Settings & Team

Settings brings your personal preferences and organization configuration together. Use the grouped navigation on desktop or the page picker on a phone. Search settings to find a page quickly.

Personal

• Profile — your identity, profile photo, and sign-out action.
• Calling — your phone number for "call my phone first," incoming ringtone, previews, and custom ringtone uploads.
• Notifications — notification permissions, a test notification, and ring availability for registered phones.

Calling and notification preferences belong to you. They do not change a teammate's preferences.

Organization

• General — business name, contact details, address, phone lookup, and contact enrichment. Admins can edit; other members can view. Save changes to apply an edit or Cancel to restore the saved details.
• SMS templates — search personal and shared saved replies. Operators can manage their own personal replies; admins can also manage shared replies. Viewers can browse without changing templates.
• Billing — current plan, usage, and subscription status. Admins manage payment details, plan changes, and auto-overage. See Billing.

Team

• Members — search teammates by name, email, or role. Admins can update member profiles and roles or remove members.
• Invitations — pending invitations and, for admins, the invitation form and revoke action.
• Access & domains — admin controls for reviewing access requests and verifying company email domains.

Organization roles determine which actions are available:

• Viewer — read-only access to operational data.
• Operator — day-to-day call and inbox work.
• Admin — settings, team, numbers, billing, and integrations.

People can belong to multiple organizations and switch from the user menu.

Automation

• MCP servers — external tools available to Bea, either organization-wide or for a selected flow.
• Notification rules — conditions and recipients for activity notifications.
• Inbound triggers — connections that let outside systems start event-driven work.
• Agent runs — activity, results, and logs from background agents. Members can view runs; admins can also adjust organization limits.

MCP servers, notification rules, and inbound triggers are managed by admins. See AI Agents for agent configuration.

Integrations

• API keys — scoped credentials for external agents and services. New secrets are shown once; store them securely before closing the dialog.
• Webhooks — signed event deliveries and delivery history.
• CRM connectors — caller lookup and contact/activity synchronization.
• Pollenate — connection status and feedback forms. Members can browse connected forms; admins connect accounts and create survey campaigns.
• Embed widget — website tokens, allowed origins, call limits, embed snippets, and leads.

Only admins can manage API keys, webhooks, CRM connectors, and widget tokens. Existing settings bookmarks and billing or connection return links continue to work.

See AI Agent Setup, Webhooks, CRM Connectors, and the Tool Registry.

Desktop & updates

Find desktop downloads, or launch-on-login and update checks when using the desktop app, under App → Desktop & updates. Expand Build information to view or copy the running app version and build details.