglysales.com/manual/ai-overview.md) - [Calling hours](https://docs.biglysales.com/manual/calling-hours.md) - [Follow-up sequence](https://docs.biglysales.com/manual/followup-sequences.md) - [AI settings with your AI assistant](https://docs.biglysales.com/mcp/ai-settings.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Follow-up sequence > Set up a recurring routine of AI calls, texts and picture messages that keeps following up with new leads until they convert or opt out. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/followup-sequences - MCP (AI assistant) equivalent: [Followup sequence](https://docs.biglysales.com/mcp/followup-sequences.md) - Video: placeholder — "Building a follow-up routine" (not yet recorded) The **Followup Sequence** tab sets up a recurring routine that keeps working your newer leads after their first day. You choose the actions, such as a call, a text or a picture message, and when each one runs, daily or on chosen weekdays. Bigly then runs the routine at those times for every lead that qualifies, until the lead converts, opts out, or reaches your limits. It's separate from the [first day follow-up](https://docs.biglysales.com/manual/first-day-followup.md), which handles the hours right after a lead comes in. A lead who is still working through first-day actions isn't picked up by this routine at the same time. ## Before you start - Turn on **Enable FollowUp Configuration** on the [Configure tab](https://docs.biglysales.com/manual/ai-settings.md#enable-followup-configuration) and click **Update**. The routine doesn't run while it's off. - Set your [working hours](https://docs.biglysales.com/manual/ai-settings.md#set-your-working-hours). Actions only run inside them. - Set up your [voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) and [intros](https://docs.biglysales.com/manual/intros.md), and test them. Follow-up calls are normal AI calls. ## Set the limits 1. Go to **AI › Followup Sequence**. 2. In the **Configuration** panel, fill in: - **How many days to FollowUp**: how many days after a lead was added they stay in the routine. - **Maximum no of messages**: the most follow-up texts a lead can receive. - **Maximum no of calls**: the most follow-up calls a lead can receive. 3. Click **Update Config**. ## Build the routine 1. In the **Routine** panel, click **Add Call**, **Add SMS** or **Add MMS** to add an action. 2. For each action, set the time of day it runs. 3. Choose **Daily** or **Weekly**. For **Weekly**, click the day letters to pick the days. The line under a call action confirms the schedule, for example *Calls will be made on Monday & Thursday*. 4. For an SMS action, type the text, or leave it empty to let the AI write the message. 5. For an MMS action, type the text and click **Upload** to add the picture. 6. To remove an action, click its delete icon. 7. Click **Update Routine**. Actions are saved in time order. > [Screenshot placeholder: Routine actions — The Routine panel with three numbered action cards: 01 a call set to Daily at 10:00 with the note 'Calls will be made daily, including Saturday and Sunday', 02 an SMS set to Weekly with M, W and F selected, and 03 an MMS with text and an uploaded image.] A **Daily** action runs on Saturday and Sunday too, as long as your working hours allow it. Use **Weekly** and pick weekdays if you don't want weekend contact. ## Who gets followed up At each action's time, Bigly checks your leads and includes a lead only if all of these are true: - They were added within **How many days to FollowUp**. - They haven't converted. - They aren't on your do-not-call list (for calls) or do-not-text list (for texts). - They haven't reached your maximum number of calls or messages. - They aren't currently in the middle of a first-day follow-up. Bigly's [compliance checks](https://docs.biglysales.com/manual/compliance-overview.md) still apply to every follow-up call and message. ## Settings explained | Setting | What it does | |---|---| | **Message Interested Followup** | Ask support before changing it. | | **How many days to FollowUp** | How many days after a lead was added they stay in the routine. | | **Maximum no of messages** | Cap on follow-up texts per lead. | | **Maximum no of calls** | Cap on follow-up calls per lead. | | Action time | The time of day the action runs. | | **Daily** / **Weekly** | Run every day, or only on the days you pick. | ## Troubleshooting **Nothing is being sent.** Check that **Enable FollowUp Configuration** is on in [AI settings](https://docs.biglysales.com/manual/ai-settings.md) and that the action's time falls inside your working hours. **A lead stopped getting follow-ups.** They may have converted, opted out, reached a limit, or been added more than **How many days to FollowUp** ago. **My routine disappeared after I left the page.** Click **Update Routine** before leaving. **Update Config** saves only the limits on the left. ## Related - [First day follow-up](https://docs.biglysales.com/manual/first-day-followup.md) - [AI settings](https://docs.biglysales.com/manual/ai-settings.md) - [Intros](https://docs.biglysales.com/manual/intros.md) - [Set up follow-ups with your AI assistant](https://docs.biglysales.com/mcp/followup-sequences.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # First message > Write the first text message template used by the AI, with personalisation fields such as the lead's first name. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/first-message - Video: placeholder — "Writing your first text message" (not yet recorded) The **First Message Config** tab holds a single text message template: the first message the AI uses when it starts a text conversation. You can personalise it with fields such as the lead's first name, so every lead gets a message addressed to them. ## Before you start - Your role needs permission to change AI settings. See [Team members](https://docs.biglysales.com/manual/team-members.md). - If you text leads in the US, make sure your texting is registered. See [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md). ## Write your first message 1. Go to **AI › First Message Config**. 2. Click in the message box and type your message. 3. To add a personalisation field, put the cursor where you want it and click one of the buttons under the box, such as **firstname**. The field appears in the message as a green tag, such as *@firstname*. 4. Click **Update Message**. You'll see *First message updated successfully.* Example: > Hi @firstname, this is Sarah from @tenant_company_name. Thanks for your interest! Is now a good time for a quick call? ## Personalisation fields | Button | Inserts | |---|---| | **firstname**, **lastname** | The lead's first or last name | | **phone**, **email** | The lead's phone number or email address | | **company**, **title** | The lead's company and job title | | **address**, **city**, **state**, **zip**, **country** | The lead's address details | | **source** | Where the lead came from | | **tenant_company_name** | Your company name | If a lead has no value for a field, it may be left out of their message. Write the message so it still reads naturally without the field, and avoid relying on fields that are often empty, such as company or title. ## Tips for a good first message - Keep it short: one or two sentences. - Say who you are and why you're texting. - End with an easy question the lead can answer with yes or no. - Include opt-out wording if your compliance policy requires it. ## Common questions **Is this the same as the agent's first sentence on a call?** No. Call openings are set per intro and on the voice prompt. See [Intros](https://docs.biglysales.com/manual/intros.md) and [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md). **Can I have different first messages for different campaigns?** This tab holds one message for your whole account. For campaign-specific texts, see [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) and [SMS agents](https://docs.biglysales.com/manual/sms-agents.md). ## Related - [SMS agents](https://docs.biglysales.com/manual/sms-agents.md) - [SMS campaign configuration](https://docs.biglysales.com/manual/sms-campaign-config.md) - [Inbox](https://docs.biglysales.com/manual/inbox.md) - [How the AI agent works](https://docs.biglysales.com/manual/ai-overview.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # First day followup > Set up the calls and texts a brand-new lead gets on the day they arrive from Facebook, Instagram, TikTok or your landing pages. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/first-day-followup - MCP (AI assistant) equivalent: [First day followup](https://docs.biglysales.com/mcp/first-day-followup.md) - Video: placeholder — "Reaching new leads on day one" (not yet recorded) **First day followup** is the run of calls and messages a new lead receives as soon as they reach Bigly. It's meant for leads that arrive from third-party sources such as Facebook, Instagram, TikTok or your [landing pages](https://docs.biglysales.com/manual/landing-pages.md). The first step goes out right after the lead is received, and each later step waits for the delay you set. Speed matters with new leads. A call or text in the first few minutes is far more likely to get an answer than one the next day. ## Before you start - Create at least one intro under **AI › Teach Your Bot › Intros**, so the AI knows how to open its calls. See [Intros](https://docs.biglysales.com/manual/intros.md). - Connect your lead source, for example [Facebook Lead Ads](https://docs.biglysales.com/manual/facebook-lead-ads.md), [TikTok Lead Ads](https://docs.biglysales.com/manual/tiktok-lead-ads.md) or a [landing page](https://docs.biglysales.com/manual/landing-pages.md). - On **AI › Configure**, make sure **Enable FollowUp Configuration** is on, and check your **Working hours**. See [AI settings](https://docs.biglysales.com/manual/ai-settings.md). Steps only run inside your working hours. If a step falls outside them (for example after 10 PM), it runs on the next working day at your start time. Open the screen from **AI › First day followup config**. > **Two versions of this screen:** Most accounts see a single list of steps that every new lead runs through. Some accounts have **sequences** turned on, which let you build several step lists and send different leads to different ones. Both are covered below. If you'd like sequences, contact support. ## Build your first-day steps 1. Go to **AI › First day followup config**. 2. If you have intros, choose one under **Select Intro**. The AI uses it on the call steps. 3. Click **SMS**, **Call** or **MMS** to add a step. Steps run in the order they appear. 4. For each step, enter a number in **Duration** and pick **Minute** or **Hour**. This is how long to wait before the step runs. 5. Fill in the step: - **Message**: type the text, or leave it empty to let the AI write the message. - **Call**: nothing else to fill in. The AI calls the lead using your intro and [voice prompt](https://docs.biglysales.com/manual/voice-prompt.md). - **MMS**: type the text and click **Upload** to attach an image, PDF, audio or video file. 6. To remove a step, click the delete icon on its card. 7. Click **Update** to save. > [Screenshot placeholder: First day followup with three steps — AI › First day followup config, with the SMS, Call and MMS buttons at the top, an intro chosen under Select Intro, three step cards (1 - Call, 2 - Message, 3 - MMS) each with a Duration and Minute/Hour picker, and the Update button.] ## Use sequences to target different leads On accounts with sequences, the screen is titled **First day followup** and shows a list of sequences instead of one step list. Each sequence has its own steps, its own intro and, optionally, rules that decide which leads it takes. ### Create a sequence 1. Go to **AI › First day followup config** and click **New sequence** (or **Create the first sequence** if the list is empty). 2. Type a name in **Name this sequence**. 3. Under **Voice intro**, pick the intro its call steps use, or leave **Use the tenant default**. 4. Under **Steps**, click **SMS**, **Call** or **MMS** next to **Add step**. 5. For each step, set the wait. Type a number and choose **Min** or **Hr**, or click a preset: **5m**, **15m**, **30m**, **1h**, **5h** or **1d**. The first step's wait is labelled **Delay before this step**, and later ones **Wait after the previous step**. 6. Use the arrows to reorder steps, or the remove icon to delete one. 7. Click **Save**. > [Screenshot placeholder: Sequence editor — The sequence editor with a name filled in, the Active toggle, a Voice intro picker, a Who runs this sequence section with two rules, and a Steps list with an SMS step and a Call step showing their delay presets.] ### Decide who runs a sequence Under **Who runs this sequence**, click **+ Add rule**. Each rule looks at a contact attribute or the contact's tags. 1. Pick an **Attribute**, then a **Comparison**, then type a **Value**. 2. For tag rules, choose **Has tag** or **Does not have tag** and pick one or more tags. 3. With more than one rule, choose **Match all** (every rule must match) or **Match any** (one is enough). A sequence with no rules is the **catch-all**. It runs for every lead that matches no other sequence. | Comparison | Matches when the attribute… | |---|---| | Equals / Not equals | is (or isn't) exactly the value | | One of / Not one of | is (or isn't) any of a comma-separated list | | Contains / Starts with | contains, or starts with, the text | | Has any value / Has no value | is filled in, or empty | | Has tag / Does not have tag | the contact carries any of the tags (or none of them) | ### How a lead is matched - Sequences **with rules are checked first**, in the order shown in the list. The first one that matches wins. - If none match, the lead runs the catch-all. - Under **Leads that match no rule**, choose **Run the catch-all** or **Do not enrol them** if you only want matching leads followed up. - Use the up and down arrows on a sequence card to change the order sequences are checked in. - Set a sequence to **Inactive** to stop it taking new leads. Contacts already part-way through it still finish. ### Move your existing steps into a sequence If you set up first-day steps before sequences were turned on, you'll see a notice saying **Your existing first day followup has not been moved over yet**. Your old steps keep running for leads that match no rule. Click **Move to new system** to turn them into a normal sequence you can rename and add rules to. Nothing is re-sent, and contacts part-way through carry on where they are. ## When follow-up stops Bigly stops a lead's first-day steps early once the follow-up has done its job, for example when the lead books a meeting or converts, or when a call reaches them. A lead who already has a booked meeting isn't enrolled at all. A lead without a phone number isn't enrolled either. ## Common questions **My new leads aren't getting anything.** Check that **Enable FollowUp Configuration** is on under **AI › Configure**, that you have at least one step saved, and that the lead has a phone number. On accounts with sequences, check that a sequence matches the lead, or that **Run the catch-all** is selected. **Does this apply to leads I import from a spreadsheet?** It's built for leads arriving from integrations and landing pages. For imported lists, use [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) or a [call campaign](https://docs.biglysales.com/manual/calls.md). **What's the difference from the Followup Sequence tab?** First day followup runs once, when a lead is created. [Followup sequences](https://docs.biglysales.com/manual/followup-sequences.md) keep following up with interested leads over the following days. A lead in the middle of its first-day steps isn't picked up by the other follow-up until its first-day steps finish. ## Related - [Followup sequences](https://docs.biglysales.com/manual/followup-sequences.md) - [No reply followup](https://docs.biglysales.com/manual/no-reply-followup.md) - [Intros](https://docs.biglysales.com/manual/intros.md) - [Tags](https://docs.biglysales.com/manual/tags.md) and [custom attributes](https://docs.biglysales.com/manual/custom-attributes.md) - [First day followup through the MCP](https://docs.biglysales.com/mcp/first-day-followup.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # No reply followup > Automatically nudge interested leads by text when they stop replying to your AI SMS conversation. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/no-reply-followup - Availability: Not enabled on every account. Contact support to turn it on - Video: placeholder — "Bringing quiet leads back with no-reply follow-up" (not yet recorded) **No reply followup** sends timed follow-up texts to an interested lead who has gone quiet. An interested lead is one who has already replied to your AI at least once. When an AI text then goes unanswered, Bigly keeps nudging them until they reply, book a meeting, or one of your limits is reached. The AI writes each nudge fresh, so it doesn't repeat earlier messages. You can shape how it writes them with the **Follow-up Instruction** on your [SMS agent](https://docs.biglysales.com/manual/sms-agents.md). ## Before you start - This tab only appears when no-reply follow-up is turned on for your account. Contact support if you don't see **No Reply FollowUp** in the AI menu. - Set up an [SMS agent](https://docs.biglysales.com/manual/sms-agents.md), because the agent writes the follow-up messages. ## Turn on no-reply follow-up 1. Go to **AI › No Reply FollowUp**. 2. Click the **Enable No-Reply Follow-Up** switch so it shows **Active**. 3. Fill in **Sending cadence** and **Limits and schedule** (see the table below). 4. Read the summary line under the switch. It describes, in plain words, what your settings will do. 5. Click **Update**. To pause it, click the switch back to **Inactive** and click **Update**. ## Settings explained | Setting | What it does | |---|---| | **Messages per round** | How many follow-ups to send in each round. | | **Round length** | The period, in **Hour** or **Day**, that the round's messages are spread evenly across. | | **Follow-up window (days)** | Stop following up this many days after the original unanswered message. | | **Maximum messages per lead** | A hard cap on the total follow-ups one lead can receive. | | **Break between rounds (days)** | How many days to wait before the next round starts. **0** means no break. | For example, 2 messages per round over 1 day, with a 7-day window, a cap of 6 and a 1-day break, sends two nudges spaced through the day, pauses a day, then repeats, stopping after 6 messages or 7 days, whichever comes first. **Follow-up window (days)** and **Maximum messages per lead** are the same settings as **How many days to FollowUp** and **Maximum no of messages** on the **Followup Sequence** tab. Changing them in one place changes them in the other. ## Common questions **Who gets these messages?** Only leads who have replied to your AI at least once and then stopped replying. Leads who never replied aren't included. **When do the messages stop?** As soon as the lead replies or books a meeting, or when the window or the per-lead cap is reached. **Can I write the messages myself?** No. The AI writes each one so it reads naturally in the conversation. To change the style, edit the **Follow-up Instruction** on your SMS agent. **Do these respect quiet hours?** See [Calling hours](https://docs.biglysales.com/manual/calling-hours.md) for the rules Bigly applies to outreach. ## Related - [SMS agents](https://docs.biglysales.com/manual/sms-agents.md) - [Followup sequences](https://docs.biglysales.com/manual/followup-sequences.md) - [First day followup](https://docs.biglysales.com/manual/first-day-followup.md) - [Inbox](https://docs.biglysales.com/manual/inbox.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # SMS agents > Create AI agents that reply to your leads' text messages, book meetings by text and follow up when a lead goes quiet. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/sms-agents - MCP (AI assistant) equivalent: [SMS agents](https://docs.biglysales.com/mcp/sms-agents.md) - Video: placeholder — "Building and testing an SMS agent" (not yet recorded) An **SMS agent** is the AI that texts with your leads. When a lead replies to one of your messages, the agent reads the conversation and writes the next reply. It also recognizes what the lead wants. For example, it stops texting someone who opts out, notes a wrong number, and asks for a call back when the lead says *"call me tomorrow at 3"*. You can keep several agents, for example one per offer, and choose one as your **Default**. ## Before you start - Have your company details and offer ready. They go into the agent's prompt. - If you want the agent to book meetings, set up a calendar for the AI first. See [Calendar](https://docs.biglysales.com/manual/calendar.md) and [Availability](https://docs.biglysales.com/manual/availability.md). ## Create an agent 1. Go to **AI › SMS Agents**. 2. Click **Add Agent**. A new agent opens with a starter prompt already filled in. 3. Type a name at the top of the editor. 4. Fill in the **Role & Identity** tab (see below). 5. Fill in the **Prompt & Model** tab. 6. Click **Save**. New agents are saved as **Draft**. > [Screenshot placeholder: SMS Agents list — AI › SMS Agents showing three agent cards, one with the blue Default badge and Active status, one Draft, plus the Add Agent card.] ### Role & Identity | Field | What to enter | |---|---| | **Agent Name** | An internal name, such as *Sales Assistant*. Leads don't see it unless your prompt uses it. | | **Agent Objective** | What this agent should achieve, such as *qualify the lead and book a call*. | | **Opening Greeting** | The first message a new contact gets. Click a variable chip (FirstName, LastName, PhoneNumber, Email, Company, City, State, ZipCode) to insert it. You can use any contact attribute with the `{{FirstName}}` style. | | **Follow-up Instruction** | How the agent should write a nudge when a lead stops replying. This is an instruction to the AI, not a message sent as-is, so placeholders don't work here. Used by [No reply followup](https://docs.biglysales.com/manual/no-reply-followup.md). | | **Book meetings** | Lets the agent offer open times from your AI calendar and book a meeting when the lead picks one. | ### Prompt & Model - **System Prompt**: the full instructions for the agent. The starter prompt has sections for identity, communication style, objectives, rules, hand-off and constraints. Replace every part in square brackets with your own details. The token count beside it is an estimate of the prompt's length. - **AI Model**: pick the model the agent runs on. Models are grouped by provider. - **Model Parameters**: **Temperature** (lower is more predictable, higher is more creative), **Max Output Tokens** (the longest reply it can write) and **Top P**. If you're unsure, leave the defaults. > [Screenshot placeholder: Prompt & Model tab — The SMS agent editor on the Prompt & Model tab, with the System Prompt box, the AI Model cards grouped by provider with one selected, and the Temperature, Max Output Tokens and Top P sliders.] ## Test the agent The **Test** tab appears once the agent has been saved. 1. Open the agent and click **Test**. 2. Type a message as if you were the lead and press Enter. The agent answers. 3. If the agent detects an intent other than a normal reply, the tag is shown under its message, for example **OPTOUT** or **CALLBACK_LATER**. 4. To test a reply partway through a conversation, click **Inject**, choose **User** or **Assistant**, type a message and click **Add**. Injected messages are marked *seeded*. 5. Click the clear icon to start over. When **Book meetings** is on and the lead picks a time, the test shows **Meeting booked (test)**. This is simulated: no event is created and no message is sent. > [Screenshot placeholder: Testing an agent — The Test tab with a short conversation: a user message asking to be called tomorrow afternoon and the agent's reply with the CALLBACK_LATER tag beneath it, plus the Inject button in the header.] ## Make the agent live 1. Click the **Draft** button in the editor header to switch it to **Active**. 2. Click **Set Default** to make it the agent that replies to your leads. Only an active agent can be the default, and only one agent can be the default at a time. 3. Click **Save**. ## What the agent can recognize | Tag | What it means | |---|---| | REPLY | A normal reply that continues the conversation. | | OPTOUT | The lead wants to stop receiving messages. | | WRONG_NUMBER | The lead says it isn't their number. | | NOT_INTERESTED | The lead isn't interested. | | CALLBACK_NOW | The lead wants a call right away. | | CALLBACK_LATER | The lead wants a call at a later time. Bigly schedules the AI call back. See [Scheduled callbacks](https://docs.biglysales.com/manual/scheduled-callbacks.md). | | BOOK_MEETING | The lead picked one of the offered meeting times. Only when **Book meetings** is on. | ## Common questions **I replied to a lead myself. Will the AI talk over me?** No. When someone on your team sends a text to a lead by hand, the AI stops replying to that lead for a while (24 hours by default) so you can take over. **Can I delete an agent?** Yes. Click the delete icon on its card or in the editor, then **Delete**. This can't be undone. **Why is Set Default greyed out?** The agent is still a **Draft**. Make it **Active** first. ## Related - [No reply followup](https://docs.biglysales.com/manual/no-reply-followup.md) - [Inbox](https://docs.biglysales.com/manual/inbox.md) - [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) - [Calendar](https://docs.biglysales.com/manual/calendar.md) - [SMS agents through the MCP](https://docs.biglysales.com/mcp/sms-agents.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # SMS Campaign Configure > Link your registered SMS messaging campaigns to Bigly, choose a default, and update the messages those campaigns send. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/sms-campaign-config - Video: placeholder — "Managing your SMS campaign messages" (not yet recorded) **SMS Campaign Configure** is where you manage the messaging campaigns that carry your SMS blasts. Each campaign has a set of approved messages, such as the first outgoing text and the reply someone gets when they text HELP or STOP. Here you link campaigns to your Bigly account, choose which one is the default, and request changes to their messages. ## Before you start - You need the **Campaign ID** of each campaign you want to link. If you don't have one, contact support. - Changes to campaign messages go through compliance review, so plan ahead. ## Link a campaign 1. Go to **AI › SMS Campaign Configure**. 2. Paste the ID into **Campaign ID**. 3. Click **Associate**. The campaign appears in the list below with its name and status. The first campaign you link becomes your default. A campaign can only be linked to one Bigly account. ## Read a campaign card Each card shows: - **Campaign ID** and **Name**, with a **DEFAULT** badge on your default campaign. - **Campaign Status**, for example active, paused, or pending approval. - **Sending Status**. - **Available Campaign Fields**: the fields you can use in the campaign's messages. ## Choose the default campaign Click **Make default** on the campaign you want. Blasts that use a specific campaign keep using it. Everything else uses your default. ## Pause or activate a campaign When a campaign is ready, active or paused, click **Pause** or **Activate** on its card. You'll see a confirmation when the status changes. ## Update campaign messages 1. Edit any of the message boxes on the card: | Field | What it is | |---|---| | **OutgoingMessage** | The message the campaign sends out. | | **ResponseMessage** | The reply sent when a contact responds. | | **StartMessage** | The confirmation sent when a contact texts START to opt back in. | | **HelpMessage** | The reply sent when a contact texts HELP. | | **StopMessage** | The confirmation sent when a contact texts STOP. | 2. Click **Update**. 3. Confirm with **Yes, update it!**. After you update messages, the campaign goes to **pending approval** while compliance reviews the new wording. This can take some time. Messages must also follow carrier rules, so keep STOP and HELP replies clear and honest. ## Remove a campaign Click **Remove** and confirm. Blasts already sent under it keep their history. You can't remove: - your default campaign while you have others. Make another campaign the default first. - a campaign that a blast which hasn't finished yet is still using. ## Common questions **It says the campaign is already associated with another account.** A campaign can belong to only one Bigly account. Contact support. **I updated the messages, but the old text still goes out.** New wording only applies once it's approved. Check the **Campaign Status** on the card. ## Related - [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) - [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md) - [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md) - [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Email prompt > Write and test the AI prompts that personalize every email in an AI email blast. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/email-prompt - Video: placeholder — "Writing an AI email prompt" (not yet recorded) With an **AI email blast**, Bigly writes a personal subject and body for every contact instead of sending the same template to everyone. The **Email Prompt** tab is where you write the instructions the AI follows and test them on real contacts before you send anything. ## Before you start - Have at least one contact with useful details, such as name, company and title, so you can test against it. - Set up your [email signature](https://docs.biglysales.com/manual/email-signature.md). It's added to AI emails when they're sent. ## Open a prompt 1. Go to **AI › Email Prompt**. 2. Click one of your saved prompts to open it. > [Screenshot placeholder: Saved email prompts — AI › Email Prompt showing a grid of saved prompt cards, each with its prompt name.] ## Test a prompt on a contact 1. Choose **B2C** (selling to consumers) or **B2B** (selling to businesses). 2. In **Search Contacts**, start typing a contact's name and pick them. The **Payload** box fills in with that contact's details. 3. Edit the **Pre Prompt**: the main instructions, such as who you are, what you offer, and the tone to use. 4. Edit the **Rules**: the do's and don'ts, such as length limits or words to avoid. 5. Click **Submit**. After a moment, a sample email appears under **Results**, with a **Subject** and **Body**. Nothing is sent to the contact. 6. Adjust the Pre Prompt or Rules and click **Submit** again until you're happy. > [Screenshot placeholder: Testing an email prompt — The Email Prompt editor with B2B selected, a contact chosen in Search Contacts, the Pre Prompt, Payload and Rules boxes on the left, and a generated Subject and Body under Results on the right.] ## Save the prompt 1. Click **Save Prompt**. 2. Type a **Name**. 3. To keep the original and save your changes as a separate prompt, tick **Save as a new template**. 4. Click **Save**. ## Use the prompt in an email blast When you create an email blast, choose the **AI Email** template. On the next step, **Select Prompt** shows your saved prompts. Click the one you want, then finish the blast as usual. See [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md). ## Settings explained | Field | What it's for | |---|---| | **B2C / B2B** | The kind of audience. It changes the contact details loaded into the payload. | | **Pre Prompt** | Your main instructions to the AI. | | **Payload** | The contact's details the AI writes from. It's filled in when you pick a contact. You don't need to type it. | | **Rules** | Extra rules the AI must follow. | | **Results** | The sample email the AI wrote for this contact. | ## Common questions **It says "Please fill the payload".** Pick a contact in **Search Contacts** first. **Does Submit send an email?** No. It only shows you a preview. **How do I know the emails will read well?** Each contact's email is written by the AI when the blast sends, so test your prompt on a few different contacts first. ## Related - [Email signature](https://docs.biglysales.com/manual/email-signature.md) - [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md) - [Contacts](https://docs.biglysales.com/manual/contacts.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Web calling > Add a talk-to-us button to your website so visitors can speak with your AI agent from their browser, with no phone call needed. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/web-calling - Availability: Not enabled on every account. Contact support to turn it on - MCP (AI assistant) equivalent: [Web calling](https://docs.biglysales.com/mcp/web-call.md) - Video: placeholder — "Putting your AI agent on your website" (not yet recorded) **Web calling** lets visitors on your website talk to your AI agent straight from their browser. You paste a small snippet into your site. It adds a round button in the corner of the page. A visitor clicks it, enters a phone number or email, reads your consent text and clicks to start the call. The AI uses your intro and [voice prompt](https://docs.biglysales.com/manual/voice-prompt.md), just like on a phone call. Each web call is saved against a contact, so you see it alongside your other calls. If the phone number or email already belongs to a contact, the call is added to that contact. Otherwise a new contact is created. ## Before you start - This tab only appears when web calling is turned on for your account. Contact support if you don't see **Web Calling** in the AI menu. - Create at least one intro under **AI › Teach Your Bot › Intros**. See [Intros](https://docs.biglysales.com/manual/intros.md). - You need to be able to edit your website, or ask the person who manages it. ## Set up the website snippet 1. Go to **AI › Web Calling**. 