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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.
Settings page

Settings page — manage your account, organization, and preferences

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Account Settings

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Profile

Your personal account information:

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Changing Email

  1. Go to Settings → Account
  2. Click Change Email
  3. Enter new email address
  4. Verify via email link
  5. New email becomes your login

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Password

  1. Go to Settings → Account
  2. Click Change Password
  3. Enter current password
  4. Enter new password (twice)
  5. Save
Password requirements:
  • Minimum 8 characters
  • At least one uppercase letter
  • At least one number

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Two-Factor Authentication

Add extra security with 2FA:
1

Enable 2FA

Go to Settings → Security → Enable 2FA.
2

Scan QR Code

Use an authenticator app (Google Authenticator, Authy, etc.).
3

Enter Code

Enter the 6-digit code from your app.
4

Save Backup Codes

Save the backup codes in a secure location.

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Delete Account

Deleting your account is permanent. All data including agents, calls, and contacts will be lost.
  1. Go to Settings → Account
  2. Scroll to Danger Zone
  3. Click Delete Account
  4. Type your email to confirm
  5. Click Permanently Delete

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Organization Settings

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General

Configure your organization:

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Default Agent

Set a fallback agent for calls to numbers without an assigned agent:
  1. Go to Settings → Organization
  2. Find Default Agent
  3. Select an agent from dropdown
  4. Save

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Timezone

Set the organization timezone for:
  • Call scheduling
  • Agent business hours
  • Report date ranges

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Team Settings

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Viewing Team Members

Go to Settings → Team to see:
  • All organization members
  • Their roles (Owner, Admin, Member)
  • Invitation status (pending/accepted)
  • Last active date

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Inviting Members

  1. Click Invite Team Member
  2. Enter email address
  3. Select role (Admin or Member)
  4. Send invitation
See Team Management for full details.

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Changing Roles

  1. Find the team member
  2. Click their role
  3. Select new role
  4. Confirm change

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Removing Members

  1. Find the team member
  2. Click Remove
  3. Confirm removal

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Branding Settings

Upload your logo for white labeling:
  1. Go to Settings → Branding
  2. Click Upload Logo
  3. Select image file (SVG or PNG)
  4. Preview and save

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Colors

Customize your brand colors: Enter hex codes (e.g., #6366f1) or use the color picker.

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Product Name

Replace “Magpipe” with your brand:
  1. Enter your product name
  2. Save changes
  3. Name appears in browser title and UI

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Custom Domain

Set up your own domain for the dashboard. See White Labeling for instructions.

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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.

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Phone Settings

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Transfer Number

Set the default number for call transfers:
  1. Go to Settings → Phone
  2. Enter your Transfer Number
  3. Optionally set a Transfer Passcode
  4. Save
When an agent transfers a call, it goes to this number.

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Caller ID

Configure outbound caller ID:
  • Calls show your Magpipe number
  • Choose which number to display
  • Verified numbers only

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Call Recording

Toggle call recording on/off:
  1. Go to Settings → Phone
  2. Toggle Record Calls
  3. Save
Check local laws regarding call recording and consent requirements.

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Recording Retention

Set how long recordings are kept:

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Data & Privacy

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Data Export

Download all your data:
  1. Go to Settings → Data
  2. Click Export All Data
  3. Wait for export to process
  4. Download ZIP file
Export includes:
  • Contacts (CSV)
  • Call history (CSV)
  • Messages (CSV)
  • Agent configurations (JSON)
  • Knowledge base content (JSON)

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Data Retention

Configure automatic data cleanup:

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GDPR Requests

Handle data subject requests:
  • Access Request: Use Data Export
  • Deletion Request: Delete contact + associated data
  • Portability: Export in standard formats

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API Settings

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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:
  1. Go to Settings → API
  2. Click Generate New Key
  3. Enter a descriptive name (e.g., “Production Server”)
  4. Copy the full key immediately — it is only shown once
  5. 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: Limits: Maximum 10 active API keys per account. Using a key: Include it as a Bearer token in the Authorization header:
See Authentication for full details on API keys vs session tokens.

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Billing Settings

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Current Plan

View your subscription:
  • Plan name and features
  • Billing cycle
  • Usage this period
  • Next billing date

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Usage

Monitor your usage:
  • Minutes used (voice)
  • SMS sent/received
  • API calls made
  • Storage used

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Payment Method

Manage payment:
  1. Go to Settings → Billing
  2. Click Payment Method
  3. Add or update card
  4. Set as default

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Invoices

View and download invoices:
  • All past invoices available
  • Download PDF
  • Auto-emailed monthly

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Cancel Subscription

  1. Go to Settings → Billing
  2. Click Cancel Plan
  3. Select reason (optional)
  4. Confirm cancellation
Cancellation takes effect at end of billing period. Data is retained for 30 days after cancellation.

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Preferences

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Language

Select your interface language:
  • English (default)
  • More coming soon

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Date Format

Choose date display format:
  • MM/DD/YYYY (US)
  • DD/MM/YYYY (International)
  • YYYY-MM-DD (ISO)

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Theme

Select UI theme:
  • Light (default)
  • Dark
  • System (match OS)

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Keyboard Shortcuts

View and customize keyboard shortcuts. Enable/disable globally or customize specific shortcuts.

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Troubleshooting

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Settings Not Saving

  1. Check internet connection
  2. Refresh the page
  3. Try a different browser
  4. Clear browser cache

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Permission Denied

If you can’t access certain settings:
  • Verify your role (some settings require Admin/Owner)
  • Check organization permissions
  • Contact your organization Owner

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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