Settings

Manage profile, billing, API keys, qualified call rules, blocked callers, support, and payouts.

Open Settings

1. Click the gear icon in the top bar (or hit / outside of an input → type "settings") to open Settings. 2. Use the left settings sidebar to jump between sections. The sidebar is grouped into ACCOUNT (User Settings, Business Settings, Users, Billing, API keys, Support) and CALL HANDLING (Qualified call rules, Call tags, Blocked callers). 3. Back to app at the top returns you to the main app shell.

Settings page with the left sidebar zoomed in. The ACCOUNT group lists User Settings, Business Settings, Users, Billing, API keys, and Support; the CALL HANDLING group lists Qualified call rules, Call tags, and Blocked callers.

User Settings tab

Use Settings → User Settings to update your full name, email, avatar photo, and time zone preference.

If you change your login email, use the new email on your next sign-in.

  • Name updates save directly to your user profile.
  • Email changes require your current password for confirmation.
  • Avatar uploads support common image formats and update your app header/avatar menus.
  • Time zone applies to call log, dashboards, exports, and call detail timestamps — pick browser-auto or set a fixed account zone.

Billing tab (admin/owner)

Open Settings → Billing to manage subscription, add funds, payment methods, and usage visibility.

Rates vary by plan and addons. Check your live pricing in Billing instead of using fixed numbers.

API Keys tab (admin/owner)

Use Settings → API Keys to create, copy, and revoke API keys for the current business.

  • New keys are only shown once at creation time.
  • You can keep up to 10 active keys per business.
  • Revoking a key immediately blocks future API requests with that key.

Qualified call rules tab

In Settings → Qualified call rules, build the rule tree that decides which calls count as qualified across dashboard, call log, and ad conversion reporting.

  • Combine duration, AI score, and call-tag conditions with ALL/ANY group matchers.
  • Toggle auto-unqualify to flag calls that don't meet your rules.
  • Use the manual thumbs up/down on any call to override the rule outcome.

Blocked Callers tab (admin/owner)

Use Settings → Blocked Callers to block spam or unwanted caller numbers across your business.

  • Add numbers manually, or block them from call log workflows.
  • Review how many blocked calls were stopped in the last 30 days.
  • Unblock at any time if a number was blocked by mistake.

Business Settings, Users, and Call tags

Business Settings stores the business name, description, and icon. Users manages teammates and RBAC roles (owner/admin/manager/agent/viewer). Call tags defines the reusable tag library you can assign on a call to surface in reports and Qualified call rules.

Support and Payouts

Support is where manager+ roles can create and manage support tickets. Payouts is shown for publishers (and Pay Per Call users with addon access) to save a PayPal payout email.

Publisher accounts only see User Settings and Payouts in Settings.