[{"data":1,"prerenderedAt":971},["ShallowReactive",2],{"page-\u002Fmcp\u002Fconnect":3,"all-pages":596},{"id":4,"title":5,"availability":6,"body":7,"description":582,"extension":583,"group":584,"lastReviewed":585,"meta":586,"navigation":587,"order":571,"path":588,"related":548,"section":589,"seo":590,"stem":591,"video":592,"__hash__":595},"docs\u002Fmcp\u002Fconnect.md","Connect your AI assistant","Not enabled on every account. Contact support to turn it on",{"type":8,"value":9,"toc":566},"minimark",[10,19,22,96,101,138,142,171,174,179,183,221,224,237,244,248,252,305,309,313,320,359,363,371,376,379,396,400,410,416,420,426,442,455,458,471,484,487,490,494,498,504,510,516,522,528,538,542],[11,12,13,14,18],"p",{},"Before your AI assistant can work in Bigly, you connect it to your account once. Everything you need is on one screen in the app: ",[15,16,17],"strong",{},"AI › Connect your AI agent",". It lists every supported assistant and gives you the exact steps, links and settings to copy for the one you pick.",[11,20,21],{},"There are two ways to connect, depending on the assistant:",[23,24,25,38],"table",{},[26,27,28],"thead",{},[29,30,31,35],"tr",{},[32,33,34],"th",{},"Assistant",[32,36,37],{},"How it connects",[39,40,41,56,67],"tbody",{},[29,42,43,49],{},[44,45,46],"td",{},[15,47,48],{},"ChatGPT",[44,50,51,52,55],{},"You sign in to Bigly and click ",[15,53,54],{},"Allow",". No token needed.",[29,57,58,63],{},[44,59,60],{},[15,61,62],{},"Claude (web, desktop & mobile)",[44,64,51,65,55],{},[15,66,54],{},[29,68,69,93],{},[44,70,71,74,75,74,78,74,81,74,84,74,87,74,90],{},[15,72,73],{},"Claude Code",", ",[15,76,77],{},"OpenAI Codex CLI",[15,79,80],{},"Cursor",[15,82,83],{},"VS Code \u002F GitHub Copilot",[15,85,86],{},"Windsurf",[15,88,89],{},"Gemini CLI",[15,91,92],{},"Any other MCP client",[44,94,95],{},"You generate an access token in Bigly and paste it into the assistant's settings.",[97,98,100],"h2",{"id":99},"before-you-start","Before you start",[102,103,104,115,127],"ul",{},[105,106,107,110,111,114],"li",{},[15,108,109],{},"The feature must be turned on for your account."," If it isn't, the ",[15,112,113],{},"Connect your AI agent"," tab says the MCP integration isn't enabled yet. Contact support to turn it on.",[105,116,117,120,121,126],{},[15,118,119],{},"You need permission to use the MCP."," The account owner and users with an admin role have it by default. Managers, agents and viewers don't. If the tab says you don't have permission to manage access tokens, ask an admin. See ",[122,123,125],"a",{"href":124},"\u002Fmanual\u002Fteam-members","Team members",". ",[105,128,129,130,133,134,137],{},"Each connection is tied to ",[15,131,132],{},"you"," and to ",[15,135,136],{},"one workspace",". If you belong to several Bigly workspaces, connect each one separately.",[97,139,141],{"id":140},"open-the-setup-screen","Open the setup screen",[143,144,145,152,157],"ol",{},[105,146,147,148,151],{},"In the top navigation, click ",[15,149,150],{},"AI",".",[105,153,154,155,151],{},"In the left tab list, click ",[15,156,113],{},[105,158,159,160,163,164,74,166,168,169,151],{},"Under ",[15,161,162],{},"Set up your AI agent",", click the button for your assistant, for example ",[15,165,48],{},[15,167,62],{}," or ",[15,170,73],{},[11,172,173],{},"The numbered steps below the buttons change to match the assistant you picked.",[175,176],"screenshot",{"caption":177,"shows":178},"Connect your AI agent tab","AI › Connect your AI agent with the client buttons (ChatGPT, Claude (web, desktop & mobile), Claude Code, OpenAI Codex CLI and others) across the top and the numbered setup steps below.",[97,180,182],{"id":181},"connect-claude-web-desktop-or-mobile","Connect Claude (web, desktop or mobile)",[143,184,185,193,200,210,213,216],{},[105,186,187,188,190,191,151],{},"On ",[15,189,113],{},", pick ",[15,192,62],{},[105,194,195,196,199],{},"Click ",[15,197,198],{},"Add to Claude",". Claude opens with the connector name and server URL already filled in.",[105,201,202,203,206,207,151],{},"In Claude, click ",[15,204,205],{},"Add",", then ",[15,208,209],{},"Connect",[105,211,212],{},"A Bigly sign-in page opens. Sign in with your usual Bigly login.",[105,214,215],{},"If you belong to more than one workspace, choose the one you want Claude to work in.",[105,217,218,219,151],{},"Review the request and click ",[15,220,54],{},[11,222,223],{},"Claude can now use Bigly in your chats.",[11,225,226,229,230,233,234,236],{},[15,227,228],{},"On a Claude Team or Enterprise plan",", an Owner can click ",[15,231,232],{},"Add for my organization (Team\u002FEnterprise