2. Tick **Enable web calling**. 3. In **Allowed domains**, enter the websites the button may appear on, for example `example.com, www.example.com`. Separate them with commas or new lines. 4. Choose an **Intro**, or leave it empty to use your default follow-up intro. 5. Review the **Consent / policy text**. Visitors see it above the start button. `{company}` is replaced with your company name. Click **Reset to default** to go back to the standard wording. 6. Click **Save**. 7. Click **Copy snippet** and paste the snippet into your website, just before the closing body tag of each page where you want the button. The button only works on the domains you list. If **Allowed domains** is empty, it won't work anywhere. You can type a full address or just the domain. Bigly keeps only the domain part. > [Screenshot placeholder: The button on a website — A sample website with the round web-call button in the bottom-right corner and its panel open, showing the phone and email fields, the consent text and the start button.] ## Test a web call You can try a call from inside Bigly before you put the snippet on your site. 1. Scroll to **Test web call**. 2. Enter a **Phone number** or **Email**. **First name** and **Last name** are optional. 3. Choose an **Intro**. 4. Click **Start test call** and allow microphone access when your browser asks. 5. Talk to the agent. **Status** shows the connection, and **Microphone level** moves when you speak. If you can't hear the agent, click **Enable sound**. 6. Click **Disconnect** to end the call. > [Screenshot placeholder: Test web call — The Test web call panel during a call: phone and email filled in, an intro selected, Status showing connected, the microphone level bar, and the Disconnect button.] ## Regenerate the token The snippet contains a token that ties it to your account. If you think it's been copied somewhere it shouldn't be, click **Regenerate token**. The old snippet stops working straight away, so paste the new one into your website right after. ## Settings explained | Setting | What it does | |---|---| | **Enable web calling** | Turns the website button on or off. | | **Allowed domains** | The only websites where the button works. | | **Intro** | The opening the AI uses on web calls. Empty means your default follow-up intro. | | **Consent / policy text** | The notice shown above the start button. Empty uses the default text. | ## Troubleshooting **The button doesn't appear, or calls won't start.** Check that **Enable web calling** is ticked, that the site's domain is in **Allowed domains**, and that the snippet is on the page. If you regenerated the token, update the snippet. **The visitor can't be heard.** The browser needs microphone permission. Ask them to allow it and try again. ## Related - [Intros](https://docs.biglysales.com/manual/intros.md) - [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) - [Calls](https://docs.biglysales.com/manual/calls.md) - [Web calling through the MCP](https://docs.biglysales.com/mcp/web-call.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Webhooks > Send AI call results, booked meetings and opt-outs to your CRM, Zapier or any other system the moment they happen. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/webhooks - MCP (AI assistant) equivalent: [Webhooks](https://docs.biglysales.com/mcp/webhooks.md) - Video: placeholder — "Sending AI call results to your CRM" (not yet recorded) A **webhook** sends information from Bigly to another system as soon as something happens. For example, when the AI transfers a call, Bigly can post the call details and transcript to your CRM, so your team sees them there without copying anything by hand. You can add as many webhooks as you need, each for one event. ## Before you start - Get the **URL** your other system gave you for receiving webhooks (in Zapier, for example, the *Catch Hook* URL). - Find out what authentication it expects: none, a username and password, a bearer token, or a custom header. ## Events you can send | Type | Sent when | |---|---| | **Call transferred** | The AI transfers a call to your team. | | **Call Completed** | An AI call ends. | | **Meeting Booked** | A meeting is booked. | | **Contact Opt Out** | A contact opts out. | | **On Demand** | Your AI agent fires it during a live call, or another system triggers it. See [On Demand webhooks](#on-demand-webhooks). | For **Call transferred** and **Call Completed**, you can limit the webhook to calls that used one intro. ## Add a webhook 1. Go to **AI › Webhooks**. 2. Click **Add New**. A form slides in from the right. 3. Enter a **Name** and the **URL**. 4. Choose the **Type** (the event). 5. For call events, optionally choose an **Intro**. 6. Set **Status** to **Active**. 7. Choose the **Auth Type** and fill in the fields it shows: - **None**: nothing else needed. - **Basic**: **Username** and **Password**. - **Bearer**: **Bearer Token**. - **Custom**: **Header Key** and **Header Value**. 8. Optionally, under **Custom Headers**, click **Add Header** for each extra header your system needs. They're sent on every call, alongside any authentication header. 9. Click **Save**. > [Screenshot placeholder: Adding a webhook — AI › Webhooks with the Add new Webhook panel open on the right: Name, URL, Type set to Call Completed, Intro, Status Active, Auth Type Bearer with a token, and one custom header row.] The webhook now appears in the table, with its **ID**, **Name**, **Status**, **Intro**, **Type**, **URL** and **Last Response**. Click an ID to copy it. > [Screenshot placeholder: Webhooks table — The Webhooks table listing three webhooks with green Active and red Inactive badges, their types and URLs, and the Last Response column showing a truncated reply.] ## Send your own payload By default Bigly sends a standard set of fields for the event, such as the call status, duration, transcript, summary, recording link and outcome. If your system needs a different layout: 1. Open the webhook and click **Use Custom Payload**. 2. Choose the **Method**: **Post** or **Get**. 3. Build the **Query** and **Body**. For each field, type a key name and either a fixed value or a variable, such as a contact field. 4. In **Required Fields Before Post**, list the keys that must have a value, separated by commas. If any is missing, Bigly doesn't call your system. 5. Click **Update**. Click **Use Standard Payload** to go back to the default fields. ## Save values from the response onto the contact If your system replies with useful data, such as its own record ID, you can store it on the contact. 1. Under **Response Mapping**, click **Add Mapping**. 2. Type the **Response path**, for example `data.crm_id`. For lists, include the position, for example `data.0.call.id`. 3. Choose the contact field to store it in. 4. Click **Update**. ## Edit, clone or delete a webhook - Click a row to edit it. Click **Show** next to **Last Webhook Call Response** to see the full reply from your system. - Click **Clone** to copy a webhook, for example to send the same event to a second system. - Click **Delete** to remove it. - To pause a webhook without deleting it, set **Status** to **Inactive**. ## On Demand webhooks An **On Demand** webhook isn't tied to an event. Your AI agent can fire it in the middle of a call, for example to look something up or send a lead to a partner, and then use the reply in the conversation. Setting up the agent to do this is part of [Tools configuration](https://docs.biglysales.com/manual/tools-configuration.md), which the Bigly team handles. Give them the webhook's **ID**. ## Troubleshooting **Nothing arrives at my system.** Check that the webhook is **Active**, the URL is correct, and, for call events, that the **Intro** filter isn't excluding the calls you expect. Then look at **Last Response** for the error your system returned. **My system says it's unauthorized.** Check the **Auth Type** and credentials, and any header names your system requires. ## Related - [Zapier](https://docs.biglysales.com/manual/zapier.md) - [Integrations](https://docs.biglysales.com/manual/integrations.md) - [Lead webhooks](https://docs.biglysales.com/manual/lead-webhooks.md) (sending leads *into* Bigly) - [Tools configuration](https://docs.biglysales.com/manual/tools-configuration.md) - [Webhooks through the MCP](https://docs.biglysales.com/mcp/webhooks.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Tools configuration > Learn which actions your AI agent can take during a call, such as transferring, ending the call or sending a text, and how they're set up. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/tools-configuration - Availability: Set up by your Bigly account team - MCP (AI assistant) equivalent: [Tools configuration](https://docs.biglysales.com/mcp/tools-configuration.md) - Video: placeholder — "What your AI agent can do mid-call" (not yet recorded) During a call, your AI agent can do more than talk. It can transfer the caller to your team, end the call, send a text, fire a webhook or look up a credit score. Each of these is a **tool**. **Tools Configuration** controls which tools the agent may use and how it uses them: what each tool is for, what the agent says while using it, and settings such as the default transfer number. This tab is managed by the Bigly team. You won't see it in your AI menu. To change anything here, contact support, or use the MCP if you have permission (see below). ## The tools | Tool | What the agent does | What can be set | |---|---|---| | **Transfer Call** | Transfers the caller to a person. | Whether the tool is used, the **Default Transfer Number**, and the **Default Transfer Sentence** the agent says before transferring (for example, *"I am going to transfer your call."*). | | **End Call** | Hangs up politely. | The **Default Sentence** it says before ending (for example, *"Thank you for calling!"*). | | **Send SmS** | Sends the caller a text during the call. | The **Default Sms Content**. | | **Webhook Dispatcher** | Fires one of your **On Demand** [webhooks](https://docs.biglysales.com/manual/webhooks.md) and uses the reply. | The **Webhook ID** and the **Default Webhook Sentence** it says while waiting. | | **Credit Score** | Looks up the caller's credit score. | The description only. | Every tool also has a **Description**. This text tells the AI *when* to use the tool, so small wording changes can change its behaviour. For example, a transfer description that says *"only when the caller asks for a quote"* makes the agent transfer less often than one that says *"whenever the caller sounds interested"*. The default sentences mean the agent never goes silent while a tool is working, and always has something to say if the tool can't give it an answer. > [Screenshot placeholder: Tools Configuration (Bigly team view) — AI › Tools Configuration with Transfer Call selected in the Select Tool list, its Description box, and the Default Transfer Number and Default Transfer Sentence fields, with the Save button.] ## How to get a tool changed Contact support and say which tool you want changed and how, for example *"Transfer to 555-0100 instead"* or *"Only transfer callers who confirm they own their home"*. Your transfer number for normal calls is usually set in [AI settings](https://docs.biglysales.com/manual/ai-settings.md). ### Changing tools through the MCP If your account uses the [Bigly MCP](https://docs.biglysales.com/mcp.md) and your role has permission to update AI tool settings, you can view and change these tools from your AI assistant. You can change **End Call**, **Webhook Dispatcher**, **Transfer Call**, **Send SmS** and **Credit Score**. As with every MCP change, the assistant shows you a preview first and nothing changes until you confirm. See [Tools configuration through the MCP](https://docs.biglysales.com/mcp/tools-configuration.md). If you don't have that permission, the assistant can't see these tools. Ask an admin on your account. ## Common questions **The agent isn't transferring calls.** The transfer tool may be switched off, or its description may be too narrow. Contact support, and include a [test call](https://docs.biglysales.com/manual/test-calls.md) or a recent call where you expected a transfer. **Can the agent book meetings during a call?** Meeting booking uses your [calendar](https://docs.biglysales.com/manual/calendar.md) and is set up separately from this list. ## Related - [Webhooks](https://docs.biglysales.com/manual/webhooks.md) - [Call transfers](https://docs.biglysales.com/manual/call-transfers.md) - [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) - [AI settings](https://docs.biglysales.com/manual/ai-settings.md) - [Tools configuration through the MCP](https://docs.biglysales.com/mcp/tools-configuration.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Qualifying questions > Understand the qualifying questions your AI agent asks to decide whether a lead is a good fit, and how to get them changed. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/qualifying-questions - Availability: Set up by your Bigly account team - Video: placeholder — "How your AI agent qualifies leads" (not yet recorded) **Qualifying questions** are the questions your AI agent asks on a call to decide whether a lead is a good fit, for example *"Do you own your home?"* or *"What's your budget?"*. Each possible answer can lead to the next question or to a decision, such as qualifying or disqualifying the lead. This tab is managed by the Bigly team. You won't see it in your AI menu. To add, remove or change a question, contact support. ## How they work - Questions are asked in a set order. - For each question, the Bigly team lists the answers the agent should listen for. - Each answer either moves on to another question or ends the qualification with a decision. - An answer can be saved to a contact attribute, so you can see it on the contact afterwards and use it in lists and filters. See [Custom attributes](https://docs.biglysales.com/manual/custom-attributes.md). > [Screenshot placeholder: Qualifying Questions (Bigly team view) — AI › Qualifying Questions with a numbered list of questions, each with a Question field, a Contact attribute field and a Comma separated possible values field.] ## Asking for a change When you contact support, include: 1. The question, worded the way you'd like the agent to ask it. 2. The answers that matter, and what should happen after each one: the next question, qualify, or disqualify. 3. The contact attribute you want the answer saved to, if any. After the change, place a [test call](https://docs.biglysales.com/manual/test-calls.md) to hear the new flow. ## Common questions **Can I change the wording myself?** Not on this tab. You can shape *how* the agent talks in your [voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) and [prompt variables](https://docs.biglysales.com/manual/prompt-variables.md), but the qualifying questions themselves are set by the Bigly team. **Where do I see a lead's answers?** In the call's transcript and summary, and on the contact if the question saves to an attribute. See [Bot activity](https://docs.biglysales.com/manual/bot-activity.md). ## Related - [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) - [Call transfers](https://docs.biglysales.com/manual/call-transfers.md) - [Custom attributes](https://docs.biglysales.com/manual/custom-attributes.md) - [Test calls](https://docs.biglysales.com/manual/test-calls.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Connect your AI agent > Use the in-app screen to connect Claude, ChatGPT, Claude Code or another AI assistant to your Bigly account, and manage connected apps and access tokens. - Section: Using the app (manual) › AI agent - Web page: https://docs.biglysales.com/manual/connect-your-ai - Availability: Not enabled on every account. Contact support to turn it on - MCP (AI assistant) equivalent: [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) - Video: placeholder — "Connecting your AI assistant to Bigly" (not yet recorded) The **Connect your AI agent** screen gets your AI assistant talking to Bigly through the **Bigly MCP**. Once connected, you can ask your assistant to review and change your AI agent's setup in plain language. For what the MCP can do, see [Using Bigly with your AI assistant](https://docs.biglysales.com/mcp.md). There are two ways to connect: - **Claude and ChatGPT** connect with a sign-in. You don't need a token. - **Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI** and other MCP clients use an access token you generate on this screen. ## Before you start - The MCP must be turned on for your account. If it isn't, the screen says so. Contact support to turn it on. - Your role needs MCP access. If the screen says you don't have permission to manage access tokens, ask an admin on your account. See [Team members](https://docs.biglysales.com/manual/team-members.md). ## Open the screen Go to **AI › Connect your AI agent**. Under **Set up your AI agent**, pick your client from the tabs. The steps change to match it. ## Connect Claude 1. Select **Claude (web, desktop & mobile)**. 2. Click **Add to Claude**. Claude opens with the name and address already filled in. Click **Add**, then **Connect**. On a Team or Enterprise plan, an Owner can click **Add for my organization (Team/Enterprise Owners)** instead, and members then click **Connect**. 3. Sign in to Bigly when asked, choose this workspace and click **Allow**. ## Connect ChatGPT 1. Select **ChatGPT** and click **Open ChatGPT**. 2. In ChatGPT, click **+** and choose to add a custom MCP server. Enter the name and URL shown on the Bigly screen, set authentication to **OAuth**, and leave the client ID and secret empty. 3. Sign in to Bigly when asked, choose this workspace and click **Allow**. > [Screenshot placeholder: Allowing access — The Bigly sign-in and consent page an assistant opens, with the workspace picker and the Allow button.] ## Connect Claude Code, Cursor and other tools 1. Select your client. 2. Type a **Token name**, such as *my-laptop*, and click **Generate token**. 3. Copy the token straight away. It's shown only once. 4. Follow the numbered steps. The command or settings block already contains your token. Click the copy icon and paste it where the step says. 5. If a **Verify the connection** step is shown, run it. You should see **bigly** listed as connected. Anyone with the token can use the MCP as you. Don't share it or paste it into documents. If a token leaks, revoke it (see below) and generate a new one. ## Start the guided setup For clients that show a **Start the guided setup** step, copy that text and paste it into your assistant. It reads Bigly's onboarding guide and asks you what it needs before changing anything. See [Onboarding guide](https://docs.biglysales.com/mcp/onboarding-guide.md). ## Manage connections and tokens - **Connected apps** lists Claude and ChatGPT connections, with when each was connected and last used. Click **disconnect** to remove one. - **Your access tokens** lists the tokens you've generated, with when each was created and last used. Click **revoke** to stop a token working. > [Screenshot placeholder: Connected apps and tokens — The Connected apps table with one Claude connection and its disconnect link, and the Your access tokens table with two tokens, their Created and Last used dates, and revoke links.] ## Troubleshooting **The screen says the MCP isn't enabled.** Contact support to turn it on for your account. **The assistant connects but can't change some settings.** Each area has its own read and update permissions. Ask an admin to check your role. See [Connecting through the MCP](https://docs.biglysales.com/mcp/connect.md). **I lost my token.** Tokens can't be shown again. Revoke the old one and generate a new one. ## Related - [Using Bigly with your AI assistant](https://docs.biglysales.com/mcp.md) - [Connecting through the MCP](https://docs.biglysales.com/mcp/connect.md) - [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md) - [API keys](https://docs.biglysales.com/manual/api-keys.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Main calendar > See every meeting your team and your AI agent have booked, add meetings by hand, and record whether people showed up. - Section: Using the app (manual) › Calendars & appointments - Web page: https://docs.biglysales.com/manual/calendar - Video: placeholder — "Working with the main calendar" (not yet recorded) The **Main Calendar** shows every meeting in your account in one place: meetings your AI agent booked during calls and texts, meetings leads booked on your [booking page](https://docs.biglysales.com/manual/booking-links.md), and meetings you add yourself. Use it to check what's coming up, reschedule, and record whether each meeting actually happened. Meetings are booked against an *availability*, which sets the bookable hours, slot length and who gets assigned. To set those up, see [Availability](https://docs.biglysales.com/manual/availability.md). ## Before you start - You need at least one availability so the agent and your booking page have times to offer. See [Availability](https://docs.biglysales.com/manual/availability.md). - If you also use Google Calendar, Calendly or GoHighLevel, connect them first so their meetings show here too. See [Integrations](https://docs.biglysales.com/manual/integrations.md). ## Open the calendar 1. In the top navigation, click **Calendars › Main Calendar**. 2. The calendar opens on the current period. The left panel shows a small date picker and a list of **Upcoming Events**. 3. Use **Today**, and the back and forward arrows, to move through time. 4. Use **Calendar View:** to switch between the daily, weekly and monthly layouts. 5. Use **Users:** to show the meetings of one team member. The header also shows **Total Attended** for the period you're looking at. ## Add a meeting by hand 1. Click **Add New Event** at the top of the left panel. 2. In the **Add Meeting** window, fill in the details (see [Settings explained](#settings-explained)). 3. Add the people who should attend under **Participants**. You can pick team members or contacts from the list, or type an email address or phone number. 4. Click **Save**. > [Screenshot placeholder: Add Meeting window — The Add Meeting window with Title, Start, Duration, Assigned To and Participants filled in, and the Email Reminders and Text Reminders toggles visible.] ## Edit a meeting or record the outcome 1. Click the meeting on the calendar, or in the **Upcoming Events** list. 2. The **Edit Meeting** window opens. 3. Change the time, participants or reminders as needed. 4. Set **Status** to **Attended** or **No-Show** once the meeting has taken place. New meetings start as **Booked**. 5. Click **Update**. To remove a meeting, open it and click **Delete**. The **Attended** count on this screen, and the meeting figures in [Lead statistics](https://docs.biglysales.com/manual/lead-statistics.md), use the status you set here. Marking meetings as **Attended** or **No-Show** keeps those numbers accurate. ## Settings explained | Field | What it does | |---|---| | **Title** | The meeting name shown on the calendar. | | **Contact Detail** / **Contact Source** | The contact the meeting is with, and where that contact came from. | | **Start** | The date and time the meeting begins. | | **Duration** | How long the meeting lasts. | | **Status** | **Booked**, **Attended** or **No-Show**. | | **Assigned To** | The team member who owns the meeting. | | **Participants** | Team members, contacts, email addresses or phone numbers to invite. | | **Email Reminders** | Sends email reminders to participants before the meeting. | | **Text Reminders** | Sends text reminders. Text reminders currently work for US and Canada phone numbers only. | | **Meeting link** | The video call link for the meeting, if the availability provides one. | | **Reminder Info** | Extra details included with the reminders, such as dial-in instructions. | | **Note** | An internal note about the meeting. | ## Common questions **Who is a meeting assigned to when the AI books it?** Meetings booked by the agent or on your booking page are shared out among the users listed under **Users For Meeting Assingnment** on the availability, in turn. See [Availability](https://docs.biglysales.com/manual/availability.md). **Why can't the agent book a meeting for today?** Same-day bookings are off unless **Same day meeting** is turned on under **AI › Configure**. See [AI settings](https://docs.biglysales.com/manual/ai-settings.md). **I deleted a meeting here. Is it removed from Google Calendar too?** If the meeting came from a connected Google Calendar, deleting it in Bigly also removes it there. See [Google Calendar](https://docs.biglysales.com/manual/google-calendar.md). ## Related - [Availability](https://docs.biglysales.com/manual/availability.md) - [Booking links](https://docs.biglysales.com/manual/booking-links.md) - [Google Calendar](https://docs.biglysales.com/manual/google-calendar.md) - [Calendly](https://docs.biglysales.com/manual/calendly.md) - [Lead statistics](https://docs.biglysales.com/manual/lead-statistics.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Availability > Create the bookable calendars your AI agent and booking page offer to leads, and set their hours, slot length and who gets the meetings. - Section: Using the app (manual) › Calendars & appointments - Web page: https://docs.biglysales.com/manual/availability - Video: placeholder — "Setting up your availability" (not yet recorded) An **availability** is a bookable calendar. It tells Bigly which days and hours leads can book, how long each meeting is, and which team members get the meetings. Your AI agent offers times from it during calls and texts, and your [booking page](https://docs.biglysales.com/manual/booking-links.md) shows the same open times to leads. You can have several availabilities, for example one per product or per sales team. ## Before you start - Add your team members first, so you can assign meetings to them. See [Team members](https://docs.biglysales.com/manual/team-members.md). - Decide how long meetings should be and whether you need a gap between them. ## Create an availability 1. In the top navigation, click **Calendars › Availability**. 2. Click **Add Availability**. 3. Enter a **Title**. Leads see this name on your booking page. 4. Choose a **Slot Duration** and a **Break Duration**. 5. Under **Availability Administrator**, choose at least one user who manages this availability. This field is required. 6. Under **Users For Meeting Assingnment**, choose the team members who should receive meetings. 7. Under **Users For Notification**, choose anyone else who should be told about new bookings. 8. Fill in the optional fields described in [Settings explained](#settings-explained). 9. Click **Save**. > [Screenshot placeholder: Add Availability window — The Add Availability window with Title, Maximum Bookings in a slot, Slot Duration, Break Duration and the user pickers filled in.] ## Set your weekly hours A new availability has no open hours until you set them. 1. In the left panel, click the slots icon next to the availability's name. 2. In **Calendar slots**, tick each weekday you want to open. 3. For each day, pick a start time and an end time. Use the plus icon to add another time range on the same day, for example to leave out lunch. 4. Click **Add** (or **Update** if hours are already set). > [Screenshot placeholder: Calendar slots editor — The Calendar slots panel with Monday to Friday ticked, each with a 09:00 to 17:00 range, and the Add button at the bottom.] ## Block out time To stop bookings on part of a day, for example a holiday or a team meeting: 1. Open the availability in the week or day view. 2. Click the day you want to block. The **Select Out Of Office Time** window opens. 3. Pick the times to block. 4. Click **Out of Office**. ## Manage an availability Each availability in the left panel shows its **Slot Duration** and **Break Duration**, plus these controls: - **Default**: turn on to make this the availability Bigly uses when no other one is chosen. - **Hide Open Slots**: hides the open (bookable) slots on the calendar so you only see booked meetings. - **Auto meeting link**: adds a video meeting link to each booking. Not enabled on every account. - The link icon copies the public booking page link. See [Booking links](https://docs.biglysales.com/manual/booking-links.md). - The embed icon copies code to put the booking page on your website. - The pencil icon opens the availability for editing. - The bin icon deletes the availability. This can't be undone. Use **Calendar View:**, **Availability:** and **Users:** in the header to change what the calendar shows. The legend shows **Scheduled**, **AI** and **Available** times in different colours. > [Screenshot placeholder: Availability screen — Calendars › Availability with one availability selected, its Default and Hide Open Slots toggles in the left panel, and the week view showing Scheduled, AI and Available blocks.] ## Settings explained | Field | What it does | |---|---| | **Title** | The name shown to leads on the booking page. | | **Maximum Bookings in a slot** | How many meetings can be booked in the same time slot. Leave it empty for no limit. | | **Slot Duration** | Meeting length: from 15 minutes to 4 hours, or **All Day**. | | **Break Duration** | A gap added after each meeting, from 0 minutes to 4 hours. | | **Meeting link** | Where the video link comes from: **Paste my own link**, a Google Meet room on your company account, or **No meeting link**. Only shown on accounts with automatic meeting links. | | **Reminder info** | Details included in meeting reminders, such as your own meeting link. | | **Tenant Alias** | An alternative business name to show for this availability. | | **Availability Administrator** | Users who manage this availability. Required. | | **Users For Meeting Assingnment** | Team members who receive the meetings, in turn. | | **Users For Notification** | People notified about new bookings. | | **Customer Page Content** | Text shown on the booking page. | | **Customer Footer Content** | Text shown at the bottom of the booking page. | | **Logo Image** / **Hero Image** | Images shown on the booking page. JPG, PNG, GIF or WebP. | Once an availability has bookings, you can't change its **Slot Duration** or **Break Duration**. ## Troubleshooting **The agent says there are no times available.** Check that weekly hours are set, that the days aren't blocked as out of office, and that **Maximum Bookings in a slot** hasn't been reached. **No times are offered for today.** Same-day meetings are off unless **Same day meeting** is turned on in **AI › Configure**. See [AI settings](https://docs.biglysales.com/manual/ai-settings.md). **Google Meet links aren't being created.** The window shows *Not working* when no company Google account is connected. Connect one under [Integrations](https://docs.biglysales.com/manual/integrations.md). ## Related - [Main calendar](https://docs.biglysales.com/manual/calendar.md) - [Booking links](https://docs.biglysales.com/manual/booking-links.md) - [Google Calendar](https://docs.biglysales.com/manual/google-calendar.md) - [AI settings](https://docs.biglysales.com/manual/ai-settings.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Booking links > Share a public booking page so leads can pick a time on your calendar, or embed it on your website. - Section: Using the app (manual) › Calendars & appointments - Web page: https://docs.biglysales.com/manual/booking-links - Video: placeholder — "Sharing your booking page" (not yet recorded) Every [availability](https://docs.biglysales.com/manual/availability.md) has its own public **booking page**. Leads open it, pick a date and time, enter their details and confirm. The meeting then appears on your [Main calendar](https://docs.biglysales.com/manual/calendar.md), assigned to one of your team members. You can send the link by text or email, add it to an AI follow-up message, or embed the page on your website. ## Before you start - Create an availability and set its weekly hours. Without open hours the page shows *No times available*. See [Availability](https://docs.biglysales.com/manual/availability.md). ## Copy the booking link 1. Click **Calendars › Availability**. 2. In the left panel, select the availability. 3. Click the link icon next to its name. You'll see **Url Copied**. 4. Paste the link wherever you need it. ## Embed the page on your website 1. On the availability card, click the embed icon (**Copy embed code**). 2. Choose a layout: - **Full page (with image)**: the whole page, including your hero image, logo and text. - **Slots only**: just the date picker and time slots. 3. Paste the copied code into your website where the calendar should appear. ## Customise the page Open the availability with the pencil icon and change: - **Title**: the heading at the top of the page. - **Customer Page Content**: a description under the title. - **Customer Footer Content**: small print at the bottom. - **Logo Image** and **Hero Image**: your branding. Click **Update** to save. The page changes straight away. ## What your lead sees 1. The page shows your logo, title and description, a date picker, and the open times for the chosen date in the availability's time zone. 2. The lead picks a time and clicks **Continue**. 3. In **Add your details**, they enter their name, email, phone, business name and website. A **Meeting summary** shows the duration, date and time. 4. They click **Send verification code**. Bigly emails a 6-digit code that expires in 10 minutes. 5. They enter the code and click **Verify**. The page shows **Email verified**. 