[{"data":1,"prerenderedAt":830},["ShallowReactive",2],{"page-\u002Fmanual\u002Fteam-members":3,"all-pages":454},{"id":4,"title":5,"availability":6,"body":7,"description":440,"extension":441,"group":442,"lastReviewed":6,"meta":443,"navigation":444,"order":445,"path":446,"related":6,"section":447,"seo":448,"stem":449,"video":450,"__hash__":453},"docs\u002Fmanual\u002Fteam-members.md","Team members",null,{"type":8,"value":9,"toc":425},"minimark",[10,19,24,45,50,54,75,82,88,115,119,125,150,157,161,164,176,179,184,195,198,267,270,314,317,324,328,332,342,347,351,362,365,369,379,388,392],[11,12,13,14,18],"p",{},"The ",[15,16,17],"strong",{},"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.",[20,21,23],"h2",{"id":22},"before-you-start","Before you start",[25,26,27,42],"ul",{},[28,29,30,31,33,34,37,38,41],"li",{},"Open the page from the user menu: click your initials, then ",[15,32,17],{},". You can also click ",[15,35,36],{},"+"," in the top bar, then ",[15,39,40],{},"New Member",".",[28,43,44],{},"You need permission to manage users to add or edit members. Only the account owner can remove members.",[46,47],"screenshot",{"caption":48,"shows":49},"Members page","The Members page with the Add New Member and Add Bulk Member buttons, and the table of members showing avatar, name, title, role, email, phone with an Edit button, and status (Active or Pending).",[20,51,53],{"id":52},"invite-a-teammate","Invite a teammate",[55,56,57,63,66],"ol",{},[28,58,59,60,41],{},"Click ",[15,61,62],{},"Add New Member",[28,64,65],{},"Enter their email address.",[28,67,59,68,71,72],{},[15,69,70],{},"Send Invite",". You see ",[15,73,74],{},"Invitation has been successfully sent!",[11,76,77,78,81],{},"The person gets an email with a link to join. They choose their own password when they accept. Until then, they show as ",[15,79,80],{},"Pending",". If they lose the email, invite the same address again; this sends a fresh link.",[11,83,84,85],{},"If the address already belongs to a member, you see ",[15,86,87],{},"This email is already registered.",[89,90,93],"callout",{"title":91,"type":92},"Accounts with company sign-in","note",[11,94,95,96,98,99,102,103,106,107,110,111,114],{},"If your account uses its own branded sign-in page, ",[15,97,62],{}," asks for a ",[15,100,101],{},"Name"," and ",[15,104,105],{},"Email"," instead, and the button is ",[15,108,109],{},"Create User",". The account is created straight away and you see ",[15,112,113],{},"Team member added successfully!"," ",[20,116,118],{"id":117},"add-many-members-at-once","Add many members at once",[11,120,121,124],{},[15,122,123],{},"Add Bulk Member"," is available on some accounts. Contact support to turn it on.",[55,126,127,139,143],{},[28,128,129,130,134,135,138],{},"Make a CSV or XLSX file with an ",[131,132,133],"code",{},"email"," column and a ",[131,136,137],{},"name"," column. Names must be at least three characters.",[28,140,59,141,41],{},[15,142,123],{},[28,144,145,146,149],{},"Drag the file into the box or click ",[15,147,148],{},"browse",", then upload it.",[11,151,152,153,156],{},"Files can be up to 5 MB. Only the first ",[15,154,155],{},"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.",[20,158,160],{"id":159},"set-a-members-role","Set a member's role",[11,162,163],{},"A role decides what a member can see and do.",[55,165,166,169],{},[28,167,168],{},"Find the member in the table.",[28,170,171,172,175],{},"Choose a role from their ",[15,173,174],{},"Role"," dropdown. It saves straight away.",[11,177,178],{},"You can't change your own role or the owner's.",[180,181,183],"h3",{"id":182},"advanced-roles-and-permissions","Advanced roles and permissions",[11,185,186,187,190,191,194],{},"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 ",[15,188,189],{},"Owner",", and other rows show the role name with an ",[15,192,193],{},"Edit"," button.",[11,196,197],{},"The built-in roles are:",[199,200,201,213],"table",{},[202,203,204],"thead",{},[205,206,207,210],"tr",{},[208,209,174],"th",{},[208,211,212],{},"What