Settings

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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.

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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:

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Delete Account

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

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Logo

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

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Email Notifications

Control which emails you receive:

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In-App Notifications

Configure desktop notifications:

1. Go to Settings → Notifications
2. Enable Desktop Notifications
3. Allow browser permission when prompted
4. Select which events trigger notifications

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Notification Sound

• Enable/disable notification sounds
• Choose from preset sounds
• Adjust volume

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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

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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

Manage API access:

1. Go to Settings → API
2. View existing keys
3. Click Generate New Key
4. Copy and save the key securely

Key types:

• Full Access: All API operations
• Read Only: GET operations only

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Webhook URLs

Configure webhooks for real-time events:

1. Go to Settings → API → Webhooks
2. Click Add Webhook
3. Enter your endpoint URL
4. Select events to receive
5. Save

Available events:

• call.started
• call.ended
• message.received
• message.sent
• chat.message
• contact.created

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Rate Limits

View your API rate limits:

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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

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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