Settings holds your account, outreach, email, suppression, compliance, branding, and business-context controls. Connections and API tokens live on Integrations; scheduling links have their own Settings page.
Playbook
Business Context — describe your agency, your market, and what you do. This context is injected into every AI generation (campaigns, Desks, research) to produce accurate, seller-framed output.
Outreach persona — set the name and role that AI-generated emails are written from. Defaults to your account name.
Timezone — set your local timezone. Used for campaign sending schedules, scheduling links, and task due-date displays.
Outreach Settings
Email Inboxes — connect Gmail or Outlook inboxes via OAuth. Each inbox is assigned a display name and colour. Multiple inboxes are supported.
Daily send ramp — new inboxes should start at 2 emails/day and ramp gradually: 2 / 5 / 10 / 15 / 20 over 4 weeks. Maintenance: 10/day. Hard cap: 25/day per inbox. Set the daily cap per inbox in the inbox settings panel.
Sending signature — configure a plain-text or HTML email signature appended to all outbound emails from each inbox.
Unsubscribe footer — automatically appended to all campaign emails. Cannot be disabled on active campaigns.
Agency Blocklist
Competitor domains — add competitor agency domains. Contacts at blocked domains are never enrolled in campaigns and are excluded from enrichment.
Blocklisted companies — add specific company names or domains to exclude from all outreach and enrichment across the workspace.
Enrichment Providers
Native email enrichment — available on every plan. Kolvera searches its built-in source waterfall; found email contacts cost 2 cr each. No result means no charge.
BYOK email — bring your own email-enrichment provider API key. BYOK enrichment runs before native enrichment in the waterfall. Pro and Scale only.
BYOK phone — bring your own phone enrichment API key. Runs first in the phone waterfall, 0 credits charged. Pro and Scale only.
Dialler provider — optionally connect your own Ringover or Dialpad account for BYOK calling. Pro and Scale only.
Automations
Optional automations prepare specific actions for Review. Each card states its effect before you act. Existing campaign sending and other automated responsibilities follow their own controls. Manage these options under Settings → Automations.
Re-engagement sweep — periodically surfaces stale contacts and drafts a fresh outreach message for you to approve or dismiss.
Reference nudge — prompts you to request references at the right point in a placement.
Post-call follow-up — after a call, drafts the suggested next action for review.
Meeting prep — for upcoming meetings, prepares an AI brief (and, for candidate meetings, screening prep) ready when you need it.
Daily and weekly reports
Settings → Automations has separate Morning Briefing and weekly review controls. The weekly review is off by default. Each report has an in-app card, with email and Slack channels selected separately. Delivery receipts and source coverage help explain missing or partial reports. Native report activation remains gated until deployment cutover; enabling a setting alone does not mean delivery is live.
Inbox intake
Enable triage separately for each owned Gmail or Microsoft mailbox at Inbox intake. Review source coverage and unmatched senders there. Rule classification can be corrected by hand; AI classification is unavailable. Linking an existing person or creating one with a chosen role is explicit and does not send mail.
Email Compliance
Unsubscribe list — view and manage unsubscribed contacts. Unsubscribed contacts are permanently excluded from all future campaign emails.
Bounce handling — hard-bounced email addresses are flagged automatically. Bounced contacts are removed from active campaign sequences.
Opt-out domain blocking — add domains to an opt-out list. All contacts at those domains are treated as opted out.
Connections and API Tokens
Integrations — connect calendars, meeting recorders, CRMs, AI assistants, enrichment providers, diallers, and the Chrome extension from
Integrations.
API tokens — create and revoke bearer tokens in the API Tokens card on Integrations. Tokens are workspace-scoped and use the same credit balance as the web app.
MCP integration — connect with OAuth where supported, or generate an API token for token-based clients. See the
API & MCP guide.
Business Context
Primary context — one business context is marked as primary and is used by all AI generation features unless overridden.
Multiple contexts — create multiple contexts for different divisions or service lines. Switch the primary context to change the AI's framing workspace-wide.
Generate from website — paste your agency URL and Kolvera scrapes the site to auto-draft a business context. Edit before saving.
Account and Security
Contact details — set the email address and phone number shown in booking confirmations.
Timezone — controls calendar displays, meeting scheduling, and Smart Slots.
Password — change your password. Requires your current password to confirm.
Two-factor authentication — enable TOTP-based 2FA via any authenticator app.