Settings
A small set of settings make Salesvora feel like it was built for your specific business.
Most settings are owner-only and apply to the whole organization; a few personal preferences are per-user. Here's what you can tune.
Business settings#
Customize the Service Interest field label to match your industry's vocabulary, so the whole team speaks the same language as your customers:
| Business | Service Interest becomes… |
|---|---|
| Coaching institute | “Course Interest” |
| Real estate | “Property Type” |
| Clinic | “Treatment” |
| Agency | “Service” |
Notification settings#
Settings → Notifications is where owners and admins control every automatic message Salesvora sends. It is split into separate sections:
- Team Member Reminders (Internal Staff) — remind your own team before a follow-up is due, on Email, SMS, WhatsApp or Telegram. See Follow-ups & Reminders.
- Client Reminders (External Leads) — remind the lead themselves about an upcoming demo or callback.
- New Lead Alerts — WhatsApp a team member the moment a new lead arrives from any source.
- Payment Notifications — alerts for payment and billing events.
- Daily Summary — an end-of-day Telegram digest of each team member's activity.
- In-app Notification Sound — a per-device sound for new in-app notifications, saved on that browser only.
Each section shows status indicators confirming whether a channel is configured, so you can see at a glance what is ready to send.
See Follow-ups and Telegram Bot for the full picture.
Lead stages#
Rename, recolor, reorder, add or delete the stages your pipeline uses, and pick which one new leads land in. Covered in Lead Stages.
Channels#
- WhatsApp — connect your number, set auto-send rules, quiet hours and safety limits.
- Meta Ads — connect Facebook pages, sync lead ads and see ad spend against closed deals.
- Google Ads — copy a webhook URL and key into your Google Ads lead form.
- IndiaMART — paste your Lead Manager key to pull B2B enquiries in.
- Website — generate the embeddable form snippet for your site.
AI & automation#
- AI Agent — name, persona and which channels it works on.
- Automations — intro templates, bot flow and handover rules.
- FAQs — the FAQs and business facts your agents answer from.
- Media Library — brochures and images the AI can send on WhatsApp.
- Catalogue — what you sell and what it costs, so the AI quotes it exactly.
Web form settings#
Generate and copy your embeddable form snippet, and preview the form live — covered in detail under Web Forms.
Column customization#
A personal preference rather than an org setting: on the leads table you can show, hide and reorder columns. Your layout is saved and persists across sessions and devices.