it allows",[214,215,216,227,237,247,257],"tbody",{},[205,217,218,224],{},[219,220,221],"td",{},[15,222,223],{},"Super admin",[219,225,226],{},"Everything. The account owner always has full access.",[205,228,229,234],{},[219,230,231],{},[15,232,233],{},"Admin",[219,235,236],{},"Everything except billing and deleting the account.",[205,238,239,244],{},[219,240,241],{},[15,242,243],{},"Manager",[219,245,246],{},"Like Admin, but can't change account settings or use the AI assistant connection (MCP).",[205,248,249,254],{},[219,250,251],{},[15,252,253],{},"Agent",[219,255,256],{},"Day-to-day work with contacts, lists, calls and messages. Can't manage users, AI settings, account settings or billing.",[205,258,259,264],{},[219,260,261],{},[15,262,263],{},"Viewer",[219,265,266],{},"Can look but not change anything.",[11,268,269],{},"To change a role or build your own:",[55,271,272,277,295,302,309],{},[28,273,59,274,276],{},[15,275,193],{}," next to the member's role.",[28,278,279,280,283,284,287,288,291,292,41],{},"Choose ",[15,281,282],{},"Assign Existing Role"," and pick a role from ",[15,285,286],{},"Select Role",", or choose ",[15,289,290],{},"Create New Role"," and enter a ",[15,293,294],{},"Role Name",[28,296,297,298,301],{},"Tick the ",[15,299,300],{},"Permissions"," the role should have.",[28,303,304,305,308],{},"Under ",[15,306,307],{},"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.",[28,310,59,311,41],{},[15,312,313],{},"Save",[11,315,316],{},"Built-in roles are read-only. To give someone a different mix of permissions, create a new role.",[89,318,321],{"title":319,"type":320},"Check new members' roles","tip",[11,322,323],{},"New members may start with full access. Set the right role as soon as they join.",[46,325],{"caption":326,"shows":327},"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.",[20,329,331],{"id":330},"edit-a-members-phone-number","Edit a member's phone number",[55,333,334,339],{},[28,335,59,336,338],{},[15,337,193],{}," in the member's phone column.",[28,340,341],{},"Enter the number and click the tick to save.",[11,343,344,345,41],{},"You can't edit the phone of someone who's still ",[15,346,80],{},[20,348,350],{"id":349},"remove-a-member","Remove a member",[55,352,353,356],{},[28,354,355],{},"Click the delete icon at the end of the member's row.",[28,357,59,358,361],{},[15,359,360],{},"Delete"," to confirm.",[11,363,364],{},"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.",[20,366,368],{"id":367},"common-questions","Common questions",[11,370,371,374,375,378],{},[15,372,373],{},"Can one person belong to several companies?"," Yes. They switch between them from ",[15,376,377],{},"Switch Company"," in the user menu.",[11,380,381,384,385,387],{},[15,382,383],{},"Who can see Billing?"," Members whose role includes billing access. On accounts with advanced roles, that's ",[15,386,223],{}," among the built-in roles, plus the account owner.",[20,389,391],{"id":390},"related","Related",[25,393,394,401,407,413,419],{},[28,395,396],{},[397,398,400],"a",{"href":399},"\u002Fmanual\u002Flogging-in","Logging in",[28,402,403],{},[397,404,406],{"href":405},"\u002Fmanual\u002Fprofile","Your profile and tenant details",[28,408,409],{},[397,410,412],{"href":411},"\u002Fmanual\u002Fbilling","Billing",[28,414,415],{},[397,416,418],{"href":417},"\u002Fmanual\u002Fapi-keys","API keys",[28,420,421],{},[397,422,424],{"href":423},"\u002Fmanual\u002Fconnect-your-ai","Connect your AI agent",{"title":426,"searchDepth":427,"depth":427,"links":428},"",3,[429,431,432,433,436,437,438,439],{"id":22,"depth":430,"text":23},2,{"id":52,"depth":430,"text":53},{"id":117,"depth":430,"text":118},{"id":159,"depth":430,"text":160,"children":434},[435],{"id":182,"depth":427,"text":183},{"id":330,"depth":430,"text":331},{"id":349,"depth":430,"text":350},{"id":367,"depth":430,"text":368},{"id":390,"depth":430,"text":391},"Invite teammates to your Bigly account, add many at once, set their roles and permissions, edit their phone numbers and