Overview: Settings in Wind Solutions

In Wind Solutions, the settings section offers a wide array of customizable options designed to meet your business needs. From managing your business profile, billing, and staff to configuring essential business services like automation, conversation AI, email, and phone numbers—everything is within your control. You can also find advanced tools for managing opportunities, pipelines, and integrations, as well as new features like AI agents, objects, and brand boards. Whether you're looking to set up scoring rules, redirect URLs, or explore conversation providers, the settings menu is the hub for all configurations to optimize your experience with Wind Solutions.

Navigate to the button “Settings” in the bottom left corner as you can see in the picture down below.

If you want to switch back to the standard feature sidebar, just press the “Go Back” button in the upper left corner, as you can see in the picture down below.

“My Business” Settings

The "My Business" settings in Wind Solutions let you manage key business details and configure essential options. Within Business Profile, you can set up your logo, business name, contact info, and legal information, along with specifics like industry and regions of operation. Compliance settings allow you to customize SMS and email for regulatory adherence, while call and voicemail settings enable you to upload a custom voicemail and adjust call timeout. Billing enables you to check all your subscription and payment Information. In My Staff, you can add and view team member details, and the Opportunities & Pipelines section allows you to define pipeline stages and manage contact and opportunity followers, keeping your business info and processes organized and efficient.

Business Profile

The "Business Profile Settings" section in Wind Solutions lets you manage all essential information about your business in one place. Here, you can update your business logo, contact details, physical address, and time zone to ensure accuracy across your profile. You also have options to set a branded domain and website, select your business industry, and define operational regions. Additionally, you can designate an authorized representative and customize settings for call handling, voicemail, and compliance with email and SMS opt-out options. This centralized control helps keep your business profile professional, compliant, and tailored to your operational needs.

Billing

In the Billing section, you can easily manage all aspects of your subscription with Wind Solutions. The Subscriptions tab allows you to view and modify your plan, check upcoming billing dates, and access Marketplace apps for additional services. The Payments tab provides an overview of your saved payment methods, billing information, and a history of all previous invoices and charges. Finally, the Wallet & Transactions tab displays your wallet balance and transaction summaries for usage-based charges, with an option to set auto-recharge to maintain a minimum balance. This comprehensive dashboard keeps your billing information organized and easily accessible.

If you want to learn more about Billing and Wind Solutions read this article: Overview: Billing and Subscription

My Staff

In the My Staff section, you can efficiently manage your team members’ profiles and roles. Start by adding new employees, inputting essential details like name, email, and phone. You can further personalize each profile with advanced settings such as user roles, permissions, and specific access rights, allowing you to control which sections of the platform they can view and manage. Customize call and voicemail settings for each team member, set their availability, and configure calendar options to streamline scheduling and team coordination. This area empowers you to create a well-structured team environment, enabling effective collaboration and task allocation across your organization.

Opportunities & Pipelines

In the "Opportunities & Pipelines" settings, you can efficiently manage and customize your sales pipelines to align with your business flow. Through the pipeline editor, you can create and label various stages—such as "New Lead," "Hot Lead," "New Booking," and more—tailored to reflect your sales process. You can also configure each stage’s visibility in charts, enabling better tracking of conversions and client interactions. Additionally, the opportunity settings allow you to set rules for contact ownership and follower relationships, ensuring that the right team members stay informed and engaged with specific contacts and opportunities.

“Business Services” Settings

In the "Business Services" settings, you can edit and configure settings for key features that support your business's operational efficiency. These sections allow you to adjust settings for Automation to streamline tasks, manage Calendar settings for optimal scheduling, and configure Conversation AI and AI Agents to enhance customer interactions. You can also set up and manage communication channels in Email Services, Phone Numbers, and WhatsApp, and fine-tune your Reputation Management settings to monitor and improve your business’s online reputation. Each feature's settings are customizable to meet the specific needs of your business.

Automation

In the "Automation" settings section of Wind Solutions, you can manage and configure various automation workflows tailored to your business needs. This includes setting up email notifications for workflow errors, allowing admins to stay informed of any disruptions. You can also pause workflows temporarily, placing them in draft mode for a selected timeframe, which is useful for managing specific campaigns or seasonal changes. For power users, the Workflow Pro plan is available, offering enhanced capabilities with 10,000 premium actions and triggers each month, helping businesses leverage automation on a larger scale.