Owners)"," instead. That adds the connector for the whole organization. Each member then clicks ",[15,235,209],{}," in Claude and signs in with their own Bigly login.",[11,238,239,240,243],{},"You can also add it by hand in Claude under ",[15,241,242],{},"Customize › Connectors › Add custom connector",". Copy the name and server URL shown on the Bigly setup screen.",[175,245],{"caption":246,"shows":247},"Bigly consent page","The Bigly page that opens after clicking Connect in Claude: the chosen workspace, the signed-in email, and the Allow button.",[97,249,251],{"id":250},"connect-chatgpt","Connect ChatGPT",[143,253,254,260,265,275,286,297,300],{},[105,255,187,256,190,258,151],{},[15,257,113],{},[15,259,48],{},[105,261,195,262,151],{},[15,263,264],{},"Open ChatGPT",[105,266,267,268,271,272,151],{},"In ChatGPT, click ",[15,269,270],{},"+"," and choose ",[15,273,274],{},"Add custom MCP server",[105,276,277,278,281,282,285],{},"Copy the ",[15,279,280],{},"Name"," and ",[15,283,284],{},"MCP server URL"," from the Bigly setup screen into ChatGPT.",[105,287,288,289,292,293,296],{},"Set ",[15,290,291],{},"Authentication"," to ",[15,294,295],{},"OAuth",". Leave the client ID and secret empty.",[105,298,299],{},"Create it as a plugin.",[105,301,302,303,151],{},"When asked, sign in to Bigly, choose the workspace and click ",[15,304,54],{},[175,306],{"caption":307,"shows":308},"ChatGPT custom MCP server form","ChatGPT's Add custom MCP server form with the Bigly name and server URL filled in and Authentication set to OAuth.",[97,310,312],{"id":311},"connect-claude-code-or-another-token-based-client","Connect Claude Code or another token-based client",[11,314,315,316,319],{},"Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI and other MCP clients connect with an ",[15,317,318],{},"access token"," instead of a sign-in.",[143,321,322,329,336,342,348,351],{},[105,323,187,324,326,327,151],{},[15,325,113],{},", pick your client, for example ",[15,328,73],{},[105,330,331,332,151],{},"In the token box, type a name you'll recognize later, for example ",[333,334,335],"em",{},"my-laptop",[105,337,195,338,341],{},[15,339,340],{},"Generate token",". The token appears in a green box and is copied to your clipboard.",[105,343,344,345],{},"Copy it somewhere safe now. ",[15,346,347],{},"It's shown only once.",[105,349,350],{},"Follow the numbered step for your client. For Claude Code, copy the command shown and run it in the project folder where you want to use Bigly. For the others, copy the settings into the file named in the step. The token is already filled in.",[105,352,353,354,358],{},"Check the connection. For Claude Code, run ",[355,356,357],"code",{},"claude mcp list"," and look for the Bigly server in the list.",[175,360],{"caption":361,"shows":362},"Generate token and Claude Code command","The Claude Code option selected, the token name field and Generate token button, the one-time token in a green box, and the copy-ready claude mcp add command below it.",[364,365,368],"callout",{"title":366,"type":367},"Treat the token like a password","warning",[11,369,370],{},"Anyone with the token can change your AI setup. Don't share it or paste it into chats. If it leaks, revoke it (see below) and generate a new one.",[372,373,375],"h3",{"id":374},"the-server-url","The server URL",[11,377,378],{},"You don't need to type the server address yourself. The setup screen always shows the right one for your account:",[102,380,381,387],{},[105,382,383,386],{},[15,384,385],{},"Claude and ChatGPT"," use one shared Bigly address. You choose the workspace when you sign in.",[105,388,389,392,393,151],{},[15,390,391],{},"Token-based clients"," use an address that includes your workspace, ending in ",[355,394,395],{},"\u002Fapi\u002Fv2\u002Fmcp",[97,397,399],{"id":398},"start-the-guided-setup","Start the guided setup",[11,401,402,403,405,406,151],{},"The last step on the setup screen, ",[15,404,399],{},", gives you a line to paste into your assistant. It loads Bigly's onboarding guide so the assistant asks you the right questions before changing anything. See ",[122,407,409],{"href":408},"\u002Fmcp\u002Fonboarding-guide","Onboarding guide",[411,412,413],"ask-ai",{},[11,414,415],{},"Read the Bigly onboarding guide and tell me what you need from me to set up our AI agent.",[97,417,419],{"id":418},"see-and-remove-connections","See and remove connections",[11,421,422,423,425],{},"The bottom of ",[15,424,113],{}," shows two tables.",[11,427,428,431,432,74,435,281,438,441],{},[15,429,430],{},"Connected apps"," lists Claude, ChatGPT and other apps you connected by signing in, with ",[15,433,434],{},"App",[15,436,437],{},"Connected",[15,439,440],{},"Last used",". To remove one:",[143,443,444,450],{},[105,445,195,446,449],{},[15,447,448],{},"disconnect"," next to the app.",[105,451,195,452],{},[15,453,454],{},"Yes, disconnect it!",[11,456,457],{},"The app loses access to this workspace straight away. To use it again, connect it again.",[11,459,460,463,464,74,466,281,469,441],{},[15,461,462],{},"Your access tokens"," lists the tokens you generated, with ",[15,465,280],{},[15,467,468],{},"Created",[15,470,440],{},[143,472,473,479],{},[105,474,195,475,478],{},[15,476,477],{},"revoke"," next to the token.",[105,480,195,481],{},[15,482,483],{},"Yes, revoke it!",[11,485,486],{},"Any assistant set up with that token stops working.",[11,488,489],{},"You can also remove a connection from inside Claude or ChatGPT, in their connector settings.",[175,491],{"caption":492,"shows":493},"Connected apps and access tokens","The Connected apps table with one Claude row and a disconnect link, and the Your access tokens table with one token and a revoke link.",[97,495,497],{"id":496},"common-questions","Common questions",[11,499,500,503],{},[15,501,502],{},"The tab says the MCP integration isn't enabled."," The feature is off for your account. Contact support.",[11,505,506,509],{},[15,507,508],{},"The tab says I don't have permission."," Your role doesn't include MCP access. Ask an admin to connect for you or to change your role.",[11,511,512,515],{},[15,513,514],{},"The sign-in page says AI app connections aren't available."," None of your workspaces allow you to use the MCP, either because it's off for the account or because your role doesn't include it.",[11,517,518,521],{},[15,519,520],{},"I lost my token."," Tokens can't be shown again. Revoke the old one and generate a new one.",[11,523,524,527],{},[15,525,526],{},"Do I need to reconnect regularly?"," Claude and ChatGPT stay connected while you use them. If you remove the connection, lose MCP access, or leave the workspace, you'll need to connect again. ",[11,529,530,533,534,151],{},[15,531,532],{},"What can the assistant see?"," Only your AI setup: settings, prompts, intros, follow-ups, SMS agents, web calling and webhooks. It can't read your contacts, lists or call history. Passwords and secret keys come back hidden. See ",[122,535,537],{"href":536},"\u002Fmcp\u002Fnot-covered","What the MCP doesn't cover",[97,539,541],{"id":540},"related","Related",[102,543,544,550,556,560],{},[105,545,546],{},[122,547,549],{"href":548},"\u002Fmanual\u002Fconnect-your-ai","Connect your AI (in the app)",[105,551,552],{},[122,553,555],{"href":554},"\u002Fmcp\u002Fhow-changes-work","How changes are made safely",[105,557,558],{},[122,559,409],{"href":408},[105,561,562],{},[122,563,565],{"href":564},"\u002Fmcp\u002Ftroubleshooting","Troubleshooting",{"title":567,"searchDepth":568,"depth":568,"links":569},"",3,[570,572,573,574,575,578,579,580,581],{"id":99,"depth":571,"text":100},2,{"id":140,"depth":571,"text":141},{"id":181,"depth":571,"text":182},{"id":250,"depth":571,"text":251},{"id":311,"depth":571,"text":312,"children":576},[577],{"id":374,"depth":568,"text":375},{"id":398,"depth":571,"text":399},{"id":418,"depth":571,"text":419},{"id":496,"depth":571,"text":497},{"id":540,"depth":571,"text":541},"Connect Claude, ChatGPT, Claude Code or another MCP-capable assistant to your Bigly account, and disconnect it when you no longer need it.","md","Get started",null,{},true,"\u002Fmcp\u002Fconnect","mcp",{"title":5,"description":582},"mcp\u002Fconnect",{"title":593,"outline":594},"Connecting Claude and ChatGPT to Bigly","Open AI › Connect your AI agent, pick a client, add the connector in Claude or ChatGPT, sign in and choose the workspace, then generate a token for Claude Code and show the Connected apps and access token tables, including how to disconnect.","igTi3Thn_uCJ-jKTad9NdlPurdL7yQXKuOjfvUsEqME",[597,602,608,614,619,624,629,634,640,645,649,653,657,663,669,673,678,683,687,691,695,699,703,706,710,714,719,723,727,732,737,742,746,750,754,758,762,766,769,773,777,781,785,789,793,797,802,806,810,814,818,822,826,831,835,840,844,848,852,856,861,866,870,874,878,880,884,888,893,897,902,907,911,915,919,920,924,928,933,935,939,942,944,946,949,953,957,960,962,965,968],{"path":598,"title":599,"description":600,"group":585,"order":585,"section":601},"\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":603,"title":604,"description":605,"group":606,"order":568,"section":607},"\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","manual",{"path":609,"title":610,"description":611,"group":612,"order