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22 docs tagged with "admin"

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Analytics & Usage Reports

Track AI, SMS, phone, voice, and member-level usage across your workspace for billing, budgeting, and cost analysis.

Billing & Usage

Understand your credit balance, configure auto-reload, view invoices, and set spending limits.

Brands

The name your texts come from — what a brand is, what registering one costs, and what to expect from review.

Business details

Every field carriers verify about your business, why each one is required, and what happens after you submit.

Business Hours

Define when your workspace is open. Drives escalation routing, phone routing rules, and the is_business_hours variable.

Business Registration

Register the business behind your phone numbers so carriers deliver your texts and trust your calls.

Campaigns

Prepare SMS campaign copy and consent evidence, and submit the campaign for review.

Child Hosts

Run a separate site for each of your locations under one domain you own. Publish two DNS records once, then add hosts with no further DNS work.

Email

Where replies to automated email go, and the footer appended to outbound messages.

Escalation

Pause behaviour, message templates, and notification rules used when AI hands a chat to a human.

Exporting Chats

Download individual chat transcripts as JSONL or bulk-export chats as CSV for compliance, records, and offline review.

General

Workspace name, slug, default language, timezone, signup code, and default assistant.

Import / Export

Back up, migrate, or share workspace configuration as JSON (settings only) or a single ZIP that includes files.

Manage

Find account security, organization administration, workspace settings, billing, and business registration guides.

Notifications

Configure escalation notification rules and understand channel eligibility.

Organizations

Find organization workspaces, members, invitations, billing, domains, phone numbers, compliance, and webhooks.

Outbound calling

Verified calls, spam-label protection, and caller-ID name — what each one does, what it needs, and what it does not do.

Phone

Set the outgoing number, call recording, voicemail detection, and live operator transcription.

SSO Setup

Configure Single Sign-On (SSO) with your organization's identity provider.

Workspace Settings

Find the guide for your workspace's identity, business hours, phone, email, escalation, and configuration.

Your businesses

The list of businesses you text and call as — what the rows mean, and when you need more than one.