> For the complete documentation index, see [llms.txt](https://docs.talkfurther.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.talkfurther.com/settings-and-admin/settings-reference.md).
# Settings Reference
Further products can be quickly configured for multiple communities with just a few clicks. All of your settings live under the Settings tab. This is where you can configure new products, update the knowledge base, change product settings and activate new features.
Settings is organized by **what you are trying to do** rather than by which part of Further owns the feature. If you are looking for a specific control, the section headings below match the headings on the page.
{% hint style="info" %}
**You may not see every setting listed here.** What appears depends on your role, on which products your organization has, and on whether a feature is still in beta. Some items are administrator-only, and a few are set up by your Further team rather than self-serve. Where that is the case it is noted below. See [Admin Management](/products/web-data/admin-management.md) for who can change what, and [User Access](/settings-and-admin/user-access.md) for roles.
{% endhint %}
## Further Products
Turn on and configure how leads reach you: chat, phone, and messaging.
| Setting | What it does | More detail |
| ------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Web Assistant |
Settings for the Virtual Sales Assistant and the Conversational WebForm. Here you can configure: - If Email and Phone are required - Which pages assistants load on, including additional and blocked URLs (URLs tab) - Whether tracking waits for visitor consent (Visitor Consent tab)
AI agent profiles and names for each community. Here you can configure: - Agent Name - Voice - Background Noise - Interruptivity - Confirm Tour on Call - Allowing Tours on Call - Discovery Questions for Callbacks and Tours - Greeting Configuration options
Settings, and activating and assigning phone numbers. Here you can configure: - Call Tracking Activation - Activating new Campaign Numbers - Transcription Settings - Voice options for IVR - Phone Number Display options on the website DNI - Answer Timeouts - Community Name Spelling for agentic pronounciation purposes - Caller ID Look Up - Machine Detection Settings
Voice Integrity, STIR/SHAKEN verification and Branded Calling for your community numbers. Set up with your Further team. Here you can configure: - Setting up Branded Calling
Settings and availability for the Messaging Assistant. Here you can configure: - AI Email & SMS knowledge base - Budget discovery qualification rules - Activating AI for Email & SMS
| [AI Email & SMS](/products/ai-email-sms.md) |
| Instant Answers | Turn on Instant Answers in Your VSA. | [AI Powered Instant Answers](/products/web-data/instant-answers.md) |
| Webform Listener | Activate listening to existing webforms on your website and map them into the CRM | [Webform Listener](/products/web-data/conversational-webforms-1.md) |
| Outbound Calls | Activate salespeople calling prospects from the Further dashboard. | [Contact Center & Outbound Calls](/products/ai-phone/contact-center-outbound.md) |
| Contact Center | Activates the contact center and assigns support agents per community. | [Contact Center & Outbound Calls](/products/ai-phone/contact-center-outbound.md) |
| Messaging Phone Number |
The number campaigns and messages are sent from. Here you can configure: - Rules for call back to SMS phone numbers - Obtaining a Messaging number for SMS
| |
| RCS Messaging Support |
RCS configuration and activation per community. Set up with your Further team. Here you can activate RCS for your outbound SMS.
| [RCS Messaging](/products/web-data/marketing-automation/rcs-messaging.md) |
| Google Business Profile Booking | Connects your Google Business listing to a Web Assistant for a "Book Now" button Google Business Profiles. | [Google Business Profile: Book Now](/products/web-data/google-business-profile-integration-book-now.md) |
| Landing pages |
Landing page defaults per community. Here you can configure: - The landing page subdomain
| [Landing Pages](/products/web-data/landing-pages.md) |
## Contacts & notifications
Choose who gets emailed about new leads, applicants, and alerts.
| Setting | What it does |
| ---------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| SMS & email contacts | Email addresses and phone numbers that receive new lead, SMS, Tour and phone email alerts. |
| Email contact overrides | Custom delivery rules for email notifications, for cases the standard contacts do not cover (eg. dedicated sales teams by care type at a community) |
| Job applicant email contacts | Who is notified about new job applicants. |
## Community info & pricing
Keep your community details, care levels, and pricing up to date. This is the data your assistants quote from, so it is worth keeping current.
