# Bigly Sales Documentation

> User documentation for Bigly Sales, an AI outbound calling and CRM platform. Every feature is documented two ways: "Using the app" (manual, step by step in the web app) and "Using the MCP" (configuring Bigly through an AI assistant connected to the Bigly MCP server). Each link below is a plain-Markdown page; pages link to each other with .md URLs.

Full text of every page in one file: https://docs.biglysales.com/llms-full.txt

## General

- [Docs for AI assistants](https://docs.biglysales.com/for-ai-assistants.md): Every page on this site is also available as plain Markdown, indexed in llms.txt, so you can hand these docs to any LLM.

## Using the app (manual)

### Get started

- [Using the Bigly app](https://docs.biglysales.com/manual.md): What the Bigly Sales web app does, how it's laid out, and the four steps from a spreadsheet of leads to your first AI calls.
- [Logging in](https://docs.biglysales.com/manual/logging-in.md): Sign in to Bigly, reset a forgotten or expired password, accept a team invitation and sign out.
- [Navigating the app](https://docs.biglysales.com/manual/navigating-the-app.md): Find your way around Bigly using the top navigation, the Overview dashboard, quick-create buttons and the user menu.
- [Your profile and tenant details](https://docs.biglysales.com/manual/profile.md): Update your name, contact details, time zone and password, and your company's account name, phone and call settings, on the Tenant Details page.

### Contacts & lists

- [Contacts](https://docs.biglysales.com/manual/contacts.md): Search and filter your contacts, open a contact's full history, edit their details, add a contact by hand, mark Do Not Call, and turn search results into a list.
- [Importing contacts](https://docs.biglysales.com/manual/importing-contacts.md): Upload a CSV or Excel file of leads, name and tag the new list, match your columns to Bigly's fields, and understand how duplicates are handled.
- [Lists](https://docs.biglysales.com/manual/lists.md): View, search and sort your contact lists, open a list to work with its contacts, split a large list, mark a whole list Do Not Call, and delete lists safely.
- [Tags](https://docs.biglysales.com/manual/tags.md): Label contacts with tags, and use the Tags page to create, rename, merge and delete tags, see who carries a tag, and export those contacts.
- [Custom attributes](https://docs.biglysales.com/manual/custom-attributes.md): Add your own contact fields, choose which ones are active and in what order, and set them up as search filters on the Contacts page.
- [Archived contacts](https://docs.biglysales.com/manual/archived-contacts.md): Archive a contact's conversations to clear them out of your Inbox, find them again in the Archive view, and bring them back.

### Calling

- [Calls](https://docs.biglysales.com/manual/calls.md): Build call lists from your contacts, start and schedule AI call campaigns, and track how each campaign and your API leads are performing.
- [Power dialer](https://docs.biglysales.com/manual/power-dialer.md): Call the contacts on a call list yourself from your browser, one after another, with Bigly dialing the next contact for you.
- [Phone numbers](https://docs.biglysales.com/manual/phone-numbers.md): Buy the phone numbers your calls and texts come from, set where inbound calls go, and remove numbers you no longer need.
- [Call transfers](https://docs.biglysales.com/manual/call-transfers.md): Understand how your AI agent hands interested leads to your team, where transfers are set up, and how to read transfer results.
- [Scheduled callbacks](https://docs.biglysales.com/manual/scheduled-callbacks.md): Let your AI agent agree a callback time with a lead and call them back automatically at that time.
- [Call recordings](https://docs.biglysales.com/manual/call-recordings.md): Listen to recordings and read transcripts of your AI calls, from a contact's page or from call statistics, and export call records.

### SMS & messaging

- [Inbox](https://docs.biglysales.com/manual/inbox.md): See every call, text and email with your contacts in one place, reply to leads, and archive conversations you've finished with.
- [SMS campaigns](https://docs.biglysales.com/manual/sms-campaigns.md): Send a text message campaign to a chosen group of contacts, now or at a scheduled time, and track sends, deliveries and replies.
- [10DLC registration](https://docs.biglysales.com/manual/10dlc-registration.md): Register your business brand and SMS campaigns with US carriers so your texts are delivered, then use the approved campaigns when you send.
- [Email signature](https://docs.biglysales.com/manual/email-signature.md): Create a branded email signature for yourself or your whole company, and add it to the emails you send from Bigly.