remove people who leave.","md","Account & billing",{},true,1,"\u002Fmanual\u002Fteam-members","manual",{"title":5,"description":440},"manual\u002Fteam-members",{"title":451,"outline":452},"Adding your team and setting roles","Opening Members, inviting a teammate by email, bulk-adding members from a spreadsheet, choosing a role, creating a custom role with chosen permissions and hidden contact fields, editing a member's phone and removing a member.","LYnNjEFYPYjAXZDej2zFfiZn7AwAGTrltGnnALqQleo",[455,460,465,471,475,480,485,487,493,498,500,504,508,514,520,524,529,534,538,542,546,550,554,557,561,565,570,574,578,583,588,593,597,601,605,609,613,618,621,625,629,633,637,641,643,647,652,656,660,664,666,670,674,679,683,688,692,696,700,704,709,714,718,722,726,727,731,735,740,744,749,754,758,763,767,771,775,779,784,788,792,795,799,803,806,810,814,817,821,824,827],{"path":456,"title":457,"description":458,"group":6,"order":6,"section":459},"\u002Ffor-ai-assistants","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.","home",{"path":461,"title":462,"description":463,"group":464,"order":427,"section":447},"\u002Fmanual\u002F10dlc-registration","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.","SMS & messaging",{"path":466,"title":467,"description":468,"group":469,"order":470,"section":447},"\u002Fmanual\u002Factivity-log","Activity log","See who changed your intros, prompts, prompt variables and voice settings, compare old and new values, and roll a change back.","AI agent",7,{"path":472,"title":473,"description":474,"group":469,"order":445,"section":447},"\u002Fmanual\u002Fai-overview","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.",{"path":476,"title":477,"description":478,"group":469,"order":479,"section":447},"\u002Fmanual\u002Fai-settings","AI settings","Set your working hours, timezone and meeting calendar, and turn the AI agent's account-wide options on or off.",9,{"path":481,"title":482,"description":483,"group":484,"order":427,"section":447},"\u002Fmanual\u002Fallowed-zip-codes","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.","Compliance",{"path":417,"title":418,"description":486,"group":442,"order":427,"section":447},"Generate API keys so Zapier, lead vendors or your own systems can send leads into Bigly, and delete keys you no longer use.",{"path":488,"title":489,"description":490,"group":491,"order":492,"section":447},"\u002Fmanual\u002Farchived-contacts","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.","Contacts & lists",6,{"path":494,"title":495,"description":496,"group":497,"order":430,"section":447},"\u002Fmanual\u002Favailability","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.","Calendars & appointments",{"path":411,"title":412,"description":499,"group":442,"order":430,"section":447},"Manage the cards on your account, see your plan and pricing, preview your next invoice, apply a discount code and download monthly billing statements.",{"path":501,"title":502,"description":503,"group":497,"order":427,"section":447},"\u002Fmanual\u002Fbooking-links","Booking links","Share a public booking page so leads can pick a time on your calendar, or embed it on your website.",{"path":505,"title":506,"description":507,"group":469,"order":430,"section":447},"\u002Fmanual\u002Fbot-activity","Bot activity","See the AI agent's latest conversations and the meetings it has booked for the next two weeks.",{"path":509,"title":510,"description":511,"group":512,"order":513,"section":447},"\u002Fmanual\u002Fbot-activity-statistics","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.","Statistics & reports",5,{"path":515,"title":516,"description":517,"group":518,"order":519,"section":447},"\u002Fmanual\u002Fbullhorn","Bullhorn","Connect your Bullhorn account and import candidates into Bigly as contacts.","Integrations",4,{"path":521,"title":522,"description":523,"group":497,"order":445,"section":447},"\u002Fmanual\u002Fcalendar","Main calendar","See every meeting your team and your AI agent have booked, add meetings by