Calendars

In the Calendars section, you can manage all scheduling aspects of your business services. Set up individual calendars for different services or events, organize them into groups, and define durations and statuses to keep track of appointments. Customize preferences to match your operational needs by selecting default start days, enabling service menus, and configuring room and equipment options. Adjust widget settings for client-facing interfaces, choosing language and time formats. Additionally, connect your calendars with external services, such as Google Organic Booking, to streamline online appointment scheduling. This integration makes it easy for clients to book directly through Google, enhancing accessibility and convenience.

Conversation AI

In the Conversation AI settings, you can configure automated chatbots to handle customer interactions across supported channels like SMS, Instagram, Facebook, Chat Widget and Live Chat. Key options include switching between manual, suggestive, and automated message modes, giving you flexibility over how conversations are handled. Bot Training allows you to input domain-specific data for bots, customize responses, and use advanced tools like a web crawler to enhance conversation accuracy. Configure Intents allows fine-tuning of bot actions, like handling appointment bookings or general queries. With the introduction of Conversation AI V2, you can now migrate existing bots to this upgraded version for enhanced functionality. If no bots are set up in the old version, you may only see the V2 settings. The Bot Trial feature allows testing of the bot’s response capabilities, ensuring it meets your business needs before deployment.

Bot Settings Tab

 

 

AI Agents

In the AI Agents settings, you can create and manage voice agents to handle inbound and, in the future, outbound calls. Agents can be customized with specific voices, initial messages, and call directions to suit your business needs. Through the "Agent Goals" tab, you can define details that agents will collect, like name or issue, and enable notifications to be sent post-call. These notifications can be customized to reach specific users or email addresses. Additionally, agents can be tested directly in the platform, allowing for adjustments to ensure optimal customer interactions.

Conversation AI V2

The Conversation AI V2 settings allow users to configure advanced automated conversation tools for multiple channels, including SMS, Instagram, Facebook, and live chat. Users can create and manage bots with specific personalities and goals, customize bot responses, and set their operational status to "Off" or "Auto Pilot" mode for automated interactions. A web crawler feature enables the bot to pull data from specified domains to enhance its response accuracy. Through bot goals, users can specify conversation intents and additional information to shape the bot's responses, while bot trials allow testing to ensure the bot's effectiveness before deployment. A notable feature of Conversation AI V2 is the option to migrate older bots to this new version, ensuring an upgraded and seamless experience across platforms.

Email Services

The Email Services settings allow you to configure various aspects of email management for enhanced communication.

Postmaster Tools Tab

Finally, the Postmaster Tools section integrates with Google Postmaster and Microsoft SNDS to provide insights into email performance, helping you troubleshoot deliverability and monitor issues like IP status and complaint rates. These tools enable a proactive approach to maintaining high deliverability standards for email communications.

 

 

Phone Numbers

The Phone Number Settings section provides essential tools for managing and configuring your business phone numbers and dependent settings like “missed call textback” and “call transcription”. After creating an account, you can secure your setup by enabling Contact Information Authentication (2FA) under Settings → Phone Numbers, adding an additional layer of security for your contact details. The standard Phone Number settings will appear after authentication.

Contact Information Authentication

Contact Information Authentication

Contact Information Authentication

After setting up your account you need to authenticate your Email address and phone number. You do this under Settings → Phone Numbers, follow the steps there. If you already verified these contact information you are going to see the standard Phone Number settings as you can see further down.

Step 1: 

First you need to authenticate your email address via a 6 digit code by pressing the “Send Code” Button and providing the correct Security code.

You will receive a similar email to this:

 

Step 2: 

Just provide the code at the second authentication step and press the submit button.

 

Step 3: 

Next you neet to provide/authenticate a phone number also via a 6 digit security code. Enter your Phone number and press the “Send Code” Button.

 

Step 4:

 You will receive a similar SMS from “TLNET” with the security code. Provide it at the 4th step of the 2-Factor Authentication and press the submit button.

After this last step you will probably see the following screen:

As you can read here this page should disappear after about 5 minutes. Please contact us if this doesnt work. Contact

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In the following picture you can see the standard Phone Number settings as it should be after the authentication process.

 

 

Manage Numbers Tab

In the Manage Numbers tab, you have the option to add (buy) and configure phone numbers, number pools for lead tracking, and verified caller IDs for caller ID masking. 

