Settings

Your account, organisation, and privacy settings — all in one place.

Getting There

Open Dashboard → Settings from the sidebar. You'll see cards for each settings area.

Organisation

Your organisation name and your role (owner, admin, or member) are shown here. The organisation name appears on call transcripts and in your agent's greeting when it introduces your business.

Need to change your organisation name? Update it in the Business Profile card — it syncs automatically.

Business Profile

This is where your agent learns about your business. The profile includes:

Business name — What your agent calls your business on calls.
Industry / vertical — Helps the agent use the right language and handle common questions for your trade.
Address — Used for appointment scheduling and giving callers directions.
Business hours — Your agent knows when you're open vs after-hours, and adjusts its responses accordingly.

Keep your business profile up to date — your agent reads it on every call. If you move, change hours, or rebrand, update it here and the agent picks it up immediately.

SMS Notifications

Send text messages to your callers automatically — appointment confirmations, reminders, and follow-ups.

Go to Settings → SMS to configure:

Appointment confirmations — Sent immediately after your agent books a job.
Reminders — Sent the day before or morning of the appointment.
Follow-up messages — Check in after a job is done.

SMS is sent from your Infercall phone number, so callers see a consistent number for calls and texts.

Billing

See your current plan and manage payment methods. The settings page shows your plan name — click through to Billing for full subscription management, invoices, and usage details.

For more detail, see the Billing & Plans guide.

Security

Your account security settings include:

Email address — The email tied to your account. This is where invoices, alerts, and login links go.
Password — Change your password if you signed up with email/password auth.
Sign-in method — Shows whether you're using Google sign-in or email/password.

Data & Privacy

Control how your data is stored and managed. Go to Settings → Data & Privacy to:

Set data retention — Choose how long call recordings and transcripts are kept (30, 60, 90 days, or indefinitely).
Export your data — Download all your call records, transcripts, and account data.
Delete your account — Permanently remove your account and all associated data.

Account deletion is permanent. All call recordings, transcripts, agent configurations, and phone numbers will be removed and cannot be recovered.

Where Are Agent Settings?

Voice, greeting, business hours, call handling rules, and other agent-specific settings are managed per agent in the Team section, not here.

See the Managing Agents guide for details.