hand, and record whether people showed up.",{"path":525,"title":526,"description":527,"group":518,"order":528,"section":447},"\u002Fmanual\u002Fcalendly","Calendly","Bring your Calendly event types and bookings into Bigly so every meeting shows on your Bigly calendar.",8,{"path":530,"title":531,"description":532,"group":533,"order":492,"section":447},"\u002Fmanual\u002Fcall-recordings","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.","Calling",{"path":535,"title":536,"description":537,"group":512,"order":445,"section":447},"\u002Fmanual\u002Fcall-statistics","Call statistics","Review every call in a date range, filter by result, tag, direction and length, listen to recordings and export call records.",{"path":539,"title":540,"description":541,"group":533,"order":519,"section":447},"\u002Fmanual\u002Fcall-transfers","Call transfers","Understand how your AI agent hands interested leads to your team, where transfers are set up, and how to read transfer results.",{"path":543,"title":544,"description":545,"group":484,"order":430,"section":447},"\u002Fmanual\u002Fcalling-hours","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.",{"path":547,"title":548,"description":549,"group":533,"order":445,"section":447},"\u002Fmanual\u002Fcalls","Calls","Build call lists from your contacts, start and schedule AI call campaigns, and track how each campaign and your API leads are performing.",{"path":551,"title":552,"description":553,"group":484,"order":445,"section":447},"\u002Fmanual\u002Fcompliance-overview","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.",{"path":423,"title":424,"description":555,"group":469,"order":556,"section":447},"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.",21,{"path":558,"title":559,"description":560,"group":491,"order":445,"section":447},"\u002Fmanual\u002Fcontacts","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.",{"path":562,"title":563,"description":564,"group":491,"order":513,"section":447},"\u002Fmanual\u002Fcustom-attributes","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.",{"path":566,"title":567,"description":568,"group":469,"order":569,"section":447},"\u002Fmanual\u002Femail-prompt","Email prompt","Write and test the AI prompts that personalize every email in an AI email blast.",16,{"path":571,"title":572,"description":573,"group":464,"order":519,"section":447},"\u002Fmanual\u002Femail-signature","Email signature","Create a branded email signature for yourself or your whole company, and add it to the emails you send from Bigly.",{"path":575,"title":576,"description":577,"group":518,"order":513,"section":447},"\u002Fmanual\u002Ffacebook-lead-ads","Facebook lead ads","Send leads from your Facebook lead ad forms straight into Bigly, so your AI agent can follow up within seconds.",{"path":579,"title":580,"description":581,"group":469,"order":582,"section":447},"\u002Fmanual\u002Ffirst-day-followup","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.",12,{"path":584,"title":585,"description":586,"group":469,"order":587,"section":447},"\u002Fmanual\u002Ffirst-message","First message","Write the first text message template used by the AI, with personalisation fields such as the lead's first name.",11,{"path":589,"title":590,"description":591,"group":469,"order":592,"section":447},"\u002Fmanual\u002Ffollowup-sequences","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.",10,{"path":594,"title":595,"description":596,"group":518,"order":427,"section":447},"\u002Fmanual\u002Fgohighlevel","GoHighLevel","Let your AI agent offer times from your GoHighLevel calendar and book meetings straight into it.",{"path":598,"title":599,"description":600,"group":518,"order":470,"section":447},"\u002Fmanual\u002Fgoogle-calendar","Google Calendar","Link your Google calendars to your Bigly availabilities so meetings stay in sync and you're never double-booked.",{"path":602,"title":603,"description":604,"group":518,"order":430,"section":447},"\u002Fmanual\u002Fhubspot","HubSpot","Keep your contacts in sync