Settings

Settings splits in two. Organization settings belong to the business and are shared by everyone in it. Account settings are yours alone.

Where things are#

Calendar connections are not in Settings. They live on the Calendar card of your dashboard home page, because each staff member connects their own.

Organization settings#

Business information#

Update your core business details:

• Organization Name: Your business name
• Address: Your physical location
• Phone: Main business phone
• Email: Business email address
• Website: Your website URL
• Logo: Upload your business logo or image

Business hours#

This card shows the hours you keep, per location, and is read only. Hours belong to a location rather than to the organization, so they are edited in the setup wizard under Reconfigure business, on the locations step.

Each day is either closed or has one opening and one closing time. There are no split shifts, so a lunchtime closure means splitting the day is not an option.

Your AI receptionist uses these hours to:

• Know when you're open to callers
• Handle after-hours calls differently
• Schedule appointments only during operating hours

Social links#

Add your social media links so the AI can provide them when asked:

• Facebook
• Instagram
• Twitter/X
• LinkedIn
• YouTube
• TikTok

Team members#

Inviting someone#

Add team members to your Asisto account:

1. Go to Settings > Members
2. Click Invite Member
3. Enter their email address
4. Select their role (Admin or Member)
5. Send the invitation

Roles#

Members are not read only. See Team and billing.

Managing members#

• Revoke Access: Remove a team member's access
• Change Role: Upgrade or downgrade permissions
• Resend Invitation: Send another invite email
• Revoke Invitation: Cancel a pending invitation

Billing#

Your plan#

View and manage your subscription:

• Current Plan: See what you're subscribed to
• Usage: Track your appointments and call minutes
• Upgrade/Downgrade: Change your plan anytime

Payment#

Manage your payment information:

• Add or update credit card
• View billing history
• Download invoices
• Access the billing portal for full account management

Billing address#

Update your billing address for invoices.

Account settings#

Profile#

Manage your personal account:

• Name: Your display name
• Email: Your login email (can be changed with verification)
• Phone: Your phone number
• Locale: Your preferred language and region
• Profile Photo: Upload your picture

Security#

Keep your account secure:

• Change Password: Update your password
• Connected Accounts: Manage Google/Microsoft login connections
• Sessions: see where you are signed in, and sign out anything that is not you

Two-Factor Authentication (2FA)#

Add an extra layer of security to your account with two-factor authentication:

1. Go to Settings > Account > Security
2. Click Enable Two-Factor Authentication
3. Scan the QR code with your authenticator app (Google Authenticator, Authy, 1Password, etc.)
4. Enter the verification code from your app to confirm
5. Save your recovery codes in a safe place, you'll need them if you lose access to your authenticator app

Once enabled, you'll be asked for a code from your authenticator app each time you sign in.

Each recovery code works exactly once and gets you in without your authenticator. Copy them or download them as a file, and keep them somewhere other than the phone your authenticator is on.

Notifications#

Control what emails and alerts you receive:

• Contacts: Get notified about new contacts and updates
• Inbox: Receive alerts for new messages and conversations
• Weekly Summaries: Get a weekly recap of your business activity
• Newsletter: Stay updated with Asisto news and tips
• Product Updates: Be notified about new features and improvements

Security emails are always sent. An account change you did not make is something you need to hear about.

Reconfiguring your business#

Reconfigure business reopens the setup wizard with your existing answers filled in. It is where you go to:

• Update your business profile, default language and multi-language support
• Modify locations, time zones and opening hours
• Change services, prices, durations and intake questions
• Adjust staff, their locations and services, and their calendars
• Edit your FAQs

Phone numbers, caller ID and text messaging registration are not in this wizard. They have their own settings pages.

It is admin only, and it is also where the AI behaviour switches live, on the Review and settings step. See AI features.

Developers#

API keys#

Generate API keys to connect Asisto with your own applications:

1. Go to Settings > Developers
2. Click Create API Key
3. Give it a description you will recognise later, such as the tool that will use it. There is no separate name field
4. Set an expiry date, or choose Never expires
5. Copy the key. It is shown once and never again

Manage your keys from the Developers tab:

• Every active key with its description and expiry
• When each key was last used, which is the quickest way to tell whether an integration is actually reaching you
• Edit a key's description
• Revoke a key you no longer need, which takes effect on the next request

Create one key per tool rather than sharing one, so revoking a key you no longer recognise costs nothing.

Webhooks#

Receive real-time notifications when events happen in your Asisto account:

Setting Up a Webhook#

1. Go to Settings > Developers
2. Click Create Webhook
3. Enter the URL where events should be sent
4. Select which events to subscribe to
5. Set a secret, so you can verify a delivery came from us
6. Save the webhook

Available Event Types#

Subscribe to the events that matter to your integration:

• Contact Created: A new contact was added
• Contact Updated: A contact's information changed
• Contact Deleted: A contact was removed

Managing a webhook#

Two actions on each one:

• Edit: change the URL, the events or the secret
• Delete: remove it

There is no on/off toggle and no test-delivery button, so to stop a webhook temporarily you delete it and recreate it.

Deliveries#

Each delivery is a POST carrying the trigger, a timestamp and the payload, signed with your secret as X-Webhook-Signature-256. A delivery is attempted up to three times and stops at the first 2xx.

There is no delivery log in the dashboard, so verify at your own endpoint. The payload shape and the signature scheme are documented in Autodial API and webhooks.