Settings

Admin Profile

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API Connections

MongoDB
Database
Hugging Face
Sentiment scoring
Gemini Flash
Lead summaries
OpenRouter
NL search
Groq
Followup messages

Notifications

New lead alert
Get notified when a new lead is captured
Hot lead alert
Instant alert when a lead scores Hot
Daily summary
Receive daily CRM summary at 9 AM
Follow-up reminders
Reminders before follow-ups are sent
WhatsApp notifications
Receive alerts on WhatsApp
Weekly report
Weekly performance summary every Monday

Integrations & automation

These features read configuration from the Express server .env (not this page). See docs/calcom-setup.md (same content as CALCOM_SETUP.md), INSTAGRAM_BOT_SETUP.md, and FACEBOOK_ADS_SETUP.md in the repo root.

  • Cal.com bookings: CAL_API_KEY, CAL_EVENT_TYPE_ID, optional CAL_BOOKING_LINK for outbound messages.
  • Google review requests: GOOGLE_REVIEW_LINK, REVIEW_DELAY_HOURS, optional REVIEW_AUTO_ENABLED=true (hourly job sends after completed appointments).
  • Instagram / n8n: N8N_WEBHOOK_SECRET on the server; n8n calls POST /api/leads/instagram.
  • Facebook Lead Ads: FB_VERIFY_TOKEN, webhook routes under /api/webhooks/facebook; n8n → POST /api/leads/facebook.

Client proxy for chat booking: CRM_SERVER_URL or NEXT_PUBLIC_SERVER_URL. Optional NEXT_PUBLIC_REVIEW_DELAY_HOURS for the Appointments “complete → schedule review” default.

Danger Zone