Company & email settings

Before you begin

• Your business contact and address details.
• Access to your email domain configuration if you are setting up sending.

How to use it

1. 1

   Update company information

   Open General settings and enter the business name, email, phone and address. Save changes and reopen the section to verify them.

2. 2

   Review outgoing email

   Open Mail settings and check the domain and sender configuration. Follow the displayed DNS or verification instructions for your own domain.

3. 3

   Edit the relevant template

   Open Email templates and choose the message you want to change. Review its subject, content, recipients and supported template variables.

4. 4

   Check the result

   Save the template and use available preview or testing tools. Confirm dynamic fields resolve correctly before relying on the email in customer workflows.

Screen walkthrough

Select a screenshot to zoom in. These are actual platform components using fictional example data.

Explore this screen

01Company settings supply the business details used throughout your workspace.