In order to buy a phone number in specific countries you need to authenicate your business and location in the Regulatory Bundle/Address Tab.

As you can see there are many settings for a phone number. For further Information click on the Buttons in the app or search our Docs.

 

 

Regulatory Bundle/Address Tab

As you can see in the picture below a regulatory Bundle is necessary because most countries require a phone registration due to local telephony laws. These regulations often require profiding a set of identity documentation. You can get your Phone registration directly here just follow the steps after pressing the Create button.

 

 

Trust Center Tab

The Trust Center provides options for improving customer engagement and brand recognition, such as A2P (Application-to-Person) Messaging for verified message delivery, Shaken/STIR (voice) to increase answer rates, and CNAM (Caller Name) registration to display your business name during calls.

 

 

 

Advanced Settings Tab

Lastly, Advanced Settings offers further customization, including voicemail, missed call textback, SMS compliance, and even call transcription through Voice Intelligence. These tools enable you to tailor the communication settings to best suit your business needs, ensuring compliance, enhanced customer interactions, and insightful analytics for phone-based communication.

 

 

 

WhatsApp

To use the WhatsApp settings, you first need to subscribe to our fast and affordable WhatsApp messaging servers. For just $29.99 per month, you’ll enjoy benefits like one-click quick start, real-time billing, improved security, and higher delivery rates. After successfully subscribing, set up your Meta and WhatsApp Business accounts to seamlessly communicate with your customers and streamline your business processes.

More about the WhatsApp Feature in our Feature Documentation.

You can learn more about the WhatsApp Setup in the Documentation of our partner LeadConnector: WhatsApp Setup Guide

Reputation Management (old)

As you can see in the image below that we changed the location of our Reputation Management Settings dircetly to the Feature “Reputation” under the Settings Tab. You can also follow the link provided here under Settings → Reputation Management. 

More about the Reputation Management Settings in the Feature Documentation “Reputation”.

“Other Settings”

The Other Settings section provides a wide range of tools for customizing and managing various aspects of your platform. Here, you can create and manage Objects to structure your data, define Custom Fields and Custom Values for more tailored information, and set up Manage Scoring to prioritize leads. Under Domains and URL Redirects, you can control domain settings and redirects to enhance user navigation. Integrations and Private Integrations allow seamless connection with other tools, while Conversation Providers manages messaging channels. Use Tags for better data organization, explore new features in Labs, monitor changes in Audit Logs, and manage your brand’s visuals in Brand Boards. 

Objects

The "Objects" feature allows you to manage and customize both standard and custom data objects for your business. Standard objects, such as "Contacts," come predefined with essential fields and associations, enabling you to handle contact details seamlessly. For unique business needs, you can create custom objects by defining fields, specifying primary display attributes, and choosing data types. Furthermore, the tool offers flexibility to associate objects, enabling one-to-one or one-to-many relationships with labels like "Owner" or custom configurations. This setup provides a tailored approach to organize data and streamline interactions across different object types, enhancing data management and operational efficiency.

Custom Fields

The Custom Fields feature allows you to create unique data fields tailored to your specific business needs, giving you the flexibility to capture and organize important information about your contacts and more. You can add fields like "First Name," "Email," or "Contact Source" and assign each a unique key for easy integration. Various field types are available, including single and multi-line text, numbers, dropdowns, checkboxes, date pickers, and more, enabling you to structure data effectively. These fields can be grouped and customized with placeholders and prefill values, ensuring consistent data entry across your forms and surveys.

Custom Values

The Custom Values section allows you to define and manage specific values that can be reused throughout our platform for consistency and efficiency. By creating custom values, you can assign unique keys to various items, such as prices or text placeholders, which can then be inserted dynamically wherever needed. For instance, as shown in the image, you can set up values like "Book44" with a price of 12.50, which can be referenced using the assigned key {{ custom_values.book44 }}. This feature is especially useful for streamlining updates and maintaining uniform data across your communication materials.

Manage Scoring

The "Manage Scoring" feature allows you to set up a structured engagement scoring system to gauge how actively contacts are interacting with your platform. Using the score builder, you can define specific actions—such as email opens or appointment confirmations—and assign points to each. This cumulative engagement score provides valuable insights into a contact's level of interaction, helping you prioritize high-engagement contacts and tailor your marketing strategies accordingly. Once your scoring profile is ready, you can publish it live to make use of this data-driven approach for tracking and enhancing customer engagement.