| Setting | What it does | More detail |
| ---------------- | ---------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| Community groups | Groups communities that share properties, so you can filter and report on them together. | You can set up ownership groups, regions, brands or other groupings to making reporting fast for specific groups of communities |
| Care type | The care levels each community offers. | |
| Pricing | Pricing per care level for each community. | [Community Level Pricing](/settings-and-admin/community-level-pricing.md) |
| Discounts | Discounts against the available pricing options. | [Discounts](/settings-and-admin/discounts.md) |
| Amenities | The amenities each community offers. | [Content Hub and Community Data](/products/web-data/content-hub-knowledgebase.md) |
## Account & team
Manage your profile and team access.
| Setting | What it does | More detail |
| ------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------- |
| Profile | Your own personal information. | |
| Users |
User roles and which communities each user can access. Here you can configure: - Adding and deleting Users - Password resets - Community Access - Roles - Reporting
| [User Access](/settings-and-admin/user-access.md) |
## Integrations
Connect and manage the external tools and data feeds your account uses. If a setting's purpose is *connect X* or *sync with X*, it lives here.
| Setting | What it does | More detail |
| ------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------- |
| Plaud Integration | Connects your Plaud account to sync recorded tours for the AI Tour Agent. | [AI Tour Agent](/products/ai-tour/ai-tour-agent.md) |
| CRM |
CRM settings per community. Here you can configure: - CRM Lead Push configurations - SMS, Email & Phone Push configurations - Lead pull capabilties to include CRM leads in Further outbound SMS & Email Campaigns - CRM mapping rules for specific CRMs (eg. activity names, contact types, care level mappings, etc. etc.)
Imports CRM source mapping rules from a CSV. Here you can configure: - Mapping specific traffic sources into the CRM. Eg a Google Ads leads goes into the CRM as "Google Ads".
| [CRM Source Mapping](/products/web-data/crm-source-mapping.md) |
| API keys | Create, rotate and revoke organization API keys for external integrations. Administrator only. | [API Keys](/settings-and-admin/api-keys.md) |
| Webhooks |
Push Further events to your own systems as they happen, per community. Here you can configure: - Adding Webhooks for Lead, Message or Tour events
| [Webhooks](/settings-and-admin/webhook-integration.md) |
| Google Ads Offline Conversions | oAuth connection into Google Ads so you can push offline conversions such as lead crm stages, tour and move in into Google Ads as an offline conversion. | [Google Ads Offline Conversions](/products/web-data/google-ads-offline-conversions.md) |
| Move-in upload | Upload move-in data. Only for CRMs without two way data integration. | |
## Campaigns
| Setting | What it does | More detail |
| -------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- |
| Marketing Email |
The email addresses campaigns and messages send from. Here you can configure: - Custom domains for sending emails
| [Marketing Automation](/products/web-data/marketing-automation.md) |
| Email Suppression List | Addresses that should never be emailed. You can view emails that will not be emailed as part of Further's Marketing Automation. | [Email Suppression and Bounce Lists](/products/web-data/marketing-automation/email-suppression-and-bounce-lists.md) |
| Email Bounce List | Addresses that have bounced and are held back. | [Email Suppression and Bounce Lists](/products/web-data/marketing-automation/email-suppression-and-bounce-lists.md) |
| Brands | Brands and their contact information, used for compliance and sender registration in Marketing Autoamtion | |
| Duplicate Recipient Community Priority | When the same person exists at more than one community, sets which community's record should send the message. | |
## Qualifying leads
Controls what counts as a real lead, which affects your reporting as well as who your team spends time on.
