Introduction
Welcome to your AgentKong settings! This area is the central hub for configuring your business account. Here, you will connect your essential third-party applications, manage user access, and keep your business information up to date. This guide will walk you through each section of the settings page to ensure a smooth and successful setup.
Connecting Your Applications in the Integrations Tab
The first screen you'll see in the Settings menu is the Integrations tab. This is where you link AgentKong to the other software you use, such as your CRM, communication platforms, and AI models.
Key Concepts:
All Integrations: This main view displays all available applications you can connect to AgentKong, including GoHighLevel, OpenAI, Claude, Twilio, and more.
Dynamic Tabs: Connecting certain integrations will unlock new, dedicated configuration tabs at the top of the settings page. For example, connecting Twilio adds a "Twilio" tab for managing your phone numbers.
Step-by-Step Instructions:
From the main menu on the left, click on Settings.
You will land on the Integrations tab by default.
Find the application you wish to connect (e.g., GoHighLevel, OpenAI).
Click the corresponding blue "Connect" button and follow the authorization prompts to complete the integration. Once connected, the button will indicate its status, such as "Connected."
Managing Twilio Settings
Once you have successfully connected your Twilio account, a new Twilio tab will appear. This section gives you a detailed overview and control of your Twilio assets directly within AgentKong.
What you'll find:
Twilio Overview: A top-level summary displaying your total number of phone numbers, current account balance, and A2P registration status.
Phone Numbers: A list of all the phone numbers in your Twilio account. From here, you can manage settings for SMS, voice calls, and purchase new numbers.
Managing User Access
The Users tab is where you control who has access to your AgentKong business account.
Step-by-Step Instructions:
Navigate to Settings.
Click on the Users tab.
Here, you will see a list of all users with access to the account, displaying their Name and Email. You can also perform actions to manage these users.
Updating Your Business Information
The Business Info tab is for storing your company's details. While most of this information is used for backend organization, key details are reflected in the app.
Key Point:
The Business Name you enter here is the name that will be displayed in the top-left corner of the AgentKong interface.
Step-by-Step Instructions:
Navigate to Settings.
Click on the Business Info tab.
Fill in or update the following fields as needed:
Business Name
Who Owns This Business?
Industry
Business Email
Business Phone
Business Address
Click the Update Business button to save your changes.