> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apten.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings

> Configure your organization settings including AI behavior, phone numbers, email, and webchat.

## Overview

The Settings page is where you configure organization-wide preferences for your Apten account. It's organized into five tabs: **General**, **Phone Numbers**, **Email**, **Webchat**, and **Compliance**.

<Note>
  Only users with the **Admin** role can access the Settings page.
</Note>

## General

The General tab controls your AI's core behavior and communication preferences.

### AI Name & Response Time

* **AI Name** — the name your AI introduces itself as in conversations.
* **Response Time Delay** — how long (in seconds) the AI waits before responding to an incoming message. This can make conversations feel more natural.

### Long-Term Follow-Ups

Toggle whether your AI should schedule follow-up messages over longer time periods to re-engage leads that haven't responded.

### Calendly Link

Add your Calendly URL so the AI can share it with leads when scheduling is relevant.

### Notifications

* **Notification Emails** — add email addresses that receive notifications when important events occur (e.g., a lead requests to speak with a human).
* **Filter Notifications** — when enabled, only sends notifications for events you've selected.
* **Notification Preferences** — choose which event types trigger email notifications, including any custom notifications you've created.

For more on setting up notifications, see [Notifications](/tutorials/notifications).

### Unsubscribe Settings

* **Custom Unsubscribe Keywords** — define additional keywords (beyond the defaults) that trigger an opt-out when a lead sends them.
* **Linked Opt-Out Channels** — when a lead unsubscribes from one channel (e.g., SMS), automatically unsubscribe them from other channels (e.g., voice) as well.

## Phone Numbers

The Phone Numbers tab lets you manage the phone numbers associated with your organization.

### Your Numbers

View all your phone numbers in a table showing the number, its type (**Primary** or **Inbound**), and the customer profile it's assigned to. Your primary number is used for outbound messages by default. Inbound numbers can each be assigned to a specific customer profile so that calls or texts to that number use the right AI configuration.

To change a number's assigned profile, click the edit button next to it.

### Purchasing Numbers

Click **Purchase Number** to search for and buy a new phone number. You can search by area code or region to find a number that matches your business location.

### Local Presence Bundles

Local presence bundles let you purchase a set of phone numbers across different area codes. When reaching out to leads, Apten automatically uses a number with a local area code matching the lead's location, which can improve answer rates.

## Email

The Email tab lets you set up a verified sending domain so your AI can send emails on behalf of your organization.

### Domain Verification

1. Enter your domain name and click **Add Domain**
2. Apten provides DNS records (DKIM and SPF) that you need to add to your domain's DNS settings
3. After adding the records, click **Verify** to confirm your domain

Each domain shows its current verification status for both DKIM and SPF.

### Sender Address

Once a domain is verified, configure the sender address your emails will come from by setting a **sender prefix** (the part before the @) and selecting your verified domain.

## Webchat

The Webchat tab manages API keys and configuration for your [embedded webchat widget](/webchat/overview).

### API Keys

API keys authenticate your webchat widget. Each key has:

* **Allowed Domains** — the websites where the widget can be used
* **Status** — active or inactive

You can create, edit, regenerate, deactivate, or delete keys as needed.

### Webchat Configuration

* **Webchat Customer Profile** — the customer profile used for webchat conversations.
* **Lead Conversion Profile** — optionally assign a different profile when converting webchat leads to phone outreach.
* **Greeting Message** — the first message displayed when a visitor opens the widget.
* **Auto-Conversion** — automatically convert inactive webchat conversations to phone outreach after a configurable inactivity timeout.
* **Opt-In Consent Message** — text displayed above the contact form's submit button for compliance purposes.

For detailed webchat configuration options, see [Webchat Settings](/webchat/settings).

## Compliance

The Compliance tab lets **org admins** control when Apten may contact leads and configure additional outreach checks.

### Message Timing

Configure the organization-wide schedule that automated follow-ups always respect:

* **Outreach Hours & Holidays** — set the allowed hours and days for follow-ups, and add dates when outreach should pause.
* **Time Zone** — set the organization fallback timezone for scheduling.
* **Respect Business Hours** — apply outreach windows to initial outreach as well as follow-ups.
* **Respect Holidays** — independently apply holidays and blackout dates to initial outreach.

### State-Specific TCPA Compliance

Apply state-level outreach windows, holidays, custom blackout dates, and rolling 24-hour contact limits to SMS and voice. State rules make Message Timing more restrictive for leads with a recognized state; they do not affect email. See [State-Specific TCPA Compliance](/compliance/state-specific-tcpa).

### External Compliance Checks

Configure an optional external compliance API on selected channels while Apten-managed DNC continues to apply to outbound SMS and voice. See [External Compliance Checks](/compliance/external-checks) for configuration, request signing, and failure-mode behavior.