Domains

In the Domains section, you can manage and connect your web domains seamlessly. Whether you're purchasing a new domain or linking an existing one, this tool ensures easy integration with your websites, funnels, stores, and blogs. Simply search for available domains, review pricing, and make a purchase if needed. Once connected, your domain will be ready for redirection or hosting, allowing you to establish a strong online presence. Additionally, the platform offers DNS management, enabling you to handle domain records directly for streamlined website management and connectivity.

URL Redirects

The "URL Redirects" feature allows you to manage and configure redirections for your domains within the platform. You can set a redirect path from one URL to another, ensuring that visitors are automatically directed to the intended destination. When adding a new redirect, you select the domain, specify the path, and choose the type of redirect—URL, Funnel, Website, or All—based on your needs. This flexibility enables efficient traffic management and better user navigation, enhancing the user experience on your domains by seamlessly guiding visitors to the correct content or page.

Integrations

The "Integrations" section offers seamless connectivity to a variety of essential platforms, allowing you to extend the functionality of your Wind Solutions account. You can link your business with popular services like Google, Facebook, Stripe, Shopify, TikTok, and LinkedIn, enhancing marketing, payment processing, and lead generation efforts. Each integration enables smooth data transfer and efficient workflow management, ensuring your tools work together in harmony. Simply select "Connect" or "Continue" for the respective service to start linking accounts, facilitating everything from social media interaction to financial management and customer engagement.

Private Integrations

Private Integrations offer a secure way to build custom integrations between your Wind Solutions account and other third-party applications. With Private Integrations, you have full control over the scope and permissions a developer can access, enhancing the security of your integrations. Using API v2.0, Private Integrations provide a more robust solution compared to traditional API Keys, which offer unrestricted access. You can easily generate and manage Private Integration tokens directly from your settings, allowing you to tailor integrations precisely to your needs while maintaining strict access controls.

Conversation Providers

The Conversation Provider Section in the Settings is a List where you can view the added Conversation Providers added to your Wind Solutions Account.

Tags

The Tags settings allow you to add, edit, and manage tags that can be used across various features within your Wind Solutions account. Tags are especially useful in opportunity and lead management, helping you categorize, filter, and organize your contacts or leads based on specific labels such as “important”. This ensures efficient tracking and segmentation to enhance your workflow and customer management processes.

Labs

The Labs section allows you to explore and test upcoming features before they’re available to all users. By participating in our Beta Program, you can try out new tools and functionalities in early access and provide valuable feedback. This feedback helps shape the final development of these features, ensuring they meet user needs and expectations. Engage with new updates, such as the Timezone Update for Calendar Appointments, and be among the first to influence the direction of these innovations within Wind Solutions.

Audit Logs

The Audit Logs section provides a detailed record of all actions taken within your Wind Solutions account. This includes entries for created and updated items, such as tags, custom values, and account settings. Each log entry specifies the module affected, the action performed, the user who completed it, and the date and time. The search and filter options allow you to review specific actions by user, module, or time period, giving you complete visibility into account activity for efficient monitoring and accountability.

Brand Boards

The Brand Boards Section in the Settings lead you to the Brand Boards in the Marketing Feature. Here you can manage you Companies Identity such as ours here:

Companies

The Companies settings section allows you to manage all company-related configurations within your Wind Solutions account. Here, you can enable automations to create and associate companies with contacts automatically, linking them based on the contact's business name field. This feature streamlines contact management by ensuring relevant contacts are grouped with their associated companies for easier tracking and organization.

Please follow this link, to our Partners (LeadConnector) Documentation about the Company Object Automation setting which is located here, for further information.

Conclusion

In conclusion, the Settings section in your Wind Solutions account provides a comprehensive suite of tools and configurations to customize and optimize your experience. From managing integrations and custom fields to setting up scoring, domains, and automation settings, each setting empowers you to tailor the platform to your business needs. Whether you’re tracking conversations, organizing contacts, or experimenting with new features in Labs, the Settings overview is designed to centralize and simplify your operational management. With Wind Solutions, you have the flexibility and control to streamline workflows, enhance customer interactions, and drive meaningful insights for better decision-making.