The Settings section is where you can manage your Overloop AI account, connected channels, deliverability settings, team members, notifications, and subscription.
Accessing Settings
To open your account settings:
From the left navigation menu, click Settings.
Select the section you want to manage.
Note: The Settings page is organized into three categories: Personal, Outbound, and Account. Each section contains tools for managing different parts of your workspace.
Personal
Profile: Update your personal information and account preferences.
Reset password: Securely change your account password.
Notifications: Control how and when you receive Overloop notifications.
Outbound
4. Email accounts: Connect, disconnect, and manage email accounts for outreach.
5. Linkedin accounts: Manage LinkedIn accounts for LinkedIn-based outreach.
6. Snippets: Define reusable text content to insert in emails or LinkedIn messages.
7. Tracking: Configure open, click, and page visit tracking to monitor engagement.
8. Deliverability: Manage tracking domains to improve email deliverability.
9. Bounces & out-of-office replies: Define how bounced emails and automatic out-
of-office replies are handled.
10. Opt-out link: Add and manage unsubscribe links in outreach emails.
11. Imports: Import prospect lists from CSV or other sources.
12. Exports: Retrieve and download your exported prospect or data files.
Account
13. Account: Update your company information and account details.
14. Team Members: Add, remove, and manage users and their permissions.
15. AI Settings: Configure default settings for Overloop AI features.
16. Custom fields: Create and manage custom fields for prospects organization.
17. Exclusion list: Exclude email domains; current clients, prospects and competitors.
18. API: View or regenerate API keys for integrations.
19. Billing information: Manage your billing details and payment information.
20. Subscription: View, modify, pause or cancel your current subscription plan.
21. Invoices: Access and download past invoices and billing history.