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Your company workspace
TEAM ACCESSInvite employees and salespeople
They will sign in with the exact Google email you invite and will only see this business's permitted records.
GOOGLE WORKSPACEConnect this business's Google account
Use the company's Gmail, Drive, Calendar, and Sheets connection. This does not replace or expose the platform owner's connection.
This business uses the master Google OAuth client. Your Gmail/Drive account connection remains separate, but client ID and secret fields are managed by the platform owner.
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VOICE AGENTConnect this business's AI caller
These credentials belong to this business. The caller uses this tenant's OpenAI key, Twilio account, phone number, model and voice instructions.
This business uses the master Twilio voice and SMS account. Account SID and auth token fields are managed by the platform owner.
AI KNOWLEDGEGuide the next call
Changes apply to new calls for this business. Do not put passwords or API keys in these text fields.
CRM DROPDOWN OPTIONSKeep this business's choices consistent
These lists power the CRM selects for this business. Employees use the same choices automatically; only this business owner can edit the business-facing lists.
CONTENT APPROVALReview employee submissions
Employees can create drafts and upload media, but shared forms, documents, templates and links stay out of the team library until you approve them.
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SUBSCRIPTION BILLINGStatements and usage
This is a read-only view of this business's subscription, invoices, payment status and AI usage. Only the SimplyMagic master owner can change packages, pricing, payment state, or activation.
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TEAMPeople in this business
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