6. They click **Confirm booking**. The page shows **Booking confirmed**, and a confirmation is sent to them. > [Screenshot placeholder: Booking page with verification — A public booking page on a phone-sized screen, with the Add your details form open, a 6-digit code entered and the Verify button highlighted.] Every booking from the public page needs a verified email. This stops fake or mistyped bookings filling your calendar. If the code expires, the lead clicks **Resend code**. ## Common questions **Who gets the meeting?** Bookings are shared out in turn among the users in **Users For Meeting Assingnment** on the availability. **Can leads book today?** Only when **Same day meeting** is on in **AI › Configure**. See [AI settings](https://docs.biglysales.com/manual/ai-settings.md). **Why are some times missing?** A time disappears once it reaches **Maximum Bookings in a slot**, or when it falls in out-of-office time. See [Availability](https://docs.biglysales.com/manual/availability.md). **I use Calendly instead.** Calendly has its own booking page. Bookings made there still come into Bigly. See [Calendly](https://docs.biglysales.com/manual/calendly.md). ## Related - [Availability](https://docs.biglysales.com/manual/availability.md) - [Main calendar](https://docs.biglysales.com/manual/calendar.md) - [Calendly](https://docs.biglysales.com/manual/calendly.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Landing pages > Build, publish and track landing pages whose form fills arrive in Bigly as new leads. - Section: Using the app (manual) › Landing pages - Web page: https://docs.biglysales.com/manual/landing-pages - Video: placeholder — "Creating your first landing page" (not yet recorded) The **Pages** screen is where you create and manage landing pages. Pages are built in the BiglyPage page builder, which opens from Bigly without a separate login. When a visitor fills in a form on one of your pages, they're added to Bigly as a contact, ready for your AI agent to follow up. ## Before you start - Have your offer, images and form questions ready. - If you want new page leads to start an AI campaign automatically, ask support to check that this is set up on your account. ## Create a page 1. In the top navigation, click **Pages**. 2. Click **Create New Page**, or the blank tile at the start of the grid. 3. The page builder opens. Choose a template, edit the content and add a form. 4. Save your page in the builder. 5. Go back to **Pages** in Bigly. Your page appears in the grid marked **Draft**. > [Screenshot placeholder: Pages grid — The Pages screen with the Create New Page button, several page tiles, one marked Published and one marked Draft.] ## Publish, view and edit a page Hover over a page tile to see its buttons: 1. **View Page** opens the page. A published page opens at its public address. A draft opens a preview. 2. **Publish Page** makes the page live. The tile label changes to **Published**. Click **Unpublish Page** to take it down again. 3. **Edit Page** opens it in the page builder. 4. **Stats** opens visitor statistics. This button appears on landing pages only. > [Screenshot placeholder: Page tile buttons — A page tile with the mouse over it, showing the View Page, Publish Page, Edit Page and Stats buttons.] ## View page statistics 1. Hover over the page and click **Stats**. 2. The **Stats For** screen shows: - **Total Users** and **New Users** who visited the page. - **Data For Time Period**: the date range the figures cover. - A map of where visitors came from. - A **Performance By Date** chart. If a chart says *No data available.*, the page hasn't had visits in that period yet. > [Screenshot placeholder: Page stats — The Stats For screen with Total Users, New Users and Data For Time Period at the top, a world map and a Performance By Date line chart.] ## Delete a page 1. Click the bin icon under the page tile. 2. In **Delete Page**, click **Delete**. ## What happens to form fills Each form submission creates a contact in Bigly, marked as a form-fill lead from your pages. If the person is already a contact, Bigly matches them instead of creating a duplicate. You'll find them under [Contacts](https://docs.biglysales.com/manual/contacts.md). ## Troubleshooting **My page doesn't appear in the grid.** Make sure you saved it in the page builder, then reload **Pages**. **Visitors can't see my page.** Check that the tile says **Published**, not **Draft**. **Form fills aren't showing up as contacts.** The form needs at least a phone number or an email. Contact support if submissions still don't arrive. ## Related - [Page payments](https://docs.biglysales.com/manual/page-payments.md) - [Contacts](https://docs.biglysales.com/manual/contacts.md) - [Lead webhooks](https://docs.biglysales.com/manual/lead-webhooks.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Page payments > See the payments collected through your payment pages, and how card payments during AI calls work. - Section: Using the app (manual) › Landing pages - Web page: https://docs.biglysales.com/manual/page-payments - Video: placeholder — "Checking payments from your pages" (not yet recorded) Some pages you build in the page builder can collect payments. The **Payments For** screen lists every payment a page has taken, so you can check who paid and how much without leaving Bigly. This page also explains card payments taken by your AI agent during a call, which is a separate feature. ## Before you start - You need a payment page built in the page builder and published. See [Landing pages](https://docs.biglysales.com/manual/landing-pages.md). - Payment pages collect money through the payment account set up in the page builder, not through your Bigly billing. ## View a page's payments 1. In the top navigation, click **Pages**. 2. Open the payments list for your payment page. 3. The **Payments For** screen lists each payment with these columns: | Column | What it shows | |---|---| | **Customer Name** | The name the payer entered. | | **Date** | When the payment was made. | | **Email** | The payer's email address. | | **Phone** | The payer's phone number. | | **Currency** | The currency of the payment. | | **Amount** | How much was paid. | If the screen says **Page Not Found**, the page doesn't exist any more or doesn't belong to your account. ## Card payments during AI calls Your AI agent can also take a card payment over the phone. During the call, the agent collects the card details and amount, Bigly charges the card through your own payment gateway account, and the agent tells the caller whether it went through. The money goes to your merchant account. It is not part of your Bigly bill. Phone payments are not enabled on every account. They need your payment gateway account and changes to your agent's setup, so they are set up by your Bigly account team. Contact support to turn them on or change them. For safety, phone payments have limits on the amount and on the number of attempts per contact. ## Common questions **Can I refund a payment here?** No. This screen is read-only. Refunds are handled in your payment provider. **Why doesn't a payment appear?** Payments show once the page builder has recorded them. Reload the screen after a few minutes. ## Related - [Landing pages](https://docs.biglysales.com/manual/landing-pages.md) - [Billing](https://docs.biglysales.com/manual/billing.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Call statistics > Review every call in a date range, filter by result, tag, direction and length, listen to recordings and export call records. - Section: Using the app (manual) › Statistics & reports - Web page: https://docs.biglysales.com/manual/call-statistics - Video: placeholder — "Reading your call statistics" (not yet recorded) The **Call Statistics** screen lists every call made or received in your account for the dates you choose. It shows how the AI agent's calls ended, why calls failed, and lets you listen to each call and read its transcript. For a day-by-day breakdown of AI calling results, transfers and meetings, use [Lead statistics](https://docs.biglysales.com/manual/lead-statistics.md) instead. ## Before you start - You need permission to view statistics. If **Statistics** is missing from your top navigation, ask your account owner. See [Team members](https://docs.biglysales.com/manual/team-members.md). ## Open call statistics 1. In the top navigation, click **Statistics › Calls**. 2. Set **Start Date** and **End Date** to the period you want. Click **Reset dates** to go back to the default period. > [Screenshot placeholder: Call Statistics screen — Statistics › Calls with Start Date and End Date set, the Overview list of call results on one side, Failure Reasons below it, and the Details table underneath.] ## Read the overview - **Overview** lists how many calls ended with each result in the period, such as a transfer, a booked meeting or a voicemail. - **Failure Reasons** lists how many calls failed for each reason. It only appears when there were failed calls. ## Find specific calls The **Details** table shows *Showing X / Y* calls. Narrow it down with: 1. **Search here...**: search by contact name or number. 2. **Result**: show only calls with one result. 3. **Tags**: show only calls to contacts with a tag. 4. **Direction**: **All**, **Outgoing** or **Incoming**. 5. **Call Length**: show only calls in a length band, from *0 to 15 seconds* up to *more than 6 minutes*. ## Listen to a call and read the transcript 1. Find the call in **Details**. 2. Click the play icon in the **Audio** column to hear the recording. 3. Click the speech-bubble icon in the **Transcript** column to read what was said. > [Screenshot placeholder: Call transcript — The transcript window open over the Call Statistics Details table, showing the conversation between the AI agent and a contact.] ## Mark a contact as Do Not Call Use the toggle in the **DNC** column to add or remove the contact from your Do Not Call list straight from this table. See [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md). ## Export call records 1. Filter the **Details** table as needed. 2. Click **Export**. 3. In **Export Call Records**, choose the fields to include. You must choose at least one. 4. Start the export. A progress bar shows while the file is prepared. 5. When it's ready you get a notification with a download link. Download the file promptly: the link stops working after 30 minutes. ## Columns explained | Column | What it shows | |---|---| | **Contact** | Name, company and tags. *Unknown contact* means the number isn't in your contacts. | | **Direction** | Outgoing or incoming. | | **From** / **To** | The numbers on each end of the call. | | **Time** | When the call started. | | **Length** | How long the call lasted. | | **Transferred Length** | How long the transferred part of the call lasted. | | **Transferred Call Ringing** / **Transferred Call Picked Up** | Whether your team's phone rang and whether someone answered a transfer. | | **Answered** | Whether the call was answered. | | **Result** | How the AI agent classified the call. | | **Meeting Status** | The status of a meeting booked on the call: Booked, Attended or No-Show. | | **Failure Reason** | Why the call didn't connect. | ## Common questions **Why is a call marked Unknown contact?** The number didn't match a contact, for example an inbound call from a new number. **Why can't I export?** The **Export** button only appears when the table has calls in it. If an export is already running, wait for it to finish. ## Related - [Lead statistics](https://docs.biglysales.com/manual/lead-statistics.md) - [Call recordings](https://docs.biglysales.com/manual/call-recordings.md) - [Reports and exports](https://docs.biglysales.com/manual/reports.md) - [Call transfers](https://docs.biglysales.com/manual/call-transfers.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # SMS statistics > See how many texts you sent, how many were delivered or replied to, what they cost, and read every message. - Section: Using the app (manual) › Statistics & reports - Web page: https://docs.biglysales.com/manual/sms-statistics - Video: placeholder — "Reading your SMS statistics" (not yet recorded) The **SMS Statistics** screen shows your text messaging for the dates you choose: how many messages were sent, delivered, replied to or failed, how many people unsubscribed, and the total cost. Below the totals you can read each message. ## Before you start - You need permission to view statistics. If **Statistics** is missing from your top navigation, ask your account owner. ## Open SMS statistics 1. In the top navigation, click **Statistics › SMS**. 2. Set **Start Date** and **End Date**. Click **Reset dates** to return to the default period. > [Screenshot placeholder: SMS Statistics screen — Statistics › SMS with the Overview list (Sends, Total Billable Pages, Deliveries, Sending, Replies, Failures, Unsubscribes, Total Cost) and the Details table of messages below.] ## Read the overview | Figure | What it counts | |---|---| | **Sends** | Messages sent. | | **Total Billable Pages** | Message segments you're billed for. A long message, or one with special characters, uses more than one segment. | | **Deliveries** | Messages the carrier confirmed as delivered. | | **Sending** | Messages still on their way. | | **Replies** | Replies received from contacts. | | **Failures** | Messages that couldn't be delivered. | | **Unsubscribes** | Contacts who opted out. | | **Total Cost** | What the messages cost. | ## See the messages behind a number 1. In **Overview**, click a figure such as **Replies** or **Failures**. 2. The **Details** table filters to just those messages. ## Search and filter messages 1. Type in **Search message, contact or number...** to find a message. 2. Use **Result** to show one type of message, for example replies. 3. Use **Direction** to show outgoing or incoming messages only. The table shows each message's **Contact**, **Text**, **Direction**, **Phone Number**, **Time**, **Status**, **Segments** and **Cost**. > [Screenshot placeholder: SMS details filtered to replies — The SMS Statistics Details table after clicking Replies in the Overview, listing incoming replies with Contact, Text, Direction, Phone Number, Time and Status.] ## Export messages 1. Click **Export** above the table. 2. A progress bar shows while the file is prepared. 3. When it's ready you get a notification with a download link. The link expires after 30 minutes. ## Common questions **Why is Total Billable Pages higher than Sends?** Each message can be several billable segments. Shorter messages without emoji use fewer segments. **Messages are stuck in Sending.** Carriers can take a while to confirm delivery. If they stay there, check your [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md), because unregistered numbers are often filtered. **Where do I see the AI's text conversations?** Open the contact in your [Inbox](https://docs.biglysales.com/manual/inbox.md). ## Related - [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) - [Inbox](https://docs.biglysales.com/manual/inbox.md) - [Lead statistics](https://docs.biglysales.com/manual/lead-statistics.md) - [Reports and exports](https://docs.biglysales.com/manual/reports.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # RVM statistics > Track your ringless voicemail drops, see which were delivered or failed and why, and what they cost. - Section: Using the app (manual) › Statistics & reports - Web page: https://docs.biglysales.com/manual/rvm-statistics - Availability: Requires ringless voicemail on your account - Video: placeholder — "Checking your ringless voicemail results" (not yet recorded) The **RVM Statistics** screen shows the results of your [ringless voicemail](https://docs.biglysales.com/manual/ringless-voicemail.md) drops for the dates you choose: how many were sent, delivered, still queued, failed or cancelled, and what they cost. ## Before you start - Ringless voicemail must be turned on for your account. If you don't see **Voicemails** in the top navigation, it isn't. Contact support to turn it on. - You need permission to view statistics. ## Open RVM statistics 1. In the top navigation, click **Statistics › RVM**. 2. Set **Start Date** and **End Date**. Click **Reset dates** to return to the default period. > [Screenshot placeholder: RVM Statistics screen — Statistics › RVM with the Overview totals (Drops, Sent, Delivered, Queued, Failed, Cancelled, Total Cost) and the Details table of voicemail drops.] ## Read the overview | Figure | What it counts | |---|---| | **Drops** | Voicemail drops in the period. | | **Sent** | Drops handed to the carrier. | | **Delivered** | Drops confirmed as delivered to the voicemail box. | | **Queued** | Drops waiting to go out. | | **Failed** | Drops that couldn't be delivered. | | **Cancelled** | Drops cancelled before they went out. | | **Total Cost** | What the drops cost. | ## Find specific drops 1. Type a name or number in **Search here...**. 2. Use **Status** to show **All**, **Queued**, **Sent**, **Delivered**, **Failed** or **Cancelled** drops. The **Details** table shows each drop's **Contact**, **Phone Number**, **Time**, **Status**, **Failure Reason** and **Cost**. > [Screenshot placeholder: Failed voicemail drops — The RVM Statistics Details table filtered to Status Failed, with the Failure Reason column filled in.] ## Export drops Click **Export** above the table. When the file is ready you get a notification with a download link that expires after 30 minutes. ## Common questions **Why did a drop fail?** Read the **Failure Reason** column for that drop. Filter **Status** to **Failed** to see them all together. **Can I see which drops led to a call back?** Inbound calls appear in [Call statistics](https://docs.biglysales.com/manual/call-statistics.md). ## Related - [Ringless voicemail](https://docs.biglysales.com/manual/ringless-voicemail.md) - [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md) - [Call statistics](https://docs.biglysales.com/manual/call-statistics.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Lead statistics > Follow your AI campaigns from lead to meeting to revenue, with day-by-day call results, transfers, blocked calls and booked meetings. - Section: Using the app (manual) › Statistics & reports - Web page: https://docs.biglysales.com/manual/lead-statistics - Video: placeholder — "Understanding the Lead statistics dashboard" (not yet recorded) The **Leads** statistics screen is the main dashboard for your AI agent. It follows each period from new leads, through calls and texts, to transfers, booked meetings and closed deals. Use it to see what's working, where calls are failing, and what each lead is costing you. ## Before you start - You need permission to view lead statistics. If **Statistics › Leads** is missing, ask your account owner. - Mark meetings as **Attended** or **No-Show** on the [Main calendar](https://docs.biglysales.com/manual/calendar.md) so the meeting rows are accurate. ## Open the dashboard 1. In the top navigation, click **Statistics › Leads**. 2. Pick a start and end date in the date range picker at the top. Click **Reset dates** to return to the default period. Every table on the screen updates to the dates you chose. Columns are dates (or periods), so you can compare day by day. ## The sections Scroll down to move through these sections: | Section | What it shows | |---|---| | **LEADS** | New **Leads**, **Failed** leads, **Meeting Booked**, **Meeting Attended**, transfers (whether the call hit the buffer, or why it wasn't picked up), **Revenue**, **Deals closed** and **Spent**. Click a row to break it down by lead source. | | **CALLS** | Every AI call attempt per day: answered, not answered, busy, errors, failures and calls **Blocked by Bigly**. | | **INBOUND CALLS** | The same breakdown for calls leads made to you. | | **BLASTS** | Results for each call blast: when it ran, the audience, the intro used and the outcomes. | | **MESSAGES** | AI text messaging results. | | **AI MEETINGS** | Meetings the agent booked in the period, with a count. | | **CALLS TRANSFERRED** | Calls the agent transferred to your team. | | **CALLS SMS SEND** | Calls where the agent sent a text. | | **TAGS** | Results grouped by tag, based on each contact's latest communication. | Further charts show **Types of communications**, **Message Failure Reasons**, **Ai Calls Results**, **Ai Messages Results** and **Ai Booked Meetings Per Type Of Communication**. ## Read the CALLS table The columns are grouped: - **Total Attempts**, **#AI Billable**, **#Billable Minute**, **Total Answered**, **Total Cost**, **Cost per Lead** and **Cost per Hit Buffer** give the headline numbers. - **Answered** splits into **By Human** (for example **Call Transferred**, **SMS Send**, **Meeting Booked**, **Scheduled Callback**, **Not Interested**, **Wrong Number**) and **By Automation** (**Voice Mail**, **VM Wrong Number**, **Bots**). - **No Answered**, **User Busy**, **Error** and **Failed** show calls that didn't connect. - **Blocked by Bigly** shows calls Bigly stopped before dialling, for example **Bad Number**, **RND Failure**, **Known Litigator Fail**, **Missing From Number**, **Geo Location**, **Out Of Schedule** and **Velocity**. Click a number in the failed or blocked columns to see the calls behind it. > [Screenshot placeholder: CALLS table — The CALLS section of Statistics › Leads with the grouped column headers Answered (By Human, By Automation), No Answered, User Busy, Error, Failed and Blocked by Bigly.] Calls in **Blocked by Bigly** were stopped for compliance or quality reasons, such as calling outside allowed hours. See [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md) and [Calling hours](https://docs.biglysales.com/manual/calling-hours.md). ## Export meetings and transfers The **AI MEETINGS**, **CALLS TRANSFERRED** and **CALLS SMS SEND** sections each have an **Export** button. 1. For **CALLS TRANSFERRED** and **CALLS SMS SEND**, pick a call length first if you want to narrow the list. 2. Click **Export**. 3. When the file is ready you get a notification with a download link. The link expires after 30 minutes. ## Common questions **Why don't these numbers match Call statistics?** [Call statistics](https://docs.biglysales.com/manual/call-statistics.md) lists individual calls. This dashboard counts AI outcomes per period, and some figures are worked out ahead of time, so very recent calls can take a little while to appear. **Can I see results for one lead source only?** Click a row in the **LEADS** table to expand it by source. ## Related - [Call statistics](https://docs.biglysales.com/manual/call-statistics.md) - [Bot activity statistics](https://docs.biglysales.com/manual/bot-activity-statistics.md) - [Call transfers](https://docs.biglysales.com/manual/call-transfers.md) - [Reports and exports](https://docs.biglysales.com/manual/reports.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Bot activity statistics > Drill into the leads behind your AI agent's numbers, filtered by source and outcome, and see every AI call made to each lead. - Section: Using the app (manual) › Statistics & reports - Web page: https://docs.biglysales.com/manual/bot-activity-statistics - Video: placeholder — "Drilling into bot activity" (not yet recorded) The bot activity statistics screen lists the individual leads behind the totals on the AI **Bot Activity** tab. For each lead you see how many AI calls and texts they received, their funnel stage, deals and revenue. You can then open a lead to see every call the agent made to them. ## Before you start - You need the AI agent on your account and permission to view lead statistics. - Read [Bot activity](https://docs.biglysales.com/manual/bot-activity.md) first. That tab shows the totals by source; this screen shows the leads behind them. ## Open the lead list 1. Click **AI** in the top navigation, then the **Bot Activity** tab. 2. In the **Source** column, click the name of the source you want to look at. 3. The **AI Bot** lead list opens for that source and period. > [Screenshot placeholder: AI Bot lead list — The AI Bot lead list with the source, outcome and period dropdowns at the top, the Showing count, and columns for Contact, Stage, Created At, Number of AI Calls, Number of AI SMS, Status, Deals, Revenue and Total AI Call Length.] ## Filter the list Use the three dropdowns at the top: 1. **Source**: the lead source, or **All**. When you choose **All**, a **SOURCE** column appears. 2. **Outcome**: **All**, **Booked**, **Attended**, **Failed**, **Wrong** or **Deals**. 3. **Period**: **Daily**, **Weekly**, **Monthly**, **Quarterly** or **Yearly**. The line above the table shows how many results match. ## Columns explained | Column | What it shows | |---|---| | **CONTACT** | Name, title and company. | | **SOURCE** | Where the lead came from. Shown when the source filter is **All**. | | **STAGE** | The lead's current funnel stage. | | **CREATED AT** | When the lead was added. | | **NUMBER OF AI CALLS** | How many calls the agent made to or received from this lead. | | **NUMBER OF AI SMS** | How many texts the agent sent. | | **STATUS** | **SUCCEEDED**, or **FAILED** when the number is invalid. | | **DEALS** | Closed deals for this lead. | | **REVENUE** | Total value of those deals. | | **TOTAL AI CALL LENGTH** | Combined length of the AI calls. | ## See a lead's AI calls 1. Click the magnifier icon next to the number in **NUMBER OF AI CALLS**. 2. The lead's call history opens, with the contact's name, title and company at the top. 3. Each row shows **CALL INITIATED AT**, **CALL INITIATED BY** (**AI Bot** for outgoing calls, or the contact), **DURATION**, the numbers, and **TRANSCRIPT/RECORD**. 4. Click the play icon to hear the call, or open the transcript. > [Screenshot placeholder: A lead's AI call history — The AI call history for one contact, listing calls with their start time, who started them, duration, numbers, and the play and transcript icons.] ## Common questions **A lead shows FAILED. What does that mean?** The lead's phone number was found to be invalid, so the agent couldn't reach them. **Why are Deals and Revenue empty?** They fill in when deals are recorded against the contact. ## Related - [Bot activity](https://docs.biglysales.com/manual/bot-activity.md) - [Lead statistics](https://docs.biglysales.com/manual/lead-statistics.md) - [Call recordings](https://docs.biglysales.com/manual/call-recordings.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Reports and exports > Download your statistics as spreadsheets, and understand the reports Bigly can email you. - Section: Using the app (manual) › Statistics & reports - Web page: https://docs.biglysales.com/manual/reports - Video: placeholder — "Getting your data out of Bigly" (not yet recorded) Bigly doesn't have a separate report builder. Instead, each statistics screen has an **Export** button that turns what you're looking at into a spreadsheet. This page lists where you can export from, how the download works, and what emailed reports are available. ## Before you start - You need permission to view the statistics you want to export. - Set the dates and filters on the screen first. The export follows them. ## Where you can export | Screen | What you get | |---|---| | [Call statistics](https://docs.biglysales.com/manual/call-statistics.md) | Call records, with the fields you choose in **Export Call Records**. | | [SMS statistics](https://docs.biglysales.com/manual/sms-statistics.md) | Text messages for the period. | | [RVM statistics](https://docs.biglysales.com/manual/rvm-statistics.md) | Ringless voicemail drops. | | [Lead statistics](https://docs.biglysales.com/manual/lead-statistics.md) | **AI MEETINGS**, **CALLS TRANSFERRED** and **CALLS SMS SEND**. | | [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md) | Events and responses for a blast. | ## Export a file 1. Open the statistics screen and set your dates and filters. 2. Click **Export**. 3. The file is prepared in the background. On some screens a progress bar shows how far along it is. You can keep working. 4. When it's ready, you get a notification with a download link. 5. Click the link to download the spreadsheet. Download links stop working 30 minutes after the file is ready. If yours has expired, run the export again. ## Troubleshooting **I clicked Export but nothing came.** Large exports can take several minutes. If you click again while one is still being prepared, you'll see a message that the file is already in the queue. Wait for the first one. **I got an Export Failed notification.** Try again with a shorter date range. If it keeps failing, contact support. **The call export says to select a field.** In **Export Call Records**, choose at least one field to include. ## Emailed reports Bigly can email a daily summary of a user's campaign activity, including the replies received, to that user or to someone else such as a manager. These reports are set up by your Bigly account team. Contact support to start, stop or change who receives them. ## Sharing statistics with someone outside your team To show results to someone who doesn't have a Bigly login, see [Shared statistics](https://docs.biglysales.com/manual/shared-statistics.md). ## Related - [Call statistics](https://docs.biglysales.com/manual/call-statistics.md) - [Lead statistics](https://docs.biglysales.com/manual/lead-statistics.md) - [Shared statistics](https://docs.biglysales.com/manual/shared-statistics.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Shared statistics > Open a shared statistics link, see what it shows, and keep shared links safe. - Section: Using the app (manual) › Statistics & reports - Web page: https://docs.biglysales.com/manual/shared-statistics - Video: placeholder — "Viewing a shared statistics link" (not yet recorded) A **shared statistics** link lets someone without a Bigly login, such as a client or a stakeholder, see a user's campaign results for a period. They open the link in a browser and see the statistics and conversations, read-only. > **New shares are created by your Bigly account team:** You can't create a new share link from the app at the moment. Links that were already sent keep working until they expire. To share results with someone new, contact support, or use [Reports and exports](https://docs.biglysales.com/manual/reports.md) to send them a spreadsheet. ## Before you start - You need the shared link, which was sent by email. ## Open a shared link 1. Click the link in the email, or paste it into your browser. 2. The statistics page opens without asking you to log in. 3. You see the campaigns for the shared period, with their totals. 4. Click a campaign to open its detail, including the text or email conversations. ## What the link shows - The link covers **one user's** statistics for a period, not a single campaign. Everything that user ran in that period is visible. - Conversation details, including message text, are visible to anyone with the link. - The link stops working when it expires, or if the user it belongs to is removed from the account. Anyone who has the link can see the statistics. It doesn't check who is opening it. Only forward it to people who should see your results. ## Common questions **The link says it isn't valid any more.** It has expired, or the user it belongs to no longer exists. Ask the person who shared it for a new export, or contact support. **Can the person I share with change anything?** No. Shared pages are read-only. ## Related - [Reports and exports](https://docs.biglysales.com/manual/reports.md) - [SMS statistics](https://docs.biglysales.com/manual/sms-statistics.md) - [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Integrations > Connect Bigly to your CRM, calendars, lead ad platforms and other tools, and find the guide for each one. - Section: Using the app (manual) › Integrations - Web page: https://docs.biglysales.com/manual/integrations - Video: placeholder — "A tour of Bigly integrations" (not yet recorded) Integrations connect Bigly to the other tools you use, so leads flow in automatically, meetings land on the right calendar, and call activity is logged in your CRM. You manage them all from the **Integrations** screen. ## Before you start - You need permission to change account settings. If you can't open **Integrations**, ask your account owner. - Have a login for the other tool ready. Most integrations ask you to sign in to it and approve access. ## Open the Integrations screen 1. Click your initials in the top-right corner to open the user menu. 2. Click **Integrations**. 