[{"data":1,"prerenderedAt":828},["ShallowReactive",2],{"page-\u002Fmanual\u002Fimporting-contacts":3,"all-pages":451},{"id":4,"title":5,"availability":6,"body":7,"description":438,"extension":439,"group":440,"lastReviewed":6,"meta":441,"navigation":442,"order":430,"path":443,"related":6,"section":444,"seo":445,"stem":446,"video":447,"__hash__":450},"docs\u002Fmanual\u002Fimporting-contacts.md","Importing contacts",null,{"type":8,"value":9,"toc":425},"minimark",[10,14,19,62,74,78,114,118,122,150,157,161,167,225,231,234,238,257,269,273,280,332,336,395,399],[11,12,13],"p",{},"Importing is the fastest way to get leads into Bigly. You upload a spreadsheet, and Bigly turns each row into a contact and adds it to a new list. The whole process takes a couple of minutes, and the rows are then processed in the background.",[15,16,18],"h2",{"id":17},"before-you-start","Before you start",[20,21,22,39,42,53],"ul",{},[23,24,25,26,30,31,34,35,38],"li",{},"Use a ",[27,28,29],"strong",{},"CSV",", ",[27,32,33],{},"XLS"," or ",[27,36,37],{},"XLSX"," file. Upload one file at a time.",[23,40,41],{},"Put column names in the first row.",[23,43,44,45,48,49,52],{},"Each row needs an ",[27,46,47],{},"email address",", or a ",[27,50,51],{},"phone number plus a first and last name",". Rows with neither are skipped.",[23,54,55,56,61],{},"To store extra details (for example a policy number or lead score), create the field first in ",[57,58,60],"a",{"href":59},"\u002Fmanual\u002Fcustom-attributes","Custom attributes",", so you can match a column to it.",[63,64,67],"callout",{"type":65,"title":66},"warning","Re-importing overwrites names and company details",[11,68,69,70,73],{},"If a row matches a contact you already have, Bigly updates that contact with the row's values. Columns you leave unmapped or empty can ",[27,71,72],{},"blank out"," the existing first name, last name, company, title and address. When you re-import people you already have, include and map those columns.",[15,75,77],{"id":76},"upload-your-file","Upload your file",[79,80,81,88,94,105],"ol",{},[23,82,83,84,87],{},"Click ",[27,85,86],{},"Import"," in the top navigation.",[23,89,83,90,93],{},[27,91,92],{},"Get Started",".",[23,95,96,97,100,101,104],{},"On ",[27,98,99],{},"Upload your list",", drag your file into the box, or click ",[27,102,103],{},"browse"," and choose it.",[23,106,83,107,110,111,93],{},[27,108,109],{},"Next",". Bigly checks the file type. If it's wrong, you see ",[27,112,113],{},"Invalid format! We accept only csv, xls, or xlsx",[115,116],"screenshot",{"caption":99,"shows":117},"The Upload your list step with a file dropped into the box, showing its name and a Remove button, and the Next button below.",[15,119,121],{"id":120},"name-and-tag-the-list","Name and tag the list",[79,123,124,134,145],{},[23,125,96,126,129,130,133],{},[27,127,128],{},"Name and Tags",", type a name in ",[27,131,132],{},"Name Your Imported List",". Make it descriptive, for example the lead source and date.",[23,135,136,137,140,141,144],{},"Optionally add tags: type a tag in ",[27,138,139],{},"Enter tag name then press enter"," and press Enter. Repeat for more tags. Click ",[27,142,143],{},"x"," on a tag to remove it.",[23,146,83,147,149],{},[27,148,109],{},". Bigly uploads the file and reads a sample row.",[11,151,152,153,93],{},"Every contact in this import gets the list's tags. See ",[57,154,156],{"href":155},"\u002Fmanual\u002Ftags","Tags",[15,158,160],{"id":159},"pair-your-columns","Pair your columns",[11,162,96,163,166],{},[27,164,165],{},"Pair your data",", Bigly shows a dropdown for each of its fields. Each dropdown lists your file's column names.",[79,168,169,196,203,209,215,221],{},[23,170,171,172,30,175,30,178,181,182,185,186,188,189,191,192,181,194,93],{},"Pick the column for ",[27,173,174],{},"First Name",[27,176,177],{},"Last Name",[27,179,180],{},"Email"," and ",[27,183,184],{},"Phone",". You must map ",[27,187,180],{},", or ",[27,190,184],{}," together with ",[27,193,174],{},[27,195,177],{},[23,197,198,199,202],{},"Under ",[27,200,201],{},"The following fields are optional.",", map any other columns, such as company, title, address, website, note or your custom attributes.",[23,204,83,205,208],{},[27,206,207],{},"Additional Attributes"," to see more fields you can map.",[23,210,198,211,214],{},[27,212,213],{},"Which remaining fields contain email addresses?",", tick any extra email columns, such as a work