| Setting | What it does | More detail |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------- |
| Unqualified lead filter |
The filter used to mark leads as unqualified and prevent them from being sent to the CRM. Here you can configure: - Blocking leads going to the CRM based on valid email or phone, move in prediction score, financial qualification
| [Lead Qualification & Spam Filters](/products/web-data/crm-source-mapping.md) |
| Lead Suppression List | Leads that will not sync to your CRM and will not be nurtured. This is primarily for SPAM related inquiries. | |
## Analytics
| Setting | What it does | More detail |
| ---------------------------------------- | ------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| Participate in Benchmark data comparison | Whether your community performance is anonymously measured against other portfolios. Required to see your own benchmarks. | [How to use Benchmarks](/products/analytics/benchmarks.md) |
| Custom traffic source mapping | Tailors how traffic source data is displayed. | [Custom Analytics Tracking](/products/analytics/custom-analytics-tracking.md) |
| Web analytics profiles | GTM and analytics integrations for landing pages and web assistants. | [Web Analytics Profiles](/integrations/marketing-integrations/web-analytics-profiles-for-google-tag-manager-meta-and-ga4.md) |
## Emails
Controls what your team receives about each lead. Every item here is a toggle over content in the lead emails, so this is the section to revisit if your team says the emails are too noisy or too thin.
| Setting | What it does | More detail |
| ----------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------- |
| Notifications about each new lead | Whether an email goes out every time a lead is created. | |
| Notify when a lead returns to the website | Whether an email goes out when a lead comes back later. | [Return Website Visitor Alerts](/products/web-data/return-visitor-alerts.md) |
| FAQs in Emails | Whether FAQs are included at the bottom of lead emails for sales teams to understand more about where this lead was generated. | |
| Indicator of high chance to move in | Whether email notifications should flags a lead as likely to move in. | [Move In Prediction](/products/web-data/move-in-prediction.md) |
| Conversation insights in emails | Whether engagement, time spent and similar data appear in the email. | |
| Custom note in emails | A custom note to community users receiving new lead notification email. | |
| Survey Results Email Contacts | Who at the community or corporate receives survey results from Further's survey product. | [Web Surveys](/products/web-data/care-financial-surveys.md) |
| Messaging Assistant Email Contacts | Who receives Messaging Assistant notifications. | [AI Email & SMS](/products/ai-email-sms.md) |
## Tours & Calendars
| Setting | What it does | More detail |
| ------------------- | ---------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------- |
| Tour availability | Available days and working hours for tours. | [Tour Availability & Connected Calendars](/products/web-data/tour-availability-and-connected-calendars.md) |
| Connected calendars | Whether individual calendars are connected for real-time availability across further products. | [Connected Calendars](/integrations/connected-calendars.md) |
## Marketing Content
| Setting | What it does | More detail |
| -------------------- | ---------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| Community Events | Events leads can RSVP to in the Web Assistant. | [Community Events](/products/web-data/community-events.md) |
| VSA Banner |
The banner shown on the Web Assistant. Here you can configure:
| [Website Banners](/settings-and-admin/website-banners.md) |
| Community Seed Lists | Adds a seed list so you receive a preview copy of one-time campaigns. | [Seed List and One-Time Campaign Reminder](/products/web-data/marketing-automation/seed-list-and-one-time-campaign-reminder.md) |
| Content Hub | Customizes the placeholders used across your content. | [Content Hub](/products/web-data/marketing-automation/content-hub.md) |
***
## Settings worth getting right early
Most of the list above can be revisited whenever you like. A few are worth deliberate attention, because they quietly shape your reporting or what prospects are told:
* **Pricing, care types and amenities.** Your assistants answer from this data. Stale pricing is quoted confidently to families.
* **Instant Answers Knowledgebase.** Complete the survey data to allow you to enable all of Further's AI products across phone, SMS and email.
* **CRM Integration.** The CRM integration is one of Further's most powerful features. Setting this up
* **Tour availability and connected calendars.** These determine whether a booked tour is actually a time someone can host.
* **SMS & email contacts.** The most common cause of *nobody knew about that lead* is an out-of-date contact list.
## If you cannot find a setting
* **Check your role.** Some settings are administrator-only, and community users see a subset scoped to their own communities.
* **Check whether you have the product.** Settings for a product your organization has not enabled do not appear.
* **Check whether it is beta or set up by Further.** A few items, including RCS Messaging and Voice Trust & Branded Calling, are enabled by your Further team rather than switched on by you.
* **See** [**Admin Management**](/products/web-data/admin-management.md) for what you can change yourself and what is better to send to us.
---
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