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Chapter 3, Account and Company Settings ⚙️

Critical information for getting your settings and setup completed in a flash

Updated over a week ago

Chapter Overview:

This chapter introduces key aspects of managing your Bonzo account, focusing on maintaining security, customizing notifications, personalizing outreach using merge tags, managing your signature, integrating email, refining company settings, and setting team permissions for optimal account use and security.

Account Settings 🔑

The introduction to the Account Settings overview in Bonzo emphasizes the importance of customizing your settings to fully leverage the platform.


Keeping your Account Secure 🔒

The "Security" tab in Bonzo enhances your account's protection with two-factor authentication and password changes, showing active sessions for account access monitoring.


Always be Alert with Tailored Notifications 🔔

This video guides you through customizing your Bonzo notifications across various channels to ensure you stay informed about key platform events in the way that works best for you.


Personalize your Outreach with Merge Tags 🏷️

The video introduces the "Shifts" and "Merge Tags" tabs in Bonzo, focusing on setting work hours and creating custom merge tags for tailored communication, with insights on optimizing these features for impactful customer engagement.


Managing and Accessing your Signature ✍️


The video demonstrates how to efficiently manage and create multiple email signatures within Bonzo, highlighting the process of navigating to the "Communication" section under settings, creating or importing signatures, and setting a primary signature for personalized email communication.


Integrating your Email with Ease 📧

The video outlines the straightforward process for integrating email accounts with Bonzo, covering steps for Google, Microsoft, and Universal Email integrations, including signing in, allowing permissions, and enabling calendar features for a unified communication experience within the platform.


Manage and Perfect your Company Settings ⚙️

The video provides a guide on configuring company-specific settings in Bonzo, including team permissions, billing options, and communication customizations, exclusively for team leads and superusers.


Ensure Proper Access with Team Permissions ✅

The video explains managing Team Members in Bonzo, including how to add members, set permissions, and adjust token limits, ensuring efficient team setup and functionality updates.

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