3. Each integration shows a button: - **Connect**: not connected yet. Click to sign in to the other tool. - **Options**: connected. Click to manage settings, sync or disconnect. - **Configure**: opens a form where you enter keys or IDs from the other tool. > [Screenshot placeholder: Integrations screen — User menu › Integrations with the tiles for HubSpot, Outlook, Google, Facebook, Calendly, TikTok, Active Prospect (Trusted Form), BullHorn and GoHighLevel, some showing Connect and some Options.] If a connection fails, Bigly brings you back to this screen with an **Unable to connect** message explaining why. ## Available integrations | Integration | What it does | Guide | |---|---|---| | **HubSpot** | Two-way contact sync, and logs calls, texts and meetings in HubSpot. | [HubSpot](https://docs.biglysales.com/manual/hubspot.md) | | **Outlook** | Syncs your Outlook calendar and logs email replies. | See [Outlook](#outlook) below | | **Google** | Syncs Google calendars with your Bigly availabilities. | [Google Calendar](https://docs.biglysales.com/manual/google-calendar.md) | | **Google Meet** | Uses a company Google account to create meeting rooms for bookings. Not enabled on every account. | See [Google Meet](#google-meet) below | | **Facebook** | Brings in leads from Facebook lead ad forms. | [Facebook lead ads](https://docs.biglysales.com/manual/facebook-lead-ads.md) | | **Calendly** | Brings Calendly bookings into your Bigly calendar. | [Calendly](https://docs.biglysales.com/manual/calendly.md) | | **TikTok** | Brings in leads from TikTok lead forms. | [TikTok lead ads](https://docs.biglysales.com/manual/tiktok-lead-ads.md) | | **Active Prospect (Trusted Form)** | Keeps the TrustedForm consent certificates that arrive with your leads. | See [TrustedForm](#active-prospect-trustedform) below | | **BullHorn** | Imports Bullhorn candidates as contacts. | [Bullhorn](https://docs.biglysales.com/manual/bullhorn.md) | | **GoHighLevel** | Offers and books times on your GoHighLevel calendar. | [GoHighLevel](https://docs.biglysales.com/manual/gohighlevel.md) | These connections are set up somewhere else in the app: | Connection | Where | Guide | |---|---|---| | **Zapier** and other tools that send leads in | User menu › **API keys** | [Zapier](https://docs.biglysales.com/manual/zapier.md) and [Lead webhooks](https://docs.biglysales.com/manual/lead-webhooks.md) | | Sending call results out to your CRM or Zapier | **AI › Webhooks** | [Webhooks](https://docs.biglysales.com/manual/webhooks.md) | | Landing page form fills | **Pages** | [Landing pages](https://docs.biglysales.com/manual/landing-pages.md) | | AI assistants such as Claude or ChatGPT | **AI › Connect your AI** | [Connect your AI](https://docs.biglysales.com/manual/connect-your-ai.md) | ## Outlook 1. On the **Outlook** tile, click **Connect** and sign in with your Microsoft account. 2. Back in Bigly, click **Options** on the tile. 3. Turn **Log only replies to emails in Bigly** on or off. 4. Click **Sync Calender** to pull in your Outlook calendar now. 5. To stop syncing, click **Disconnect**. ## Google Meet Not enabled on every account. Contact support to turn it on. 1. On the **Google Meet** tile, click **Connect** and sign in with the company Google account that should host meetings. 2. In [Availability](https://docs.biglysales.com/manual/availability.md), set each availability's **Meeting link** to use Google Meet on the company account. 3. To stop, click **Disconnect** on the tile. ## Active Prospect (TrustedForm) If your lead forms use TrustedForm, Bigly can tell ActiveProspect to keep each lead's consent certificate, so you have proof of consent later. 1. On the **Active Prospect (Trusted Form)** tile, click **Configure**. 2. Paste your TrustedForm **API Key**. 3. Click **Update**. Leads must arrive with their TrustedForm certificate, for example through the [API](https://docs.biglysales.com/manual/lead-webhooks.md). ## Disconnecting Open the integration's **Options** and click **Disconnect**. Bigly asks you to confirm because this can't be undone. You can connect again later. ## Related - [API keys](https://docs.biglysales.com/manual/api-keys.md) - [Webhooks](https://docs.biglysales.com/manual/webhooks.md) - [Lead webhooks](https://docs.biglysales.com/manual/lead-webhooks.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # HubSpot > Keep your contacts in sync with HubSpot and log Bigly calls, texts and meetings on the HubSpot contact. - Section: Using the app (manual) › Integrations - Web page: https://docs.biglysales.com/manual/hubspot - Video: placeholder — "Connecting HubSpot to Bigly" (not yet recorded) The HubSpot integration links your Bigly account to your HubSpot CRM. Once connected: - Contacts you add or edit in Bigly are created or updated in HubSpot. - Contacts created in HubSpot are added to Bigly, tagged **Hubspot**. - Finished calls (with the transcript), text messages and booked meetings are logged on the matching HubSpot contact. ## Before you start - You need a HubSpot login that can approve app access to your HubSpot account. - A HubSpot account can only be connected to **one** Bigly account at a time. ## Connect HubSpot 1. Open the user menu (your initials, top right) and click **Integrations**. 2. On the **HubSpot** tile, click **Connect**. 3. Sign in to HubSpot and choose the HubSpot account to connect. 4. Approve the access Bigly asks for. 5. You return to **Integrations**. The HubSpot tile now shows **Options**. > [Screenshot placeholder: HubSpot connected — The Integrations screen with the HubSpot tile showing the Options button after a successful connection.] ## Import your existing HubSpot contacts New contacts sync automatically, but contacts already in HubSpot need a one-off import. 1. On the **HubSpot** tile, click **Options**. 2. Click **Sync Contacts**. 3. Bigly confirms the sync has started. Contacts arrive in the background. HubSpot contacts with neither an email nor a phone number are skipped. If a HubSpot contact matches an existing Bigly contact, the two are linked instead of creating a duplicate. > [Screenshot placeholder: HubSpot options — Integration Options HubSpot, with the Sync Contacts and Disconnect buttons.] ## What syncs | From | To | What | |---|---|---| | Bigly | HubSpot | New contacts, and changes to first name, last name, email, phone or company. | | HubSpot | Bigly | Contacts newly created in HubSpot. They get the **Hubspot** tag. | | Bigly | HubSpot | Each finished call, with its length, direction, whether it connected, and the transcript. | | Bigly | HubSpot | Each text message, logged as a note. | | Bigly | HubSpot | Each meeting booked with the contact. | Contacts imported into Bigly as part of a list don't sync to HubSpot. ## Disconnect HubSpot 1. Click **Options** on the **HubSpot** tile. 2. Click **Disconnect**. 3. Confirm with **Yes, Disable it!** Syncing stops straight away. Contacts and activity already copied stay where they are. ## Troubleshooting **This HubSpot account is already connected to another BiglySales account.** Each HubSpot account can only be linked to one Bigly account. Disconnect it from the other Bigly account first. **The tile went back to Connect on its own.** HubSpot access expired or was revoked. Click **Connect** and sign in again. **A call isn't showing in HubSpot.** Activity is logged once the contact exists in HubSpot. A brand-new contact can take a few minutes to sync first. ## Related - [Integrations](https://docs.biglysales.com/manual/integrations.md) - [Contacts](https://docs.biglysales.com/manual/contacts.md) - [Tags](https://docs.biglysales.com/manual/tags.md) - [Webhooks](https://docs.biglysales.com/manual/webhooks.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # GoHighLevel > Let your AI agent offer times from your GoHighLevel calendar and book meetings straight into it. - Section: Using the app (manual) › Integrations - Web page: https://docs.biglysales.com/manual/gohighlevel - Video: placeholder — "Connecting GoHighLevel" (not yet recorded) The GoHighLevel integration links Bigly to one GoHighLevel calendar. Once connected: - When your AI agent offers meeting times, it uses the open slots on your **GoHighLevel** calendar instead of a Bigly availability. - When a meeting is booked, it's created in Bigly **and** as an appointment on your GoHighLevel calendar. - If the contact doesn't exist in GoHighLevel yet, it's created there when the first meeting is booked. Bigly doesn't copy your whole GoHighLevel contact list. ## Before you start From your GoHighLevel account, get: - The **Location ID** (sub-account) you want to book into. - The **Calendar ID** of the calendar the agent should use. - An **API Key** for that location. ## Connect GoHighLevel 1. Open the user menu (your initials, top right) and click **Integrations**. 2. On the **GoHighLevel** tile, click **Configure**. 3. Enter the **Location ID**, **Calendar ID** and **API Key**. 4. Click **Connect To GoHighLevel**. 5. Bigly checks the details with GoHighLevel. When they're accepted, the page reloads and shows **GoHighLevel is connected**. > [Screenshot placeholder: GoHighLevel connection form — Integration Options GoHighLevel with the Location ID, Calendar ID and API Key fields filled in and the Connect To GoHighLevel button.] ## Change the connected calendar Once connected, the fields are locked. To use a different location or calendar: 1. Click **Disconnect** and confirm with **Yes, Disable it!** 2. Click **Configure** again and enter the new details. ## Troubleshooting **Unable to connect.** One of the three values is wrong, or the key doesn't have access to that location. Check them in GoHighLevel and try again. **The agent offers no times.** The GoHighLevel calendar has no free slots in the period. Check its availability in GoHighLevel. **A meeting is in Bigly but not in GoHighLevel.** Make sure the connection is still active on the **Integrations** screen, then contact support with the meeting time. ## Related - [Integrations](https://docs.biglysales.com/manual/integrations.md) - [Main calendar](https://docs.biglysales.com/manual/calendar.md) - [Availability](https://docs.biglysales.com/manual/availability.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Bullhorn > Connect your Bullhorn account and import candidates into Bigly as contacts. - Section: Using the app (manual) › Integrations - Web page: https://docs.biglysales.com/manual/bullhorn - Video: placeholder — "Connecting Bullhorn" (not yet recorded) The Bullhorn integration connects Bigly to your Bullhorn ATS so you can import candidates as contacts and reach them with your AI agent. ## Before you start Get these from Bullhorn. Your Bullhorn administrator or Bullhorn support can provide them: - **Client Id** - **Client secret** - **API Username**: the Bullhorn API user that goes with the client ID. ## Connect Bullhorn 1. Open the user menu (your initials, top right) and click **Integrations**. 2. On the **BullHorn** tile, click **Configure**. 3. Enter the **Client Id**, **Client secret** and **API Username**. 4. Click **Connect To Bullhorn**. 5. Bullhorn opens. Sign in and approve access. 6. You return to Bigly. Open the **BullHorn** tile again with **Configure** to see **Sync Candidates**. > [Screenshot placeholder: Bullhorn connection form — Integration Options BullHorn with the Client Id, Client secret and API Username fields and the Connect To Bullhorn button.] ## Import candidates 1. On the **BullHorn** tile, click **Configure**. 2. Click **Sync Candidates**. 3. Bigly confirms the sync has started. Candidates are added as contacts in the background. > [Screenshot placeholder: Bullhorn connected — Integration Options BullHorn after connecting, with the Sync Candidates and Disconnect buttons.] ## Set up by your Bigly account team These options are set up by your Bigly account team. Contact support to change them: - **Automatic daily candidate sync**, instead of clicking **Sync Candidates** yourself. - **Notes back to Bullhorn**: writing notes from Bigly onto the Bullhorn candidate. - **Call transcripts in notes**: including the AI call transcript in those notes. Check your consent and data agreements before asking for this. Bullhorn custom fields vary between Bullhorn accounts. If some candidate details come through empty, ask support to check the field mapping for your account. ## Disconnect Bullhorn 1. On the **BullHorn** tile, click **Configure**. 2. Click **Disconnect** and confirm with **Yes, Disable it!** ## Troubleshooting **Unable to connect. please try again later.** Check the client ID, secret and API username, then try again. All three must belong to the same Bullhorn API setup. **Unable to sync candidates.** The Bullhorn session may have expired. Disconnect, connect again, then click **Sync Candidates**. ## Related - [Integrations](https://docs.biglysales.com/manual/integrations.md) - [Contacts](https://docs.biglysales.com/manual/contacts.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Facebook lead ads > Send leads from your Facebook lead ad forms straight into Bigly, so your AI agent can follow up within seconds. - Section: Using the app (manual) › Integrations - Web page: https://docs.biglysales.com/manual/facebook-lead-ads - Video: placeholder — "Connecting Facebook lead ads" (not yet recorded) Connect Facebook so that every time someone submits one of your lead ad forms, they're added to Bigly as a contact. You choose which Facebook pages and which forms feed Bigly. ## Before you start - You need a Facebook login that manages the Facebook page your lead ads run on. - Check the field names in your lead forms. See [How form fields are matched](#how-form-fields-are-matched). ## Connect Facebook 1. Open the user menu (your initials, top right) and click **Integrations**. 2. On the **Facebook** tile, click **Connect**. 3. Sign in to Facebook and allow access to the pages you want to use. 4. You return to **Integrations**. Click **Options** on the **Facebook** tile. ## Choose your pages and forms 1. On the Facebook options screen, find the page your ads run on. 2. Click **Connect** next to the page. 3. Click **Page Forms** under the page to open its list of lead forms. 4. Click **Connect** next to each form that should send leads to Bigly. Only connected forms send leads. Click **Disconnect** next to a form or page to stop it. ## How form fields are matched Bigly reads the answers from your form and fills in the contact automatically. It recognises common field names, for example: | Contact field | Form field names Bigly recognises | |---|---| | Phone | phone_number, phone, mobile, mobile_number, cell, cell_phone, telephone, work_phone | | Email | email, email_address, work_email | | First name | first_name, firstname, fname, given_name | | Last name | last_name, lastname, lname, surname, family_name | | Full name | full_name, fullname, name (split into first and last name) | | Street | street_address, street, address | | City | city | | State | state, province, region | | ZIP | zip_code, zipcode, zip, postal_code | | Company | company, company_name, organization | A question with any other name, such as mobile_no or postcode, is ignored without warning. Use Facebook's standard questions where you can. If leads arrive without a phone number, check the form's field names first. ## What happens when a lead arrives - The lead is added as a contact, marked as a form-fill lead from that page and form. - If the person is already a contact, Bigly matches them instead of creating a duplicate. - If your account is set to start the AI campaign for every new inbound lead, the agent begins following up. ## Disconnect Facebook To stop one page or form, click **Disconnect** next to it. To remove Facebook completely, click the **Disconnect** button at the bottom of the options screen and confirm with **Yes, Disable it!** ## Troubleshooting **Leads aren't arriving.** Check that both the page **and** the form show **Disconnect** (meaning they're connected). Send a test lead from Facebook's lead ads testing tool. **Leads arrive without a phone number or name.** The form's field names don't match the table above. Rename the questions or switch to Facebook's standard questions. ## Related - [Integrations](https://docs.biglysales.com/manual/integrations.md) - [TikTok lead ads](https://docs.biglysales.com/manual/tiktok-lead-ads.md) - [Contacts](https://docs.biglysales.com/manual/contacts.md) - [Lead statistics](https://docs.biglysales.com/manual/lead-statistics.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # TikTok lead ads > Send leads from your TikTok lead generation forms into Bigly automatically. - Section: Using the app (manual) › Integrations - Web page: https://docs.biglysales.com/manual/tiktok-lead-ads - Video: placeholder — "Connecting TikTok lead ads" (not yet recorded) Connect TikTok so that leads from your TikTok lead generation forms are added to Bigly as contacts automatically, ready for your AI agent to follow up. ## Before you start - You need a TikTok login with access to the TikTok ads (advertiser) account that runs your lead ads. ## Connect TikTok 1. Open the user menu (your initials, top right) and click **Integrations**. 2. On the **TikTok** tile, click **Connect**. 3. Sign in to TikTok and allow access. 4. You return to **Integrations**. Click **Options** on the **TikTok** tile. Your advertiser accounts are listed. ## Connect your forms 1. Next to the advertiser account, click **Load Forms** to fetch its lead forms. 2. Click **Connect All** to start receiving leads from that account. 3. Click **Instant Pages/Forms** under the account to see each form. 4. Use **Connect** or **Disconnect** next to a form to choose exactly which forms send leads. > [Screenshot placeholder: TikTok accounts and forms — Integration Options TikTok with one advertiser account, the Load Forms and Connect All buttons, and the Instant Pages/Forms list expanded.] ## Which form fields come across Bigly fills in the contact from TikTok's standard form fields: | TikTok field | Contact field | |---|---| | email | Email | | name | First and last name (split) | | first_name / last_name | First name / last name | | country | Country | | province_state | State | | city | City | | zip_code | ZIP | | address | Street | Custom questions you add to a TikTok form are not copied to the contact. Bigly also keeps the TikTok campaign and page the lead came from. If the person is already a contact, Bigly matches them instead of creating a duplicate. ## Disconnect TikTok To stop one account, click **Disconnect** next to it. To remove TikTok completely, click the **Disconnect** button at the bottom of the options screen and confirm with **Yes, Disable it!** ## Troubleshooting **No forms appear.** Click **Load Forms** again. Only lead generation forms on that advertiser account are listed. **Leads aren't arriving.** Check the account shows **Disconnect** (meaning it's connected) and the form is connected. Then submit a test lead. ## Related - [Integrations](https://docs.biglysales.com/manual/integrations.md) - [Facebook lead ads](https://docs.biglysales.com/manual/facebook-lead-ads.md) - [Contacts](https://docs.biglysales.com/manual/contacts.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Google Calendar > Link your Google calendars to your Bigly availabilities so meetings stay in sync and you're never double-booked. - Section: Using the app (manual) › Integrations - Web page: https://docs.biglysales.com/manual/google-calendar - Video: placeholder — "Syncing Google Calendar with Bigly" (not yet recorded) The Google integration links your Google calendars to your Bigly [availabilities](https://docs.biglysales.com/manual/availability.md). Each team member connects their own Google account. Once a Google calendar is linked to an availability: - Events on that Google calendar appear in Bigly, and changes made in Google update automatically. - Meetings deleted in Bigly are removed from Google Calendar too. ## Before you start - Create the availability you want to link. See [Availability](https://docs.biglysales.com/manual/availability.md). - Sign in to Bigly as the user whose Google calendar you're connecting. ## Connect your Google account 1. Open the user menu (your initials, top right) and click **Integrations**. 2. On the **Google** tile, click **Connect**. 3. Sign in to Google and allow access to your calendars. 4. You return to **Integrations**. Click **Options** on the **Google** tile. ## Link a Google calendar to an availability The options screen lists each calendar in your Google account. 1. Find the Google calendar you want to link. 2. Choose a Bigly availability in its **Availability:** dropdown. 3. Click **Connect** next to it. If you click **Connect** without choosing an availability, Bigly shows *Please select availability*. > [Screenshot placeholder: Google calendars linked to availabilities — Integration Options Google listing two Google calendars, one linked to a Bigly availability with Disconnect and Sync buttons, the other with an Availability dropdown and a Connect button.] ## Sync now New changes in Google arrive on their own. To pull everything in right away, for example just after connecting: 1. Click **Sync** next to the linked calendar. 2. Bigly imports events from now up to about two months ahead. ## Disconnect 1. To unlink one calendar, click **Disconnect** next to it. 2. To remove the Google account completely, first disconnect every calendar, then click the **Disconnect** button at the bottom and confirm with **Yes, Disable it!** If any calendar is still linked, Bigly shows *Please disconnect all calendar before integration disconnect*. ## Troubleshooting **The Availability dropdown is greyed out.** That calendar is already linked. Disconnect it first to choose a different availability. **An event made in Google isn't showing.** Click **Sync** next to the calendar. Check you're looking at the right availability and user on the [Main calendar](https://docs.biglysales.com/manual/calendar.md). **Recurring events look incomplete.** Recurring Google events are imported a few months ahead at a time. Later ones appear as time moves on. ## Related - [Availability](https://docs.biglysales.com/manual/availability.md) - [Main calendar](https://docs.biglysales.com/manual/calendar.md) - [Integrations](https://docs.biglysales.com/manual/integrations.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Calendly > Bring your Calendly event types and bookings into Bigly so every meeting shows on your Bigly calendar. - Section: Using the app (manual) › Integrations - Web page: https://docs.biglysales.com/manual/calendly - Video: placeholder — "Connecting Calendly" (not yet recorded) If you take bookings in Calendly, connect it to Bigly so those meetings appear on your Bigly calendar alongside the ones your AI agent books. Calendly stays your booking tool: your availability and booking page are still managed in Calendly. Once connected: - Each of your Calendly event types appears in Bigly as an availability, with its name, booking link and meeting length. - Upcoming bookings already in Calendly are brought in. - New bookings are added to Bigly as meetings, and the invitee is added as a contact if they're new. - Cancelled bookings are removed from Bigly. ## Before you start - Sign in to Bigly as the user whose Calendly account you're connecting. Each user connects their own Calendly. ## Connect Calendly 1. Open the user menu (your initials, top right) and click **Integrations**. 2. On the **Calendly** tile, click **Connect**. 3. Sign in to Calendly and allow access. 4. You return to **Integrations**. The Calendly tile shows **Options**. > [Screenshot placeholder: Calendly connected — The Integrations screen with the Calendly tile showing the Options button.] Give Bigly a minute to bring in your event types and upcoming bookings. Then check **Calendars › Availability** and **Calendars › Main Calendar**. ## Disconnect Calendly 1. Click **Options** on the **Calendly** tile. 2. Click **Disconnect** and confirm with **Yes, Disable it!** Bigly stops receiving bookings and removes its access to your Calendly account. Meetings already brought in stay on your Bigly calendar. ## Troubleshooting **New Calendly bookings aren't appearing.** Disconnect and connect again. This re-creates the link that tells Bigly about new bookings. If it still fails, you may get a *Calendly Webhook Error* notification. Contact support with its message. **Old bookings are missing.** Only upcoming, active bookings are imported when you connect. ## Related - [Main calendar](https://docs.biglysales.com/manual/calendar.md) - [Availability](https://docs.biglysales.com/manual/availability.md) - [Booking links](https://docs.biglysales.com/manual/booking-links.md) - [Integrations](https://docs.biglysales.com/manual/integrations.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Zapier > Connect Bigly to thousands of apps through Zapier, using an API key to send leads in and webhooks to send call results out. - Section: Using the app (manual) › Integrations - Web page: https://docs.biglysales.com/manual/zapier - Video: placeholder — "Using Bigly with Zapier" (not yet recorded) Zapier connects Bigly to apps that don't have a direct integration, such as form builders, spreadsheets and other CRMs. There are two directions: - **Into Bigly**: a Zap sends new leads (and other actions) to Bigly using an **API key**. - **Out of Bigly**: Bigly sends AI call results to a Zap using **webhooks**. ## Before you start - You need a Zapier account. - You need permission to manage account settings in Bigly to create an API key. ## Generate an API key 1. Open the user menu (your initials, top right) and click **API keys**. 2. Click **+ Generate**. 3. Give the key a name, such as *zapier-leads*. 4. Click **Generate key**. 5. Copy the key with the copy icon. **Copy this key now. It won't be shown again.** > [Screenshot placeholder: Generating an API key for Zapier — User menu › API keys with a newly generated key shown in the green box, the copy icon highlighted, and the Copy this key now message below.] Keys made here only work with your Zapier connection and only for this Bigly account. See [API keys](https://docs.biglysales.com/manual/api-keys.md) for managing and deleting keys. ## Send leads into Bigly from a Zap 1. In Zapier, create a Zap with the trigger app you want, for example a new form submission. 2. Add a Bigly action. Connect your Bigly account with the API key you just created. 3. Map the trigger's fields (name, phone, email and so on) to the Bigly contact fields. 4. Test the step, then turn the Zap on. If you'd rather use Zapier's generic **Webhooks by Zapier** action, follow [Lead webhooks](https://docs.biglysales.com/manual/lead-webhooks.md) for the address and format. ## What else the Zapier connection can do With the same key, a Zap can: | Type | What it can do | |---|---| | Actions | Create a contact, send a text, send an email, create a meeting, and mark a contact as Do Not Call or converted. | | Triggers | Pick up new contacts, calls, text messages, emails and today's meetings. | Triggers check for new items regularly and pick up the most recent ones. They aren't designed for exporting all your history. For that, use [Reports and exports](https://docs.biglysales.com/manual/reports.md). ## Send AI call results to Zapier To send each AI call's outcome to a Zap, use a **Catch Hook** in Zapier and add its URL in **AI › Webhooks**. See [Webhooks](https://docs.biglysales.com/manual/webhooks.md). ## Troubleshooting **Zapier says the key is unauthorized.** Check you copied the whole key. Keys are tied to one Bigly account, so a key from another account won't work. Generate a new key if needed. **Leads are rejected as already in the system.** Bigly doesn't create duplicate contacts. The lead matches an existing contact by phone or email. ## Related - [API keys](https://docs.biglysales.com/manual/api-keys.md) - [Lead webhooks](https://docs.biglysales.com/manual/lead-webhooks.md) - [Webhooks](https://docs.biglysales.com/manual/webhooks.md) - [Integrations](https://docs.biglysales.com/manual/integrations.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Lead webhooks > Send leads into Bigly automatically from your website, lead vendor or other software using the contacts API. - Section: Using the app (manual) › Integrations - Web page: https://docs.biglysales.com/manual/lead-webhooks - Video: placeholder — "Sending leads into Bigly by API" (not yet recorded) If your leads come from a website form, a lead vendor or your own software, you can send them straight into Bigly as they happen. Your system posts each lead to Bigly's contacts API, and Bigly creates the contact, ready for your AI agent to follow up. This is the same connection [Zapier](https://docs.biglysales.com/manual/zapier.md) uses. Lead ads from Facebook and TikTok, and form fills from your [landing pages](https://docs.biglysales.com/manual/landing-pages.md), come in through their own integrations instead. ## Before you start - You need permission to manage account settings to create an API key. - The person setting up the sending system needs to be able to send an HTTPS request with a header. This is usually a developer or your lead vendor. ## 1. Generate an API key 1. Open the user menu (your initials, top right) and click **API keys**. 2. Click **+ Generate**, enter a name such as *leads-prod*, and click **Generate key**. 3. Copy the key straight away. It won't be shown again. See [API keys](https://docs.biglysales.com/manual/api-keys.md) for more. ## 2. Send leads to Bigly Give your developer or lead vendor: | Setting | Value | |---|---| | Method | POST | | Address | Your Bigly address followed by /api/zap/contacts, for example https://yourcompany.biglysales.com/api/zap/contacts | | Header | Authorization: Bearer followed by your API key | | Body | The lead as JSON | Each lead needs at least a phone number or an email. For the full list of fields, open **API keys** and click **View the Public API docs**. > [Screenshot placeholder: Public API docs link — User menu › API keys with the View the Public API docs link highlighted in the header text.] ## 3. Check that leads arrive 1. Send a test lead. 2. Open [Contacts](https://docs.biglysales.com/manual/contacts.md) and search for it. 3. A successful request gets a success response from Bigly. A rejected one returns a message saying why. ## How duplicates are handled Bigly doesn't create a second contact for the same person. If a lead matches an existing contact, the request is rejected with *Contact already in the system*. ## Keep your key safe - Anyone with the key can add contacts to your account. Don't put it in public web pages or front-end code. - Use a separate key for each system so you can delete one without affecting the others. - If **API keys** shows a warning that some keys are *not locked to this tenant*, generate a replacement, switch your system to it, then delete the old key. ## Related - [API keys](https://docs.biglysales.com/manual/api-keys.md) - [Zapier](https://docs.biglysales.com/manual/zapier.md) - [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md) - [Integrations](https://docs.biglysales.com/manual/integrations.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Team members > Invite teammates to your Bigly account, add many at once, set their roles and permissions, edit their phone numbers and remove people who leave. - Section: Using the app (manual) › Account & billing - Web page: https://docs.biglysales.com/manual/team-members - Video: placeholder — "Adding your team and setting roles" (not yet recorded) The **Members** page lists everyone who can sign in to your company's Bigly account, plus anyone you've invited who hasn't joined yet. From here you add people, set what they're allowed to do and remove them when they leave. ## Before you start - Open the page from the user menu: click your initials, then **Members**. You can also click **+** in the top bar, then **New Member**. - You need permission to manage users to add or edit members. Only the account owner can remove members. ## Invite a teammate 1. Click **Add New Member**. 2. Enter their email address. 3. Click **Send Invite**. You see **Invitation has been successfully sent!** The person gets an email with a link to join. They choose their own password when they accept. Until then, they show as **Pending**. If they lose the email, invite the same address again; this sends a fresh link. If the address already belongs to a member, you see **This email is already registered.** If your account uses its own branded sign-in page, **Add New Member** asks for a **Name** and **Email** instead, and the button is **Create User**. The account is created straight away and you see **Team member added successfully!** ## Add many members at once **Add Bulk Member** is available on some accounts. Contact support to turn it on. 1. Make a CSV or XLSX file with an `email` column and a `name` column. Names must be at least three characters. 2. Click **Add Bulk Member**. 3. Drag the file into the box or click **browse**, then upload it. Files can be up to 5 MB. Only the first **200 rows** are read, so split bigger teams into several files. Rows with a missing email or a short name are skipped and listed as errors. ## Set a member's role A role decides what a member can see and do. 1. Find the member in the table. 2. Choose a role from their **Role** dropdown. It saves straight away. You can't change your own role or the owner's. ### Advanced roles and permissions Some accounts have advanced roles, where each role carries a set of permissions that Bigly enforces. Advanced roles aren't on every account. Contact support to turn them on. On these accounts the owner's row shows **Owner**, and other rows show the role name with an **Edit** button. The built-in roles are: | Role | What it allows | |---|---| | **Super admin** | Everything. The account owner always has full access. | | **Admin** | Everything except billing and deleting the account. | | **Manager** | Like Admin, but can't change account settings or use the AI assistant connection (MCP). | | **Agent** | Day-to-day work with contacts, lists, calls and messages. Can't manage users, AI settings, account settings or billing. | | **Viewer** | Can look but not change anything. | To change a role or build your own: 1. Click **Edit** next to the member's role. 2. Choose **Assign Existing Role** and pick a role from **Select Role**, or choose **Create New Role** and enter a **Role Name**. 3. Tick the **Permissions** the role should have. 4. Under **Contact Field Visibility**, tick any contact fields to hide from people with this role. Checked fields are masked for them. This section isn't shown on every account. 5. Click **Save**. Built-in roles are read-only. To give someone a different mix of permissions, create a new role. > **Check new members' roles:** New members may start with full access. Set the right role as soon as they join. > [Screenshot placeholder: Roles dialog — The roles dialog with the Assign Existing Role and Create New Role options, the Permissions checklist grouped by area, and the Contact Field Visibility section.] ## Edit a member's phone number 1. Click **Edit** in the member's phone column. 