Settings & Configuration

The Settings page lets you customize everything about your AI receptionist and business operations.

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

Business Hours#

Configure your operating hours for each day of the week:

1. Toggle days on/off
2. Set opening and closing times
3. Add multiple time slots for split schedules (e.g., closed for lunch)

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 Media#

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

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

Team Members#

Inviting Members#

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 & Permissions#

Managing Members#

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

Billing#

Subscription Plans#

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 Methods#

Manage your payment information:

• Add or update credit card
• View billing history
• Download invoices

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)
• Profile Photo — Upload your picture

Security#

Keep your account secure:

• Change Password — Update your password
• Connected Accounts — Manage Google/Microsoft login connections
• Two-Factor Authentication — Add extra security (coming soon)

Notifications#

Control what emails you receive:

• Call summaries
• Appointment confirmations
• Weekly reports
• Product updates

Reconfiguring Your Business#

Need to make major changes to your setup? Use Reconfigure Business to:

• Update your business profile and AI voice
• Modify locations and hours
• Change services and intake questions
• Adjust staff assignments
• Update phone numbers

This walks you through the same setup wizard you used during onboarding, but with your existing data pre-filled.

Developer Settings#

For technical users:

API Keys#

Generate API keys to integrate Asisto with other systems:

1. Go to Settings > Developers
2. Click Create API Key
3. Give it a name
4. Copy and securely store the key

Webhooks#

Receive real-time notifications when events happen:

• New call received
• Appointment booked
• Appointment cancelled

Set up webhooks to integrate with your CRM, scheduling system, or custom applications.