Settings Overview
Manage organization configuration, external connections, automated QA scorecards, team permissions, and AI extraction rules.
Settings Tabs
| Section | Access Level | Description |
|---|---|---|
| Connections | Admins, Owners | Link CRMs, calendars, dialers, desktop apps, and outbound webhooks. |
| Call Scoring | Admins, Owners, Managers | Build and configure QA scorecard templates and evaluation criteria. |
| Call Routing | Admins, Owners, Managers | Configure automated rules to assign calls and scorecard templates. |
| Custom Datasets | Admins, Owners, Managers | Define AI extraction prompts and CRM custom field mappings. |
| Transcription | Admins, Owners, Managers | Manage vocabulary keyterms to boost speech-to-text accuracy. |
| Team & Subscription | Admins, Owners | Invite team members, assign RBAC roles, and manage billing. |
| Personal Settings | All Members | Update user profile name, email notifications, and password. |