2. Enter the number and click the tick to save. You can't edit the phone of someone who's still **Pending**. ## Remove a member 1. Click the delete icon at the end of the member's row. 2. Click **Delete** to confirm. The person can no longer sign in to this company account. You can't remove yourself or the account owner. Removing a pending invite cancels it. ## Common questions **Can one person belong to several companies?** Yes. They switch between them from **Switch Company** in the user menu. **Who can see Billing?** Members whose role includes billing access. On accounts with advanced roles, that's **Super admin** among the built-in roles, plus the account owner. ## Related - [Logging in](https://docs.biglysales.com/manual/logging-in.md) - [Your profile and tenant details](https://docs.biglysales.com/manual/profile.md) - [Billing](https://docs.biglysales.com/manual/billing.md) - [API keys](https://docs.biglysales.com/manual/api-keys.md) - [Connect your AI agent](https://docs.biglysales.com/manual/connect-your-ai.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Billing > Manage the cards on your account, see your plan and pricing, preview your next invoice, apply a discount code and download monthly billing statements. - Section: Using the app (manual) › Account & billing - Web page: https://docs.biglysales.com/manual/billing - Video: placeholder — "Understanding your Bigly bill" (not yet recorded) The **Cards & Billing History** page shows how you pay Bigly and what you're being charged. You can manage your cards, check your plan's prices, preview your next invoice and download statements for past months. ## Before you start - Open the page from the user menu: click your initials, then **Billing and Cards**. - Only members allowed to see billing have this menu item. Changing cards needs permission to update billing. See [Team members](https://docs.biglysales.com/manual/team-members.md). ## Add a card 1. Click **Add a New Card**. 2. Enter the cardholder **Name** and the card details. 3. Click **Save New Card**. The card appears with its last four digits, expiry (**VALID THRU**) and the date it was added. The first card you add becomes the default. Bigly runs fraud checks when you add a card. A card already used on another Bigly account, or cards under several different cardholder names on one account, can be refused, and in some cases the account is paused for review. If a card is refused, contact support rather than trying more cards. ## Set the default card or remove a card - To make a card the one you're charged on, click **Set as default** on it. It then shows **Default**. - To remove a card, click its delete icon and confirm with **Delete**. ## Read your subscription The **Subscriptions** section starts with a summary of your contract: | Field | What it means | |---|---| | **Subscription Status** | For example **Active**, **Past due**, **Waiting first payment**, **Manual billing** or **No contract**. | | **Billing Type** | **Automatic (Stripe)** if your card is charged automatically, or **Manual** if you're invoiced. | | **Billing Model** | How usage is priced, for example **Tiered**. | | **Minimum Spend** | The least you pay each month, whatever your usage. | | **Billing Threshold** | Shown for automatic billing. Your card is charged when your usage goes over this amount. | | **Ends On** | When the current contract or subscription ends. | Below the summary, there's a card for each product you're billed for, such as **Minimum Spend**, **Total Attempts**, **Human Answered**, **Billable Minutes**, **SMS**, **Ringless Voicemail**, **Call Branding** or **Phone Pool**. Each shows its **Plan Name**, **Price** and **Status**, or its **Tiers**: the price per unit for each usage band. If you see **Please update the contract billing model. Flat billing mode is disabled.**, contact support to move your contract to a current plan. > **Past-due payments:** If a payment fails, Bigly warns you that your subscription is past due. If it isn't resolved in time, the subscription is cancelled and **all calls are blocked**. Update your card and contact support straight away. To change your plan or prices, contact your Bigly account team. ## Preview your next invoice **Upcoming Invoice Preview** shows what you're on track to pay: the **Invoice Number**, **Status**, **Amount Due**, **Due Date** and **Invoice Items**. Click **Show details** or **Hide details** to expand it. It's a preview, so the final amount can change with your usage. ### Apply a discount code 1. In the preview, enter the code in **Discount Code**. 2. Click **Apply**. The discount appears under **Discount Applied**. To remove it, click the remove icon next to it and confirm. ## View and download a monthly statement 1. Under **Invoice**, choose the **Month** and **Year**. 2. Click **Show Invoice**. 3. The **Billing Statement** for that month appears with its invoices. Click **Download PDF** to save it. > [Screenshot placeholder: Billing statement — The Invoice section with Month and Year selected, the Show Invoice button, and the Billing Statement panel with its summary and the Download PDF button.] ## Common questions **What am I charged for?** It depends on the products on your plan, listed under **Subscriptions**. Each product card shows how it's priced. **Where do I see month-to-date spend?** On the [Overview](https://docs.biglysales.com/manual/navigating-the-app.md#the-overview-dashboard) dashboard, if it's on for your account. ## Related - [Team members](https://docs.biglysales.com/manual/team-members.md) - [Navigating the app](https://docs.biglysales.com/manual/navigating-the-app.md) - [Call statistics](https://docs.biglysales.com/manual/call-statistics.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # API keys > Generate API keys so Zapier, lead vendors or your own systems can send leads into Bigly, and delete keys you no longer use. - Section: Using the app (manual) › Account & billing - Web page: https://docs.biglysales.com/manual/api-keys - Video: placeholder — "Creating an API key for your lead sources" (not yet recorded) An **API key** lets another system work with your Bigly account without a username and password. Typical uses are connecting [Zapier](https://docs.biglysales.com/manual/zapier.md) and letting a lead vendor or your website [send leads in](https://docs.biglysales.com/manual/lead-webhooks.md) as soon as they come in. > **Connecting an AI assistant is different:** To connect Claude, ChatGPT or another AI assistant, don't use this page. Use [Connect your AI agent](https://docs.biglysales.com/manual/connect-your-ai.md) instead. ## Before you start - Open the page from **Tenant Details**: click your initials, then **Tenant Details**, then **API Keys** in the left menu. - You need permission to change account settings to generate or delete keys. See [Team members](https://docs.biglysales.com/manual/team-members.md). - Each key belongs to the person who created it. You only see and manage your own keys. ## Generate a key 1. Click **+ Generate**. 2. Enter a name in **Name of API key (e.g. leads-prod)**. Use a name that says where the key will be used. 3. Click **Generate key**. 4. Click the copy icon next to the key and paste it into the other system. > **Copy it now:** The key is shown only once: **Copy this key now — it won't be shown again.** If you lose it, delete it and generate a new one. Click **View the Public API docs →** for the technical details your developer or vendor needs. > [Screenshot placeholder: Generating an API key — The API keys page with the name field filled in, the newly generated key in a green box with the copy icon, and the warning that it won't be shown again.] ## Your keys The table lists your keys with their **Name**, **Scope**, **Owner**, **Created** date and **Last used** date. | Scope | What it means | |---|---| | **Locked to this tenant · Public API endpoints only** | The key works only for this company account, and only for the public lead and Zapier endpoints. All new keys work this way. | | **Locked to this tenant** | The key works only for this company account. | | **Legacy** | An older key that isn't locked to one account. It works on every company account its owner can reach. | Keys don't expire. Delete keys you no longer use. > [Screenshot placeholder: API keys table — The API keys table with columns Name, Scope, Owner, Created, Last used and Action, one row showing a Legacy badge and the yellow warning about keys not locked to this tenant.] ## Replace a legacy key If you have legacy keys, a warning shows how many aren't locked to this account. 1. Generate a new key. 2. Update the integration to use the new key. 3. Check the integration still works. 4. Delete the legacy key. ## Delete a key 1. Click **Delete** on the key's row. 2. Confirm with **Yes, delete it!** For a legacy key, type the key's name to confirm. Any integration using the key stops working straight away. This can't be undone. ## Troubleshooting | Error your integration gets | Cause | |---|---| | **Access denied! token can only be used for zapier.** | The key was used for something other than the public lead and Zapier endpoints. | | **Access denied! token can only be used for associated tenant. please regenerate your API token** | The key belongs to a different company account. Generate a key in the right account. | | The integration stopped working after a teammate left | Keys belong to the person who made them. Have someone generate a new key and update the integration. | ## Related - [Sending leads in by webhook](https://docs.biglysales.com/manual/lead-webhooks.md) - [Zapier](https://docs.biglysales.com/manual/zapier.md) - [Integrations](https://docs.biglysales.com/manual/integrations.md) - [Connect your AI agent](https://docs.biglysales.com/manual/connect-your-ai.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Compliance overview > See which do-not-call, litigator, opt-out and calling-hour checks Bigly runs automatically before contacting a lead, and what remains your responsibility. - Section: Using the app (manual) › Compliance - Web page: https://docs.biglysales.com/manual/compliance-overview - Video: placeholder — "How Bigly helps you call and text compliantly" (not yet recorded) Calling and texting consumers in the US is regulated, mainly by the **TCPA** (Telephone Consumer Protection Act), the do-not-call rules, and state laws on calling hours and consent. Bigly runs a set of checks before every AI call and text to help you avoid contacting people you shouldn't. This page explains what those checks are and where you control them. > **Bigly helps, but compliance is your responsibility:** Bigly's checks reduce risk; they don't make your campaigns compliant on their own. You remain responsible for having consent to contact each lead, honouring opt-out requests, checking the do-not-call registries and rules that apply to you, and following the laws in every state you call. This page isn't legal advice. Talk to your own legal counsel about your obligations. > [Screenshot placeholder: Contact communication settings — A contact's Details panel with the Communication (Main) section, showing the Outgoing and Incoming switches for Email messages, Phone Calls and Text messages, and the Detailed DNC link.] ## What Bigly checks before an AI call Before your AI agent dials a number, Bigly runs these checks. If any check fails, the call isn't placed and the reason is recorded. | Check | What it does | Where you control it | |---|---|---| | **Known litigators** | Blocks numbers belonging to people known for filing TCPA lawsuits, using litigator lists and screening services. A number flagged for one Bigly customer is blocked for all. | Automatic. | | **Reassigned numbers** | Where turned on, blocks numbers that have been given to a new person since the lead gave consent. | Set up by your Bigly account team. | | **Line type** | Where turned on, blocks numbers of types you don't want to call, such as landlines. | **Block Landlines** on **AI › Configure**. | | **Opt-outs (Do Not Call)** | Skips contacts marked Do Not Call, for your whole account or for one intro. | The contact's **Communication (Main)** switches and **Detailed DNC**. | | **Allowed ZIP codes** | If your account has a ZIP code list, only calls contacts in those ZIP codes. | See [Allowed ZIP codes](https://docs.biglysales.com/manual/allowed-zip-codes.md). | | **Calling hours** | Only calls inside your working hours and the allowed hours for the contact's state. Calls outside the window wait. | See [Calling hours](https://docs.biglysales.com/manual/calling-hours.md). | | **Call limits** | Limits how often one number is called per day, week and month across all your campaigns, and how many calls your account places at once. | Set up by your Bigly account team. | | **Network errors** | Stops calling numbers that repeatedly fail on the phone network. | Automatic. | For text messages, Bigly skips contacts marked **Do Not Text** and contacts with no number that can receive texts, and won't text the same contact again within a short time. See [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md). ## Contacts who become Do Not Call automatically Bigly can mark a contact Do Not Call without anyone on your team doing it, for example: - the AI call ends with an outcome your account treats as an opt-out, such as the lead asking not to be called; - the lead hangs up on the agent several times; - calls to the number keep failing on the phone network. The exact rules are set for your account. Contact support to review them. ## Mark a contact Do Not Call yourself 1. Open the contact from [Contacts](https://docs.biglysales.com/manual/contacts.md) or the [Inbox](https://docs.biglysales.com/manual/inbox.md). 2. Under **Communication (Main)**, switch off the channels the contact has opted out of. The **Outgoing** switches stop you calling, texting or emailing them. The **Incoming** switches cover calls, texts and emails they send to you. 3. To opt them out of one campaign only, click **Detailed DNC** and change the settings for that intro. To opt out a whole list at once, open the list and click **Mark DNC**. This can't be undone. See [Lists](https://docs.biglysales.com/manual/lists.md). ## See which calls were blocked - **Statistics › Calls** shows a **Failure Reason** and a **DNC** column for each call. See [Call statistics](https://docs.biglysales.com/manual/call-statistics.md). - **Statistics › Leads** has columns for each type of block. See [Lead statistics](https://docs.biglysales.com/manual/lead-statistics.md). - If you use the [Bigly MCP](https://docs.biglysales.com/mcp.md), ask your assistant to explain why calls are being blocked. See [Troubleshooting](https://docs.biglysales.com/mcp/troubleshooting.md). > [Screenshot placeholder: Blocked calls in statistics — Statistics › Calls filtered to failed calls, with the Failure Reason column showing compliance blocks and the DNC column marked for opted-out contacts.] ## Your responsibilities Bigly's checks don't cover everything. In particular, you should: - **Get and keep consent.** Only upload and contact leads who have agreed to hear from you in the way you plan to contact them, and keep records of that consent. - **Honour opt-outs quickly.** When a lead asks you to stop, mark them Do Not Call or Do Not Text straight away, on every channel they asked about. - **Check do-not-call registries.** Make sure your lead lists have been checked against the national and state registries that apply to you. - **Follow state rules.** Some states have stricter calling hours, consent rules or registration requirements. Set your [calling hours](https://docs.biglysales.com/manual/calling-hours.md) to match. - **Register for texting.** Use [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md) and send only the kinds of messages you registered. - **Disclose recordings where required.** See [Call recordings](https://docs.biglysales.com/manual/call-recordings.md). ## Related - [Calling hours](https://docs.biglysales.com/manual/calling-hours.md) - [Allowed ZIP codes](https://docs.biglysales.com/manual/allowed-zip-codes.md) - [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md) - [Contacts](https://docs.biglysales.com/manual/contacts.md) - [Call statistics](https://docs.biglysales.com/manual/call-statistics.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Calling hours > Set the days and hours your AI agent may call and text leads, and understand the state calling-time rules Bigly applies on top. - Section: Using the app (manual) › Compliance - Web page: https://docs.biglysales.com/manual/calling-hours - Video: placeholder — "Setting your working hours and time zone" (not yet recorded) **Calling hours** decide when your AI agent is allowed to call and text leads. Two sets of hours apply, and a call only goes out when both allow it: 1. **Your working hours**: the days and times your business wants calls to happen, set on **AI › Configure**. 2. **State calling-time rules**: the allowed hours for the state each lead is in, in the lead's local time. Bigly maintains these for all accounts. When a call or follow-up is due outside the allowed window, Bigly holds it and sends it when the window next opens. ## Before you start - You need permission to change AI settings. See [Team members](https://docs.biglysales.com/manual/team-members.md). - Decide when someone on your team can answer [transfers](https://docs.biglysales.com/manual/call-transfers.md) and when you want leads called. Your working hours should cover only those times. ## Set your time zone Your working hours are read in your account's time zone, so set it first. 1. Go to **AI › Configure**. 2. Scroll to **Tenant Timezone** and choose your time zone, for example *America/New_York*. ## Set your working hours 1. On **AI › Configure**, switch on **Working hours**. 2. In **Working Day**, choose a day. It's added to the list. 3. For that day, set the **Start time** and **End time**. Add another slot if you take a break, for example 9:00 to 12:00 and 13:00 to 17:00. 4. Repeat for every day you want calls to go out. 5. Click **Update**. If you use the [Bigly MCP](https://docs.biglysales.com/mcp.md), you can also ask your AI assistant to set your time zone and working hours, for example *Call Monday to Friday, 9 to 6 Eastern*. See [AI settings through the MCP](https://docs.biglysales.com/mcp/ai-settings.md). When working hours are on, a day without a time slot is never used for calling. If you want calls on Saturdays, add Saturday with its own slot. > **Don't leave working hours unset:** If you haven't set working hours, Bigly uses a default weekday window. Your agent also uses your hours when it suggests callback times and when it decides whether you're open, so set them to match your real hours. ## How state rules are applied For each lead, Bigly works out their state and local time zone from their contact details. A call is placed only when the time is inside **both** your working hours (in your time zone) **and** the allowed hours for the lead's state (in the lead's time zone). If there's no specific rule for a state, Bigly uses a default daytime window. For example, if your hours are 9:00 AM to 6:00 PM Eastern, a lead in California can't be called before 9:00 AM Eastern (6:00 AM their time), and also can't be called before their state's allowed start time. State rules are maintained by Bigly and can't be changed from your account. They're a safety net, not legal advice: check the rules that apply to your business and set your working hours to be at least as strict. ## What happens outside the window - **AI call campaigns** keep running but wait. Calls start again automatically when the window opens. - **Follow-up calls and texts** wait until the next allowed time. - **Inbound calls** outside your working hours are answered with your **After Office Hours** intro, if you have one. See [Intros](https://docs.biglysales.com/manual/intros.md). If Bigly can't find an allowed time for a contact in the next day or two, for example because your working hours and their state's hours never overlap, the contact may be marked Do Not Call. Make sure your hours overlap with the time zones you call. ## Common questions **Do these hours apply to calls I make myself?** The working hours on this page control the AI agent and automated follow-ups. When you use the [power dialer](https://docs.biglysales.com/manual/power-dialer.md), you're responsible for calling at allowed times. **Can I set different hours for different campaigns?** Working hours apply to your whole account. A [call campaign's daily schedule](https://docs.biglysales.com/manual/scheduled-blasts.md) can narrow when that campaign runs, but can't go outside your working hours. **Do holidays count?** Bigly doesn't skip public holidays automatically. Remove the day's slot, or pause your campaigns, if you don't want to call. ## Related - [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md) - [AI settings](https://docs.biglysales.com/manual/ai-settings.md) - [Scheduled callbacks](https://docs.biglysales.com/manual/scheduled-callbacks.md) - [Calls](https://docs.biglysales.com/manual/calls.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Allowed ZIP codes > Limit AI calls to contacts in the ZIP codes you serve, and make sure your contacts' ZIP codes are complete so they aren't skipped. - Section: Using the app (manual) › Compliance - Web page: https://docs.biglysales.com/manual/allowed-zip-codes - Availability: Set by your Bigly account team or through the MCP - Video: placeholder — "Restricting calls to your service area" (not yet recorded) The **allowed ZIP codes** list limits your AI calls to contacts in specific ZIP codes. Use it when you can only serve certain areas, are licensed only in some places, or want a campaign to stay inside your service area. - **No list (the default):** all ZIP codes are allowed. - **With a list:** the AI agent only calls contacts whose ZIP code is on the list. Everyone else is skipped, **including contacts with no ZIP code at all**. In the app, the list is set up by your Bigly account team: contact support to add, change or remove it. If you use the [Bigly MCP](https://docs.biglysales.com/mcp.md), you can also change it yourself from your AI assistant. > [Screenshot placeholder: Pre-start ZIP warnings — The Start AI Blast window for a call list showing a yellow warning that 12% of ZIPs are missing, with the confirm button still available.] ## Before you start - Make sure your contacts have ZIP codes. Map the ZIP column when you [import contacts](https://docs.biglysales.com/manual/importing-contacts.md), or edit them on the [contact's page](https://docs.biglysales.com/manual/contacts.md). - Prepare your list of 5-digit US ZIP codes. ## Ask for a ZIP code list 1. Contact support and send the ZIP codes you want to allow, separated by commas, for example `90210, 10001, 60601`. 2. Tell them if the list should replace your current one or be added to it. Only US 5-digit ZIP codes can be used. Extra characters are removed, so `90210-1234` becomes `90210`. Entries that don't contain five digits are rejected. ## Change the list with your AI assistant If your account uses the [Bigly MCP](https://docs.biglysales.com/mcp.md) and your role can update AI settings, ask your assistant, for example *Only call zip codes 30301, 30302 and 30303*. It shows you a preview of the new list, and nothing changes until you confirm. One invalid entry stops the whole change. See [AI settings through the MCP](https://docs.biglysales.com/mcp/ai-settings.md). ## Check your contacts before a campaign When you start an AI blast on the [Calls](https://docs.biglysales.com/manual/calls.md) page, Bigly checks the call list's ZIP codes: | What Bigly finds | What you see | |---|---| | Half or more of the contacts have no ZIP code | A red **error**. You can't start until you fix it. | | Some contacts have no ZIP code | A yellow **warning**, such as *12% of ZIPs are missing*. You can still start. | | Half or more of the contacts with a ZIP code are outside your allowed list | A red **error**. | | Some contacts are outside your allowed list | A yellow **warning**. | Contacts skipped because of their ZIP code are recorded as blocked, so you can see them in your [call statistics](https://docs.biglysales.com/manual/call-statistics.md). ## Fix missing ZIP codes - **For new imports:** map your file's ZIP or postal code column to the ZIP field. See [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md). - **For existing contacts:** open the contact and add the ZIP code to their location, or re-import the list with the ZIP column mapped. ZIP codes are stored as 5 digits. Entries with fewer than five digits, or `00000`, are not accepted. ## Common questions **Do changes apply straight away?** Yes. Calls already waiting to go out use the new list when they're placed. **Does the list affect texts or calls I make myself?** The allowed ZIP code list applies to AI calls. **Can I block specific ZIP codes instead?** The list only allows ZIP codes; it can't exclude them. To keep one campaign inside an area, use the **State** and **City** filters when you build its audience. ## Related - [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md) - [Calling hours](https://docs.biglysales.com/manual/calling-hours.md) - [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md) - [Calls](https://docs.biglysales.com/manual/calls.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Using Bigly with your AI assistant > Connect Claude, ChatGPT or another MCP-capable assistant to your Bigly account and configure your AI agent by describing what you want. - Section: Using the MCP (AI assistant) › Get started - Web page: https://docs.biglysales.com/mcp - Manual (in-app) equivalent: [Using the Bigly app](https://docs.biglysales.com/manual.md) - Video: placeholder — "Bigly MCP in 3 minutes" (not yet recorded) The **Bigly MCP** lets an AI assistant work in your Bigly account for you. You connect it once. After that you can type requests like *"change our working hours to 9 to 6 Eastern"* or *"add a two-day follow-up text for people who don't answer"*, and the assistant makes the change for you. MCP stands for *Model Context Protocol*, an open standard that lets an AI assistant use tools in other apps. Bigly runs its own MCP server, so any assistant that supports MCP can connect to it, including Claude, ChatGPT and Claude Code. > **Example request to your AI assistant:** "Look at our Bigly AI setup and tell me what's missing before we start calling leads." ## What it can do The MCP is built for **setting up and tuning your AI agent**. It can read and change: | Area | What you can ask for | |---|---| | [AI settings](https://docs.biglysales.com/mcp/ai-settings.md) | AI calling on/off, timezone, calls per lead per day/week, opt-out rules, zip codes | | [Prompt variables](https://docs.biglysales.com/mcp/prompt-variables.md) | Your company name, offer, and the other facts the agent quotes | | [Intros](https://docs.biglysales.com/mcp/intros.md) | The opening line the agent says when a lead answers | | [Voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md) | The script and rules for the conversation, plus the voice and language model | | [Tools configuration](https://docs.biglysales.com/mcp/tools-configuration.md) | Transfer numbers and what the agent can do mid-call | | [Follow-ups](https://docs.biglysales.com/mcp/followup-sequences.md) | Calls, texts and picture messages that go out after a call, and your working hours | | [SMS agents](https://docs.biglysales.com/mcp/sms-agents.md) | AI that answers inbound text messages | | [Web calling](https://docs.biglysales.com/mcp/web-call.md) | The browser-based AI call widget for your website | | [Webhooks](https://docs.biglysales.com/mcp/webhooks.md) | Sending call results to your CRM or Zapier | ## What it can't do (yet) The MCP does **not** read or edit your contacts, lists, calls, messages, billing, or phone numbers. For those, use the step-by-step guides in [Using the app](https://docs.biglysales.com/manual.md). Each MCP page links to its in-app counterpart, so you can always switch. > **Every change is previewed first:** Before your assistant changes anything, it shows you a **preview** of exactly what will change. Nothing is saved until you confirm. See [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md). ## Start here 1. [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md). This takes about 5 minutes. 2. Ask it to run the [onboarding check](https://docs.biglysales.com/mcp/onboarding-guide.md), so it learns how your account is set up. 3. Ask for your first change. > [Screenshot placeholder: Claude showing a Bigly change preview — A Claude conversation in which the assistant lists the before and after values of a Bigly AI setting and asks the user to confirm.] --- All documentation pages: https://docs.biglysales.com/llms.txt # Connect your AI assistant > Connect Claude, ChatGPT, Claude Code or another MCP-capable assistant to your Bigly account, and disconnect it when you no longer need it. - Section: Using the MCP (AI assistant) › Get started - Web page: https://docs.biglysales.com/mcp/connect - Availability: Not enabled on every account. Contact support to turn it on - Manual (in-app) equivalent: [Connect your AI agent](https://docs.biglysales.com/manual/connect-your-ai.md) - Video: placeholder — "Connecting Claude and ChatGPT to Bigly" (not yet recorded) Before your AI assistant can work in Bigly, you connect it to your account once. Everything you need is on one screen in the app: **AI › Connect your AI agent**. It lists every supported assistant and gives you the exact steps, links and settings to copy for the one you pick. There are two ways to connect, depending on the assistant: | Assistant | How it connects | |---|---| | **ChatGPT** | You sign in to Bigly and click **Allow**. No token needed. | | **Claude (web, desktop & mobile)** | You sign in to Bigly and click **Allow**. No token needed. | | **Claude Code**, **OpenAI Codex CLI**, **Cursor**, **VS Code / GitHub Copilot**, **Windsurf**, **Gemini CLI**, **Any other MCP client** | You generate an access token in Bigly and paste it into the assistant's settings. | ## Before you start - **The feature must be turned on for your account.** If it isn't, the **Connect your AI agent** tab says the MCP integration isn't enabled yet. Contact support to turn it on. - **You need permission to use the MCP.** The account owner and users with an admin role have it by default. Managers, agents and viewers don't. If the tab says you don't have permission to manage access tokens, ask an admin. See [Team members](https://docs.biglysales.com/manual/team-members.md). - Each connection is tied to **you** and to **one workspace**. If you belong to several Bigly workspaces, connect each one separately. ## Open the setup screen 1. In the top navigation, click **AI**. 2. In the left tab list, click **Connect your AI agent**. 3. Under **Set up your AI agent**, click the button for your assistant, for example **ChatGPT**, **Claude (web, desktop & mobile)** or **Claude Code**. The numbered steps below the buttons change to match the assistant you picked. ## Connect Claude (web, desktop or mobile) 1. On **Connect your AI agent**, pick **Claude (web, desktop & mobile)**. 2. Click **Add to Claude**. Claude opens with the connector name and server URL already filled in. 3. In Claude, click **Add**, then **Connect**. 4. A Bigly sign-in page opens. Sign in with your usual Bigly login. 5. If you belong to more than one workspace, choose the one you want Claude to work in. 6. Review the request and click **Allow**. Claude can now use Bigly in your chats. **On a Claude Team or Enterprise plan**, an Owner can click **Add for my organization (Team/Enterprise Owners)** instead. That adds the connector for the whole organization. Each member then clicks **Connect** in Claude and signs in with their own Bigly login. You can also add it by hand in Claude under **Customize › Connectors › Add custom connector**. Copy the name and server URL shown on the Bigly setup screen. > [Screenshot placeholder: Bigly consent page — The Bigly page that opens after clicking Connect in Claude: the chosen workspace, the signed-in email, and the Allow button.] ## Connect ChatGPT 1. On **Connect your AI agent**, pick **ChatGPT**. 2. Click **Open ChatGPT**. 3. In ChatGPT, click **+** and choose **Add custom MCP server**. 4. Copy the **Name** and **MCP server URL** from the Bigly setup screen into ChatGPT. 5. Set **Authentication** to **OAuth**. Leave the client ID and secret empty. 6. Create it as a plugin. 7. When asked, sign in to Bigly, choose the workspace and click **Allow**. > [Screenshot placeholder: ChatGPT custom MCP server form — ChatGPT's Add custom MCP server form with the Bigly name and server URL filled in and Authentication set to OAuth.] ## Connect Claude Code or another token-based client Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI and other MCP clients connect with an **access token** instead of a sign-in. 1. On **Connect your AI agent**, pick your client, for example **Claude Code**. 2. In the token box, type a name you'll recognize later, for example *my-laptop*. 3. Click **Generate token**. The token appears in a green box and is copied to your clipboard. 4. Copy it somewhere safe now. **It's shown only once.