Settings is where you set up how Wyra sends, connects and works for your team. It's split into three groups: Platform Settings, CRM Settings, and Account & Billing.
Open it from your profile menu at the bottom of the left sidebar, or the settings icon next to it. Settings opens on AI SDRs, the page most people come for.
You only see what your role allows. Your list shows the items your role covers, so it may be shorter than the one below. For example, only Org Admins and Billing members see Billing. To get access to more, ask an Org Admin. Team, members and roles
Platform Settings
How Wyra sends, who it sends as, and the tools it connects to.
| Item | What it's for |
|---|---|
| AI SDRs | Create and manage your AI SDRs: profile, LinkedIn, calendar link, signature and sending schedule. Setting up an AI SDR |
| Calling | Phone numbers for your AI SDRs and how calls behave. Phone numbers and call configurations |
| Exports | The history of your Interactions and form-submission exports, ready to download. Exports |
| Infrastructure | The sending domains and mailboxes Wyra set up and manages for you. Infrastructure: domains and mailboxes |
| Integrations | Connect your CRM, AWS Partner Central, and your own data providers for looking up phone numbers and contact details. Connecting your CRM · Sharing opportunities with AWS Partner Central · Finding a lead's number |
| Meetings | How the Wyra Notetaker joins, records and asks for consent in your meetings. Meeting settings, recording and consent |
| Tags | The shared set of tags your team puts on leads. Tags |
| Unsubscribe List | Emails and whole domains Wyra must never contact. Unsubscribe list |
CRM Settings
How the Wyra CRM is organised.
| Item | What it's for |
|---|---|
| Pipelines | Your pipelines and the stages opportunities move through. Opportunities and pipelines |
| Team | Groups of people, such as Sales or Partner Ops, that CRM tasks can be routed to. Teams organise work. Roles set permissions. Tasks, events and calls |
Account & Billing
Your subscription, your password, and who has access.
| Item | What it's for |
|---|---|
| Billing | Your subscription, AI SDR seats, payment method and invoices. Billing and invoices |
| Change Password | Change your own password. You'll need your current one. |
| Members | Invite colleagues, set their roles and manage invitations. Team, members and roles |
Before your first campaign
- Fill in the Unsubscribe List. Add your customers, partners, competitors and your own domain before you launch, so Wyra never selects them.
- Create your AI SDRs. Each one takes a seat from your subscription.
- Check Infrastructure. Wyra sets up your domains and mailboxes. This is where you see them warming up.