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Settings

Configure your account, your business, and how Zoie behaves. Settings are grouped into a few areas.

This guide is expanding — overview for now.

Account​

  • My account — profile, password, preferences, API tokens.
  • Notifications — email and in-app notification preferences.

Business​

  • Business details — name, logo, industry, contact info, and knowledge.
  • Team — members, roles, and permissions.
  • Billing & plan — plan, usage, add-ons, payment methods, and invoices.
  • Phone numbers — provision and manage numbers (including 10DLC and WhatsApp assignment).
  • Email — sending provider, templates, and signature.

AI​

  • AI configuration — master AI toggles, model defaults, and assignment.
  • Escalation — when and how conversations escalate to a human.
  • Memory — how AI remembers context, plus privacy controls.

Preferences​

  • Leads — pipeline stages, statuses, sources, and assignment rules.
  • Custom fields — define fields used across leads and other records.

Integrations​

Channel and assistant connections (WhatsApp, Instagram, Messenger, TikTok, Calendar, Apollo, and the MCP connectors) are managed here and in Integrations.