** 5. Follow the numbered step for your client. For Claude Code, copy the command shown and run it in the project folder where you want to use Bigly. For the others, copy the settings into the file named in the step. The token is already filled in. 6. Check the connection. For Claude Code, run `claude mcp list` and look for the Bigly server in the list. > [Screenshot placeholder: Generate token and Claude Code command — The Claude Code option selected, the token name field and Generate token button, the one-time token in a green box, and the copy-ready claude mcp add command below it.] Anyone with the token can change your AI setup. Don't share it or paste it into chats. If it leaks, revoke it (see below) and generate a new one. ### The server URL You don't need to type the server address yourself. The setup screen always shows the right one for your account: - **Claude and ChatGPT** use one shared Bigly address. You choose the workspace when you sign in. - **Token-based clients** use an address that includes your workspace, ending in `/api/v2/mcp`. ## Start the guided setup The last step on the setup screen, **Start the guided setup**, gives you a line to paste into your assistant. It loads Bigly's onboarding guide so the assistant asks you the right questions before changing anything. See [Onboarding guide](https://docs.biglysales.com/mcp/onboarding-guide.md). > **Example request to your AI assistant:** "Read the Bigly onboarding guide and tell me what you need from me to set up our AI agent." ## See and remove connections The bottom of **Connect your AI agent** shows two tables. **Connected apps** lists Claude, ChatGPT and other apps you connected by signing in, with **App**, **Connected** and **Last used**. To remove one: 1. Click **disconnect** next to the app. 2. Click **Yes, disconnect it!** The app loses access to this workspace straight away. To use it again, connect it again. **Your access tokens** lists the tokens you generated, with **Name**, **Created** and **Last used**. To remove one: 1. Click **revoke** next to the token. 2. Click **Yes, revoke it!** Any assistant set up with that token stops working. You can also remove a connection from inside Claude or ChatGPT, in their connector settings. > [Screenshot placeholder: Connected apps and access tokens — The Connected apps table with one Claude row and a disconnect link, and the Your access tokens table with one token and a revoke link.] ## Common questions **The tab says the MCP integration isn't enabled.** The feature is off for your account. Contact support. **The tab says I don't have permission.** Your role doesn't include MCP access. Ask an admin to connect for you or to change your role. **The sign-in page says AI app connections aren't available.** None of your workspaces allow you to use the MCP, either because it's off for the account or because your role doesn't include it. **I lost my token.** Tokens can't be shown again. Revoke the old one and generate a new one. **Do I need to reconnect regularly?** Claude and ChatGPT stay connected while you use them. If you remove the connection, lose MCP access, or leave the workspace, you'll need to connect again. **What can the assistant see?** Only your AI setup: settings, prompts, intros, follow-ups, SMS agents, web calling and webhooks. It can't read your contacts, lists or call history. Passwords and secret keys come back hidden. See [What the MCP doesn't cover](https://docs.biglysales.com/mcp/not-covered.md). ## Related - [Connect your AI (in the app)](https://docs.biglysales.com/manual/connect-your-ai.md) - [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md) - [Onboarding guide](https://docs.biglysales.com/mcp/onboarding-guide.md) - [Troubleshooting](https://docs.biglysales.com/mcp/troubleshooting.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # How changes are made safely > Understand how your AI assistant reads your Bigly setup, previews every change, and only saves it after you confirm. - Section: Using the MCP (AI assistant) › Get started - Web page: https://docs.biglysales.com/mcp/how-changes-work - Video: placeholder — "Preview, confirm, apply" (not yet recorded) Your AI assistant can't quietly change your Bigly account. Every change follows the same three steps: **preview**, **your confirmation**, then **apply**. If you don't approve the preview, nothing is saved. ## Before you start - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md). - You need permission to **change** an area, not just view it. The account owner and admins have both by default. If your role only lets you view, the assistant can read your setup but not change it. ## Reading versus changing Bigly gives your assistant two kinds of tools for each area of your AI setup (settings, intros, voice prompt, follow-ups and so on): | Kind | What it does | Needs confirmation? | |---|---|---| | **Read** | Looks up how things are set up now. Never changes anything. | No | | **Update** | Previews and saves changes. Some areas can also delete items, such as an intro or a webhook. | Yes | Your assistant only sees the update tools if your role allows changes in that area. Many assistants also label them, so Claude or ChatGPT may ask your permission before it even uses one. > **Example request to your AI assistant:** "What are our current calling hours and voice? Don't change anything." ## What happens when you ask for a change 1. **You ask.** For example: *"Call leads 9 to 6 Eastern on weekdays."* 2. **The assistant reads your current setup** so it knows the starting point. 3. **It previews the change.** Bigly checks the new values and works out exactly what would change, without saving anything. If something is invalid, such as an unknown voice or a time in the wrong format, the preview says so and nothing moves forward. 4. **It shows you the preview.** You see each field with its old value and its new value. 5. **You approve or decline.** Say *yes* to go ahead, or ask for something different. 6. **It applies the change.** Bigly saves exactly what you saw and sends back what changed. ## The rules that keep it safe **A preview is required.** Bigly refuses to save a change unless the assistant previewed exactly the same values first. If the values differ from the preview, even slightly, it has to preview again and show you the new version. **One preview, one change.** Each preview unlocks a single save. To make another change, the assistant previews again. **Previews expire.** A preview is good for 10 minutes by default. If you take longer to decide, the assistant simply runs the preview again and shows it to you. **A confirmation phrase is required.** Every save and every delete must carry a fixed confirmation phrase for that area, for example `APPLY_TENANT_AI_SETTINGS_UPDATE` for AI settings. The assistant adds it once you approve. You don't need to type it. The phrase never changes, so an assistant can't make one up from your data. **Only your workspace.** The assistant works only in the workspace you connected. It can't reach another account. **Secrets stay hidden.** Passwords, API keys and webhook credentials come back as `***` when the assistant reads them. The preview is your last check. Look for fields you didn't expect to change. For lists such as a follow-up sequence, sending a new list usually **replaces** the whole list, so make sure every step you want to keep is in the preview. ## Where changes are recorded Every change saved through the assistant is recorded with who made it, when, which area changed, and the before and after values. Secret values are blanked out in the record. Reading and previewing aren't recorded, because they change nothing. Changes to intros, prompt variables and voice prompts also appear in **AI › Teach Your Bot › Activity Log**, the same as changes made in the app, where you can review them and roll a field back. See [Activity log](https://docs.biglysales.com/manual/activity-log.md). > [Screenshot placeholder: Activity Log after an MCP change — AI › Teach Your Bot › Activity Log with a recent entry for an intro edited through the assistant, showing the old and new value.] ## Common questions **Can the assistant change something without asking me?** No. A save without a matching preview is refused. Read every preview before you say yes. **I said yes, but the assistant says a preview is required.** The preview expired, was already used, or the assistant changed a value after showing it to you. Ask it to preview again. See [Troubleshooting](https://docs.biglysales.com/mcp/troubleshooting.md). **Can I undo a change?** Ask the assistant to change it back, and it previews the reverse change. For intros, prompt variables and voice prompts you can also roll back from the Activity Log. **What can't it change?** Contacts, lists, calls, messages, numbers, billing and the other areas listed in [What the MCP doesn't cover](https://docs.biglysales.com/mcp/not-covered.md). ## Related - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) - [Guided workflows](https://docs.biglysales.com/mcp/guided-workflows.md) - [Troubleshooting](https://docs.biglysales.com/mcp/troubleshooting.md) - [Activity log](https://docs.biglysales.com/manual/activity-log.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Onboarding guide > Have your AI assistant load Bigly's onboarding guide, review how your account is set up, and walk you through what's missing. - Section: Using the MCP (AI assistant) › Get started - Web page: https://docs.biglysales.com/mcp/onboarding-guide - Video: placeholder — "Let the assistant review your Bigly setup" (not yet recorded) Bigly's **onboarding guide** is a checklist your AI assistant reads before it touches your account. It tells the assistant how a working Bigly AI agent is put together, in what order to set it up, and which questions to ask you first. Your assistant can then review your current setup, tell you what's missing, and walk you through fixing it one preview at a time. Use it when you first connect, and any time you want a second opinion on your setup. ## Before you start - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md). - Reading the guide needs only MCP access. Making the changes it suggests needs permission to change each area. See [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md). ## Start the guided setup The easiest way is the line Bigly gives you on the setup screen. 1. Go to **AI › Connect your AI agent**. 2. Pick your assistant. 3. Under **Start the guided setup**, click the copy icon. 4. Paste it into your assistant and send it. For **Claude Code** the line is a slash command, `/mcp__bigly__onboard_tenant_ai`. For Claude, ChatGPT and most other assistants it's a sentence asking the assistant to load the guide and ask you its questions before changing anything. You can also ask in your own words: Load the Bigly onboarding guide and follow it. Ask me the questions it lists before you change anything, and show me each preview before you apply it. ## What the assistant checks The guide works through your setup in this order, because later steps depend on earlier ones: 1. **Timezone and calling hours.** If you've never set them, Bigly uses a default weekday window, which affects when calls, callbacks and transfers happen. The assistant asks for your real hours. See [Calling hours](https://docs.biglysales.com/manual/calling-hours.md). 2. **Voice and language model.** Which voice the agent speaks with and which AI model it uses. 3. **Voice prompt and intros.** The script and the opening lines. The guide checks that they fit together, for example that the voice prompt includes your intro and that each qualifying question in an intro is actually asked. See [Voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md) and [Intros](https://docs.biglysales.com/mcp/intros.md). 4. **After-hours intro.** What the agent says when someone calls back outside your hours. The assistant offers to create one if it's missing. 5. **Follow-ups.** Calls and texts that go out after the first call. See [Follow-up sequences](https://docs.biglysales.com/mcp/followup-sequences.md). 6. **Guard rails.** Settings that stop unwanted calls, such as opt-out tags, hang-up limits, allowed zip codes and call caps. 7. **Other prerequisites.** Anything else your account needs before calls can go out. 8. **A final check.** The assistant previews what the agent would actually be told on a call, outbound and inbound, without placing one. See [Call context preview](https://docs.biglysales.com/mcp/call-context-preview.md). 9. **Turning AI calling on.** This comes last, after everything else is in place, and needs your confirmation like any other change. ## Web calling accounts If your account uses only browser **web calling** and has no phone numbers, the guide skips the phone and compliance steps. Instead it covers the voice agent, prompt and intro, the websites allowed to show the call widget, the consent text, a test, switching web calling on, and adding the widget to your site. See [Web calling](https://docs.biglysales.com/mcp/web-call.md). ## Tips - **Answer the questions.** The guide tells the assistant which things have no safe default, such as your hours and your offer. Give real answers rather than letting it guess. - **Do it in one sitting if you can.** Each change is previewed and confirmed separately, so you can stop and come back later. - **Ask for a review only.** If you just want a health check, say so. Using the Bigly onboarding guide, review our setup and list what's missing. Don't change anything. ## Common questions **My assistant started changing things without asking questions.** It probably didn't load the guide. Paste the **Start the guided setup** line, or ask it to load the onboarding guide first. It still can't save anything without showing you a preview. **The slash command doesn't work in my assistant.** Only some assistants support slash commands. Use the sentence version from the setup screen, or the request above. **Does the guide change over time?** Yes. Bigly keeps its prompt-writing advice up to date, and your assistant gets the current version each time it loads the guide. ## Related - [Guided workflows](https://docs.biglysales.com/mcp/guided-workflows.md) - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) - [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md) - [Reference material](https://docs.biglysales.com/mcp/reference-resources.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # AI settings > Ask your AI assistant to read or change the account-wide switches and limits that control how your AI agent calls leads. - Section: Using the MCP (AI assistant) › AI agent setup - Web page: https://docs.biglysales.com/mcp/ai-settings - Manual (in-app) equivalent: [AI settings](https://docs.biglysales.com/manual/ai-settings.md) - Video: placeholder — "Changing AI settings from your AI assistant" (not yet recorded) **AI settings** are the account-wide switches and limits behind your AI agent: whether AI calling is on, your timezone, how often one person can be called, which call results opt a contact out, which zip codes you call, and similar options. Most of them are the same options you see on **AI › Configure** in the app. Through the MCP your assistant can read all of them at once and change any of them in one request. > **Example request to your AI assistant:** "Show me our current AI settings and flag anything that looks risky." > "Limit each lead to 2 AI calls per day and 5 per week." > "Set our timezone to America/Chicago." > "Only call zip codes 30301, 30302 and 30303." ## Before you start - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) to Bigly. - You need permission to **read** AI settings to see them, and permission to **update** AI settings to change them. Account owners and admins have both by default. Managers and agents can't use the MCP. - If you are setting up a new account, keep **AI calling off** until your prompt, voice, intros and follow-ups are ready. The [onboarding check](https://docs.biglysales.com/mcp/onboarding-guide.md) walks through that order. ## What the assistant reads When you ask about your settings, the assistant reads every setting it is allowed to see, with its current value and the values it accepts. Passwords and tokens (for example your Ping/Post token) come back masked as `***`. The assistant can see that one is set, but not what it is. ## What the preview shows Before anything is saved, the assistant shows you a preview: - **What changes**: each setting that would change, with its current value and its new value. Settings you mention that already have that value are left out. - **Errors**: if a value isn't allowed (a number out of range, a misspelled option, an invalid zip code), the preview says so and nothing can be saved until it's fixed. You confirm in the chat, and only then is the change applied. See [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md). > [Screenshot placeholder: AI settings change preview — A Claude conversation showing a preview of two Bigly AI settings, max AI calls per day going from 3 to 2 and timezone going from America/New_York to America/Chicago, with the assistant asking the user to confirm.] ## Settings explained The technical name is in brackets. You only need it if the assistant asks which setting you mean. | Setting | What it does | Accepted values | |---|---|---| | AI calling (`ai_enabled`) | The master switch for AI phone calls. It does **not** control [web calling](https://docs.biglysales.com/mcp/web-call.md). | On or off | | Timezone (`timezone`) | The account timezone, shown as **Tenant Timezone** on the Configure tab. Working hours are read in this timezone, so set it first. | A timezone name, such as America/New_York | | Max AI calls per day, week, month (`max_ai_call_per_day`, `_week`, `_month`) | How often one phone number can be called by the AI, across all your campaigns. | 0 or more | | Max concurrency (`max_tenant_concurrency`) | Caps how many AI calls your account places at a time. | 1 or more | | Opt-out tags (`opt_out_tags`) | Call results that move a contact to your do-not-call list. | Any of: Do not qualify, Not interested, User ended call | | Hang-up limit (`hangup_block_limit`) | After this many hang-ups, the contact is moved to do-not-call. | 0 to 99 | | Carrier error limit (`sip_block_threshold`) | After this many failed connections, the contact is moved to do-not-call. | 0 or more | | Allowed zip codes (`allowed_zip_codes`) | Only contacts in these zip codes are called. An empty list means every zip code is allowed. | 3 to 10 letters or digits each, spaces and hyphens allowed | | Block Landlines (`verify_number_before_call`) | Checks the line type before calling and skips landlines. | On or off | | Same day meeting (`meeting_same_day`) | Lets the agent book meetings for the same day. | On or off | | Meeting type (`ai_mode_of_meeting`) | Whether booked meetings are calls or in person. | Call or in-person | | Start campaign on inbound text (`start_campaign_on_inbound_text`) | Starts the AI campaign when a lead texts you. | On or off | | Call immediately after text response (`call_immediately_after_text_response`) | Calls a lead as soon as they reply to a text. | On or off | | Uses Prompt Attributes (`uses_prompt_attributes`) | Lets the agent use contact attributes in its prompt. | On or off | | AI phone number (`ai_phone_number`) | The phone number the AI uses. | Text | | Inbound forward number (`inbound_forward_number`) | A phone number that incoming AI calls are connected to straight away, with no AI conversation, during your office hours. Leave it empty to keep the AI answering. If the number isn't a valid US number, or it's outside office hours, the AI answers instead. | Text | | SMS link message (`ai_sms_link_message`) | The text message sent when the AI shares a link. | Text, up to 1,024 characters | | SMS campaign path (`ai_sms_blast_path`) | What AI text campaigns aim for. | Qualifying questions or meeting scheduler | | Ping/Post Service (`ping_post_service`, `ping_post_token`) | Real-time lead intake through Ping/Post. Needs its token. | On or off, plus a token | | Call Forwarding Event, Forward Calls Instantly (`call_transfer_event`, `call_transfer_event_sync`) | How live transfers are handed to your team. | On or off | | Calling provider and SIP options (`live_kit_version`, `sip_provider`, `sip_to_sip_transfer` and related) | Which telephony setup places your calls. These are usually set up with the Bigly team, so check with support before changing them. | Fixed options | If you see a setting on the Configure tab that isn't in this table, ask the assistant. It can tell you whether that setting is available through the MCP. ## Limits and rules - Only the settings the MCP exposes can be changed. Any other name is rejected. - Numbers must be whole numbers inside the range shown above. - Text values can be up to 1,024 characters. - Every zip code in the list is checked. One invalid entry stops the whole change. - Set your **timezone** before you turn on working hours. - Turning on Ping/Post needs the Ping/Post token too. ## What you can't change here - **Working hours and follow-up limits** live with your follow-ups. Use [Followup sequence](https://docs.biglysales.com/mcp/followup-sequences.md). - **Voice, language model and speech recognition** are part of the [Voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md). - **Transfer phone numbers** used during a call are set in [Tools configuration](https://docs.biglysales.com/mcp/tools-configuration.md). - **Pricing, internal IDs and account credentials** are never available through the MCP. ## Common questions **I turned AI calling on, but my website widget still doesn't work.** AI calling only controls phone calls. Web calling has its own switch. See [Web calling](https://docs.biglysales.com/mcp/web-call.md). **Why do some calls get skipped?** Your call caps, opt-out tags, zip code list and calling hours can all block a call. Ask the assistant to *diagnose blocked calls*, or see [Troubleshooting](https://docs.biglysales.com/mcp/troubleshooting.md). ## Related - [AI settings in the app](https://docs.biglysales.com/manual/ai-settings.md) - [Calling hours](https://docs.biglysales.com/manual/calling-hours.md) - [Allowed zip codes](https://docs.biglysales.com/manual/allowed-zip-codes.md) - [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Prompt variables > Ask your AI assistant to add, change or remove the company facts your AI agent quotes on calls, such as your company name and offer. - Section: Using the MCP (AI assistant) › AI agent setup - Web page: https://docs.biglysales.com/mcp/prompt-variables - Manual (in-app) equivalent: [Prompt variables](https://docs.biglysales.com/manual/prompt-variables.md) - Video: placeholder — "Managing prompt variables with your AI assistant" (not yet recorded) **Prompt variables** are named facts about your business, like `company_name`, `agent_name` or `offer`. You write them once, and your prompts, intros and opening sentences refer to them in curly braces, for example `{company_name}`. When a call starts, Bigly swaps each placeholder for its value. They're the same list you see on **AI › Teach Your Bot › Prompt Variables** in the app. Keeping facts here means you change the offer in one place instead of editing every prompt. > **Example request to your AI assistant:** "List our prompt variables." > "Change our offer to 20% off the first month." > "Add a variable called agent_name with the value Sarah." > "Remove the variable old_promo." ## Before you start - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) to Bigly. - You need permission to **read** prompt variables to see them, and permission to **update** them to add, change or remove one. Account owners and admins have both by default. ## What the assistant reads The assistant reads every variable on your account, as a list of names and values in alphabetical order. ## Add or change variables 1. Tell the assistant which variables you want and their values. You can include several in one request. 2. The assistant shows a **preview**: each variable that would change, with its current value and its new value. A new variable shows no current value. Variables you mention with an unchanged value are left out. 3. Confirm in the chat. The assistant saves the change and shows the updated list. Variables you don't mention are left as they are. Changing one variable never removes the others. ## Remove a variable Ask the assistant to remove a variable by name. It confirms with you before removing it. Removing a variable that doesn't exist does nothing. If a prompt or intro still contains `{old_promo}` after you remove that variable, the placeholder is not replaced, and nothing warns you. Ask the assistant to search your [voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md) and [intros](https://docs.biglysales.com/mcp/intros.md) for it first. ## Settings explained | Field | What it is | Rules | |---|---|---| | Variable name | The name you put in curly braces in a prompt, such as `company_name`. | Letters, numbers and underscores only. No spaces. Up to 100 characters. | | Value | The text that replaces the placeholder on a call. | Up to 1,000 characters. Can be empty. | ## Limits and rules - Each request needs at least one variable. - A name with spaces, hyphens or other symbols is rejected, so use `agent_name`, not `agent name` or `agent-name`. - Names must match exactly. `{Company_Name}` and `{company_name}` are different placeholders. - Placeholders are replaced as plain text with no checking. A typo in a prompt, like `{compnay_name}`, is spoken or sent as written. ## Check the result To see a variable in context, ask for a [call preview](https://docs.biglysales.com/mcp/call-context-preview.md). It shows the final prompt and opening sentences with every placeholder filled in, so you can spot one that didn't resolve. ## What you can't change here - Contact details such as `{name}` are filled in from each contact, not from prompt variables. Edit contacts in the app: see [Contacts](https://docs.biglysales.com/manual/contacts.md). - Built-in placeholders such as `{intro}` and `{working_hours}` come from your [intros](https://docs.biglysales.com/mcp/intros.md) and [working hours](https://docs.biglysales.com/mcp/followup-sequences.md). They aren't variables you can set here. ## Related - [Prompt variables in the app](https://docs.biglysales.com/manual/prompt-variables.md) - [Voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md) - [Intros](https://docs.biglysales.com/mcp/intros.md) - [Reference resources](https://docs.biglysales.com/mcp/reference-resources.md), including the placeholder list --- All documentation pages: https://docs.biglysales.com/llms.txt # Intros > Ask your AI assistant to create, edit or delete intros, the opening lines and qualifying questions your AI agent uses on calls. - Section: Using the MCP (AI assistant) › AI agent setup - Web page: https://docs.biglysales.com/mcp/intros - Manual (in-app) equivalent: [Intros](https://docs.biglysales.com/manual/intros.md) - Video: placeholder — "Writing and editing intros with your AI assistant" (not yet recorded) An **intro** is the part of a call script that changes from campaign to campaign. Each intro holds the opening sentences the agent says when someone answers, a block of text dropped into your voice prompt where it says `{intro}`, and the qualifying questions the agent asks. Intros can be different for outbound and inbound calls. These are the intros on **AI › Teach Your Bot › Intros** in the app. Your assistant can list them, read one in full, create new ones, edit them and delete them. > **Example request to your AI assistant:** "List our intros." > "Change the first outbound sentence of the Solar intro to: Hi {name}, this is Sarah from {company_name}." > "Create an after-hours intro that tells inbound callers we're closed and will call back tomorrow." > "Add a question to the Solar intro asking for the caller's zip code." ## Before you start - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) to Bigly. - You need permission to **read** intros to see them, and permission to **update** intros to create, change or delete one. Account owners and admins have both by default. - Your [voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md) must contain `{intro}`. Without it, the intro's text is never used on a call. ## What the assistant reads - **List**: every intro with its number (ID), title, tag and inbound phone number, newest first. - **Read one**: every field of a single intro, including its questions. Refer to an intro by its title. The assistant looks up the number it needs. ## Create or change an intro 1. Describe the intro or the change. To edit, name the intro. Without a name, the assistant creates a new one. 2. The assistant shows a **preview**. It says whether this will **create** a new intro or **update** an existing one, and lists each field with its current value and its new value. Fields you don't mention stay as they are. 3. Confirm in the chat. The assistant saves the intro and shows it back to you. ## Delete an intro Ask the assistant to delete an intro by title. It asks you to confirm, then deletes it. Check first that no campaign, [first day followup](https://docs.biglysales.com/mcp/first-day-followup.md), [web calling](https://docs.biglysales.com/mcp/web-call.md) setting or [webhook](https://docs.biglysales.com/mcp/webhooks.md) still uses it. ## Settings explained | Field | On screen | What it does | |---|---|---| | Title (`title`) | **Title** | The intro's name. Up to 255 characters. | | Outbound intro text (`content_outbound`) | **Intro**, Outbound tab | Text placed at `{intro}` in your prompt on outbound calls. | | Inbound intro text (`content_inbound`) | **Intro**, Inbound tab | Text placed at `{intro}` on inbound calls. | | First outbound sentence (`first_outbound_sentence`) | **First Outbound Sentence** | The first thing the agent says when a lead answers. | | Second outbound sentence (`second_outbound_sentence`) | **Second Outbound Sentence** | What the agent says next. | | First inbound sentence (`first_inbound_sentence`) | **First Inbound Sentence** | The first thing the agent says when a lead calls in. | | Inbound number (`inbound_number`) | **Select Number** | The phone number this intro answers. Up to 32 characters. | | Tag (`tag`) | **Tag** | Uses this intro for inbound callers whose most recent tag matches. Common tags: after office hours, transferred dropped, scheduled callback, SMS callback. Custom tags work too. | | Text response message (`message`) | The text message box | An optional text message the AI sends, for accounts that send links. | | Outbound and inbound questions (`questions`, `questions_inbound`) | **Add Question** | Qualifying questions. Each has the question text and, optionally, an **Attribute Name**, **Answer Type** and **Expected output**. | ### Question options - **Answer Type** must be one of: string, number, boolean or list. - **Expected output** must be one of the options in the app: a yes or no answer, a number, a date, a zip code, any answer, or a state given as its two-letter abbreviation. - **Attribute Name** is where the answer is saved on the contact, for example `total_workers`. Up to 191 characters. Questions are matched to `{Q1}`, `{Q2}` and so on in your prompt **by position**. Keep the number of `{Q#}` placeholders equal to the number of questions. When the assistant changes the questions on an intro, it sends the complete new list. Questions left out of that list are removed. Ask it to show you the full list in the preview. ## Every account needs an after-hours intro Create one intro with the **After Office Hours** tag and inbound intro text filled in. Inbound calls outside your working hours use it. Without one, callers hear a generic closed message instead of yours. ## What you can't change here - **Transfer Call Summary Prompt** and **No-Answer Voicemail Recording URL** can only be edited in the app. See [Intros in the app](https://docs.biglysales.com/manual/intros.md). - **Clone Intro** is an app-only button. To copy an intro, ask the assistant to read it and create a new one with the same text. - Which intro a campaign uses is set on the campaign. See [Calls](https://docs.biglysales.com/manual/calls.md). - Two intros can share an inbound number. Nothing stops this, but only one of them answers. Give each number one intro. ## Related - [Intros in the app](https://docs.biglysales.com/manual/intros.md) - [Voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md) - [Prompt variables](https://docs.biglysales.com/mcp/prompt-variables.md) - [Call preview](https://docs.biglysales.com/mcp/call-context-preview.md), to check an intro before it goes live --- All documentation pages: https://docs.biglysales.com/llms.txt # Voice prompt > Ask your AI assistant to edit your AI agent's call script, voice, language model and conversation timing, and to manage your saved prompts. - Section: Using the MCP (AI assistant) › AI agent setup - Web page: https://docs.biglysales.com/mcp/voice-prompt - Manual (in-app) equivalent: [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md) - Video: placeholder — "Editing the voice prompt and voice from your AI assistant" (not yet recorded) The **voice prompt** is the script and set of rules your AI agent follows on every call. It also holds the agent's voice, the language model that does the thinking, the speech recognition model, and timing options such as how long a call may last and how long to wait in silence. It's the same setup you see on **AI › Teach Your Bot › Voice Prompt** in the app. Your assistant can read it, change any part of it, and keep named copies of your prompts. > **Example request to your AI assistant:** "Show me our outbound prompt and the voice we use." > "Switch to a calm female English voice." > "Rewrite the objection-handling section of our outbound prompt to be shorter." > "Save the current prompts as Spring campaign." ## Before you start - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) to Bigly. - You need permission to **read** the voice prompt to see it, and permission to **update** it to make changes. Account owners and admins have both by default. - Your prompt must contain `{intro}`, so your [intros](https://docs.biglysales.com/mcp/intros.md) are folded in. The assistant can check this for you. > **Let the assistant follow the writing guide:** Bigly publishes a prompt-writing guide that your assistant can load. Ask it to *follow the Bigly prompting guide* when it writes or rewrites a prompt. See [Reference resources](https://docs.biglysales.com/mcp/reference-resources.md). ## What the assistant reads - Every setting below, with its current value. - The **voice, language model and speech-to-text model** you've selected, by name. - The **catalog** of every voice and model you can choose from, with each voice's language and gender. Describe what you want ("a warm male Spanish voice") and the assistant picks a match from the catalog. - Your **saved prompts**, newest first. ## Change the prompt or settings 1. Describe the change. 