Project Settings
Project Settings is the configuration panel for a Sprootal project. Here you manage LinkedIn accounts, tags, custom fields, AI snippets and AI context.
Where to find: click ▼ next to the current project name in the upper part of the left sidebar → ⚙️ Project Settings at the bottom of the dropdown.
Tabs: General · Access · Tags · Custom Fields · Senders · Library · Snippets · Context · Audit
General
- Project icon — upload or remove. Shown in the sidebar.
- Project Name * — project name (required). Shown everywhere.
- Description — project description (optional, up to 500 characters).
Click Save. Status ● Saved after successful save.
Access
Manage team members and privacy settings.
Hide private conversations — toggle: when enabled, only contacts added to at least one list will appear in Inbox, Pipeline and Contacts. Contacts without a list become hidden for other team members. Useful so each manager sees only their own segment of leads.
Team member list:
- Avatar with initials and color
- Name and email
- Role: Owner or Member (dropdown)
Buttons: + Add — invite a new member, 🔄 — refresh the list.
Tags
Manage tags for labeling leads in Contacts, Inbox and Pipeline.
Shows all project tags as colored pills. Button + Add opens Create New Tag.
Create New Tag
| Field | Description |
|---|---|
| Tag Name * | Required. Up to 50 characters |
| Tag Colors → Text | Text color (color picker) |
| Tag Colors → Background | Background color (color picker) |
| Preview | Live preview of the tag appearance |
| Quick Colors | Gray · Blue · Green · Yellow · Red · Purple · Pink · Orange |
Click Create Tag.
Custom Fields
Additional fields for storing structured information about contacts. Available in the contact panel (Overview → CUSTOM FIELDS).
Buttons: + Group and + Field.
Create Custom Field
Click + Field → Create Custom Field modal:
| Field | Description |
|---|---|
| Field Name | Name shown in the interface |
| Field Key | Key for templates (e.g. company_size). Auto-generated |
| Field Type | Data type (see below) |
| Group (Optional) | Group. Default: No Group |
| Description (Optional) | Field description |
| Required Field | Toggle: make field mandatory for contacts |
Field Types
Text · Number · Date · Select · Multi-Select · Checkbox · URL · Email
Create Field Group
Click + Group → enter Group Name → Create Group. Fields can then be assigned to this group.
Senders
Manage LinkedIn accounts assigned to this project.
Click + Assign → Assign Sender Accounts → check the accounts → Assign (N).
Library
A library of context items that AI uses when generating automations and messages.
| Tag | Description |
|---|---|
| PERSONA | Description of the lead's role or persona |
| ICP | Ideal Customer Profile |
| SCRIPT | Message sequence script |
| Product | Product description |
| Custom | Any custom context |
Create Context Item
Click + Add → fill in Name, Type, and Content → save.
Snippets
Message template library, triggered via / in the reply field in Inbox.
New Snippet
Click + Add → the New Snippet panel opens on the right.
Snippet types:
| Type | Description |
|---|---|
| AI Prompt | AI generates a message based on conversation context |
| Text Template | Fixed text with variables |
Fields: Name · Description · AI Prompt (AI only) · Template Text (Text only)
Available variables for Text Template: {{name}} · {{first_name}} · {{last_name}} · {{title}} · {{linkedin}}
Context (Services)
Define your products and services for AI-driven outreach context. This information is used by AI when generating messages.
Click + Add Service → New Service modal:
| Field | Description |
|---|---|
| Name | Service name (e.g. Marketing Automation Platform) |
| Description | Brief product description |
| Challenges Addressed | Problems this service solves |
| Customer Benefits | Key benefits for the customer |
| Complementary Offer | Free consultation, demo, etc. |
After creation, the service shows tags: Challenges defined · Benefits defined · Offer defined
Audit
Log of all actions in the project. Shows the 50 most recent entries with search.
Each row: action type · description · who performed it · date.
FAQ
What is the difference between Library and Snippets?
Library — context base (WHO your lead is, WHICH script to use). AI uses this when generating automations via Generate.
Snippets — ready-made message templates that managers use manually (via /) when replying in chat.
Can I use Custom Fields in automation messages?
Yes. Use {{custom.field_key}} in the message text. For example, if the field key is painpoint1, the variable is {{custom.painpoint1}}.
How to hide conversations not assigned to lists?
Access tab → enable the Hide private conversations toggle. After this, only contacts added to at least one list will appear in Inbox, Pipeline and Contacts.