email.",[23,216,198,217,220],{},[27,218,219],{},"Which remaining fields contain phone numbers?",", tick any extra phone columns, such as a mobile or home number.",[23,222,83,223,93],{},[27,224,109],{},[11,226,227,228],{},"If the required fields aren't mapped, you see ",[27,229,230],{},"Map an Email field, or map Phone together with First Name and Last Name.",[115,232],{"caption":165,"shows":233},"The Pair your data step with First Name, Last Name, Email and Phone dropdowns mapped to file columns, the optional fields below, and the checkboxes for extra email and phone columns.",[15,235,237],{"id":236},"finish","Finish",[11,239,240,241,181,244,247,248,251,252,256],{},"You see ",[27,242,243],{},"Congratulations",[27,245,246],{},"Your file is being imported and should be available shortly."," Click ",[27,249,250],{},"Done",". The new list appears on ",[57,253,255],{"href":254},"\u002Fmanual\u002Flists","Lists"," and fills up as rows are processed. Large files can take a while.",[63,258,260],{"type":259},"note",[11,261,262,263,265,266,268],{},"Submit the mapping only once. Each time you click ",[27,264,109],{}," on ",[27,267,165],{},", Bigly processes the whole file again from the start.",[15,270,272],{"id":271},"how-duplicates-are-handled","How duplicates are handled",[11,274,275,276,279],{},"Bigly checks each row against your existing contacts using ",[27,277,278],{},"email and phone only",". Names are never used to match.",[281,282,283,296],"table",{},[284,285,286],"thead",{},[287,288,289,293],"tr",{},[290,291,292],"th",{},"Situation",[290,294,295],{},"What happens",[297,298,299,308,316,324],"tbody",{},[287,300,301,305],{},[302,303,304],"td",{},"No existing contact has this email or phone",[302,306,307],{},"A new contact is created and added to the list.",[287,309,310,313],{},[302,311,312],{},"An existing contact has the same email or phone",[302,314,315],{},"That contact is updated and added to this list too. It keeps its other lists.",[287,317,318,321],{},[302,319,320],{},"The row has a different email or phone from the match",[302,322,323],{},"The new email or phone is added as an extra one. The contact's main email and phone don't change.",[287,325,326,329],{},[302,327,328],{},"Two different people share a phone number in your data",[302,330,331],{},"They're treated as the same contact.",[15,333,335],{"id":334},"troubleshooting","Troubleshooting",[281,337,338,348],{},[284,339,340],{},[287,341,342,345],{},[290,343,344],{},"Problem",[290,346,347],{},"What to do",[297,349,350,358,366,374,387],{},[287,351,352,355],{},[302,353,354],{},"Fewer contacts than rows",[302,356,357],{},"Rows without a valid email, or without a phone plus both name columns mapped, are skipped. Completely empty rows are skipped too.",[287,359,360,363],{},[302,361,362],{},"The import seems stuck",[302,364,365],{},"Check that every row has the same number of columns as the header row. Rows with extra or missing columns (often caused by stray commas) are skipped.",[287,367,368,371],{},[302,369,370],{},"Phone numbers are missing",[302,372,373],{},"Numbers that are too short or invalid aren't saved. Check your phone column.",[287,375,376,379],{},[302,377,378],{},"Extra email columns weren't saved",[302,380,381,382,384,385,93],{},"Extra emails are only stored when you also map the main ",[27,383,180],{}," field. The same applies to extra phones and ",[27,386,184],{},[287,388,389,392],{},[302,390,391],{},"A contact's details went blank",[302,393,394],{},"You re-imported them with those columns unmapped or empty. Edit the contact, or re-import with the columns included.",[15,396,398],{"id":397},"related","Related",[20,400,401,405,411,415,419],{},[23,402,403],{},[57,404,255],{"href":254},[23,406,407],{},[57,408,410],{"href":409},"\u002Fmanual\u002Fcontacts","Contacts",[23,412,413],{},[57,414,156],{"href":155},[23,416,417],{},[57,418,60],{"href":59},[23,420,421],{},[57,422,424],{"href":423},"\u002Fmanual\u002Flead-webhooks","Sending leads in by webhook",{"title":426,"searchDepth":427,"depth":427,"links":428},"",3,[429,431,432,433,434,435,436,437],{"id":17,"depth":430,"text":18},2,{"id":76,"depth":430,"text":77},{"id":120,"depth":430,"text":121},{"id":159,"depth":430,"text":160},{"id":236,"depth":430,"text":237},{"id":271,"depth":430,"text":272},{"id":334,"depth":430,"text":335},{"id":397,"depth":430,"text":398},"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.","md","Contacts & lists",{},true,"\u002Fmanual\u002Fimporting-contacts","manual",{"title":5,"description":438},"manual\u002Fimporting-contacts",{"title":448,"outline":449},"Importing your first list of leads","Preparing a spreadsheet, uploading it from Import, naming and tagging the list, pairing columns with First Name, Last Name, Email and Phone, picking extra email and phone columns, and what happens to rows that match existing contacts.","moKQwzlvxOVV6IQSZwGPD1byol9P42pOnRJVFcUpL20",[452,457,462,468,473,478,483,488,493,498,502,506,510,516,522,526,531,536,540,544,548,552,556,561,563,565,570,574,578,583,588,593,597,601,605,606,610,615,618,622,626,630,633,635,639,643,648,652,656,660,664,668,672,677,681,686,690,694,698,702,707,712,716,720,722,726,730,734,739,743,748,753,757,762,766,770,774,778,783,787,791,794,798,802,805,809,813,816,819,822,825],{"path":453,"title":454,"description":455,"group":6,"order":6,"section":456},"\u002Ffor-ai-assistants","Docs for AI assistants","Every page on this site is also available as plain Markdown, indexed in llms.txt, so you can hand these docs to any LLM.","home",{"path":458,"title":459,"description":460,"group":461,"order":427,"section":444},"\u002Fmanual\u002F10dlc-registration","10DLC registration","Register your business brand and SMS campaigns with US carriers so your texts are delivered, then use the approved campaigns when you send.","SMS & messaging",{"path":463,"title":464,"description":465,"group":466,"order":467,"section":444},"\u002Fmanual\u002Factivity-log","Activity log","See who changed your intros, prompts, prompt variables and voice settings, compare old and new values, and roll a change back.","AI agent",7,{"path":469,"title":470,"description":471,"group":466,"order":472,"section":444},"\u002Fmanual\u002Fai-overview","How the AI agent works","See how intros, the voice prompt, prompt variables, settings and follow-ups fit together, and the order to set them up in.",1,{"path":474,"title":475,"description":476,"group":466,"order":477,"section":444},"\u002Fmanual\u002Fai-settings","AI settings","Set your working hours, timezone and meeting calendar, and turn the AI agent's account-wide options on or off.",9,{"path":479,"title":480,"description":481,"group":482,"order":427,"section":444},"\u002Fmanual\u002Fallowed-zip-codes","Allowed ZIP codes","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.","Compliance",{"path":484,"title":485,"description":486,"group":487,"order":427,"section":444},"\u002Fmanual\u002Fapi-keys","API keys","Generate API keys so Zapier, lead vendors or your own systems can send leads into Bigly, and delete keys you no longer use.","Account & billing",{"path":489,"title":490,"description":491,"group":440,"order":492,"section":444},"\u002Fmanual\u002Farchived-contacts","Archived contacts","Archive a contact's conversations to clear them out of your Inbox, find them again in the Archive view, and bring them back.",6,{"path":494,"title":495,"description":496,"group":497,"order":430,"section":444},"\u002Fmanual\u002Favailability","Availability","Create the bookable calendars your AI agent and booking page offer to leads, and set their hours, slot length and who gets the meetings.","Calendars & appointments",{"path":499,"title":500,"description":501,"group":487,"order":430,"section":444},"\u002Fmanual\u002Fbilling","Billing","Manage the cards on your account, see your plan and pricing, preview your next invoice, apply a discount code and download monthly billing statements.",{"path":503,"title":504,"description":505,"group":497,"order":427,"section":444},"\u002Fmanual\u002Fbooking-links","Booking links","Share a public booking page so leads can pick a time on your calendar, or embed it on your website.",{"path":507,"title":508,"description":509,"group":466,"order":430,"section":444},"\u002Fmanual\u002Fbot-activity","Bot activity","See the AI agent's latest conversations and the meetings it has booked for the next two weeks.",{"path":511,"title":512,"description":513,"group":514,"order":515,"section":444},"\u002Fmanual\u002Fbot-activity-statistics","Bot activity statistics","Drill into the leads behind your AI agent's numbers, filtered by source and outcome, and see every AI call made to each lead.","Statistics & reports",5,{"path":517,"title":518,"description":519,"group":520,"order":521,"section":444},"\u002Fmanual\u002Fbullhorn","Bullhorn","Connect your Bullhorn account and import candidates into