Settings
Account, billing, phone numbers, brand, team, and privacy. The plumbing that runs underneath your AI — not how your AI sounds, but everything around it.
Settings is the admin side of your workspace. How your AI sounds and what it knows live on the Receptionist and Knowledge Base tabs — Settings is the wiring around them: who pays, what phone number routes here, what your brand looks like, who's on the team, and what data you keep.
Sections in Settings
The Settings sidebar groups every page by who or what is being administered.
Account
- Profile — your account, business name, timezone, language, and current plan.
- Account & security — change your password and review the devices currently signed in to your account.
- Plan & billing — subscription, invoices, usage against your plan caps, upgrade or downgrade, payment method.
- Notifications — how you get reached when something happens (new booking, owner alert, stuck thread).
- Activity log — every change to your AI configuration: who made it, when, and what changed.
Workspace
- Phone numbers — forward your existing line, port the number to us, or buy a new one.
- Calendars — connect Google Calendar or an iCal feed so your AI books around outside events and avoids double-booking.
- Brand — logo, colors, display name, and tagline used across confirmations and the customer-facing pages.
- Team — every person the AI can mention, book, or transfer to. Each member has hours, time off, and an optional direct calendar (Google or iCal). This is the canonical roster — Bookings and Messages reference it, never redefine it.
Shortcuts
Two links that leave Settings and drop you into the workspace editor: Receptionist config (voice, greeting, hours, personality) and Knowledge Base (what your AI knows). The sidebar marks them with an arrow so you know you're heading out of Settings.
Help & support
- Help center — setup guides, phone-number how-tos, and troubleshooting articles (this page is one of them).
- Contact support — the support email plus an in-app form for sending us a message directly.
Privacy & data
- Export your data — call recordings, transcripts, contacts, bookings.
- Set retention windows — how long calls and transcripts are kept before they're purged.
- Reset or delete your account — full reset (wipes all data, keeps subscription) or full deletion (closes the account).
Identity, voice, and hours don't live here
Anything that changes how your AI sounds or behaves on calls is on the Receptionist tab, not Settings. We split it that way on purpose — Settings is for plumbing you set once and forget; Receptionist is for the personality you tune over time.
Common questions
Where do I cancel my plan?
Settings → Plan & billing. There's a cancel link near the bottom of the page. Your AI keeps answering until the end of your paid cycle, then stops.
I changed my business name in Profile but my AI is still saying the old one.
The name your AI speaks is set under Receptionist → Identity, not Profile. Profile is your account/admin name; Receptionist Identity is what callers hear. We're working on linking them so editing one updates the other.
How do I add a teammate so they can also log in?
Multi-user access is on the roadmap and not yet shipped. Today, one account per workspace. If you need a teammate to log calls or update the KB, share the login.
What's the difference between "reset" and "delete" under Privacy?
Reset wipes every piece of data — calls, contacts, bookings, knowledge — but keeps your subscription active so you can start fresh. Delete closes the account entirely (subscription cancelled, all data purged). Reset is reversible only by re-importing; delete is permanent.
My activity log shows changes I didn't make.
Most "ghost" changes are background work: AI Insights applying a suggested KB entry you approved, the billing cycle rolling over on its own date, or a teammate using the same login. The Activity log shows the source for each row — check the source column.
Receptionist
How your AI sounds on calls — identity, voice, greeting, hours.
Help center
Setup guides, phone-number how-tos, troubleshooting.
Related articles
Still stuck? Email support — we usually respond within a business day.