Reference
Organization Settings
General settings, notifications, and billing, in one reference.
The remaining organization settings, in one place.
General
Settings > Organization > General:
- Organization Logo: upload up to 2MB; used across your workspace.
- Organization Name.
- Require MFA for Login: enforce multi-factor authentication for every member.
- Require Policy Status Reasons: when on, manually setting a policy to Cancelled or Not Approved requires a reason, so your loss data stays explainable.
- Agent availability: define named Busy reasons, choose whether agents start Available or Busy, and optionally enforce auto-answer. See Agent Availability and Auto-Answer before combining timed statuses with enforced auto-answer.
Notifications
Settings > Notifications is a matrix of events by channel. Each member controls their own:
| Event | Channels |
|---|---|
| Inquiry Raised | Email, In App (SMS coming soon) |
| Task Assigned | Email, In App (SMS coming soon) |
| Mentions | Email, In App (SMS coming soon) |
| Appointment Reminder | Email, In App, plus a lead-time setting from 5 minutes to 1 day before |
Billing & Usage
Settings > Billing & Usage (billing permission required) is credit-based: your plan includes a monthly credit allowance, and usage draws it down by service.
- Plans: three tiers (Independent, Agency, Agency Plus) on monthly or yearly billing, with yearly earning a free month. Checkout and payment run through Stripe, and Manage Billing opens the Stripe portal for payment methods and invoices.
- Credits: your balance and this cycle's usage, with Add Credits quick amounts and an auto top-up (refill by a set amount whenever the balance drops below your threshold), so campaigns never stall on an empty tank.
- Credit Usage: the cycle's spend broken down by service: Voice AI, Softphone, SMS, RCS, Branded Caller ID, Plan Lookup, and Phone Numbers.
- Transactions: every charge with status and a link to its invoice.