Bigly as contacts.","Integrations",4,{"path":523,"title":524,"description":525,"group":497,"order":472,"section":444},"\u002Fmanual\u002Fcalendar","Main calendar","See every meeting your team and your AI agent have booked, add meetings by hand, and record whether people showed up.",{"path":527,"title":528,"description":529,"group":520,"order":530,"section":444},"\u002Fmanual\u002Fcalendly","Calendly","Bring your Calendly event types and bookings into Bigly so every meeting shows on your Bigly calendar.",8,{"path":532,"title":533,"description":534,"group":535,"order":492,"section":444},"\u002Fmanual\u002Fcall-recordings","Call recordings","Listen to recordings and read transcripts of your AI calls, from a contact's page or from call statistics, and export call records.","Calling",{"path":537,"title":538,"description":539,"group":514,"order":472,"section":444},"\u002Fmanual\u002Fcall-statistics","Call statistics","Review every call in a date range, filter by result, tag, direction and length, listen to recordings and export call records.",{"path":541,"title":542,"description":543,"group":535,"order":521,"section":444},"\u002Fmanual\u002Fcall-transfers","Call transfers","Understand how your AI agent hands interested leads to your team, where transfers are set up, and how to read transfer results.",{"path":545,"title":546,"description":547,"group":482,"order":430,"section":444},"\u002Fmanual\u002Fcalling-hours","Calling hours","Set the days and hours your AI agent may call and text leads, and understand the state calling-time rules Bigly applies on top.",{"path":549,"title":550,"description":551,"group":535,"order":472,"section":444},"\u002Fmanual\u002Fcalls","Calls","Build call lists from your contacts, start and schedule AI call campaigns, and track how each campaign and your API leads are performing.",{"path":553,"title":554,"description":555,"group":482,"order":472,"section":444},"\u002Fmanual\u002Fcompliance-overview","Compliance overview","See which do-not-call, litigator, opt-out and calling-hour checks Bigly runs automatically before contacting a lead, and what remains your responsibility.",{"path":557,"title":558,"description":559,"group":466,"order":560,"section":444},"\u002Fmanual\u002Fconnect-your-ai","Connect your AI agent","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.",21,{"path":409,"title":410,"description":562,"group":440,"order":472,"section":444},"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.",{"path":59,"title":60,"description":564,"group":440,"order":515,"section":444},"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.",{"path":566,"title":567,"description":568,"group":466,"order":569,"section":444},"\u002Fmanual\u002Femail-prompt","Email prompt","Write and test the AI prompts that personalize every email in an AI email blast.",16,{"path":571,"title":572,"description":573,"group":461,"order":521,"section":444},"\u002Fmanual\u002Femail-signature","Email signature","Create a branded email signature for yourself or your whole company, and add it to the emails you send from Bigly.",{"path":575,"title":576,"description":577,"group":520,"order":515,"section":444},"\u002Fmanual\u002Ffacebook-lead-ads","Facebook lead ads","Send leads from your Facebook lead ad forms straight into Bigly, so your AI agent can follow up within seconds.",{"path":579,"title":580,"description":581,"group":466,"order":582,"section":444},"\u002Fmanual\u002Ffirst-day-followup","First day followup","Set up the calls and texts a brand-new lead gets on the day they arrive from Facebook, Instagram, TikTok or your landing pages.",12,{"path":584,"title":585,"description":586,"group":466,"order":587,"section":444},"\u002Fmanual\u002Ffirst-message","First message","Write the first text message template used by the AI, with personalisation fields such as the lead's first name.",11,{"path":589,"title":590,"description":591,"group":466,"order":592,"section":444},"\u002Fmanual\u002Ffollowup-sequences","Follow-up sequence","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.",10,{"path":594,"title":595,"description":596,"group":520,"order":427,"section":444},"\u002Fmanual\u002Fgohighlevel","GoHighLevel","Let your AI agent offer times from your GoHighLevel calendar and book meetings straight into it.",{"path":598,"title":599,"description":600,"group":520,"order":467,"section":444},"\u002Fmanual\u002Fgoogle-calendar","Google Calendar","Link your Google