Organization Settings
Table of Contents
- Accessing Organization Settings
- Organization Profile Overview
- Company Information
- Location and Timezone
- Contact Information
- Technical Details
- Team and Logo Management
- Permission Requirements
- Saving Changes
- Best Practices
Accessing Organization Settings
Navigate to the organization settings to configure your company profile.Navigation Path
- Click Settings in the main navigation
- Select Organization from the settings menu
- The Organization Profile page displays
Settings Layout
The settings page presents information in organized cards:- Company Information
- Location and Time
- Contact Information
- Technical Details
Organization Profile Overview
The organization profile contains information about your company that is used throughout the platform.Why Organization Settings Matter
AI Employee Context: Company information helps AI employees understand your business and respond appropriately during conversations. Timezone Accuracy: Correct timezone ensures scheduling, timestamps, and time-based features work properly. Contact Information: Business contact details enable proper referrals and transfers. Branding: Organization name appears throughout the interface.Information Usage
Your organization profile is used:- In AI employee prompts for business context
- For timezone calculations
- In notifications and reports
- For team management
Company Information
The first section captures core business details.Organization Name
Your company name as it should appear throughout the platform:- Displayed in navigation
- Used in reports
- Referenced in team management
Industry Selection
Choose the industry that best describes your business:- Helps the platform provide relevant recommendations
- Assists in AI employee template suggestions
- Enables industry-specific features
Company Description
A detailed description of what your company does:- Products and services offered
- Target customers
- Key differentiators
- Business model
Location and Timezone
Configure where your business operates and the timezone for the platform.Country
Select your primary country of operation:- Affects regional settings
- May influence available features
- Used for compliance context
City
Enter your business headquarters or main office location:- Provides geographic context
- May be used in AI employee responses
- Helps with local relevance
Timezone
Set the timezone for your organization:- All timestamps display in this timezone
- Scheduling features use this timezone
- Campaign timing respects this setting
- Ensures calls occur at appropriate times
- Dashboard metrics reflect your business day
- Scheduled activities align with expectations
Contact Information
Enter your business contact details.Website
Your company website URL:- Full URL including https://
- Links may be referenced or suggested in conversations
- Helps AI employees direct callers to online resources
Business Phone
Your main business phone number:- Primary contact number
- May be used for transfer destinations
- Provides caller callback information
- General inquiries address
- May be referenced in conversations
- Used for system notifications if configured
Technical Details
System-level information about your organization.Organization ID
A unique identifier for your organization:- System-generated
- Used for technical integrations
- Read-only field
Usage
The organization ID may be used:- In webhook payloads
- For support reference
- In external integrations
Team and Logo Management
Access additional organization management features.Team Management
Click the Team and Logo button to access:- Team member listing
- Invite new members
- Manage roles and permissions
- Remove team members
Organization Logo
Upload and manage your organization’s logo:- Displayed in the platform interface
- May appear in reports
- Enhances branded experience
Member Management
Team management allows you to:- See all organization members
- View their roles (Admin, Member)
- Invite new team members via email
- Remove members who should no longer have access
Permission Requirements
Different roles have different access levels for organization settings.Administrator Access
Administrators can:- Edit all organization information
- Save changes
- Access team management
- Modify all settings
Member Access
Members have:- View-only access to organization settings
- Cannot make changes
- See informational notice about limited access
- Must contact admin for modifications
Identifying Your Access Level
The page indicates your access level:- Edit button appears for administrators
- Read-only notice appears for members
- Fields are disabled for view-only users
Saving Changes
Properly save modifications to organization settings.Making Changes
- Update the fields you want to change
- The Save button becomes active when changes are detected
- Click Save Changes to persist modifications
- Confirmation appears on successful save
Unsaved Changes
If you navigate away with unsaved changes:- You may receive a warning
- Changes will be lost if not saved
- Return to save before leaving
Save Button States
Disabled: No changes detected. Active: Changes ready to save. Saving: Processing your request. Success: Changes saved confirmation.Best Practices
Complete Your Profile
Fill out all available fields:- More complete profiles enable better AI employee performance
- Missing information may limit features
- Accurate data improves overall experience
Keep Information Current
Update settings when things change:- New phone numbers
- Changed business hours
- Updated company description
- Different primary contact
Write a Thorough Description
Invest time in your company description:- Include what you sell or provide
- Mention your target customers
- Describe your value proposition
- Note any important policies
Verify Timezone
Double-check timezone accuracy:- Incorrect timezone causes scheduling confusion
- Affects when campaigns run
- Impacts how timestamps display
Coordinate with Team
If you are an admin:- Communicate changes to team members
- Ensure everyone uses consistent terminology
- Update documentation when settings change
Use Official Information
Enter your actual business details:- Real phone numbers that work
- Valid website URL
- Current email addresses
- Accurate location