Auto-Reveal Contacts (Wiza)

Automatically finds and reveals the top marketing decision-maker contacts for high-intent leads (score 80-100) that don't have contacts yet — new leads are picked up continuously in the background. The manual "Find Contacts" button still works for adding more. Each reveal spends Wiza credits — use Dry run to preview picks without spending. If credits run out the sweep pauses safely; top up, then hit Rescan all leads to resume.

Cold-Call Window (Sales Dashboard)

Sets the local-time hours the sales team treats as OK to cold-call. The rep dashboard uses this to show each lead's local time and power the Callable now filter — a lead counts as "callable" only when it's within this window in their timezone (worked out from the phone's area code). Default is 9am–6pm local.

AI Call Detection

Reads inbound replies on Nurturing leads and, when the client clearly confirms a specific call date + time, suggests it to the rep — one tap adds it to the calendar and moves the lead to Call Booked. Runs on the background cron; reps never see the AI. Only fires on a defined client confirmation, not while times are still being proposed.

Recent Events Auto-Refresh (PredictLeads)

Keeps the Recent Events on every lead up to date after it lands in the dash. Clay writes a lead's events once at import and they never change again — this re-checks each pipeline lead about once a week and adds anything new, so a company that raises a round next month actually shows it. Lead scores are never changed; events are only ever added. Incubator leads are excluded.

Every lead checked costs one PredictLeads API call. Start with Enabled off, use Run one batch below to test a handful of leads by hand, and only flip Enabled on once the results look right. The daily cap is a hard ceiling on both manual and automatic runs.

Connected Accounts

Connect email, LinkedIn, and/or Instagram accounts to message leads directly from the dashboard. Connect more than one LinkedIn/Instagram account to spread cold outreach across accounts and stay under each platform's rate limits.

Brand Logo

Upload an SVG logo to replace the default dashboard name

Radial Menu Icon

Upload an SVG to replace the brand mark on the sales rep portal's quick-actions button (bottom-right). It's shown at a fixed size, so any source scale works.

Local Presence Numbers

Buy a phone number per metro. When a rep dials a lead, the dashboard automatically calls FROM whichever number is closest to the lead — exact area code first, then the nearest coast/region — so it looks local and picks up more. Add more metros any time to sharpen the matching.

Accent Colors

Customize the colors used throughout the dashboard

Navigation Background

Customize the header/navigation background color

Navigation Gradient

Customize the animated gradient under the navigation bar

Navigation Link Styles

Customize the appearance of navigation buttons and links

Status Badge Styles

Customize the appearance of status badges throughout the dashboard. Click "Save All Settings" to apply changes.