with HubSpot and log Bigly calls, texts and meetings on the HubSpot contact.",{"path":606,"title":607,"description":608,"group":491,"order":430,"section":447},"\u002Fmanual\u002Fimporting-contacts","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.",{"path":610,"title":611,"description":612,"group":464,"order":445,"section":447},"\u002Fmanual\u002Finbox","Inbox","See every call, text and email with your contacts in one place, reply to leads, and archive conversations you've finished with.",{"path":614,"title":615,"description":616,"group":617,"order":445,"section":447},"\u002Fmanual","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.","Get started",{"path":619,"title":518,"description":620,"group":518,"order":445,"section":447},"\u002Fmanual\u002Fintegrations","Connect Bigly to your CRM, calendars, lead ad platforms and other tools, and find the guide for each one.",{"path":622,"title":623,"description":624,"group":469,"order":427,"section":447},"\u002Fmanual\u002Fintros","Intros","Create the opening lines and qualifying questions the AI agent uses for each campaign and for inbound callers.",{"path":626,"title":627,"description":628,"group":627,"order":445,"section":447},"\u002Fmanual\u002Flanding-pages","Landing pages","Build, publish and track landing pages whose form fills arrive in Bigly as new leads.",{"path":630,"title":631,"description":632,"group":512,"order":519,"section":447},"\u002Fmanual\u002Flead-statistics","Lead statistics","Follow your AI campaigns from lead to meeting to revenue, with day-by-day call results, transfers, blocked calls and booked meetings.",{"path":634,"title":635,"description":636,"group":518,"order":592,"section":447},"\u002Fmanual\u002Flead-webhooks","Lead webhooks","Send leads into Bigly automatically from your website, lead vendor or other software using the contacts API.",{"path":638,"title":639,"description":640,"group":491,"order":427,"section":447},"\u002Fmanual\u002Flists","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.",{"path":399,"title":400,"description":642,"group":617,"order":430,"section":447},"Sign in to Bigly, reset a forgotten or expired password, accept a team invitation and sign out.",{"path":644,"title":645,"description":646,"group":617,"order":427,"section":447},"\u002Fmanual\u002Fnavigating-the-app","Navigating the app","Find your way around Bigly using the top navigation, the Overview dashboard, quick-create buttons and the user menu.",{"path":648,"title":649,"description":650,"group":469,"order":651,"section":447},"\u002Fmanual\u002Fno-reply-followup","No reply followup","Automatically nudge interested leads by text when they stop replying to your AI SMS conversation.",13,{"path":653,"title":654,"description":655,"group":627,"order":430,"section":447},"\u002Fmanual\u002Fpage-payments","Page payments","See the payments collected through your payment pages, and how card payments during AI calls work.",{"path":657,"title":658,"description":659,"group":533,"order":427,"section":447},"\u002Fmanual\u002Fphone-numbers","Phone numbers","Buy the phone numbers your calls and texts come from, set where inbound calls go, and remove numbers you no longer need.",{"path":661,"title":662,"description":663,"group":533,"order":430,"section":447},"\u002Fmanual\u002Fpower-dialer","Power dialer","Call the contacts on a call list yourself from your browser, one after another, with Bigly dialing the next contact for you.",{"path":405,"title":406,"description":665,"group":617,"order":519,"section":447},"Update your name, contact details, time zone and password, and your company's account name, phone and call settings, on the Tenant Details page.",{"path":667,"title":668,"description":669,"group":469,"order":528,"section":447},"\u002Fmanual\u002Fprompt-selector","Prompt library","Choose which version of Bigly's built-in AI prompts your account follows, or fork a prompt to customise it.",{"path":671,"title":672,"description":673,"group":469,"order":519,"section":447},"\u002Fmanual\u002Fprompt-variables","Prompt