### Voicemail & blasts

- [Ringless voicemail](https://docs.biglysales.com/manual/ringless-voicemail.md): Drop a pre-recorded voicemail into your contacts' voicemail boxes without their phones ringing, as a campaign or after an unanswered AI call.
- [Scheduled blasts](https://docs.biglysales.com/manual/scheduled-blasts.md): Monitor every call and SMS campaign in one list, and pause, resume, cancel, reschedule or re-run them.

### AI agent

- [How the AI agent works](https://docs.biglysales.com/manual/ai-overview.md): See how intros, the voice prompt, prompt variables, settings and follow-ups fit together, and the order to set them up in.
- [Bot activity](https://docs.biglysales.com/manual/bot-activity.md): See the AI agent's latest conversations and the meetings it has booked for the next two weeks.
- [Intros](https://docs.biglysales.com/manual/intros.md): Create the opening lines and qualifying questions the AI agent uses for each campaign and for inbound callers.
- [Prompt variables](https://docs.biglysales.com/manual/prompt-variables.md): Store your company details once and reuse them in your voice prompt and intros with placeholders.
- [Voice prompt](https://docs.biglysales.com/manual/voice-prompt.md): Write the base instructions the AI agent follows on every call, and choose its voice, speech and timing settings.
- [Test calls](https://docs.biglysales.com/manual/test-calls.md): Call your own phone with the AI agent, then review the recording, transcript and captured answers.
- [Activity log](https://docs.biglysales.com/manual/activity-log.md): See who changed your intros, prompts, prompt variables and voice settings, compare old and new values, and roll a change back.
- [Prompt library](https://docs.biglysales.com/manual/prompt-selector.md): Choose which version of Bigly's built-in AI prompts your account follows, or fork a prompt to customise it.
- [AI settings](https://docs.biglysales.com/manual/ai-settings.md): Set your working hours, timezone and meeting calendar, and turn the AI agent's account-wide options on or off.
- [Follow-up sequence](https://docs.biglysales.com/manual/followup-sequences.md): Set up a recurring routine of AI calls, texts and picture messages that keeps following up with new leads until they convert or opt out.
- [First message](https://docs.biglysales.com/manual/first-message.md): Write the first text message template used by the AI, with personalisation fields such as the lead's first name.
- [First day followup](https://docs.biglysales.com/manual/first-day-followup.md): Set up the calls and texts a brand-new lead gets on the day they arrive from Facebook, Instagram, TikTok or your landing pages.
- [No reply followup](https://docs.biglysales.com/manual/no-reply-followup.md): Automatically nudge interested leads by text when they stop replying to your AI SMS conversation.
- [SMS agents](https://docs.biglysales.com/manual/sms-agents.md): Create AI agents that reply to your leads' text messages, book meetings by text and follow up when a lead goes quiet.
- [SMS Campaign Configure](https://docs.biglysales.com/manual/sms-campaign-config.md): Link your registered SMS messaging campaigns to Bigly, choose a default, and update the messages those campaigns send.
- [Email prompt](https://docs.biglysales.com/manual/email-prompt.md): Write and test the AI prompts that personalize every email in an AI email blast.
- [Web calling](https://docs.biglysales.com/manual/web-calling.md): Add a talk-to-us button to your website so visitors can speak with your AI agent from their browser, with no phone call needed.
- [Webhooks](https://docs.biglysales.com/manual/webhooks.md): Send AI call results, booked meetings and opt-outs to your CRM, Zapier or any other system the moment they happen.
- [Tools configuration](https://docs.biglysales.com/manual/tools-configuration.md): Learn which actions your AI agent can take during a call, such as transferring, ending the call or sending a text, and how they're set up.
- [Qualifying questions](https://docs.biglysales.com/manual/qualifying-questions.md): Understand the qualifying questions your AI agent asks to decide whether a lead is a good fit, and how to get them changed.
- [Connect your AI agent](https://docs.biglysales.com/manual/connect-your-ai.md): Use the in-app screen to connect Claude, ChatGPT, Claude Code or another AI assistant to your Bigly account, and manage connected apps and access tokens.