2. The assistant shows a **preview** listing each field that changes, with its current value and its new value. For long prompts, ask it to show you the full new text. 3. Confirm in the chat. The change applies to the next call. If you edit a prompt that was loaded from a saved prompt, the saved copy is updated too. ## Settings explained | Setting | On screen | Accepted values | |---|---|---| | Outbound and inbound prompt (`outbound_prompt`, `inbound_prompt`) | **System Prompt** | Text | | Prompt prefix (`prefix`) | | Text added before the prompt | | First and second outbound sentence, first inbound sentence (`outbound_first_message`, `outbound_second_message`, `inbound_first_message`) | **First sentence outbound calls**, **Second sentence outbound calls**, **First sentence inbound calls** | Text | | Goal of the call (`prompt_type`) | **Type** | Transfer call or meeting scheduler | | Language model (`ai_large_language_model_id`) | **Model** | One from the catalog | | Voice (`ai_voice_id`) | **Voice** | One from the catalog | | Speech-to-text model (`ai_speech_to_text_model_id`) | **Speech to Text** | One from the catalog | | Max call length (`max_duration_of_call`) | **Max Duration Of Call** | 30 to 1,800 seconds | | Max ringing time (`max_ringing_time`) | **Max Ringing Time** | 5 to 99 seconds | | Silence timeout (`silence_timeout`) | **Silence Timeout** | 1 to 300 seconds | | Speak-up delay (`idle_user_speak_duration`) | | 1 to 15 seconds before the agent speaks to a silent caller | | Creativity (`temperature`) | | 0 to 2 | | Top P (`top_p`) | | 0 to 1 | | Max tokens (`max_tokens`) | **Max Tokens** | 1 or more | | Allow interruptions (`allow_interruption`) | **Interruption** | On or off | | Interrupt Min Words, Interrupt Speech Duration | **Interruption** | 0 or more | | Min and Max End Pointing Delay, minimum silence duration | **Voice Activity Detection** | 0 or more | | Voice language (`voice_language`) | **Language** | en or es | | Volume (`voice_volume`) | **Volume** | 0.01 to 1 | | Speed (`voice_speed`) | **Speed** | 0 or more | | Emotion (`voice_emotion`) | **Emotion** | One of the emotions listed in the app, such as neutral, calm, confident or happy | | Speech language (`speech_language`) | **Language** under Speech to Text | en-US, es-419 or multi | | Key Terms (`key_terms`) | **Key Terms** | Comma-separated words the speech recognition should listen for | | Use Context (`use_context`) | **Use Context** | On or off | | Turn Detection (`turn_detection_provider`, `turn_detection_language`) | **Turn Detection** | English or multilingual | | Background Sound (`background_audio_file`, `background_audio_volume`) | **Background Sound** | A file name, and a volume from 0 to 1 | Keep the voice language and speech language consistent with the voice you choose. A Spanish voice with English speech recognition gives poor results. ## Saved prompts Saved prompts are named copies of your outbound and inbound prompts. - **List** them by asking *show our saved prompts*. - **Save** the current or a new prompt under a name. A name is required. - **Delete** one by name. The assistant asks you to confirm first. If the saved prompt you delete is the one your agent is using, its outbound and inbound prompts are emptied too. Your agent then has no script until you set one. Ask the assistant whether a saved prompt is in use before deleting it. ## Limits and rules - Only the settings in the table can be changed. Anything else is rejected. - Numbers must be inside the ranges shown. - Voices and models must be chosen from the catalog. An unknown ID is rejected. - Placeholders in the prompt, like `{company_name}`, are not checked. Use a [call preview](https://docs.biglysales.com/mcp/call-context-preview.md) to spot ones that don't resolve. ## What you can't change here - **Livekit Version** and **Sip Provider** are account settings. See [AI settings](https://docs.biglysales.com/mcp/ai-settings.md). - **Tools** the agent can use, such as transfer and end call, are set in [Tools configuration](https://docs.biglysales.com/mcp/tools-configuration.md). - The Bigly **Prompt Library** (the curated prompts you pick on the Prompt Library tab) is managed in the app only. See [Prompt selector](https://docs.biglysales.com/manual/prompt-selector.md). - **Test Call** can't be placed from the MCP. Use a [call preview](https://docs.biglysales.com/mcp/call-context-preview.md) to see the assembled script, or place a [test call in the app](https://docs.biglysales.com/manual/test-calls.md). ## Related - [Voice prompt in the app](https://docs.biglysales.com/manual/voice-prompt.md) - [Intros](https://docs.biglysales.com/mcp/intros.md) - [Prompt variables](https://docs.biglysales.com/mcp/prompt-variables.md) - [Guided workflows](https://docs.biglysales.com/mcp/guided-workflows.md), including *change voice or model* --- All documentation pages: https://docs.biglysales.com/llms.txt # Tools configuration > Ask your AI assistant to set up the actions your AI agent can take during a call, such as transferring the caller, ending the call or sending a text. - Section: Using the MCP (AI assistant) › AI agent setup - Web page: https://docs.biglysales.com/mcp/tools-configuration - Manual (in-app) equivalent: [Tools configuration](https://docs.biglysales.com/manual/tools-configuration.md) - Video: placeholder — "Setting up call transfers and other agent tools" (not yet recorded) During a call your AI agent can do more than talk. It can **transfer** the caller to your team, **end** the call politely, **send a text**, **trigger a webhook**, or **look up a credit score**. These are its *tools*. Each tool has a description that tells the agent when to use it, plus settings such as the number to transfer to. In the app, the **Tools Configuration** tab is only shown to the Bigly team. Through the MCP, you can read and change these settings yourself if you have permission. > **Example request to your AI assistant:** "Show me how our transfer tool is set up." > "Change our transfer number to +1 555 123 0000." > "Change what the agent says before ending a call to: Thanks for your time, have a great day." > "Only transfer when the caller asks for a person or agrees to a quote." ## Before you start - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) to Bigly. - You need permission to **read** tools configuration to see it, and permission to **update** it to change it. Account owners and admins have both by default. - Know which tools your [voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md) uses. See the warning below. > **A tool only works if your prompt names it:** The agent only gets a tool when its name appears in your voice prompt, for example `transfer_call` or `end_call`. If you set up a tool your prompt never mentions, nothing changes on calls. Ask the assistant to check the prompt, or run a [call preview](https://docs.biglysales.com/mcp/call-context-preview.md). ## What the assistant reads - **List**: every tool you've customised, with its description and settings. - **Read one**: the full setup of a single tool. A tool you've never customised uses Bigly's default setup, so it may not appear in the list. ## Change a tool 1. Name the tool and describe the change. 2. The assistant shows a **preview**. It says whether this will **create** your own setup for that tool or **update** the existing one, and lists each field with its current value and its new value. 3. Confirm in the chat. The next call uses the new setup. > [Screenshot placeholder: Transfer tool preview — A Claude conversation previewing a change to the Bigly transfer_call tool: transfer number before and after, the sentence said before transferring, and use tool set to on, with a request to confirm.] ## Settings explained Every tool has a **description**: plain text that tells the agent *when* to use it. This is the most important setting, because the agent decides based on it. A description is required every time you change a tool. | Tool | What it does | Settings you can change | |---|---|---| | Transfer call (`transfer_call`) | Transfers the caller to a person. | The number to transfer to, the sentence said just before transferring, the descriptions of both, and an on/off switch. With the switch off, the transfer tool isn't given to the agent. | | End call (`end_call`) | Ends the call. | The default closing sentence and its description. Both are required. | | Webhook dispatcher (`webhook_dispatcher`) | Triggers one of your [webhooks](https://docs.biglysales.com/mcp/webhooks.md) during the call. | The default webhook, the default message, and the descriptions of both. | | Send SMS (`send_sms`) | Sends the caller a text during the call. | The default text content. | | Credit score (`credit_score`) | Looks up the caller's credit score, where your account has that integration. | The description only. | ## Limits and rules - Only these five tools can be changed here. - A description is always required. - Each tool accepts only its own settings. A setting from another tool is rejected. - The on/off switch exists only for **Transfer call**. - There is no delete. To undo your changes, ask the assistant to put back the previous text from the preview. ## What you can't change here - Other agent tools, such as the meeting booking and knowledge-base tools, aren't available through the MCP. - **Which** webhooks exist and where they send data: see [Webhooks](https://docs.biglysales.com/mcp/webhooks.md). - Account-wide transfer options such as **Forward Calls Instantly (Without Queue)** are in [AI settings](https://docs.biglysales.com/mcp/ai-settings.md). ## Common questions **I changed the transfer number but calls still go to the old one.** Check that your prompt mentions `transfer_call` and that the transfer switch is on. Then run a [call preview](https://docs.biglysales.com/mcp/call-context-preview.md): it shows the tools the agent will receive. ## Related - [Tools configuration in the app](https://docs.biglysales.com/manual/tools-configuration.md) - [Call transfers](https://docs.biglysales.com/manual/call-transfers.md) - [Voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md) - [Webhooks](https://docs.biglysales.com/mcp/webhooks.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Call preview > Ask your AI assistant to show exactly what your AI agent would say and do on a call, without placing one. - Section: Using the MCP (AI assistant) › AI agent setup - Web page: https://docs.biglysales.com/mcp/call-context-preview - Manual (in-app) equivalent: [Test calls](https://docs.biglysales.com/manual/test-calls.md) - Video: placeholder — "Previewing a call before it goes live" (not yet recorded) A **call preview** shows you the complete script your AI agent would get for a call: the final prompt with every placeholder filled in, the opening sentences, the qualifying questions, and the voice, model and tool setup. Nothing is dialed, nobody is called, and nothing is charged. Use it after any change to your [voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md), [intros](https://docs.biglysales.com/mcp/intros.md), [prompt variables](https://docs.biglysales.com/mcp/prompt-variables.md) or [tools](https://docs.biglysales.com/mcp/tools-configuration.md), to check the result before real leads hear it. This is a read-only tool: it never changes anything. > **Example request to your AI assistant:** "Preview an outbound call using the Solar intro, for a lead named Maria." > "Preview an inbound call and check that every placeholder is filled in." > "Preview a web call from our website widget." > "Does the assembled prompt give the agent the transfer tool?" ## Before you start - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) to Bigly. - You need the **call preview** permission. Account owners and admins have it by default. - Your account needs a voice prompt. If none exists yet, the preview fails and the assistant tells you to set one up in [Voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md) first. ## What you can ask for | Option | What it means | Default | |---|---|---| | Call type | A **phone** call, or a **web** call from your website widget. | Phone | | Direction | **Outbound** (you call the lead) or **inbound** (the lead calls you). | Outbound | | Intro | Which [intro](https://docs.biglysales.com/mcp/intros.md) to use. Name it and the assistant finds it. | None, unless it's a web call | | Test name | A first name to put into `{name}`, so you can read the script as a lead would hear it. | None | | Contact | One real contact whose details fill in the placeholders. The assistant can't search your contacts, so give it the contact's ID. | None | | Phone provider | Which phone carrier setup to preview. | Your default | ## What the preview shows - **The final prompt**, with your intro, prompt variables, working hours and contact details filled in. - **The opening sentences** the agent will say. - **The qualifying questions** from the intro. - **The call setup**: language model, voice, speech recognition and the tools the agent will receive. - **How it was built**: the call type, direction and intro used, and where that intro came from. Ask the assistant to point out anything still in curly braces, such as `{offer}`. That means a placeholder didn't resolve, usually because of a typo or a missing [prompt variable](https://docs.biglysales.com/mcp/prompt-variables.md). > [Screenshot placeholder: Call preview summary — A Claude conversation summarising a Bigly outbound call preview: the first and second opening sentences with the lead name filled in, three qualifying questions, the selected voice and model, and a note that one placeholder did not resolve.] ## Web call previews When you ask for a web call preview: - It always uses your **outbound** prompt and opening sentences. Inbound settings don't apply to web calls, and asking for an inbound web call is rejected. - If you don't name an intro, it uses the intro set in [Web calling](https://docs.biglysales.com/mcp/web-call.md), then your default follow-up intro. The preview says which one it used. - Phone and carrier settings are ignored, because a web call has no phone line. ## Privacy The only way the preview reads a contact's details is if you ask for a specific contact. Otherwise it uses no contact data at all. Use a test name when you just want to read the script. ## What you can't do here - **Place a call.** The MCP can't start a phone call or a web call. To hear the agent, place a [test call in the app](https://docs.biglysales.com/manual/test-calls.md). - **See past calls.** Recordings and transcripts aren't available through the MCP. See [Call recordings](https://docs.biglysales.com/manual/call-recordings.md). - **Change anything.** The preview only reads. Make changes with the other AI agent setup tools. ## Related - [Test calls in the app](https://docs.biglysales.com/manual/test-calls.md) - [Voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md) - [Intros](https://docs.biglysales.com/mcp/intros.md) - [Troubleshooting](https://docs.biglysales.com/mcp/troubleshooting.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Followup sequence > Ask your AI assistant to set up the recurring calls, texts and picture messages that keep following up with leads, and the working hours they run in. - Section: Using the MCP (AI assistant) › Follow-ups - Web page: https://docs.biglysales.com/mcp/followup-sequences - Manual (in-app) equivalent: [Follow-up sequence](https://docs.biglysales.com/manual/followup-sequences.md) - Video: placeholder — "Building a follow-up routine with your AI assistant" (not yet recorded) The **followup sequence** keeps working your leads after the first contact. It's a routine of calls, text messages and picture messages (MMS) that run at set times each day or on chosen weekdays, for a set number of days after a lead is added. This page also covers your **working hours**, the windows when follow-ups and AI calls are allowed. In the app, the routine is on **AI › Followup Sequence**, and the on/off switch and working hours are on **AI › Configure**. Your assistant can manage all of it in one conversation. This is different from the [first day followup](https://docs.biglysales.com/mcp/first-day-followup.md), the step-by-step sequence that starts the moment a lead is added. > **Example request to your AI assistant:** "Show me our follow-up routine and working hours." > "Set our working hours to Monday to Friday, 9 to 6, and Saturday 10 to 2." > "Call leads every day at 10:00 and text them every Tuesday and Thursday at 14:00." > "Follow up for 14 days, with at most 6 calls and 4 texts." ## Before you start - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) to Bigly. - You need permission to **read** follow-ups to see them, and permission to **update** follow-ups to change them. Account owners and admins have both by default. - Set your **timezone** in [AI settings](https://docs.biglysales.com/mcp/ai-settings.md) before you set working hours. Hours are read in that timezone. ## What the assistant reads - **Totals and switches**: whether follow-ups are on, how many days they run, and the maximum calls and texts. - **Working hours**: whether they're on, and the time windows for each day. - **The routine**: every action, with its type, time, how often it repeats, and its message text or images. ## Change the routine or hours 1. Describe what you want. 2. The assistant shows a **preview**. Totals and working hours appear as before-and-after values. For the routine, the preview gives the **number of actions** in the new routine, so ask the assistant to list them for you before confirming. 3. Confirm in the chat. > **A new routine replaces the old one:** When the assistant changes the routine, it sends the complete list of actions, and that list replaces everything you had. To add one action, ask the assistant to keep the existing ones and add the new one. ## Settings explained | Setting | On screen | Accepted values | |---|---|---| | Follow-ups on (`followup_enabled`) | **Enable FollowUp Configuration** | On or off | | Days to follow up (`followup_total_days`) | **How many days to FollowUp** | 0 or more. Counted from the day the lead was added. | | Maximum calls (`followup_max_no_of_calls`) | **Maximum no of calls** | 0 or more | | Maximum texts (`followup_max_no_of_messages`) | **Maximum no of messages** | 0 or more | | Working hours on (`followup_time_enabled_to_all`) | **Working hours** | On or off | | Working hours per day (`followup_time_for_days`) | **Working Day**, **Start time**, **End time** | One or more time windows per day | Each routine action has: | Field | Accepted values | |---|---| | Type | Call, message (text) or MMS (picture message) | | Time | A time of day such as 09:30. It runs within a minute or so of that time. | | Repeat | Daily or weekly | | Weekdays | For weekly actions: which days, at least one | | Message text | For texts and MMS | | Images | For MMS: the links to the images | ## Limits and rules - Day names must be full English weekday names: Monday, not Mon. - Times use 24-hour format, like 09:00 or 17:30. - Every day you list needs at least one time window, each with a start and an end. - With working hours on, a day you leave out is never callable. - A weekly action needs at least one weekday. - Follow-ups stop on their own when a lead converts or has a successful call. If you never set working hours, Bigly uses a default window of Monday to Friday, 08:00 to 20:45. Your agent will appear to work normally but with hours you didn't choose. Working hours also affect callback booking, live transfers and how after-hours inbound calls are handled. ## What you can't change here - The **first day followup** has its own page: [First day followup](https://docs.biglysales.com/mcp/first-day-followup.md). - **Message Interested Followup** and other options on the Followup Sequence tab that aren't listed above are app-only. See [Followup sequences in the app](https://docs.biglysales.com/manual/followup-sequences.md). - State calling-time rules always apply on top of your hours. See [Calling hours](https://docs.biglysales.com/manual/calling-hours.md). - **No Reply FollowUp** is a separate feature, managed in the app. See [No-reply followup](https://docs.biglysales.com/manual/no-reply-followup.md). ## Related - [Followup sequences in the app](https://docs.biglysales.com/manual/followup-sequences.md) - [First day followup](https://docs.biglysales.com/mcp/first-day-followup.md) - [AI settings](https://docs.biglysales.com/mcp/ai-settings.md) - [Guided workflows](https://docs.biglysales.com/mcp/guided-workflows.md), including *configure working hours* and *set up a followup sequence* --- All documentation pages: https://docs.biglysales.com/llms.txt # First day followup > Ask your AI assistant to set up the step-by-step calls and texts that go out as soon as a new lead is added. - Section: Using the MCP (AI assistant) › Follow-ups - Web page: https://docs.biglysales.com/mcp/first-day-followup - Manual (in-app) equivalent: [First day followup](https://docs.biglysales.com/manual/first-day-followup.md) - Video: placeholder — "Setting up your first day followup with your AI assistant" (not yet recorded) The **first day followup** is the sequence that starts the moment a new lead is added. It's an ordered list of steps (a call, a text, a picture message) and each step waits a set number of minutes or hours before it runs. A typical setup calls right away, texts after 5 minutes if there's no answer, and calls again an hour later. It's the sequence on **AI › First day followup config** in the app. Your assistant can read it and replace it with a new one. This is different from the [followup sequence](https://docs.biglysales.com/mcp/followup-sequences.md), the daily and weekly routine that keeps going over the following days. > **Example request to your AI assistant:** "Show me our first day followup." > "Set our first day followup to: call right away, text after 5 minutes, call again after 1 hour." > "Change the text in step 2 to: Hi {name}, sorry we missed you. When's a good time to talk?" > "Use the Solar intro for our first day followup." ## Before you start - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) to Bigly. - You need permission to **read** the first day followup to see it, and permission to **update** it to change it. Account owners and admins have both by default. - Steps only run inside your working hours, and only while follow-ups are switched on. See [Followup sequence](https://docs.biglysales.com/mcp/followup-sequences.md). ## What the assistant reads - Every step in order, with its type, delay, and any message text or images. - The **intro** the sequence uses, if one is linked. ## Change the sequence 1. Describe the full sequence you want, or the change to make. 2. The assistant shows a **preview** with the number of steps in the new sequence and the intro it will use. Ask it to list the steps if you want to read them again. 3. Confirm in the chat. > **Every change replaces the whole sequence:** The assistant always sends the complete list of steps, and that list replaces the old one. To change one step, ask the assistant to keep the others exactly as they are. > [Screenshot placeholder: First day followup preview — A Claude conversation listing a three-step Bigly first day followup (call after 0 minutes, SMS after 5 minutes, call after 1 hour) with the linked intro, and asking the user to confirm.] ## Settings explained Each step has: | Field | What it means | Accepted values | |---|---|---| | Type | What the step does. Shown as **Call**, **SMS** and **MMS** in the app. | Call, message (text) or MMS | | Delay | How long to wait before this step runs. | A whole number, 0 or more | | Delay unit | Minutes or hours. | Minute or hour | | Order | The step's position. If you don't give one, the order of your list is used. | 0 or more | | Message text | The text to send, for texts and MMS. Leave it empty and the AI writes the message. | Text | | Images | For MMS: the links to the images. | A list of links | The sequence also has one **intro** setting (shown as **Select Intro**). It picks which [intro](https://docs.biglysales.com/mcp/intros.md) the first-day calls use. - Name an intro to link it. - Ask to clear it to remove the link. - Say nothing about the intro and the current one stays. ## Limits and rules - The delay unit can only be minutes or hours. For a step on the next day, use hours, such as 24. - The intro must be one of your own intros. - An option on **AI › Configure**, **Execute first followup node immediately**, can make the first step run without waiting for its delay. Check it in the app if your first step runs earlier than you expect. ## What you can't change here - **Rule-based sequences.** If your account can send different leads to different first-day sequences based on their details, those sequences and their rules are built in the app. The assistant only edits your default sequence. See [First day followup in the app](https://docs.biglysales.com/manual/first-day-followup.md). - **Who gets enrolled.** A lead enters the first day followup when it's added. See [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md) and [Lead webhooks](https://docs.biglysales.com/manual/lead-webhooks.md). - **Results.** First-day follow-up statistics are in the app. See [Lead statistics](https://docs.biglysales.com/manual/lead-statistics.md). ## Related - [First day followup in the app](https://docs.biglysales.com/manual/first-day-followup.md) - [Followup sequence](https://docs.biglysales.com/mcp/followup-sequences.md) - [Intros](https://docs.biglysales.com/mcp/intros.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # SMS agents > Ask your AI assistant to create, edit or delete the AI agents that reply to your leads' text messages. - Section: Using the MCP (AI assistant) › Channels & integrations - Web page: https://docs.biglysales.com/mcp/sms-agents - Manual (in-app) equivalent: [SMS agents](https://docs.biglysales.com/manual/sms-agents.md) - Video: placeholder — "Creating an SMS agent with your AI assistant" (not yet recorded) An **SMS agent** is an AI that answers your leads' text messages for you. It replies in your company's voice, works out what the lead wants (to talk now, a callback later, a meeting, or to stop texting), and can book meetings if you allow it. Your **default** agent is the one that answers incoming texts. These are the agents on **AI › SMS Agents** in the app. Your assistant can list them, read one in full, create new ones, edit them and delete them. > **Example request to your AI assistant:** "List our SMS agents and tell me which one is the default." > "Create an SMS agent called Sales Assistant that qualifies solar leads and offers a callback." > "Let the Sales Assistant agent book meetings." > "Make Sales Assistant active and set it as our default agent." ## Before you start - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) to Bigly. - You need permission to **read** SMS agents to see them, and permission to **update** SMS agents to create, change or delete one. Account owners and admins have both by default. - SMS agents only answer texts on accounts with phone numbers. On a web-calling-only account they never receive a message. ## What the assistant reads - **List**: every agent with its number (ID), name, status, model, and whether it's the default. The active default comes first, then other active agents, then drafts. - **Read one**: every setting of a single agent. - **Models**: the language models you can choose from. ## Create or change an agent 1. Describe the agent or the change. To edit, name the agent. Without a name, the assistant creates a new one. 2. The assistant shows a **preview**. It says whether this will **create** or **update** an agent and lists each field with its current value and its new value. 3. Confirm in the chat. A new agent starts as a **Draft** unless you say otherwise. Drafts don't answer anyone, so you can try a new agent safely. > [Screenshot placeholder: New SMS agent preview — A Claude conversation previewing a new Bigly SMS agent named Sales Assistant: status Draft, tone Professional, model gpt-4o, an opening greeting and an objective, with a request to confirm.] ## Settings explained | Setting | On screen | Accepted values | |---|---|---| | Name (`name`) | **Agent Name** | Required for a new agent. Up to 255 characters. | | Objective (`description`) | **Agent Objective** | What the agent is meant to achieve. | | Opening greeting (`greeting`) | **Opening Greeting** | The agent's first message. Can include contact details in double braces, such as `{{FirstName}}`. | | Follow-up instruction (`followup_instruction`) | **Follow-up Instruction** | How the agent writes a follow-up when a lead hasn't replied. Leave it empty to use Bigly's default. | | System prompt (`raw_prompt`) | The prompt box on **Prompt & Model** | The agent's full instructions. | | Model and provider (`model`, `provider`) | **Prompt & Model** | A model from the list the assistant reads. New agents use gpt-4o from OpenAI. | | Temperature (`temperature`) | **Temperature** | 0 to 2. New agents use 0.7. | | Max output tokens (`max_tokens`) | **Max Output Tokens** | 256 to 8,192. New agents use 1,024. | | Top P (`top_p`) | **Top P** | 0 to 1. New agents use 1. | | Book meetings (`can_book_meetings`) | **Book meetings** | On or off. Off for new agents. | | Status (`status`) | **Active** / **Draft** | Active or draft | | Default (`is_default`) | **Set Default** | On or off | | Tone, company name and description (`tone`, `company_name`, `company_description`) | | Extra details for the prompt. New agents use the tone Professional. | ## Limits and rules - Only an **active** agent can be the default. - You can have only one default. Making an agent the default removes the default from the one before it. - Setting an agent back to **Draft** also removes it as the default. - Only the settings in the table can be changed. Anything else is rejected. ## Delete an agent Ask the assistant to delete an agent by name. It asks you to confirm first. If you delete your default agent, make another active agent the default so incoming texts are still answered. ## What you can't change here - **Test** chats with an agent are only in the app. Open the agent on **AI › SMS Agents** and use the **Test** tab. See [SMS agents in the app](https://docs.biglysales.com/manual/sms-agents.md). - **Text messages themselves** can't be read or sent through the MCP. Use the [Inbox](https://docs.biglysales.com/manual/inbox.md). - **SMS campaigns** and **10DLC registration** are app-only. See [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) and [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md). ## Related - [SMS agents in the app](https://docs.biglysales.com/manual/sms-agents.md) - [Guided workflows](https://docs.biglysales.com/mcp/guided-workflows.md), including *create an SMS agent* - [Reference resources](https://docs.biglysales.com/mcp/reference-resources.md), including the model catalog --- All documentation pages: https://docs.biglysales.com/llms.txt # Web calling > Ask your AI assistant to set up the website widget that lets visitors talk to your AI agent from their browser, and get the snippet to paste on your site. - Section: Using the MCP (AI assistant) › Channels & integrations - Web page: https://docs.biglysales.com/mcp/web-call - Availability: Not enabled on every account. Contact support to turn it on - Manual (in-app) equivalent: [Web calling](https://docs.biglysales.com/manual/web-calling.md) - Video: placeholder — "Putting your AI agent on your website" (not yet recorded) **Web calling** lets visitors to your website talk to your AI agent straight from their browser. There's no phone number and no dialing. You paste a short snippet into your site, and visitors click **Start call** to begin. It's the same setup as **AI › Web Calling** in the app. Your assistant can read it, change it, give you the snippet, and issue a new snippet key if you need one. > **Example request to your AI assistant:** "Is our web calling set up correctly? Tell me anything that would stop it working." > "Allow the widget on example.com and app.example.com, then turn web calling on." > "Use the Website Visitors intro for web calls." > "Give me the snippet to paste on our site." ## Before you start - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) to Bigly. - You need permission to **read** web calling to see it, and permission to **update** it to make changes. Account owners and admins have both by default. - Web calling must be enabled for your account. If it isn't, the assistant can still show and preview your settings, but saving fails until support turns it on. ## What the assistant reads - Your settings: on or off, allowed domains, intro and consent text. - **The snippet** to paste into your website, and the key inside it. - **The consent text visitors will see**, with your company name filled in. - **Warnings** about anything that would stop the widget working (see below). ## Set it up 1. Ask the assistant to add the domains where the widget will appear. 2. Pick the intro you want web callers to hear. 3. Review the preview: each setting with its current and new value, plus any warnings. 4. Confirm in the chat. 5. Ask for the snippet and paste it into your website's pages. 