calendars to your Bigly availabilities so meetings stay in sync and you're never double-booked.",{"path":602,"title":603,"description":604,"group":520,"order":430,"section":444},"\u002Fmanual\u002Fhubspot","HubSpot","Keep your contacts in sync with HubSpot and log Bigly calls, texts and meetings on the HubSpot contact.",{"path":443,"title":5,"description":438,"group":440,"order":430,"section":444},{"path":607,"title":608,"description":609,"group":461,"order":472,"section":444},"\u002Fmanual\u002Finbox","Inbox","See every call, text and email with your contacts in one place, reply to leads, and archive conversations you've finished with.",{"path":611,"title":612,"description":613,"group":614,"order":472,"section":444},"\u002Fmanual","Using the Bigly app","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.","Get started",{"path":616,"title":520,"description":617,"group":520,"order":472,"section":444},"\u002Fmanual\u002Fintegrations","Connect Bigly to your CRM, calendars, lead ad platforms and other tools, and find the guide for each one.",{"path":619,"title":620,"description":621,"group":466,"order":427,"section":444},"\u002Fmanual\u002Fintros","Intros","Create the opening lines and qualifying questions the AI agent uses for each campaign and for inbound callers.",{"path":623,"title":624,"description":625,"group":624,"order":472,"section":444},"\u002Fmanual\u002Flanding-pages","Landing pages","Build, publish and track landing pages whose form fills arrive in Bigly as new leads.",{"path":627,"title":628,"description":629,"group":514,"order":521,"section":444},"\u002Fmanual\u002Flead-statistics","Lead statistics","Follow your AI campaigns from lead to meeting to revenue, with day-by-day call results, transfers, blocked calls and booked meetings.",{"path":423,"title":631,"description":632,"group":520,"order":592,"section":444},"Lead webhooks","Send leads into Bigly automatically from your website, lead vendor or other software using the contacts API.",{"path":254,"title":255,"description":634,"group":440,"order":427,"section":444},"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.",{"path":636,"title":637,"description":638,"group":614,"order":430,"section":444},"\u002Fmanual\u002Flogging-in","Logging in","Sign in to Bigly, reset a forgotten or expired password, accept a team invitation and sign out.",{"path":640,"title":641,"description":642,"group":614,"order":427,"section":444},"\u002Fmanual\u002Fnavigating-the-app","Navigating the app","Find your way around Bigly using the top navigation, the Overview dashboard, quick-create buttons and the user menu.",{"path":644,"title":645,"description":646,"group":466,"order":647,"section":444},"\u002Fmanual\u002Fno-reply-followup","No reply followup","Automatically nudge interested leads by text when they stop replying to your AI SMS conversation.",13,{"path":649,"title":650,"description":651,"group":624,"order":430,"section":444},"\u002Fmanual\u002Fpage-payments","Page payments","See the payments collected through your payment pages, and how card payments during AI calls work.",{"path":653,"title":654,"description":655,"group":535,"order":427,"section":444},"\u002Fmanual\u002Fphone-numbers","Phone numbers","Buy the phone numbers your calls and texts come from, set where inbound calls go, and remove numbers you no longer need.",{"path":657,"title":658,"description":659,"group":535,"order":430,"section":444},"\u002Fmanual\u002Fpower-dialer","Power dialer","Call the contacts on a call list yourself from your browser, one after another, with Bigly dialing the next contact for you.",{"path":661,"title":662,"description":663,"group":614,"order":521,"section":444},"\u002Fmanual\u002Fprofile","Your profile and tenant details","Update your name, contact details, time zone and password, and your company's account name, phone and call settings, on the Tenant Details page.",{"path":665,"title":666,"description":667,"group":466,"order":530,"section":444},"\u002Fmanual\u002Fprompt-selector","Prompt library","Choose which version of Bigly's built-in AI prompts your account follows, or fork a prompt to customise it.",{"path":669,"title":670,"description":671,"group":466,"order":521,"section":444},"\u002Fmanual\u002Fprompt-variables","Prompt variables","Store your company details once and reuse them in your voice prompt and intros with placeholders.",{"path":673,"title":674,"description":675,"group":466,"order":676,"section":444},"\u002Fmanual\u002Fqualifying-questions","Qualifying