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Account Settings

The Account Settings page shows your account's configuration and activity. Navigate to it by clicking Settings in the sidebar.

Settings are organized into tabs across the top of the page. Switching tabs updates the page address, so you can bookmark or share a link to a specific tab (for example, a link ending in ?tab=telephony opens the Telephony tab directly).

  • General — account identity and billing
  • Telephony — call-handling settings
  • Locations — physical sites and emergency-call notifications
  • Devices — phone provisioning and device options
  • Activity — the account audit log

Text fields like name and email can be edited directly — Save and Cancel buttons appear when you make changes. Toggles and dropdowns save automatically.

General​

Your core account details: name, email, and timezone. Your account's address is its main location — manage it on the Locations tab, not here. To move your business to a new address, edit the main location's address in place (see Locations); every device stays attached to it.

Monthly rates​

Monthly rates shows what your account is billed per user, per phone number, and per VoiceAI location. These are the rates in force today, not a future or historical price. Taxes and fees are additional and are not included in the figures shown.

A line reading Not set means no agreed rate is on file for that item. It does not mean the item is free: it is still billed, at a standard rate rather than a rate agreed for your account. Ask your platform administrator to confirm the price if you see this.

If a rate change has been agreed but has not started yet, the new amount appears beneath the current one with the date it begins. Rate changes always take effect at the start of the next billing period, never partway through a month, so the rate shown as current is the one you are being charged until that date. Only the rates that are actually changing show a second amount.

The card is read-only. Rates are set by your platform administrator.

Telephony​

Call-handling settings for the account:

  • Extension Length — the number of digits used for extensions. Changing this renumbers your existing extensions so they keep working at the new length (see below).
  • Default Outbound Number — the caller ID used for outbound calls when a phone doesn't specify one.
  • Hold Music — the audio clip played to held callers (regular hold, parking, and queue wait). An individual queue can override it with a clip of its own (see Call Queues). Upload clips first under Audio Clips.
  • Transcription and Recording — toggle automatic call transcription and call recording for the account.
  • Sensitive Data Redaction — redact sensitive information (such as credit card numbers and other personally identifiable information) from call transcripts and audio recordings. Redacted words appear as [PII] in transcripts, and the matching audio is silenced. While enabled, calls are transcribed in English only, and a call's recording becomes available only after redaction completes. Off by default.
  • Parking Timeout — how long a parked call waits before ringing back the person who parked it.

Enabling fax on individual numbers and setting notification recipients is done on each number's detail page (see Phone Numbers). The account-wide phone-number and fax limits are managed by your platform administrator.

Changing the extension length​

Extensions are dialed by their exact number of digits, so changing the extension length would normally break every existing extension. To prevent that, changing Extension Length opens a confirmation dialog that previews and applies a renumbering:

  • Making extensions longer — a prefix is added to the front of every existing extension (for example, 1001 becomes 11001). You choose the prefix in the dialog, with a preview of the resulting numbers.
  • Making extensions shorter — each extension keeps its last digits (for example, 11001 becomes 1001). Where that would create a duplicate, the affected extensions are automatically reassigned to a free number; those are highlighted in the preview so you can see exactly what changed.

The dialog also updates any speed-dial buttons that point at a renumbered extension, and reprovisions the account's phones automatically so they pick up the new numbers. Depending on the phone model, a phone may briefly reboot to apply the change. After applying, you'll see a summary of how many extensions were renumbered and how many phones were updated. Any phone that was offline at the time will pick up the change the next time it checks in.

Locations​

The Locations tab shows the physical office locations associated with your account. Each location can have an E911 address for emergency calling. See the Locations guide for details.

Emergency Notifications​

Notify on-call staff whenever someone dials 911 from a phone on this account. Add recipients under Emergency call notification recipients on the Locations tab.

  • Add one or more email addresses. Whenever 911 is dialed from any extension on the account, every recipient here receives an email with the dialed number, caller, and location.
  • A location can name additional recipients to alert specifically for calls placed from that location — see Locations. Account- and location-level recipients are notified together; they don't replace each other.
  • Test calls (933 on the carrier's emergency test line) trigger the same notification path as real 911 calls, so you can verify the wiring end-to-end.

Devices​

Button Templates​

Reusable programmable-key layouts you can bind to devices. See the Button Templates guide.

Provisioning​

Shows the provisioning token, the provisioning URL phones boot against, and the phone admin password used for local device administration. Use the copy buttons to grab any value.

Click Generate to create the first token, or Rotate to replace an existing one. Rotating invalidates the previous token — phones that were provisioned with it must be re-provisioned with the new URL.

Activity​

The Activity tab provides a chronological record of all API operations performed on your account — who did what, when, and from where.

Each row shows the timestamp, event (e.g., user.create), resource affected, actor who performed the action, outcome (success, failure, or denied), and IP address.

Filtering​

Each column has a filter directly below its header. Type or select a value to narrow results:

  • Time — pick a start and end date to filter by time range. Entries are kept here for 90 days; older ones are moved to long-term archive storage and no longer appear in this tab, so a start date further back returns only what falls inside the last 90 days.
  • Event — open the picker to check specific event types. Use the Reads and Writes buttons to quickly toggle all read or write operations.
  • Resource and Actor — type a prefix to match (e.g., user to find all user resources).
  • Outcome — select success, failure, or denied from the dropdown.
  • IP Address — type a full or partial IP address.

Click Clear Filters to reset all active filters.

Copying entries​

Hover over any row and click the copy icon to copy the full audit log entry as JSON to your clipboard.

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