Settings Overview

Settings provide comprehensive control over your Bigmind workspace. These settings allow you to configure everything from basic account information to advanced AI agents and integrations. The available settings depend on your account type (personal or organization).

Accessing Settings

Access settings through the main navigation. The settings are organized into logical categories for easy navigation, with different sections available based on your account type.

Account Settings (Personal Accounts)

For personal accounts, manage your individual settings:

  • Profile & Account: Personal information, profile photo, and account preferences
  • Plans & Billing: Subscription management and billing information
  • Personal Integrations: Connect your personal tools and services

Company Settings (Organizations)

For organization accounts, configure your company's core settings:

  • Company Profile & Settings: Organization name, description, and basic configuration
  • Billing & Usage: Organization billing, subscription management, and usage metrics
  • Team Members: Manage users, roles, and permissions within your organization
  • Permissions: Control access levels and feature permissions for different roles
  • Notification Settings: Configure organization-wide notification preferences

CRM Integration

Connect and configure your CRM systems for seamless data synchronization:

  • Salesforce: Connect your Salesforce org for comprehensive data integration
  • HubSpot: Integrate with HubSpot CRM for unified customer data management
  • Activity Attribution: Configure how activities and interactions are attributed in your CRM

Communication Data

Integrate your communication platforms for comprehensive conversation intelligence:

  • Google Workspace: Connect Gmail and Google Calendar for email and meeting data
  • Web Conferencing: Connect video conferencing platforms for meeting transcripts and analysis
  • Telephony Systems: Integrate phone systems for call recording and conversation analysis

Library

Manage your sales enablement resources and knowledge base:

  • Products: Configure product information, features, and positioning materials
  • ICP (Ideal Customer Profile): Define your target customer characteristics and segments
  • Case Studies: Manage customer success stories, testimonials, and use cases
  • Playbooks: Create and maintain sales playbooks, processes, and methodologies

Analysis

Configure advanced analysis tools for conversation intelligence:

  • Trackers: Set up custom trackers for specific topics, competitors, keywords, or themes
  • Categories: Organize and categorize conversations, calls, and interactions
  • Custom Vocabulary: Define industry-specific terms, phrases, and terminology
  • Frameworks: Implement sales methodologies and conversation analysis frameworks

AI Agents

Configure AI agents to assist with different aspects of your sales process:

  • Account AI Agent: Configure AI assistance for account management and strategy
  • Lead AI Agent: Set up AI support for lead qualification, scoring, and nurturing
  • Contact AI Agent: Configure AI for contact engagement, communication, and relationship management
  • Deal AI Agent: Set up AI assistance for deal progression, forecasting, and closing strategies
  • View All: Access comprehensive AI agent management and configuration

Engage

Configure engagement tools and automated workflows:

  • Flows: Create and manage automated engagement workflows and sequences
  • Fields: Configure custom fields for data collection and organization
  • Sections: Organize and structure your engagement interface and layouts

Coaching

Set up coaching and performance evaluation tools:

  • Talking Points: Create and manage key talking points and messaging guidelines
  • Scorecards: Define criteria and metrics for evaluating call performance and quality

Enrichment

Connect external data sources for enhanced prospect and account intelligence:

  • Perplexity: Integrate Perplexity AI for advanced research and insights
  • BuiltWith: Connect BuiltWith for technology stack intelligence
  • Lusha: Integrate Lusha for contact and company data enrichment
  • View All: Access all available enrichment integrations and configurations

Export Data (Organizations)

Configure data export and API access for organizations:

  • API: Manage API access, keys, and custom integrations for data export

Best Practices

Follow these recommendations for optimal settings configuration:

  • Start with core integrations (CRM and communication data) before adding advanced features
  • Define clear roles and permissions before inviting team members to organizations
  • Configure trackers and categories based on your specific sales process and methodology
  • Set up AI agents after your data sources are properly connected and configured
  • Regularly review and update settings as your organization and processes evolve
  • Use the Library section to maintain up-to-date sales materials and resources