questions","Understand the qualifying questions your AI agent asks to decide whether a lead is a good fit, and how to get them changed.",20,{"path":678,"title":679,"description":680,"group":514,"order":492,"section":444},"\u002Fmanual\u002Freports","Reports and exports","Download your statistics as spreadsheets, and understand the reports Bigly can email you.",{"path":682,"title":683,"description":684,"group":685,"order":472,"section":444},"\u002Fmanual\u002Fringless-voicemail","Ringless voicemail","Drop a pre-recorded voicemail into your contacts' voicemail boxes without their phones ringing, as a campaign or after an unanswered AI call.","Voicemail & blasts",{"path":687,"title":688,"description":689,"group":514,"order":427,"section":444},"\u002Fmanual\u002Frvm-statistics","RVM statistics","Track your ringless voicemail drops, see which were delivered or failed and why, and what they cost.",{"path":691,"title":692,"description":693,"group":685,"order":430,"section":444},"\u002Fmanual\u002Fscheduled-blasts","Scheduled blasts","Monitor every call and SMS campaign in one list, and pause, resume, cancel, reschedule or re-run them.",{"path":695,"title":696,"description":697,"group":535,"order":515,"section":444},"\u002Fmanual\u002Fscheduled-callbacks","Scheduled callbacks","Let your AI agent agree a callback time with a lead and call them back automatically at that time.",{"path":699,"title":700,"description":701,"group":514,"order":467,"section":444},"\u002Fmanual\u002Fshared-statistics","Shared statistics","Open a shared statistics link, see what it shows, and keep shared links safe.",{"path":703,"title":704,"description":705,"group":466,"order":706,"section":444},"\u002Fmanual\u002Fsms-agents","SMS agents","Create AI agents that reply to your leads' text messages, book meetings by text and follow up when a lead goes quiet.",14,{"path":708,"title":709,"description":710,"group":466,"order":711,"section":444},"\u002Fmanual\u002Fsms-campaign-config","SMS Campaign Configure","Link your registered SMS messaging campaigns to Bigly, choose a default, and update the messages those campaigns send.",15,{"path":713,"title":714,"description":715,"group":461,"order":430,"section":444},"\u002Fmanual\u002Fsms-campaigns","SMS campaigns","Send a text message campaign to a chosen group of contacts, now or at a scheduled time, and track sends, deliveries and replies.",{"path":717,"title":718,"description":719,"group":514,"order":430,"section":444},"\u002Fmanual\u002Fsms-statistics","SMS statistics","See how many texts you sent, how many were delivered or replied to, what they cost, and read every message.",{"path":155,"title":156,"description":721,"group":440,"order":521,"section":444},"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.",{"path":723,"title":724,"description":725,"group":487,"order":472,"section":444},"\u002Fmanual\u002Fteam-members","Team members","Invite teammates to your Bigly account, add many at once, set their roles and permissions, edit their phone numbers and remove people who leave.",{"path":727,"title":728,"description":729,"group":466,"order":492,"section":444},"\u002Fmanual\u002Ftest-calls","Test calls","Call your own phone with the AI agent, then review the recording, transcript and captured answers.",{"path":731,"title":732,"description":733,"group":520,"order":492,"section":444},"\u002Fmanual\u002Ftiktok-lead-ads","TikTok lead ads","Send leads from your TikTok lead generation forms into Bigly automatically.",{"path":735,"title":736,"description":737,"group":466,"order":738,"section":444},"\u002Fmanual\u002Ftools-configuration","Tools configuration","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.",19,{"path":740,"title":741,"description":742,"group":466,"order":515,"section":444},"\u002Fmanual\u002Fvoice-prompt","Voice prompt","Write the base instructions the AI agent follows on every call, and choose its voice, speech and timing settings.",{"path":744,"title":745,"description":746,"group":466,"order":747,"section":444},"\u002Fmanual\u002Fweb-calling","Web calling","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.",17,{"path":749,"title":750,"description":751,"group":466,"order":752,"section":444},"\u002Fmanual\u002Fwebhooks","Webhooks","Send AI call results, booked meetings and opt-outs to your CRM, Zapier or any other system the moment they