In the Settings, you can manage overarching information for your account, including AI Tokens, AI Outreach Agents, CRM Tracking, Blacklist, User Management, CRM Integration, and Appearance.
👇 Below you can find out more about the individual tabs and how to make settings:
AI Tokens / AI Research Agent
AI Tokens / AI Research Agent
The activitvies of dealcode.ai are paid for in AI tokens. On this page you have an overview of your tokens.
AI tokens: View purchased and remaining tokens.
AI Research Agents: See how many AI Research Agents can run searches simultaneously.
To add more tokens to your account, send us a message via the Help Center.
AI Outreach Agent
AI Outreach Agent
This is where you specify who is displayed as the sender and author of your messages. This data is not only used for the sender address and signature.
If you also use text modules in your templates that describe the sender (for example, job title or experience), this information is pulled specifically for this AI Outreach Agent from their LinkedIn profile and inserted into the message.
You can set up multiple AI Outreach Agents. For each campaign, you can then select from a list which agent you would like to use for the campaign.
CRM Tracking
CRM Tracking
In CRM Tracking, you can set a general tracking link for your entire company. This link is used if no specific tracking link is set for individual AI Outreach Agents. If both general and specific links are set, the specific link will be used.
For larger companies with different CRM systems or separate tracking links for departments, set specific tracking links in individual AI Outreach Agents. If your company uses one link, enter it here.
Enter the Tracking Link:
Enter the tracking link in the provided field.
Save the Tracking Email:
Click Save tracking e-mail.
👉 You can change this link even if other campaigns are running. Those campaigns will continue using the link set at their start time.
Blacklist
Blacklist
You can instruct dealcode.ai which leads should not appear in your lead lists. This prevents specific individuals from receiving messages from your campaigns, ensuring you only reach your intended audience.
Learn more about blacklisting in this article: How to blacklist.
User
User
In this tab you can edit your profile and make other user-related settings:
Profile: Make changes to your profile. Click the pencil icon to edit individual fields.
Privacy & Security: Change your password, set up multi-factor authentication, and view your login history.
Account Details: Update your account information.
Users: Add and edit users. Learn more about user management in this article: User Management.
API Tokens: Add API tokens for integrating with other programs.
CRM Integration
CRM Integration
Using Zapier, dealcode can connect with various CRM systems, (e.g., Zapier, Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365).
This integration allows you to automate workflows and sync data seamlessly between dealcode and your preferred CRM tool, enhancing efficiency and ensuring that your sales processes run smoothly.
👉 The CRM Integration feature is currently in Beta. Please contact our customer success team for access.
Appearance
Appearance
You can customize the appearance of dealcode.ai, including options like dark mode.
