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Introduction to Configure system settings
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Configure Sequences settings to ensure seamless workflow
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Configure Calls and Meetings settings to enforce standardization and best practices
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Configure Kaia and GenAI features to help reps sell smarter
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Summary with reference materials
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Course feedback survey
Configure system settings
Learn how to configure Sequences, Calls, Meetings, and Kaia settings for your instance.
This course covers essential system settings that an Outreach platform admin should configure to set up a well-functioned instance. These settings ensure seamless workflows for your reps, enforce standards and best practices, as well as support your reps sell smarter and deliver the most value to customers.
Topics include:
- Configure schedules and rulesets for Sequences to ensure seamless workflow
- Configure Calls and Meetings settings to enforce standardization and best practices
- Configure Kaia and GenAI features to help reps sell smarter and conduct more meaningful conversations with customers