Overview Settings is your control center for configuring Magpipe. Manage your account, organization, team members, branding, notifications, and more. Access Settings from the main navigation menu.
Account Settings Profile Your personal account information:
Setting Description Name Your display name Email Account email (login) Phone Your phone number (for transfers) Avatar Profile picture Timezone Your local timezone
Changing Email
Go to Settings → Account
Click Change Email
Enter new email address
Verify via email link
New email becomes your login
Password
Go to Settings → Account
Click Change Password
Enter current password
Enter new password (twice)
Save
Password requirements:
Minimum 8 characters
At least one uppercase letter
At least one number
Two-Factor Authentication Add extra security with 2FA:
Enable 2FA
Go to Settings → Security → Enable 2FA .
Scan QR Code
Use an authenticator app (Google Authenticator, Authy, etc.).
Enter Code
Enter the 6-digit code from your app.
Save Backup Codes
Save the backup codes in a secure location.
Delete Account Deleting your account is permanent. All data including agents, calls, and contacts will be lost.
Go to Settings → Account
Scroll to Danger Zone
Click Delete Account
Type your email to confirm
Click Permanently Delete
Organization Settings General Configure your organization:
Setting Description Name Organization display name Description Internal description Logo Organization logo Website Your website URL
Default Agent Set a fallback agent for calls to numbers without an assigned agent:
Go to Settings → Organization
Find Default Agent
Select an agent from dropdown
Save
Timezone Set the organization timezone for:
Call scheduling
Agent business hours
Report date ranges
Team Settings Viewing Team Members Go to Settings → Team to see:
All organization members
Their roles (Owner, Admin, Member)
Invitation status (pending/accepted)
Last active date
Inviting Members
Click Invite Team Member
Enter email address
Select role (Admin or Member)
Send invitation
See Team Management for full details.
Changing Roles
Find the team member
Click their role
Select new role
Confirm change
Removing Members
Find the team member
Click Remove
Confirm removal
Branding Settings Logo Upload your logo for white labeling:
Go to Settings → Branding
Click Upload Logo
Select image file (SVG or PNG)
Preview and save
Colors Customize your brand colors:
Setting Usage Primary Color Buttons, links, accents Secondary Color Borders, backgrounds
Enter hex codes (e.g., #6366f1) or use the color picker.
Product Name Replace “Magpipe” with your brand:
Enter your product name
Save changes
Name appears in browser title and UI
Custom Domain Set up your own domain for the dashboard. See White Labeling for instructions.
Notification Settings Notification preferences are configured per-agent in the Agent Detail → Notifications tab. Each agent can have independent Email, SMS, Push, and App notification settings.
See Agent Notifications for details on configuring notification channels.
Phone Settings Transfer Number Set the default number for call transfers:
Go to Settings → Phone
Enter your Transfer Number
Optionally set a Transfer Passcode
Save
When an agent transfers a call, it goes to this number.
Caller ID Configure outbound caller ID:
Calls show your Magpipe number
Choose which number to display
Verified numbers only
Call Recording Toggle call recording on/off:
Go to Settings → Phone
Toggle Record Calls
Save
Check local laws regarding call recording and consent requirements.
Recording Retention Set how long recordings are kept:
Option Description 30 days Minimum retention 90 days Default 1 year Extended retention Forever Never delete
Data & Privacy Data Export Download all your data:
Go to Settings → Data
Click Export All Data
Wait for export to process
Download ZIP file
Export includes:
Contacts (CSV)
Call history (CSV)
Messages (CSV)
Agent configurations (JSON)
Knowledge base content (JSON)
Data Retention Configure automatic data cleanup:
Data Type Options Call Recordings 30d / 90d / 1yr / Forever Transcripts Match recordings Chat Sessions 90d / 1yr / Forever Analytics 1yr / Forever
GDPR Requests Handle data subject requests:
Access Request : Use Data ExportDeletion Request : Delete contact + associated dataPortability : Export in standard formats
API Settings API Keys Generate and manage API keys for programmatic access to the Magpipe REST API. Keys use the mgp_ prefix and persist until revoked.
Generating a key:
Go to Settings → API
Click Generate New Key
Enter a descriptive name (e.g., “Production Server”)
Copy the full key immediately — it is only shown once
The key appears in your keys list showing the prefix (mgp_abc12345...)
The full API key is only displayed at creation time. If you lose it, you’ll need to generate a new one.
Managing keys: Column Description Name Descriptive label you assigned Key First 8 characters (mgp_...) for identification Created When the key was generated Last Used When the key was last used in an API request Actions Revoke button to permanently disable the key
Limits: Maximum 10 active API keys per account.Using a key: Include it as a Bearer token in the Authorization header:curl -X POST "https://api.magpipe.ai/functions/v1/list-agents" \ -H "Authorization: Bearer mgp_your_key_here" \ -H "Content-Type: application/json" \ -d '{}'
See Authentication for full details on API keys vs session tokens.
Billing Settings Current Plan View your subscription:
Plan name and features
Billing cycle
Usage this period
Next billing date
Usage Monitor your usage:
Minutes used (voice)
SMS sent/received
API calls made
Storage used
Payment Method Manage payment:
Go to Settings → Billing
Click Payment Method
Add or update card
Set as default
Invoices View and download invoices:
All past invoices available
Download PDF
Auto-emailed monthly
Cancel Subscription
Go to Settings → Billing
Click Cancel Plan
Select reason (optional)
Confirm cancellation
Cancellation takes effect at end of billing period. Data is retained for 30 days after cancellation.
Preferences Language Select your interface language:
English (default)
More coming soon
Choose date display format:
MM/DD/YYYY (US)
DD/MM/YYYY (International)
YYYY-MM-DD (ISO)
Theme Select UI theme:
Light (default)
Dark
System (match OS)
Keyboard Shortcuts View and customize keyboard shortcuts. Enable/disable globally or customize specific shortcuts.
Troubleshooting Settings Not Saving
Check internet connection
Refresh the page
Try a different browser
Clear browser cache
Permission Denied If you can’t access certain settings:
Verify your role (some settings require Admin/Owner)
Check organization permissions
Contact your organization Owner
Missing Features Some settings require specific plans:
White labeling: All plans
Custom domain: Contact support
Extended retention: Pro and above
Team Management Manage team members
White Labeling Customize branding