### Calendars & appointments

- [Main calendar](https://docs.biglysales.com/manual/calendar.md): See every meeting your team and your AI agent have booked, add meetings by hand, and record whether people showed up.
- [Availability](https://docs.biglysales.com/manual/availability.md): Create the bookable calendars your AI agent and booking page offer to leads, and set their hours, slot length and who gets the meetings.
- [Booking links](https://docs.biglysales.com/manual/booking-links.md): Share a public booking page so leads can pick a time on your calendar, or embed it on your website.

### Landing pages

- [Landing pages](https://docs.biglysales.com/manual/landing-pages.md): Build, publish and track landing pages whose form fills arrive in Bigly as new leads.
- [Page payments](https://docs.biglysales.com/manual/page-payments.md): See the payments collected through your payment pages, and how card payments during AI calls work.

### Statistics & reports

- [Call statistics](https://docs.biglysales.com/manual/call-statistics.md): Review every call in a date range, filter by result, tag, direction and length, listen to recordings and export call records.
- [SMS statistics](https://docs.biglysales.com/manual/sms-statistics.md): See how many texts you sent, how many were delivered or replied to, what they cost, and read every message.
- [RVM statistics](https://docs.biglysales.com/manual/rvm-statistics.md): Track your ringless voicemail drops, see which were delivered or failed and why, and what they cost.
- [Lead statistics](https://docs.biglysales.com/manual/lead-statistics.md): Follow your AI campaigns from lead to meeting to revenue, with day-by-day call results, transfers, blocked calls and booked meetings.
- [Bot activity statistics](https://docs.biglysales.com/manual/bot-activity-statistics.md): Drill into the leads behind your AI agent's numbers, filtered by source and outcome, and see every AI call made to each lead.
- [Reports and exports](https://docs.biglysales.com/manual/reports.md): Download your statistics as spreadsheets, and understand the reports Bigly can email you.
- [Shared statistics](https://docs.biglysales.com/manual/shared-statistics.md): Open a shared statistics link, see what it shows, and keep shared links safe.

### Integrations

- [Integrations](https://docs.biglysales.com/manual/integrations.md): Connect Bigly to your CRM, calendars, lead ad platforms and other tools, and find the guide for each one.
- [HubSpot](https://docs.biglysales.com/manual/hubspot.md): Keep your contacts in sync with HubSpot and log Bigly calls, texts and meetings on the HubSpot contact.
- [GoHighLevel](https://docs.biglysales.com/manual/gohighlevel.md): Let your AI agent offer times from your GoHighLevel calendar and book meetings straight into it.
- [Bullhorn](https://docs.biglysales.com/manual/bullhorn.md): Connect your Bullhorn account and import candidates into Bigly as contacts.
- [Facebook lead ads](https://docs.biglysales.com/manual/facebook-lead-ads.md): Send leads from your Facebook lead ad forms straight into Bigly, so your AI agent can follow up within seconds.
- [TikTok lead ads](https://docs.biglysales.com/manual/tiktok-lead-ads.md): Send leads from your TikTok lead generation forms into Bigly automatically.
- [Google Calendar](https://docs.biglysales.com/manual/google-calendar.md): Link your Google calendars to your Bigly availabilities so meetings stay in sync and you're never double-booked.
- [Calendly](https://docs.biglysales.com/manual/calendly.md): Bring your Calendly event types and bookings into Bigly so every meeting shows on your Bigly calendar.
- [Zapier](https://docs.biglysales.com/manual/zapier.md): Connect Bigly to thousands of apps through Zapier, using an API key to send leads in and webhooks to send call results out.
- [Lead webhooks](https://docs.biglysales.com/manual/lead-webhooks.md): Send leads into Bigly automatically from your website, lead vendor or other software using the contacts API.

### Account & billing

- [Team members](https://docs.biglysales.com/manual/team-members.md): Invite teammates to your Bigly account, add many at once, set their roles and permissions, edit their phone numbers and remove people who leave.
- [Billing](https://docs.biglysales.com/manual/billing.md): Manage the cards on your account, see your plan and pricing, preview your next invoice, apply a discount code and download monthly billing statements.
- [API keys](https://docs.biglysales.com/manual/api-keys.md): Generate API keys so Zapier, lead vendors or your own systems can send leads into Bigly, and delete keys you no longer use.

