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Version: 0.27.24 V: 0.27.24
Subaccounts
Select a Subaccount
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Choose a subaccount from the list or create a new one to get started.

Basic Information
#667eea
#764ba2
Additional email recipient for GDPR/data-source alerts
Campaign Settings
Custom Values
N8N Workflow Management
Only uppercase letters and numbers allowed. This creates workflows like "ROUTE1 AI Conversation"
Disconnected
Creates the base workflow templates for this subaccount
Not Created
OpenAI API Key
Client API Keys
WhatsApp Business Integration
Not Configured
Verified Name
-
Quality Rating N/A
Last Synced
-
Webhook URL
https://n8n.route1digital.com/api/whatsapp/webhook
Set this as your webhook URL in Meta Business Manager. Verify token: route1_webhook
Registered Phone Numbers
No phone numbers loaded
Connect WhatsApp first, then click Refresh to load your registered numbers.
Message Templates
No templates loaded
Connect WhatsApp first, then click Refresh to load your message templates.
Recent Webhook Events
No events yet
Incoming webhook events from Meta will appear here.
Business Physical Address
Business Information
Calendar Settings
Turn calendar bookings on or off for this subaccount
Default title for calendar bookings. Supports {first_name}, {last_name} and any custom value key, e.g. {car_make}
Default video link added to calendar bookings when no sales rep link is set
Default length of calendar bookings for this subaccount
Minimum minutes required between consecutive bookings (0 = no gap)
How automated bookings choose a sales rep for this subaccount
Applies when choosing between multiple available reps
The Microsoft 365 tenant this subaccount's sales reps belong to. Leave blank to use the default tenant from the server environment.
Sales Representatives

Define sales reps for this subaccount. When a contact qualifies with a matching sales_rep custom value, the callback email will also be sent to that rep.

Connecting sales rep calendars
Choosing a calendar provider
  • Google or Microsoft β€” bookings are written straight into the rep's calendar, so they see the call immediately.
  • Calendly β€” availability is read from Calendly, but Calendly can't receive pushed bookings. The booking stays in Route1 and the contact is sent the rep's Calendly link (set it in the "Meeting link" field).
Google Calendar setup
Sales rep calendars are read β€” and bookings written back β€” through a shared Google service account, with no rep login required. There are two ways to grant access; pick the one that matches how the calendars are set up.
[email protected]
1
Shared calendar: Default for individual Gmail or mixed accounts. Each rep shares their own Google Calendar with the service account address above and grants "Make changes to events". Then, for each rep, set the provider to Google, enter their calendar email, select Shared calendar, and click Test.
2
Workspace delegation: Google Workspace clients. The admin grants domain-wide delegation to this service account once, so no per-rep sharing is needed. Then, for each rep, enter their email, select Workspace delegation, and click Test.
Microsoft Calendar setup
Microsoft bookings are written through the Route1 Microsoft Graph app using application permissions, so no rep login is needed. Send the consent link below to the client's Microsoft 365 admin once, then reps are added the same way as Google.
https://login.microsoftonline.com/common/adminconsent?client_id=8d57c4ce-3052-4089-b388-3920b4501a3f
Uses the Microsoft Tenant ID from Calendar Settings. If it's blank the link falls back to common, which works for any tenant. The admin signs in with their own tenant and clicks Accept.
1
Admin consent: Send the link above to the client's Microsoft 365 admin. Once they accept, the app can read and write reps' calendars (application permission Calendars.ReadWrite).
2
Tenant ID: If the reps' mailboxes live in a different tenant, paste that tenant's ID into the Microsoft Tenant ID field in Calendar Settings. Leave it blank to use the default tenant.
3
Add reps: For each rep, set the provider to Microsoft, enter their Microsoft 365 email as the calendar email, and click Test.
Office Hours Configuration
Bumps and callbacks will only be scheduled during office hours
Weekly Schedule
-
-
-
-
-
-
-
Lunch Break
-
Applies to all days when office hours are active
Exceptions

No exceptions

Metadata
Danger Zone
Anonymise All Contact Data (GDPR)
Permanently erase the name, email, phone, address and date of birth of every contact in this subaccount. This cannot be undone.

Anonymise Campaign Contact Data (GDPR)
Permanently erase PII for every contact in a specific campaign within this subaccount. This cannot be undone.
Notes & History
Anonymise All Contact Data (GDPR)
This action is permanent and cannot be undone.
Every contact in this subaccount will have their name, email, phone, address, and date of birth permanently erased. All other data is preserved.
Anonymise Campaign Contact Data (GDPR)
This action is permanent and cannot be undone.
Every contact in the selected campaign will have their name, email, phone, address, and date of birth permanently erased.
β€”
Create Template
Lowercase letters, numbers and underscores only
Use {{first_name}}, {{enquiry_date}} for variables. Max 1024 chars.
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