When ON — Nitrous drafts replies and emails you for one-click approval before sending.
When OFF — Nitrous sends replies automatically without approval.
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📱 Nitrous SMS Safety Switch
When ON — Nitrous drafts SMS replies for inbound texts and sends them to your phone for approval. Reply YES to send, NO to cancel, or EDIT: <your version> to revise.
When OFF — Nitrous auto-sends without approval. If you do nothing for 30 minutes, Nitrous sends the draft automatically.
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💬 Nitrous Social DM Safety Switch
When ON — Nitrous drafts replies to inbound DMs (LinkedIn, Instagram, Facebook, X, TikTok) and waits for you to send them from the Social Inbox.
When OFF — Nitrous auto-sends replies via the outbound Zapier webhook for each platform.
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🚀 Nitrous First Touch SMS & Email
Auto-reach new leads with a personal first contact — SMS and email, whichever channels the lead has on file.
Quiet hours 10pm–7am local — sends that would land overnight are held until 7am. SMS requires a valid phone number and the SMS feature flag; email fires whenever the lead has an email address.
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📬 Auto-enroll cold leads into nurture campaign
When ON — leads who haven't replied within the delay window get automatically enrolled in your default nurture campaign.
Skips leads with recent activity (SMS / email reply / voice call within the quiet period). Demo tenants are skipped automatically.
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Automation Engine
Trigger-based workflows — coming soon.
Rolodex
Add Contact
HR
Interview Room
Your dedicated interview space — always on, no setup needed.
Share this link with candidates: https://winbizai.daily.co/Interview-Room
Add Candidate
Resume
Interview
Notes
Schedule Video Meeting
Schedule Interview
Time will be sent as Central Time (Winnipeg)
Team Chat
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Bulletin Board
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Post Bulletin
Campaigns
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Campaign
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New Campaign
Broadcasts
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New Broadcast
Social Inbox
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Inventory
Add Item
Configure Inventory Fields
Define the custom columns for your inventory. These become the fields on every item.
Import Inventory
Upload a CSV or Excel file. Nitrous will map the columns and import your items.
⚡ New contact — will be added to CRM automatically
Documents & Knowledge Base
Settings
Nitrous Auto-Reply
When ON — Nitrous will draft replies for your approval before sending.
When OFF — Nitrous will auto-reply on your behalf and log everything in your inbox.
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Sender Identity
Used to populate your name, title and contact details in email templates.
Preview
Your Name Your Title · Your Companyyour@email.com
Email Signature
Appended to the bottom of every email you send.
My Timezone
Overrides the business timezone for your own view of dates and times. Changes save automatically — pick a zone to apply it. Choose “Use business timezone (default)” to clear.
Weekly Schedule
Toggle the days you are available and set your hours. Slots are 60 minutes each.
MonOff
to
TueOff
to
WedOff
to
ThuOff
to
FriOff
to
SatOff
to
SunOff
to
Block Off Time
Click days on the calendar to block them. Use the form below to block specific hours.
Business Info
Drives every date/time the app displays for your team. Offsets shown are current and reflect daylight saving where applicable.
Communications
Booking Settings
Nitrous Personality
Nitrous Signatures
Nitrous Email Signature
Automatically added to every email Nitrous sends on behalf of your business.
Nitrous SMS Tone
Short description of how Nitrous should sound in SMS replies. Default: casual, short, uses contractions.
BCC on Nitrous-Sent Emails
Nitrous will BCC this address on any email she sends on your behalf. Leave blank to disable.
Field Service Rates
Tax rates and default labor rate that pre-fill field jobs and invoices. Business email and address used on invoice templates come from the Business Info section above.
Canada: 5% · USA: varies by state
MB: 7% · ON/NS: 0% (HST) · AB: 0%
Pre-fills Labor lines on field jobs
Commission and Referral
Referral Partner
You are a WinBiz AI referral partner. Track your submissions and commissions.
