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Settings

What it's for

Settings is where you manage how your organization and workspace work in Voicent AI. You can set your organization's name and time zone, connect call updates from Retell, control automatic syncing, add your logo and colors, set a session timeout, and manage your subscription. Settings are grouped into tabs across the top of the page.

Who can use it

Everyone can open Settings. What you can change depends on your role:

  • General, Branding, and Security can only be changed by admins. Other users see these values, but they can't edit them and don't see a save button.
  • The Appearance theme on the Branding tab is a personal choice. Anyone can change it.
  • A Pricing tab appears only for Voicent AI platform staff.

Team members are managed on the Users page, not in Settings.

General

Set your organization's basic details.

  1. Open the General tab.
  2. Edit any of these fields:
    • Organization Name: shown in the sidebar and across the platform.
    • Company Name: your legal or display company name.
    • Time Zone: choose from the US time zones or UTC.
    • Default Language: English, Spanish, French, German, or Portuguese.
  3. Click Save Changes. You see Saved when it's done.

Webhooks

This tab gives you the web addresses Retell uses to send call updates to Voicent AI. Add them to your Retell account so your calls, transcripts, and call analysis show up in Voicent AI.

  1. Open the Webhooks tab.
  2. Find the three addresses under Retell Webhooks:
    • Inbound Call Webhook: lets your agent use caller memory, CRM contact details, and calendar availability on inbound calls.
    • Call Ended Webhook: saves transcripts and recordings when a call ends.
    • Call Analyzed Webhook: saves the post-call summary, sentiment, and success result.
  3. Click Copy next to an address. Paste it into the matching webhook setting in your Retell dashboard.
  4. Repeat for the other two addresses.
  5. To check that Voicent AI can be reached, click Test Connection under Test Backend Connection. You see "Connection successful!" with a response time, or an error.

Integrations

This tab is a shortcut to related pages.

  • VoicePay: click Open VoicePay to set up card payments by phone. The VoicePay item appears in the sidebar after you buy the add-on on the Billing tab.
  • Workspace Integrations: click Go to Integrations to connect your CRM, calendar, and other tools. See Integrations.
  • Retell AI Connection: click Workspace Management to open the Workspaces page.

Retell Sync

Voicent AI copies your agents, calls, and phone numbers from Retell. This tab controls when that happens.

Turn on automatic syncing

  1. Open the Retell Sync tab.
  2. Turn on Enable Auto-Sync.
  3. Choose a Sync Interval, from Every 5 minutes to Every 24 hours. The change saves right away.

Sync now

  1. Click Sync Now to pull new agents, calls, and phone numbers right away.
  2. Check Last Sync Times to see when Agents, Calls, and Phone Numbers were last updated.

Recover missing calls

Sync Now only picks up calls newer than the latest call already in Voicent AI. It can't bring back a call that an earlier sync missed.

  1. Click Full resync.
  2. Click OK to confirm. Voicent AI re-reads your whole call history in the background. This can take a few minutes if you have many calls.

The Sync History list shows recent syncs, their status, and how many items were added or updated.

Branding

Make the app look like your company. Branding applies to your whole organization.

  1. Open the Branding tab.
  2. Under Company Logo, click Click to upload logo (or Change Logo if you already have one). Use a PNG, SVG, or JPG under 2MB. Click Remove to take it off.
  3. Set the Primary Color, used for buttons, links, and active states. Use the color picker or type a hex code such as #dc2626.
  4. Set the Accent Color, used for highlights and secondary elements.
  5. Check the Preview to see your colors on sample buttons and link text.
  6. Click Save Branding. You see Saved when it's done.

Choose your theme

Under Appearance, click Light, Dark, or System. System follows your computer's setting. This choice only affects you. You can also switch themes with the sun/moon button at the bottom of the sidebar.

Security

Set how long people can stay signed in without activity.

  1. Open the Security tab.
  2. Choose a Session Timeout: 15 minutes, 30 minutes, 1 hour, 2 hours, or 8 hours.
  3. Click Save Security Settings.

After that much time with no mouse, keyboard, or touch activity, Voicent AI signs the person out. About a minute before that, a message appears with a Stay signed in option. The timeout applies to everyone in your organization. The default is 30 minutes.

Billing

See your current plan, change it, and manage add-ons.

Check your plan

The top card shows your Current plan and its Status, for example active or trialing. If you have no plan yet, it says No active subscription.

Choose or change a plan

  1. Open the Billing tab.
  2. Pick a Billing cycle: Monthly or Annual (2 months free).
  3. Compare the plan cards. Each shows the price, included minutes, agents per workspace, team members, and any free trial.
  4. Click Subscribe on the plan you want. Your current plan shows Current plan instead.
  5. Finish payment on the secure checkout page. You return to Settings when you're done.

Note

After checkout you land on the General tab. Click Billing to see your updated plan. Some plans show Contact sales instead of a price. Reach out to your Voicent AI contact to set those up.

Manage payment details

Click Manage billing on the current plan card. This opens the secure billing portal, where you can update your subscription and payment details. The button appears once you have a billing account.

Add VoicePay

VoicePay lets callers pay by card on a live call. It appears under Add-ons with its monthly price, any setup fee, and the per-capture charge.

  1. Click Add VoicePay, then finish checkout.
  2. When the add-on is active, VoicePay appears in the sidebar.
  3. Click Manage on the VoicePay card to change it later.

Troubleshooting

  • A red error appears next to the save button. Your change wasn't saved. Read the message, fix the problem, and try again.
  • The Webhooks tab says the backend URL is not configured. Your Voicent AI setup is missing a setting. Contact support.
  • Test Connection on the Webhooks tab fails. Voicent AI couldn't reach its call service. Try again in a few minutes. If it keeps failing, contact support.
  • The Retell Sync tab shows a red error, or Sync History shows a failed sync. Hover over the error text in Sync History to read it. Check that the workspace's Retell connection is working on the Workspaces page.
  • "Logo must be under 2MB." Pick a smaller image file.
  • An error appears when you click Subscribe or Manage billing. The checkout page couldn't open. Try again, or contact support.