Settings
Your workspace — phone accounts, teammates, the web widget, billing, API access, and the business details your agents speak from.
Settings holds everything about your workspace rather than any one agent. Six sections, in the order most people need them.
Roles
Two roles, set per person:
- Admin — full access, including billing and removing people.
- Member — everything except billing and destructive actions.
Some controls are hidden rather than disabled for members, so a button you can never use doesn't sit on your screen forever.
Telephony
Connect a phone account you already have, and use its numbers for calls. Pick your provider from the tab strip and enter its credentials.
If you see Not available yet, bringing your own phone account isn't switched on for your workspace — contact support and we'll enable it.
Full walkthrough: Bring your own number.
Members
People lists everyone in the workspace with their name, role, and when they joined.
Invite a member asks for an email address and a role. Invitations that haven't been accepted appear under Pending invitations.
Web Agents
Lets people talk to your agent from your own website.
Under Where it can run, list the Allowed websites that may use your widget. Only those sites can load it.
Regenerating your public key stops the old one working straight away — widgets still using it stop taking new calls until you paste the new key in.
Billing
Admins only. Members see a note instead.
Three tabs:
- Credits — your balance, and where to top it up.
- Ledger — every credit and debit against your account.
- Invoices — your billing documents.
Your plan's limits and live call rates are shown here too.
API Key
For talking to Intrlume from your own systems.
Under Create a key, give the key a name and create it. Copy it then — the full key is shown once and never again.
Your keys lists what you've created with its name, when it was made, when it was last used, and whether it's active. Below that is a reference of the endpoints a key can reach and what each one does.
Business Profile
Who you are, and when we're allowed to call people for you.
Your business — what the business is called, where it's based, and what it does. Your country, currency, and timezone come from here, and everything else in the product follows them.
On calls — what your agents call the company: the brand people recognise, said out loud on every call, not the legal entity.
Changes here apply to new and edited agents. Agents you already built keep what they were made with.
Calling hours — the hours we're allowed to call people on your behalf, read in your workspace timezone. Lead sources with their own calling window narrow this further; see Sources.
What needs hello@intrlume.tech
- Enabling bring-your-own phone accounts for your workspace
- Anything a plan limit blocks that you need raised