6. Ask for a [web call preview](https://docs.biglysales.com/mcp/call-context-preview.md) to read what the agent will say. ## Settings explained | Setting | On screen | Accepted values | |---|---|---| | Web calling on (`enabled`) | **Enable web calling** | On or off | | Allowed domains (`allowed_domains`) | **Allowed domains** | Up to 100 website addresses. **An empty list blocks every site.** | | Intro (`intro_id`) | **Intro** | One of your [intros](https://docs.biglysales.com/mcp/intros.md), or none | | Consent text (`consent_text`) | **Consent / policy text** | Up to 2,000 characters. `{company}` becomes your company name. Leave it empty to use Bigly's default consent text. | ### How domains are saved The assistant cleans up each domain before saving, and the preview shows the cleaned version: - `https://www.example.com/pricing` becomes `example.com`. The `https://`, `www.`, page path and port are removed. - `www.example.com` and `example.com` count as the same site. - Subdomains are separate: `example.com` doesn't cover `app.example.com`. Add each one you use. ## Warnings to look for The preview and the read both warn you when the widget won't work, even though the settings are valid: - Web calling isn't enabled for your account yet. - Web calling is on, but no domains are allowed, so every site is blocked. - This change empties your domain list while web calling is on, which breaks the widget on every site. - Domains are allowed, but web calling is off. - No intro is chosen. The default follow-up intro is used instead. - No snippet key exists yet. One is created the first time you save. ## Get a new snippet key If your snippet was copied somewhere it shouldn't be, ask the assistant to **regenerate the web call token**. It uses a separate confirmation from ordinary changes. After you regenerate, the old snippet stops working everywhere it's pasted. Replace it on every page with the new snippet straight away. ## Limits and rules - **AI calling** in [AI settings](https://docs.biglysales.com/mcp/ai-settings.md) doesn't control web calls. Web calling has its own switch. - Web calls use your **outbound** prompt, opening sentences, intros, prompt variables and voice. Inbound settings don't apply. - On a web-calling-only account, phone settings, SMS agents and call or text follow-ups do nothing. ## What you can't do here - **Place a web call.** That creates a contact and a billable call, so the MCP can't do it. Use **Test web call** in the app. See [Web calling in the app](https://docs.biglysales.com/manual/web-calling.md). - **Edit your website.** You paste the snippet yourself. ## Related - [Web calling in the app](https://docs.biglysales.com/manual/web-calling.md) - [Call preview](https://docs.biglysales.com/mcp/call-context-preview.md) - [Intros](https://docs.biglysales.com/mcp/intros.md) - [Guided workflows](https://docs.biglysales.com/mcp/guided-workflows.md), including *onboard a web call account* --- All documentation pages: https://docs.biglysales.com/llms.txt # Webhooks > Ask your AI assistant to set up webhooks that send call results, transfers, bookings and opt-outs to your CRM, Zapier or any other system. - Section: Using the MCP (AI assistant) › Channels & integrations - Web page: https://docs.biglysales.com/mcp/webhooks - Manual (in-app) equivalent: [Webhooks](https://docs.biglysales.com/manual/webhooks.md) - Video: placeholder — "Sending call results to your CRM with webhooks" (not yet recorded) A **webhook** sends data from Bigly to another system the moment something happens: a call completes, a call is transferred, a meeting is booked, or a contact opts out. Use webhooks to push results into your CRM, a Zapier zap, or your own server. These are the webhooks on **AI › Webhooks** in the app. Your assistant can list them, read one in full, create new ones, edit them and delete them. > **Example request to your AI assistant:** "List our webhooks and show me the last response from each." > "Create a webhook that posts completed calls to https://hooks.example.com/bigly with a bearer token." > "Turn off the Zapier transfer webhook." > "When our CRM replies with data.crm_id, save it on the contact's Website field." ## Before you start - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) to Bigly. - You need permission to **read** webhooks to see them, and permission to **update** webhooks to create, change or delete one. Account owners and admins have both by default. - Have the address (URL) you're sending to, and any username, password or token it needs. ## What the assistant reads - **List**: every webhook with its number (ID), name, type, status and URL, newest first. - **Read one**: every setting of a single webhook, plus the **last response** your server sent back. This is useful for checking that it works. Passwords, tokens and secret header values come back masked as `***`. The assistant can see that one is set, but not what it is. ## Create or change a webhook 1. Describe the webhook or the change. To edit, name the webhook. Without a name, the assistant creates a new one. 2. The assistant shows a **preview**. It says whether this will **create** or **update** a webhook and lists each field with its current value and its new value. 3. Confirm in the chat. When editing, the assistant sends the webhook's full setup, not just the field you changed. It reads the webhook first so nothing else changes. To keep a password or token as it is, it sends back `***`, and the saved secret is kept. That only works while the auth type stays the same: if you switch auth type, give the new credentials. > [Screenshot placeholder: New webhook preview — A Claude conversation previewing a new Bigly webhook named CRM call results: type Call Completed, status Active, method POST, auth type Bearer with the token masked, and the target URL, with a request to confirm.] ## Settings explained | Setting | On screen | Accepted values | |---|---|---| | Name (`name`) | **Name** | Required. Up to 255 characters. | | URL (`url`) | **URL** | Required. A public http or https address. | | Type (`type`) | **Type** | **Call Completed**, **Call transferred**, **Meeting Booked**, **Contact Opt Out** or **On Demand** | | Intro (`ai_intro_id`) | **Intro** | Optional. Limits a call webhook to calls using one of your [intros](https://docs.biglysales.com/mcp/intros.md). | | Status (`status`) | **Status** | Active or inactive | | Auth type (`auth_type`) | **Auth Type** | None, basic, bearer or custom | | Username and password | **Username**, **Password** | Required for basic auth | | Bearer token | **Bearer Token** | Required for bearer auth | | Header name and value | **Header Key**, **Header Value** | Required for custom auth | | Custom headers (`custom_headers`) | **Custom Headers** | Extra headers sent on every call. Header names can't contain spaces. | | Method (`method`) | **Method** | POST or GET | | Query and body (`query`, `body`) | **Query**, **Body** | Optional. Must be valid JSON. | | Required fields (`required_fields`) | **Required Fields Before Post** | Comma-separated fields. If one is missing, Bigly doesn't send the webhook. | | Response mapping (`response_mapping`) | **Response Mapping** | Up to 50 rules that copy a value from your server's JSON reply onto the contact | ### Response mapping Each rule has a **path** into your server's reply and a **contact field** to save it to: - The path uses dots, like `data.crm_id`. For lists, give the position, like `data.0.call.id`. A path that points at a whole list is ignored. - The field must be a contact field you can write to, such as First Name, Email or Website, or one of your [custom attributes](https://docs.biglysales.com/manual/custom-attributes.md). - Mapping only runs when your server answers with success and JSON. ## Limits and rules - The URL must reach a public address. Private or internal network addresses are rejected. - Name, URL, type, status, auth type and method are required every time. - An intro must be one of your own intros. - Query and body must be valid JSON, or the preview shows an error. ## Delete a webhook Ask the assistant to delete a webhook by name. It asks you to confirm first. If an AI agent tool sends to this webhook during calls, update [Tools configuration](https://docs.biglysales.com/mcp/tools-configuration.md) too. ## What you can't do here - **Trigger a webhook by hand.** On Demand webhooks are sent through the Bigly API or by the agent during a call, not from the MCP. See [API keys](https://docs.biglysales.com/manual/api-keys.md) and [Tools configuration](https://docs.biglysales.com/mcp/tools-configuration.md). - **Clone a webhook.** Cloning is in the app. To copy one here, ask the assistant to read it and create a new one with the same settings. - **Receive leads.** Webhooks send data out. To send leads *into* Bigly, see [Lead webhooks](https://docs.biglysales.com/manual/lead-webhooks.md). ## Related - [Webhooks in the app](https://docs.biglysales.com/manual/webhooks.md) - [Zapier](https://docs.biglysales.com/manual/zapier.md) - [Tools configuration](https://docs.biglysales.com/mcp/tools-configuration.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Guided workflows > The seven ready-made workflows the Bigly MCP offers, what each one does, and how to start it from your AI assistant. - Section: Using the MCP (AI assistant) › Reference - Web page: https://docs.biglysales.com/mcp/guided-workflows - Video: placeholder — "Using Bigly's guided workflows" (not yet recorded) Bigly comes with seven **guided workflows** (MCP calls them *prompts*). Each one is a short script that tells your AI assistant which questions to ask you, what to look up, which rules to respect, and to preview every change before saving it. They're the quickest way to get a common job done correctly. ## Before you start - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md). - Anyone with MCP access can start a workflow. To **save** the changes it suggests, you also need permission to change that area. See [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md). ## How to start a workflow How you start one depends on your assistant: | Assistant | How to start | |---|---| | **Claude Code** | Type `/mcp__bigly__` and the workflow name, for example `/mcp__bigly__configure_working_hours` | | **VS Code / GitHub Copilot** | Type `/mcp.bigly.` and the workflow name | | **Gemini CLI** | Type `/` and the workflow name | | **Claude, ChatGPT and others** | Describe what you want, as in the examples below. The assistant uses the same tools and rules. | ## Onboard for AI calling **Name:** `onboard_tenant_ai` (*Onboard a tenant for AI calling*) The full setup checklist for AI voice calling. The assistant reviews your account and works through calling hours, voice and model, voice prompt and intros, the after-hours intro, follow-ups, guard rails and a final check, then turns AI calling on last. It uses the other workflows for individual steps. See [Onboarding guide](https://docs.biglysales.com/mcp/onboarding-guide.md). Walk me through setting up our Bigly AI agent for calling, step by step. ## Onboard for browser web calling **Name:** `onboard_web_call_tenant` (*Onboard a tenant for browser web calling*) For accounts that use only the browser call widget. It covers the voice agent, prompt and intro, the websites allowed to show the widget, the consent text, a test, switching web calling on, and adding the widget code to your site. It skips phone numbers and compliance steps, which don't apply. See [Web calling](https://docs.biglysales.com/mcp/web-call.md). > **Example request to your AI assistant:** "Help me get the Bigly web call widget live on our website, example.com." ## Configure calling hours **Name:** `configure_working_hours` (*Configure calling / working hours*) Sets your timezone and the calling window for each day of the week. The assistant sets the timezone first, makes sure every day you call has at least one time slot, and warns you that unset hours fall back to a default weekday window. It also reminds you to check your after-hours intro. See [AI settings](https://docs.biglysales.com/mcp/ai-settings.md) and [Calling hours](https://docs.biglysales.com/manual/calling-hours.md). > **Example request to your AI assistant:** "Set our calling hours to 9am to 6pm Eastern, Monday to Friday, and 10am to 2pm on Saturday." ## Change the voice or model **Name:** `change_voice_or_model` (*Change the AI voice or model*) Lets you describe a voice or model in plain words, such as *"a female Spanish voice"* or *"a faster model"*. The assistant finds the matching option in Bigly's catalog, keeps the voice and listening language consistent, and previews the switch. See [Voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md). > **Example request to your AI assistant:** "Switch our agent to a warm female English voice and show me the options first." ## Set up a follow-up sequence **Name:** `setup_followup_sequence` (*Set up a followup sequence*) Builds either your **first-day** follow-ups (a short sequence right after the first call) or your **regular** recurring follow-ups. It asks which one you mean, restates the whole final sequence, and previews it. Saving a sequence replaces the existing one, so the preview shows every step. See [Follow-up sequences](https://docs.biglysales.com/mcp/followup-sequences.md) and [First-day follow-up](https://docs.biglysales.com/mcp/first-day-followup.md). > **Example request to your AI assistant:** "Set up first-day follow-ups: a text 10 minutes after a missed call, then another call 2 hours later." ## Create an SMS agent **Name:** `create_sms_agent` (*Create an SMS agent*) Creates an AI agent that answers inbound text messages: its name, tone, greeting, instructions and model. The assistant checks that the greeting only uses placeholders Bigly understands, and that only one active agent is the default. See [SMS agents](https://docs.biglysales.com/mcp/sms-agents.md). > **Example request to your AI assistant:** "Create an SMS agent that answers questions about our solar quotes in a friendly tone and offers to book a call." ## Diagnose blocked calls **Name:** `diagnose_blocked_calls` (*Diagnose blocked AI calls*) A **read-only** check that explains why AI calls aren't going out. The assistant looks at the reasons Bigly blocks calls, such as do-not-call and litigator checks, zip code limits, calling hours, and per-contact call caps, then tells you which setting is likely responsible. It doesn't change anything or show contact details. See [Troubleshooting](https://docs.biglysales.com/mcp/troubleshooting.md). > **Example request to your AI assistant:** "Our AI calls aren't going out. Diagnose why without changing anything." ## Common questions **Do I have to use a workflow?** No. You can ask for any change directly. Workflows just make sure the assistant asks the right questions and follows the right order. **Can a workflow make changes without asking?** No. Every change it suggests is previewed and needs your confirmation. ## Related - [Onboarding guide](https://docs.biglysales.com/mcp/onboarding-guide.md) - [Reference material](https://docs.biglysales.com/mcp/reference-resources.md) - [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Reference material > The reference documents Bigly gives your AI assistant, such as the voice and model catalog, the settings reference and the prompting guide, and how to use them. - Section: Using the MCP (AI assistant) › Reference - Web page: https://docs.biglysales.com/mcp/reference-resources - Video: placeholder — "What your assistant knows about Bigly" (not yet recorded) Besides the tools that read and change your setup, the Bigly MCP gives your AI assistant a set of **reference documents** (MCP calls them *resources*). They're read-only. They hold the catalogs, rules and writing advice the assistant needs to turn a plain request, like *"use a Spanish voice"*, into the exact setting Bigly expects. You rarely need to open them yourself. The assistant reads them when it needs to. You can also ask it to look something up. ## Before you start - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md). Reference material needs MCP access only. - None of these documents contain your contacts, leads or call recordings. ## The reference documents | Document | Address | What's in it | |---|---|---| | **AI model and voice catalog** | `bigly://catalog/models` | Every language model, voice and speech-to-text model you can choose. | | **Settings reference** | `bigly://reference/settings` | Every AI setting the assistant can change, with allowed values, limits and defaults. It never shows your own values. | | **One setting** | `bigly://reference/settings/` + the setting name | One setting in detail, plus the settings that usually change with it. | | **Glossary** | `bigly://reference/glossary` | How AI calling works: compliance guard rails, calling hours, follow-up types, block reasons and rules for settings that depend on each other. | | **Placeholders** | `bigly://reference/placeholders` | The `{placeholder}` words you can use in prompts, opening messages and intros, plus the names of your prompt variables. | | **Prompt anatomy** | `bigly://reference/prompt-anatomy` | The structure a working voice prompt and intro need, the after-hours intro, and the readiness checklist before AI calling is turned on. | | **Your AI setup** | `bigly://tenant/ai-config` | A one-shot summary of your current AI setup. Secrets are hidden. | | **Prompting guide** | `bigly://prompting/skill` | Bigly's current advice on writing voice prompts and intros. | | **Prompting guide index** | `bigly://prompting/index` | A list of every page in the prompting guide. | | **Prompting guide pages** | `bigly://prompting/` + section and page | One page of the prompting guide, such as a reference or an example. | ## Using them Just ask. The assistant knows which document to read. List the female voices Bigly offers in Spanish. What does the timezone setting affect, and which settings change with it? Which placeholders can I use in an intro? **Placeholders and prompt variables.** The placeholders list shows the names of your prompt variables only if your role can view them. Their values are never shown here. To see or change values, see [Prompt variables](https://docs.biglysales.com/mcp/prompt-variables.md). **Your AI setup.** Each section of the setup summary appears only if your role can view that area. Others show as not available rather than failing. **The prompting guide** is kept up to date by Bigly. The assistant reads the current version each time, so its advice on prompts and intros improves without you doing anything. The guide explains *how to write* prompts and intros. The prompt anatomy explains *what Bigly does* with them. When the two seem to differ, the prompt anatomy wins for platform behavior. > **Example request to your AI assistant:** "Check our voice prompt against the Bigly prompting guide and prompt anatomy, and suggest improvements. Don't change anything yet." ### Opening a document yourself Some assistants let you attach an MCP resource to your message directly. In Claude Code, for example, you can type `@` and pick a Bigly document. ## Common questions **Can the assistant change these documents?** No. They're read-only reference material. **Why does the setup summary say a section isn't available?** Your role can't view that area. Ask an admin. ## Related - [Guided workflows](https://docs.biglysales.com/mcp/guided-workflows.md) - [Onboarding guide](https://docs.biglysales.com/mcp/onboarding-guide.md) - [Voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md) - [Intros](https://docs.biglysales.com/mcp/intros.md) - [AI settings](https://docs.biglysales.com/mcp/ai-settings.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # Troubleshooting > Fix common problems with the Bigly MCP, from connection and permission errors to changes that won't save and AI calls that are being blocked. - Section: Using the MCP (AI assistant) › Reference - Web page: https://docs.biglysales.com/mcp/troubleshooting - Video: placeholder — "Fixing common MCP problems" (not yet recorded) Most MCP problems fall into three groups: the assistant can't connect, it can connect but isn't allowed to do something, or a change is refused. Your assistant usually passes Bigly's message on to you. Find the message below to see what it means and what to do. ## Before you start - Open **AI › Connect your AI agent** in the app. It shows whether the MCP is enabled for your account and whether you're allowed to use it. - Know which assistant you're using and whether it connects by sign-in (Claude, ChatGPT) or by token (Claude Code and others). See [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md). ## Connection problems | What you see | What it means | What to do | |---|---|---| | The tab says the MCP integration **isn't enabled** for your account, or the assistant reports **The MCP API is not enabled.** | The feature is off for your account. | Contact support to turn it on. | | The tab says you **don't have permission** to manage access tokens. | Your role doesn't include MCP access. | Ask an admin to change your role or to connect for you. See [Team members](https://docs.biglysales.com/manual/team-members.md). | | The Bigly sign-in page says **AI app connections aren't available**. | None of your workspaces allow you to use the MCP. | Ask an admin of the workspace to turn the MCP on and give you access. | | **Authentication required**, or the token is **invalid or expired**. | The token was revoked, mistyped, or belongs to another workspace. For Claude or ChatGPT, the connection was removed. | Generate a new token, or connect the app again. | | **Complete your checkout to use the MCP API.** | Your new account hasn't finished signing up. | Finish checkout, then try again. | | Claude or ChatGPT stopped working after a while. | The connection was disconnected, your access changed, or it hasn't been used for a long time. | Connect it again from the assistant's connector settings. | ## Errors when reading or changing settings | Message starts with | What it means | What to do | |---|---|---| | `permission_denied` | Your role can't view or change that area. The message names the missing permission. | Ask an admin. The account owner and admins can view and change every area by default. | | `preview_required` | The assistant tried to save a change without a matching preview. The preview may have expired (10 minutes by default), already been used, or the values changed after you saw them. | Ask the assistant to preview the change again, check it, and confirm. See [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md). | | `confirmation_required` | The save was sent without the right confirmation phrase. | Tell the assistant you approve the preview. It adds the phrase for you. | | `validation_error` | A value isn't allowed, for example an unknown voice, a time in the wrong format, or a missing required field. The message says which. | Ask the assistant to check the settings reference and fix the value. | | `not_found` | The item doesn't exist in your account, for example an intro or webhook that was already deleted. | Ask the assistant to list what exists now. | That change failed. Read the error, tell me what it means in plain English, and suggest a fix. ## The assistant can read but not change something If the assistant says it has no tool to change an area, your role can view it but not change it. Bigly only gives the assistant update tools for the areas you're allowed to change. Ask an admin to update your role, then reconnect or restart your assistant so it picks up the new tools. ## Diagnose blocked calls If AI calls aren't going out, ask the assistant to run the **Diagnose blocked AI calls** workflow. It's read-only: it looks at your setup and Bigly's block reasons, then tells you which setting is likely responsible. It doesn't change anything or show contact details. > **Example request to your AI assistant:** "Our AI calls aren't going out. Diagnose why without changing anything." Common reasons Bigly blocks a call, and where to look: | Reason | What it means | Where to look | |---|---|---| | Do-not-call or litigator match | The number is on a protected list. | [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md) | | Number reassigned | The number now belongs to someone else. | [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md) | | Opted out | The contact was moved to do-not-call by an opt-out tag, too many hang-ups, or repeated phone-network errors. | [AI settings](https://docs.biglysales.com/mcp/ai-settings.md) | | Line type not allowed | For example, a landline when only mobiles are allowed. | [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md) | | Zip code not allowed | The contact's zip code isn't on your allowed list. | [Allowed zip codes](https://docs.biglysales.com/manual/allowed-zip-codes.md) | | Outside calling hours | The call fell outside your calling window or the state's legal hours. | [Calling hours](https://docs.biglysales.com/manual/calling-hours.md) | | Contact already converted | The contact already became a sale or transfer. | [Contacts](https://docs.biglysales.com/manual/contacts.md) | | Call caps reached | The number was already called the maximum times per day, week or month, or your account hit its calls-per-minute limit. | [AI settings](https://docs.biglysales.com/mcp/ai-settings.md) | > [Screenshot placeholder: Blocked calls diagnosis — A Claude reply listing the most likely reasons calls are blocked, each with the setting to review, and stating that nothing was changed.] ## Common questions **The assistant made a change I didn't expect.** Check the preview it showed you. Ask it to change the value back, which it previews again. For intros, prompt variables and voice prompts you can also roll back in [Activity log](https://docs.biglysales.com/manual/activity-log.md). **The assistant can't find my contacts or calls.** The MCP doesn't read contact or call data. See [What the MCP doesn't cover](https://docs.biglysales.com/mcp/not-covered.md). **Should I contact support?** Yes, if the MCP isn't enabled, or if an error keeps happening after you preview and confirm again. ## Related - [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md) - [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md) - [Guided workflows](https://docs.biglysales.com/mcp/guided-workflows.md) - [What the MCP doesn't cover](https://docs.biglysales.com/mcp/not-covered.md) --- All documentation pages: https://docs.biglysales.com/llms.txt # What the MCP doesn't cover > The parts of Bigly your AI assistant can't read or change through the MCP, and where to do each of them in the app instead. - Section: Using the MCP (AI assistant) › Reference - Web page: https://docs.biglysales.com/mcp/not-covered - Video: placeholder — "What to do in the app instead" (not yet recorded) The Bigly MCP is built for **setting up and tuning your AI agent**. It deliberately doesn't touch your leads, your calling activity or your account's money and phone numbers. For everything below, use the app. Each item links to its step-by-step guide. ## Before you start - If you're not sure whether something is covered, ask your assistant. It can only use the tools Bigly gives it, so it will tell you if there's no tool for that job. - See [Using Bigly with your AI assistant](https://docs.biglysales.com/mcp.md) for what the MCP *can* do. > [Screenshot placeholder: Assistant explaining a request is out of scope — A Claude conversation where the user asks to import a contact list and the assistant explains the Bigly MCP can't do that and points to the Import page in the app.] ## Contacts and lists The MCP never reads or changes contact or lead data. Do these in the app: - View, edit or search contacts: [Contacts](https://docs.biglysales.com/manual/contacts.md) - Import a contact file: [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md) - Create and manage lists: [Lists](https://docs.biglysales.com/manual/lists.md) - Tag contacts and manage tags: [Tags](https://docs.biglysales.com/manual/tags.md) - Custom contact fields: [Custom attributes](https://docs.biglysales.com/manual/custom-attributes.md) - Archived contacts: [Archived contacts](https://docs.biglysales.com/manual/archived-contacts.md) ## Calls and calling - Start or manage call campaigns: [Calls](https://docs.biglysales.com/manual/calls.md) - Power dialer: [Power dialer](https://docs.biglysales.com/manual/power-dialer.md) - Transfers: [Call transfers](https://docs.biglysales.com/manual/call-transfers.md) - Scheduled callbacks: [Scheduled callbacks](https://docs.biglysales.com/manual/scheduled-callbacks.md) - Listen to recordings: [Call recordings](https://docs.biglysales.com/manual/call-recordings.md) - Place a real test call: [Test calls](https://docs.biglysales.com/manual/test-calls.md) The assistant *can* show you what the AI agent would be told on a call without placing one. See [Call context preview](https://docs.biglysales.com/mcp/call-context-preview.md). ## Phone numbers - Buy, assign or release numbers: [Phone numbers](https://docs.biglysales.com/manual/phone-numbers.md) ## Text messages, voicemail and blasts - Send SMS campaigns: [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md) - Read and reply to messages: [Inbox](https://docs.biglysales.com/manual/inbox.md) - 10DLC registration: [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md) - Ringless voicemail: [Ringless voicemail](https://docs.biglysales.com/manual/ringless-voicemail.md) - Scheduled blasts: [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md) The assistant *can* set up [SMS agents](https://docs.biglysales.com/mcp/sms-agents.md) that answer inbound texts. ## AI agent screens not covered Most of the AI agent can be set up through the MCP, but a few screens can't: - Live results of your AI agent: [Bot activity](https://docs.biglysales.com/manual/bot-activity.md) - Change history and rollback: [Activity log](https://docs.biglysales.com/manual/activity-log.md) - Prompt Selector: [Prompt selector](https://docs.biglysales.com/manual/prompt-selector.md) - Email Prompt: [Email prompt](https://docs.biglysales.com/manual/email-prompt.md) - SMS Campaign Config: [SMS campaign config](https://docs.biglysales.com/manual/sms-campaign-config.md) - No Reply Followup: [No-reply follow-up](https://docs.biglysales.com/manual/no-reply-followup.md) - First message: [First message](https://docs.biglysales.com/manual/first-message.md) - Qualifying Questions and Tenant Configuration, which are set up by your Bigly account team: [Qualifying questions](https://docs.biglysales.com/manual/qualifying-questions.md) ## Statistics and reports The MCP doesn't read your results or statistics. Use: - [Call statistics](https://docs.biglysales.com/manual/call-statistics.md), [SMS statistics](https://docs.biglysales.com/manual/sms-statistics.md), [RVM statistics](https://docs.biglysales.com/manual/rvm-statistics.md) and [Lead statistics](https://docs.biglysales.com/manual/lead-statistics.md) - [Bot activity statistics](https://docs.biglysales.com/manual/bot-activity-statistics.md) - [Reports](https://docs.biglysales.com/manual/reports.md) and [Shared statistics](https://docs.biglysales.com/manual/shared-statistics.md) ## Calendars and landing pages - [Calendar](https://docs.biglysales.com/manual/calendar.md), [Availability](https://docs.biglysales.com/manual/availability.md) and [Booking links](https://docs.biglysales.com/manual/booking-links.md) - [Landing pages](https://docs.biglysales.com/manual/landing-pages.md) and [Page payments](https://docs.biglysales.com/manual/page-payments.md) ## Integrations The assistant can manage the [webhooks](https://docs.biglysales.com/mcp/webhooks.md) your AI agent sends. Other integrations are set up in the app: - [Integrations overview](https://docs.biglysales.com/manual/integrations.md) - [HubSpot](https://docs.biglysales.com/manual/hubspot.md), [GoHighLevel](https://docs.biglysales.com/manual/gohighlevel.md), [Bullhorn](https://docs.biglysales.com/manual/bullhorn.md) - [Facebook Lead Ads](https://docs.biglysales.com/manual/facebook-lead-ads.md), [TikTok Lead Ads](https://docs.biglysales.com/manual/tiktok-lead-ads.md) - [Google Calendar](https://docs.biglysales.com/manual/google-calendar.md), [Calendly](https://docs.biglysales.com/manual/calendly.md), [Zapier](https://docs.biglysales.com/manual/zapier.md) - Sending leads in by webhook or API: [Lead webhooks](https://docs.biglysales.com/manual/lead-webhooks.md) ## Account, team and billing - Your profile: [Profile](https://docs.biglysales.com/manual/profile.md) - Add or remove users and change roles: [Team members](https://docs.biglysales.com/manual/team-members.md) - Plans, payments and invoices: [Billing](https://docs.biglysales.com/manual/billing.md) - API keys for other software: [API keys](https://docs.biglysales.com/manual/api-keys.md) - Email signature: [Email signature](https://docs.biglysales.com/manual/email-signature.md) ## Compliance lists The assistant can read and change some guard-rail settings, such as allowed zip codes and opt-out tags, and explain why calls are blocked. Bigly's built-in do-not-call and litigator checks themselves aren't something you change through the MCP. See [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md) and [Calling hours](https://docs.biglysales.com/manual/calling-hours.md). ## Common questions **Will the MCP cover more areas later?** Possibly. This page lists what isn't covered today. **Why can't it read my contacts?** By design. Keeping lead data out of the MCP means your assistant never sees personal details about your contacts. ## Related - [Using Bigly with your AI assistant](https://docs.biglysales.com/mcp.md) - [Using the app](https://docs.biglysales.com/manual.md) - [Troubleshooting](https://docs.biglysales.com/mcp/troubleshooting.md) --- All documentation pages: https://docs.biglysales.com/llms.txt