":613,"section":607},"\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":615,"title":616,"description":617,"group":612,"order":618,"section":607},"\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":620,"title":621,"description":622,"group":612,"order":623,"section":607},"\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":625,"title":626,"description":627,"group":628,"order":568,"section":607},"\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":630,"title":631,"description":632,"group":633,"order":568,"section":607},"\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":635,"title":636,"description":637,"group":638,"order":639,"section":607},"\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.","Contacts & lists",6,{"path":641,"title":642,"description":643,"group":644,"order":571,"section":607},"\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":646,"title":647,"description":648,"group":633,"order":571,"section":607},"\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":650,"title":651,"description":652,"group":644,"order":568,"section":607},"\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":654,"title":655,"description":656,"group":612,"order":571,"section":607},"\u002Fmanual\u002Fbot-activity","Bot activity","See the AI agent's latest conversations and the meetings it has booked for the next two weeks.",{"path":658,"title":659,"description":660,"group":661,"order":662,"section":607},"\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":664,"title":665,"description":666,"group":667,"order":668,"section":607},"\u002Fmanual\u002Fbullhorn","Bullhorn","Connect your Bullhorn account and import candidates into Bigly as contacts.","Integrations",4,{"path":670,"title":671,"description":672,"group":644,"order":618,"section":607},"\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":674,"title":675,"description":676,"group":667,"order":677,"section":607},"\u002Fmanual\u002Fcalendly","Calendly","Bring your Calendly event types and bookings into Bigly so every meeting shows on your Bigly calendar.",8,{"path":679,"title":680,"description":681,"group":682,"order":639,"section":607},"\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":684,"title":685,"description":686,"group":661,"order":618,"section":607},"\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":688,"title":689,"description":690,"group":682,"order":668,"section":607},"\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":692,"title":693,"description":694,"group":628,"order":571,"section":607},"\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":696,"title":697,"description":698,"group":682,"order":618,"section":607},"\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":700,"title":701,"description":702,"group":628,"order":618,"section":607},"\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":548,"title":113,"description":704,"group":612,"order":705,"section":607},"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":707,"title":708,"description":709,"group":638,"order":618,"section":607},"\u002Fmanual\u002Fcontacts","Contacts","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":711,"title":712,"description":713,"group":638,"order":662,"section":607},"\u002Fmanual\u002Fcustom-attributes","Custom attributes","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":715,"title":716,"description":717,"group":612,"order":718,"section":607},"\u002Fmanual\u002Femail-prompt","Email prompt","Write and test the AI prompts that personalize every email in an AI email blast.",16,{"path":720,"title":721,"description":722,"group":606,"order":668,"section":607},"\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":724,"title":725,"description":726,"group":667,"order":662,"section":607},"\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":728,"title":729,"description":730,"group":612,"order":731,"section":607},"\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":733,"title":734,"description":735,"group":612,"order":736,"section":607},"\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":738,"title":739,"description":740,"group":612,"order":741,"section":607},"\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":743,"title":744,"description":745,"group":667,"order":568,"section":607},"\u002Fmanual\u002Fgohighlevel","GoHighLevel","Let your AI agent offer times from your GoHighLevel calendar and book meetings straight into it.",{"path":747,"title":748,"description":749,"group":667,"order":613,"section":607},"\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":751,"title":752,"description":753,"group":667,"order":571,"section":607},"\u002Fmanual\u002Fhubspot","HubSpot","Keep