variables","Store your company details once and reuse them in your voice prompt and intros with placeholders.",{"path":675,"title":676,"description":677,"group":469,"order":678,"section":447},"\u002Fmanual\u002Fqualifying-questions","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.",20,{"path":680,"title":681,"description":682,"group":512,"order":492,"section":447},"\u002Fmanual\u002Freports","Reports and exports","Download your statistics as spreadsheets, and understand the reports Bigly can email you.",{"path":684,"title":685,"description":686,"group":687,"order":445,"section":447},"\u002Fmanual\u002Fringless-voicemail","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.","Voicemail & blasts",{"path":689,"title":690,"description":691,"group":512,"order":427,"section":447},"\u002Fmanual\u002Frvm-statistics","RVM statistics","Track your ringless voicemail drops, see which were delivered or failed and why, and what they cost.",{"path":693,"title":694,"description":695,"group":687,"order":430,"section":447},"\u002Fmanual\u002Fscheduled-blasts","Scheduled blasts","Monitor every call and SMS campaign in one list, and pause, resume, cancel, reschedule or re-run them.",{"path":697,"title":698,"description":699,"group":533,"order":513,"section":447},"\u002Fmanual\u002Fscheduled-callbacks","Scheduled callbacks","Let your AI agent agree a callback time with a lead and call them back automatically at that time.",{"path":701,"title":702,"description":703,"group":512,"order":470,"section":447},"\u002Fmanual\u002Fshared-statistics","Shared statistics","Open a shared statistics link, see what it shows, and keep shared links safe.",{"path":705,"title":706,"description":707,"group":469,"order":708,"section":447},"\u002Fmanual\u002Fsms-agents","SMS agents","Create AI agents that reply to your leads' text messages, book meetings by text and follow up when a lead goes quiet.",14,{"path":710,"title":711,"description":712,"group":469,"order":713,"section":447},"\u002Fmanual\u002Fsms-campaign-config","SMS Campaign Configure","Link your registered SMS messaging campaigns to Bigly, choose a default, and update the messages those campaigns send.",15,{"path":715,"title":716,"description":717,"group":464,"order":430,"section":447},"\u002Fmanual\u002Fsms-campaigns","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.",{"path":719,"title":720,"description":721,"group":512,"order":430,"section":447},"\u002Fmanual\u002Fsms-statistics","SMS statistics","See how many texts you sent, how many were delivered or replied to, what they cost, and read every message.",{"path":723,"title":724,"description":725,"group":491,"order":519,"section":447},"\u002Fmanual\u002Ftags","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.",{"path":446,"title":5,"description":440,"group":442,"order":445,"section":447},{"path":728,"title":729,"description":730,"group":469,"order":492,"section":447},"\u002Fmanual\u002Ftest-calls","Test calls","Call your own phone with the AI agent, then review the recording, transcript and captured answers.",{"path":732,"title":733,"description":734,"group":518,"order":492,"section":447},"\u002Fmanual\u002Ftiktok-lead-ads","TikTok lead ads","Send leads from your TikTok lead generation forms into Bigly automatically.",{"path":736,"title":737,"description":738,"group":469,"order":739,"section":447},"\u002Fmanual\u002Ftools-configuration","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.",19,{"path":741,"title":742,"description":743,"group":469,"order":513,"section":447},"\u002Fmanual\u002Fvoice-prompt","Voice prompt","Write the base instructions the AI agent follows on every call, and choose its voice, speech and timing settings.",{"path":745,"title":746,"description":747,"group":469,"order":748,"section":447},"\u002Fmanual\u002Fweb-calling","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.",17,{"path":750,"title":751,"description":752,"group":469,"order":753,"section":447},"\u002Fmanual\u002Fwebhooks","Webhooks","Send AI