### Compliance

- [Compliance overview](https://docs.biglysales.com/manual/compliance-overview.md): See which do-not-call, litigator, opt-out and calling-hour checks Bigly runs automatically before contacting a lead, and what remains your responsibility.
- [Calling hours](https://docs.biglysales.com/manual/calling-hours.md): Set the days and hours your AI agent may call and text leads, and understand the state calling-time rules Bigly applies on top.
- [Allowed ZIP codes](https://docs.biglysales.com/manual/allowed-zip-codes.md): Limit AI calls to contacts in the ZIP codes you serve, and make sure your contacts' ZIP codes are complete so they aren't skipped.

## Using the MCP (AI assistant)

### Get started

- [Using Bigly with your AI assistant](https://docs.biglysales.com/mcp.md): Connect Claude, ChatGPT or another MCP-capable assistant to your Bigly account and configure your AI agent by describing what you want.
- [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md): Connect Claude, ChatGPT, Claude Code or another MCP-capable assistant to your Bigly account, and disconnect it when you no longer need it.
- [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md): Understand how your AI assistant reads your Bigly setup, previews every change, and only saves it after you confirm.
- [Onboarding guide](https://docs.biglysales.com/mcp/onboarding-guide.md): Have your AI assistant load Bigly's onboarding guide, review how your account is set up, and walk you through what's missing.

### AI agent setup

- [AI settings](https://docs.biglysales.com/mcp/ai-settings.md): Ask your AI assistant to read or change the account-wide switches and limits that control how your AI agent calls leads.
- [Prompt variables](https://docs.biglysales.com/mcp/prompt-variables.md): Ask your AI assistant to add, change or remove the company facts your AI agent quotes on calls, such as your company name and offer.
- [Intros](https://docs.biglysales.com/mcp/intros.md): Ask your AI assistant to create, edit or delete intros, the opening lines and qualifying questions your AI agent uses on calls.
- [Voice prompt](https://docs.biglysales.com/mcp/voice-prompt.md): Ask your AI assistant to edit your AI agent's call script, voice, language model and conversation timing, and to manage your saved prompts.
- [Tools configuration](https://docs.biglysales.com/mcp/tools-configuration.md): Ask your AI assistant to set up the actions your AI agent can take during a call, such as transferring the caller, ending the call or sending a text.
- [Call preview](https://docs.biglysales.com/mcp/call-context-preview.md): Ask your AI assistant to show exactly what your AI agent would say and do on a call, without placing one.

### Follow-ups

- [Followup sequence](https://docs.biglysales.com/mcp/followup-sequences.md): Ask your AI assistant to set up the recurring calls, texts and picture messages that keep following up with leads, and the working hours they run in.
- [First day followup](https://docs.biglysales.com/mcp/first-day-followup.md): Ask your AI assistant to set up the step-by-step calls and texts that go out as soon as a new lead is added.

### Channels & integrations

- [SMS agents](https://docs.biglysales.com/mcp/sms-agents.md): Ask your AI assistant to create, edit or delete the AI agents that reply to your leads' text messages.
- [Web calling](https://docs.biglysales.com/mcp/web-call.md): Ask your AI assistant to set up the website widget that lets visitors talk to your AI agent from their browser, and get the snippet to paste on your site.
- [Webhooks](https://docs.biglysales.com/mcp/webhooks.md): Ask your AI assistant to set up webhooks that send call results, transfers, bookings and opt-outs to your CRM, Zapier or any other system.

### Reference

- [Guided workflows](https://docs.biglysales.com/mcp/guided-workflows.md): The seven ready-made workflows the Bigly MCP offers, what each one does, and how to start it from your AI assistant.
- [Reference material](https://docs.biglysales.com/mcp/reference-resources.md): The reference documents Bigly gives your AI assistant, such as the voice and model catalog, the settings reference and the prompting guide, and how to use them.
- [Troubleshooting](https://docs.biglysales.com/mcp/troubleshooting.md): Fix common problems with the Bigly MCP, from connection and permission errors to changes that won't save and AI calls that are being blocked.
- [What the MCP doesn't cover](https://docs.biglysales.com/mcp/not-covered.md): The parts of Bigly your AI assistant can't read or change through the MCP, and where to do each of them in the app instead.