Skip to Content
DocsSettingsOverview

Settings Overview

The Settings section is where you configure everything about how your agency operates on BuildVoiceAI. Access it from Settings in the sidebar.

Settings page showing all configuration sections

Available Settings

Branding & White-Label

Upload your agency logo, set brand colors, add a tagline, and configure support contact details. These settings control what your clients see when they log into the client portal.

Configure Branding →

Provider API Keys

Connect your voice AI providers by adding API keys for Retell, Vapi, or Bland. You can use agency-level keys shared across all clients or set client-specific overrides.

Manage API Keys →

Custom Domain

Point your own domain at the client portal so clients access their dashboard at a URL you control, like portal.youragency.com.

Set Up Custom Domain →

Calling Window

Define your business hours and timezone. Scheduled calls will only execute during the configured calling window, preventing calls from going out at inappropriate times.

Configure Calling Window →

Default Permissions

Set the default permission template applied to all new clients. This saves time when onboarding clients with consistent access levels, while still allowing per-client overrides.

Set Default Permissions →

Who Can Access Settings

Only agency admin users can view and modify settings. Client portal users do not have access to any settings pages. Changes you make here take effect immediately across your agency.

💡

If you are just getting started, the recommended setup order is: API Keys first, then Branding, then Calling Window. Custom domain and default permissions can be configured at any time.

Settings and Plans

Some settings are available on all plans, while others require higher tiers:

SettingStarterGrowthAgency
Branding & White-LabelBasicFullFull
Provider API KeysAll plansAll plansAll plans
Custom Domain---AvailableAvailable
Calling WindowAll plansAll plansAll plans
Default PermissionsAll plansAll plansAll plans

Changes to API keys trigger a sync with the connected provider. This can take a few seconds. See the API Keys page for details.

Last updated on