your contacts in sync with HubSpot and log Bigly calls, texts and meetings on the HubSpot contact.",{"path":755,"title":756,"description":757,"group":638,"order":571,"section":607},"\u002Fmanual\u002Fimporting-contacts","Importing contacts","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.",{"path":759,"title":760,"description":761,"group":606,"order":618,"section":607},"\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":763,"title":764,"description":765,"group":584,"order":618,"section":607},"\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.",{"path":767,"title":667,"description":768,"group":667,"order":618,"section":607},"\u002Fmanual\u002Fintegrations","Connect Bigly to your CRM, calendars, lead ad platforms and other tools, and find the guide for each one.",{"path":770,"title":771,"description":772,"group":612,"order":568,"section":607},"\u002Fmanual\u002Fintros","Intros","Create the opening lines and qualifying questions the AI agent uses for each campaign and for inbound callers.",{"path":774,"title":775,"description":776,"group":775,"order":618,"section":607},"\u002Fmanual\u002Flanding-pages","Landing pages","Build, publish and track landing pages whose form fills arrive in Bigly as new leads.",{"path":778,"title":779,"description":780,"group":661,"order":668,"section":607},"\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":782,"title":783,"description":784,"group":667,"order":741,"section":607},"\u002Fmanual\u002Flead-webhooks","Lead webhooks","Send leads into Bigly automatically from your website, lead vendor or other software using the contacts API.",{"path":786,"title":787,"description":788,"group":638,"order":568,"section":607},"\u002Fmanual\u002Flists","Lists","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":790,"title":791,"description":792,"group":584,"order":571,"section":607},"\u002Fmanual\u002Flogging-in","Logging in","Sign in to Bigly, reset a forgotten or expired password, accept a team invitation and sign out.",{"path":794,"title":795,"description":796,"group":584,"order":568,"section":607},"\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":798,"title":799,"description":800,"group":612,"order":801,"section":607},"\u002Fmanual\u002Fno-reply-followup","No reply followup","Automatically nudge interested leads by text when they stop replying to your AI SMS conversation.",13,{"path":803,"title":804,"description":805,"group":775,"order":571,"section":607},"\u002Fmanual\u002Fpage-payments","Page payments","See the payments collected through your payment pages, and how card payments during AI calls work.",{"path":807,"title":808,"description":809,"group":682,"order":568,"section":607},"\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":811,"title":812,"description":813,"group":682,"order":571,"section":607},"\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":815,"title":816,"description":817,"group":584,"order":668,"section":607},"\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":819,"title":820,"description":821,"group":612,"order":677,"section":607},"\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":823,"title":824,"description":825,"group":612,"order":668,"section":607},"\u002Fmanual\u002Fprompt-variables","Prompt variables","Store your company details once and reuse them in your voice prompt and intros with placeholders.",{"path":827,"title":828,"description":829,"group":612,"order":830,"section":607},"\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":832,"title":833,"description":834,"group":661,"order":639,"section":607},"\u002Fmanual\u002Freports","Reports and exports","Download your statistics as spreadsheets, and understand the reports Bigly can email you.",{"path":836,"title":837,"description":838,"group":839,"order":618,"section":607},"\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":841,"title":842,"description":843,"group":661,"order":568,"section":607},"\u002Fmanual\u002Frvm-statistics","RVM statistics","Track your ringless voicemail drops, see which were delivered or failed and why, and what they cost.",{"path":845,"title":846,"description":847,"group":839,"order":571,"section":607},"\u002Fmanual\u002Fscheduled-blasts","Scheduled blasts","Monitor every call and SMS campaign in one list, and pause, resume, cancel, reschedule or re-run them.",{"path":849,"title":850,"description":851,"group":682,"order":662,"section":607},"\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":853,"title":854,"description":855,"group":661,"order":613,"section":607},"\u002Fmanual\u002Fshared-statistics","Shared