call results, booked meetings and opt-outs to your CRM, Zapier or any other system the moment they happen.",18,{"path":755,"title":756,"description":757,"group":518,"order":479,"section":447},"\u002Fmanual\u002Fzapier","Zapier","Connect Bigly to thousands of apps through Zapier, using an API key to send leads in and webhooks to send call results out.",{"path":759,"title":477,"description":760,"group":761,"order":445,"section":762},"\u002Fmcp\u002Fai-settings","Ask your AI assistant to read or change the account-wide switches and limits that control how your AI agent calls leads.","AI agent setup","mcp",{"path":764,"title":765,"description":766,"group":761,"order":492,"section":762},"\u002Fmcp\u002Fcall-context-preview","Call preview","Ask your AI assistant to show exactly what your AI agent would say and do on a call, without placing one.",{"path":768,"title":769,"description":770,"group":617,"order":430,"section":762},"\u002Fmcp\u002Fconnect","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.",{"path":772,"title":580,"description":773,"group":774,"order":430,"section":762},"\u002Fmcp\u002Ffirst-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.","Follow-ups",{"path":776,"title":777,"description":778,"group":774,"order":445,"section":762},"\u002Fmcp\u002Ffollowup-sequences","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.",{"path":780,"title":781,"description":782,"group":783,"order":445,"section":762},"\u002Fmcp\u002Fguided-workflows","Guided workflows","The seven ready-made workflows the Bigly MCP offers, what each one does, and how to start it from your AI assistant.","Reference",{"path":785,"title":786,"description":787,"group":617,"order":427,"section":762},"\u002Fmcp\u002Fhow-changes-work","How changes are made safely","Understand how your AI assistant reads your Bigly setup, previews every change, and only saves it after you confirm.",{"path":789,"title":790,"description":791,"group":617,"order":445,"section":762},"\u002Fmcp","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.",{"path":793,"title":623,"description":794,"group":761,"order":427,"section":762},"\u002Fmcp\u002Fintros","Ask your AI assistant to create, edit or delete intros, the opening lines and qualifying questions your AI agent uses on calls.",{"path":796,"title":797,"description":798,"group":783,"order":519,"section":762},"\u002Fmcp\u002Fnot-covered","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.",{"path":800,"title":801,"description":802,"group":617,"order":519,"section":762},"\u002Fmcp\u002Fonboarding-guide","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.",{"path":804,"title":672,"description":805,"group":761,"order":430,"section":762},"\u002Fmcp\u002Fprompt-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.",{"path":807,"title":808,"description":809,"group":783,"order":430,"section":762},"\u002Fmcp\u002Freference-resources","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.",{"path":811,"title":706,"description":812,"group":813,"order":445,"section":762},"\u002Fmcp\u002Fsms-agents","Ask your AI assistant to create, edit or delete the AI agents that reply to your leads' text messages.","Channels & integrations",{"path":815,"title":737,"description":816,"group":761,"order":513,"section":762},"\u002Fmcp\u002Ftools-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.",{"path":818,"title":819,"description":820,"group":783,"order":427,"section":762},"\u002Fmcp\u002Ftroubleshooting","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.",{"path":822,"title":742,"description":823,"group":761,"order":519,"section":762},"\u002Fmcp\u002Fvoice-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.",{"path":825,"title":746,"description":826,"group":813,"order":430,"section":762},"\u002Fmcp\u002Fweb-call","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.",{"path":828,"title":751,"description":829,"group":813,"order":427,"section":762},"\u002Fmcp\u002Fwebhooks","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.",1793104960954]