To explore all the behind-the-scenes controls available to you inside Ox Gold, scroll to the bottom of this article and click the “Read More” button. This will take you directly to the Settings Help Docs, where you’ll find step-by-step instructions for managing permissions, connecting tools, updating billing, and customizing platform-wide features.
The Settings section is where you configure how your entire system operates. From communication tools and AI behavior to billing, domains, and user roles, this area helps you personalize and protect your account for long-term success.
Here’s what’s included:
Learn how to set user permissions, assign roles (admin, team member, limited access), and protect your data by controlling who sees what.
Manage the default behavior of your Inbox, customize notification settings, and control how messages appear across your account.
Update your personal user profile, including name, email, password, and contact preferences. Set your time zone and notification preferences here as well.
Control how AI Employees operate, which automations are enabled by default, and how they communicate through chat, SMS, or calls.
Configure default footer text and opt-out language to stay compliant with email marketing laws. You’ll also learn how to manage unsubscribe links across all broadcasts.
Manage your global tag library—add, edit, delete, and organize tags used throughout your Contacts, Pipelines, and Automations.
Set up call routing, voicemail, SMS options, and connect virtual numbers to your Inbox and Automations.
Add and manage the domains you use for websites, booking pages, or email sending. Includes DNS setup tips for connecting custom domains successfully.
View invoices, update your payment method, and manage your subscription plan or account add-ons.
Use global variables for dynamic data—like your company name, phone number, or address—in Automations, Emails, and Funnels.
Connect third-party tools like Stripe, Twilio, Google, and more using secure API keys. Learn how to enable or disable tools that enhance your workflows.
✅ Pro Tip: Use global variables to keep your brand info consistent across emails, pages, and automations—update it once, and it changes everywhere.
⚠️ Watch Out: Changes to user roles, domains, or integrations may affect other users or live automations—review your updates carefully before publishing.
After reviewing the Settings Help Docs:
▶️ Scroll to the bottom of this article and click the “Read More” button to go directly to the full Settings Help Docs and start customizing your Ox Gold platform today.