happen.",18,{"path":754,"title":755,"description":756,"group":520,"order":477,"section":444},"\u002Fmanual\u002Fzapier","Zapier","Connect Bigly to thousands of apps through Zapier, using an API key to send leads in and webhooks to send call results out.",{"path":758,"title":475,"description":759,"group":760,"order":472,"section":761},"\u002Fmcp\u002Fai-settings","Ask your AI assistant to read or change the account-wide switches and limits that control how your AI agent calls leads.","AI agent setup","mcp",{"path":763,"title":764,"description":765,"group":760,"order":492,"section":761},"\u002Fmcp\u002Fcall-context-preview","Call preview","Ask your AI assistant to show exactly what your AI agent would say and do on a call, without placing one.",{"path":767,"title":768,"description":769,"group":614,"order":430,"section":761},"\u002Fmcp\u002Fconnect","Connect your AI assistant","Connect Claude, ChatGPT, Claude Code or another MCP-capable assistant to your Bigly account, and disconnect it when you no longer need it.",{"path":771,"title":580,"description":772,"group":773,"order":430,"section":761},"\u002Fmcp\u002Ffirst-day-followup","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.","Follow-ups",{"path":775,"title":776,"description":777,"group":773,"order":472,"section":761},"\u002Fmcp\u002Ffollowup-sequences","Followup sequence","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.",{"path":779,"title":780,"description":781,"group":782,"order":472,"section":761},"\u002Fmcp\u002Fguided-workflows","Guided workflows","The seven ready-made workflows the Bigly MCP offers, what each one does, and how to start it from your AI assistant.","Reference",{"path":784,"title":785,"description":786,"group":614,"order":427,"section":761},"\u002Fmcp\u002Fhow-changes-work","How changes are made safely","Understand how your AI assistant reads your Bigly setup, previews every change, and only saves it after you confirm.",{"path":788,"title":789,"description":790,"group":614,"order":472,"section":761},"\u002Fmcp","Using Bigly with your AI assistant","Connect Claude, ChatGPT or another MCP-capable assistant to your Bigly account and configure your AI agent by describing what you want.",{"path":792,"title":620,"description":793,"group":760,"order":427,"section":761},"\u002Fmcp\u002Fintros","Ask your AI assistant to create, edit or delete intros, the opening lines and qualifying questions your AI agent uses on calls.",{"path":795,"title":796,"description":797,"group":782,"order":521,"section":761},"\u002Fmcp\u002Fnot-covered","What the MCP doesn't cover","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.",{"path":799,"title":800,"description":801,"group":614,"order":521,"section":761},"\u002Fmcp\u002Fonboarding-guide","Onboarding guide","Have your AI assistant load Bigly's onboarding guide, review how your account is set up, and walk you through what's missing.",{"path":803,"title":670,"description":804,"group":760,"order":430,"section":761},"\u002Fmcp\u002Fprompt-variables","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.",{"path":806,"title":807,"description":808,"group":782,"order":430,"section":761},"\u002Fmcp\u002Freference-resources","Reference material","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.",{"path":810,"title":704,"description":811,"group":812,"order":472,"section":761},"\u002Fmcp\u002Fsms-agents","Ask your AI assistant to create, edit or delete the AI agents that reply to your leads' text messages.","Channels & integrations",{"path":814,"title":736,"description":815,"group":760,"order":515,"section":761},"\u002Fmcp\u002Ftools-configuration","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.",{"path":817,"title":335,"description":818,"group":782,"order":427,"section":761},"\u002Fmcp\u002Ftroubleshooting","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.",{"path":820,"title":741,"description":821,"group":760,"order":521,"section":761},"\u002Fmcp\u002Fvoice-prompt","Ask your AI assistant to edit your AI agent's call script, voice, language model and conversation timing, and to manage your saved prompts.",{"path":823,"title":745,"description":824,"group":812,"order":430,"section":761},"\u002Fmcp\u002Fweb-call","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.",{"path":826,"title":750,"description":827,"group":812,"order":427,"section":761},"\u002Fmcp\u002Fwebhooks","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.",1793104958836]