Go into Settings, in the sidebar. It brings together all of your agency’s configuration that isn’t an agent or a channel. On the left there’s a menu with ten sections: Company, Business hours, Calendar parameters, Billing, Security, Notifications, Widget customization, MCP servers, API keys and Danger zone.
Requirements: every section on this screen is exclusive to the Admin role — Editor and Read-only don’t see Settings in the sidebar menu.
Note — Billing and API keys have their own manual
Your plan, your payment method, the period’s usage (conversations and AI tokens), what happens when a quota runs out, and your invoice history are explained in detail in Manual 34 · Your agency’s billing and usage. Creating and using your own M2M access keys (personal or company) is explained in Manual 50 · API keys. This manual doesn’t repeat that content.