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Settings

Settings covers options that apply across your whole operator workspace, not a single client.

Business profile

Your operator's name and details appear where your workspace is identified and can be used in agent greetings and emails.

Team & roles

Invite teammates to your operator and assign a role:

Role Can do
user Day-to-day work — clients, agents, calls.
admin The above plus operator-level administration.
super_admin Platform-wide administration, including features limited to super-admins (e.g. the Decision tree conversation mode and restricted personas).

Call-summary emails

Operators can have a summary emailed after each completed call, so the right people see the outcome without opening the dashboard. You can configure the sender address; using your own sending domain improves deliverability and makes the email look like it's from your business.

What's next

  • Pricing and usage → Billing
  • Review conversations → Calls
  • Accounts, sign-in & onboarding — How you sign in, what the first-run onboarding sets up, and how to invite your team.
  • Administration & roles — What admins and super-admins can do — roles, operator approval, plan pricing, impersonation, and restricted features.
  • Agents — What an agent is and the three things you configure — who it is, how it converses, and when it transfers.
  • Testing your agent — Talk to an agent from your browser before going live — what test calls do, the modes available, and what to check.
  • Clients — Create and manage the end-customers whose calls your agents handle.