Profile Page
On the Profile page, you can manage your first and last name, view your email address, choose your display language, and configure your theme.
Organization Page
On the Organization page, you can manage the organization name and logo and view the ID and concurrency limit. You can also configure unmatched inbound calls, manage compliance, call recordings, transcript saving, and data retention (automatic data deletion).
Call transcript settings and data retention are only available on Enterprise plans.
Team Page
On the Team page, you can search members, invite new members, change roles, and resend or cancel pending invitations.
Billing Page
On the Billing page, you can view your plan, usage, and charges. Organization owners can manage subscriptions, payment methods, invoices, and Charlie or Workflow add-ons.
Integrations Page
On the Integrations page, you can search and filter available integrations, then connect or manage CRM, calendar, messaging, and other services.
Developer Page
On the Developer page, you can view or rotate your API key and configure call-event webhooks.
Contact Properties Page
On the Contact Properties page, you can search, create, edit, and delete custom fields for contacts.