statistics","Open a shared statistics link, see what it shows, and keep shared links safe.",{"path":857,"title":858,"description":859,"group":612,"order":860,"section":607},"\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":862,"title":863,"description":864,"group":612,"order":865,"section":607},"\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":867,"title":868,"description":869,"group":606,"order":571,"section":607},"\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":871,"title":872,"description":873,"group":661,"order":571,"section":607},"\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":875,"title":876,"description":877,"group":638,"order":668,"section":607},"\u002Fmanual\u002Ftags","Tags","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":124,"title":125,"description":879,"group":633,"order":618,"section":607},"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":881,"title":882,"description":883,"group":612,"order":639,"section":607},"\u002Fmanual\u002Ftest-calls","Test calls","Call your own phone with the AI agent, then review the recording, transcript and captured answers.",{"path":885,"title":886,"description":887,"group":667,"order":639,"section":607},"\u002Fmanual\u002Ftiktok-lead-ads","TikTok lead ads","Send leads from your TikTok lead generation forms into Bigly automatically.",{"path":889,"title":890,"description":891,"group":612,"order":892,"section":607},"\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":894,"title":895,"description":896,"group":612,"order":662,"section":607},"\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":898,"title":899,"description":900,"group":612,"order":901,"section":607},"\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":903,"title":904,"description":905,"group":612,"order":906,"section":607},"\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":908,"title":909,"description":910,"group":667,"order":623,"section":607},"\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":912,"title":621,"description":913,"group":914,"order":618,"section":589},"\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",{"path":916,"title":917,"description":918,"group":914,"order":639,"section":589},"\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":588,"title":5,"description":582,"group":584,"order":571,"section":589},{"path":921,"title":729,"description":922,"group":923,"order":571,"section":589},"\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":925,"title":926,"description":927,"group":923,"order":618,"section":589},"\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":929,"title":930,"description":931,"group":932,"order":618,"section":589},"\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":554,"title":555,"description":934,"group":584,"order":568,"section":589},"Understand how your AI assistant reads your Bigly setup, previews every change, and only saves it after you confirm.",{"path":936,"title":937,"description":938,"group":584,"order":618,"section":589},"\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":940,"title":771,"description":941,"group":914,"order":568,"section":589},"\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":536,"title":537,"description":943,"group":932,"order":668,"section":589},"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":408,"title":409,"description":945,"group":584,"order":668,"section":589},"Have your AI assistant load Bigly's onboarding guide, review how your account is set up, and walk you through what's missing.",{"path":947,"title":824,"description":948,"group":914,"order":571,"section":589},"\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":950,"title":951,"description":952,"group":932,"order":571,"section":589},"\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":954,"title":858,"description":955,"group":956,"order":618,"section":589},"\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":958,"title":890,"description":959,"group":914,"order":662,"section":589},"\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":564,"title":565,"description":961,"group":932,"order":568,"section":589},"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":963,"title":895,"description":964,"group":914,"order":668,"section":589},"\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":966,"title":899,"description":967,"group":956,"order":571,"section":589},"\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":969,"title":904,"description":970,"group":956,"order":568,"section":589},"\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.",1793104961082]