Commission Payout Rule
⚡ Automatic Pipeline Advancement
When enabled, leads automatically move through your pipeline based on real engagement — replies, pricing interest, bookings, and proposals. Turn off to manage your pipeline manually.
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Connect WinBiz AIOS to the tools your team already uses. Click any card to configure or connect.
Communication
T
Twilio
Connected
SMS messaging and voice for outbound campaigns.
G
Gmail
Not Connected
OAuth Gmail for two-way email sync.
#
Slack
Not Connected
Real-time alerts to your team channels.
T
Microsoft Teams
Not Connected
Channel notifications and in-call lead lookups.
M
Mailchimp
Not Connected
Sync segments and audiences for newsletter campaigns.
CRM & Sales
R
RingCentral
Not Connected
Click-to-call and call recording for VoIP.
A
Apollo
Not Connected
B2B contact data and lead enrichment.
$
Stripe
Connected
Online payments, subscriptions, and invoicing.
S
Salesforce
Not Connected
Bidirectional sync with Salesforce CRM accounts and opps.
P
Pipedrive
Not Connected
Import deals, activities, and contacts from Pipedrive.
H
HubSpot
Not Connected
Migrate or mirror contacts, deals, and email events.
Sn
LinkedIn Sales Navigator
Not Connected
Pull lead lists, account searches, and InMail activity.
D
DocuSign
Not Connected
Send proposals and contracts for e-signature.
Productivity
31
Google Calendar
Not Connected
Two-way appointment sync with Google Calendar.
▲
Google Drive
Not Connected
Attach files from Google Drive to leads and documents.
Reconnect Google to unlock Google Docs creation — we added a new permission.
📄
Google Docs
Not Connected
Create and edit Google Docs from WinBiz.
Reconnect Google to unlock Google Docs creation — we added a new permission.
📊
Google Sheets
Not Connected
Export and sync data with Google Sheets.
Microsoft Outlook
Coming Soon
Two-way appointment sync with your Outlook calendar.
Q
QuickBooks
Not Connected
Sync invoices and payments to your books.
Z
Zapier
Not Connected
Connect 5000+ apps via webhooks and triggers.
N
Notion
Not Connected
Push lead notes and meeting recaps into Notion docs.
X
Xero
Not Connected
Sync invoices and reconciled payments to Xero.
DS
Dropbox Sign
Not Connected
E-signature alternative to DocuSign with Dropbox storage.
C
Calendly
Not Connected
Pull external Calendly bookings into the WinBiz calendar.
★
Google Reviews
Not Connected
Auto-request reviews after a job completes.
Social
f/ig
Facebook / Instagram
Connected
Meta Pages and Instagram DM inbox via webhook.
Per-platform inbound and outbound webhook URLs. Facebook is connected via Meta directly. LinkedIn, Instagram (DM), X, and TikTok connect via Zapier.
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in
LinkedIn
Not Connected
B2B DMs and InMail via Zapier webhook.
𝕏
Twitter / X
Not Connected
Mentions and DM ingestion via Zapier.
Field Service
M
Google Maps
Not Connected
Address autocomplete and route optimization.
$T
Stripe Terminal
Not Connected
Tap-to-pay card readers for on-site collection.
ST
ServiceTitan
Not Connected
Sync work orders with ServiceTitan dispatching.
J
Jobber
Not Connected
Migrate or mirror clients, jobs, and quotes from Jobber.
HP
Housecall Pro
Not Connected
Pull customer history and recurring service plans.
□
Square
Not Connected
In-person and online card processing via Square.
P
PayPal
Not Connected
Accept PayPal as a checkout option on invoices.
M
Moneris
Not Connected
Canadian merchant card processing for in-store and online.
Canada
i
Interac e-Transfer
Not Connected
Email-based payment requests for Canadian customers.
Email Templates
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Team Categories
Organize team members into categories — used for the filter pills and category dropdowns on the Team page.
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Sales Contract
Attached automatically to every hire invite email.
