Profile and Organization
Profile and Organization settings keep personal details, shared business identity, and time-based workflows accurate. They help teammates read activity in their local time while campaigns, bookings, reports, and call schedules use the intended organization context.
Navigation: Open General → Account Settings. The page has Profile, Organization, and Compliance Reports tabs; organization settings and reports require organization-viewing permission.
Update your profile
On the Profile tab, you can update your name, phone, website, description, timezone, and password.
Your account email may be read-only. To change it, follow your organization’s account process or contact the workspace administrator.
Choose your timezone
The right timezone prevents confusion when reviewing calls, conversations, bookings, and scheduled activity. Search for the city or timezone that matches your location. Seasonal clock changes are applied automatically from the selected timezone. Your profile timezone affects how dates and times are presented to you.
If the organization timezone is shown, use Use organization timezone when you want your profile to match it.
Change your password
Enter and confirm the new password, then save. Leave the password fields blank when changing other profile details. After changing a password, store it in an approved password manager and sign in again if requested.
Manage organization information
Organization information gives teammates a consistent workspace identity and shared scheduling default. If you can see the Organization tab, it includes an overview and organization information. The owner can update the organization name, logo, and timezone. Seasonal clock changes are applied automatically from the selected timezone, so there is no separate organization daylight-saving setting.
The organization timezone is used for shared scheduling and reporting defaults. Set the weekday working-day start and end to keep Agent Tasks that respect working hours inside your normal calling window. Review scheduled tasks, campaigns, and call flows after changing these settings.
Prepare customer AI disclosure
This setting supports compliance with the EU AI Act’s transparency requirements (Article 50) , which require people interacting with an AI system to be informed that they are interacting with AI, unless this is already obvious. Disclosure alone does not establish compliance with all applicable requirements.
Customer AI disclosure helps customers recognize when an AI assistant is responding. In the Organization tab, Customer AI disclosure shows one shared Announce AI assistance setting for all agents. The same setting appears in the General tab of voice, messaging, and email agents. Changing it in any location changes the organization setting, not just the selected agent.
Below Organization info, expand AI announcement wording overwrites to customize messenger openings and automated email signatures. The table starts with English and any languages with saved overwrites; choose Add language to add another. Each language has fields for Overwrite Messenger Agent Opening Message and Overwrite Email Signature Text. Use [Store] to insert your organization name, leave a field blank to use its default, and select Save beside an edited field. The same editor appears in an agent’s General tab with only its applicable fields. Voice agents use their own First Message instead; when announcements are on, that message must clearly identify the speaker as AI. Only members with organization-editing permission can save shared setting changes. To turn disclosure off, acknowledge the confirmation that your business does not serve customers in the European Union; a warning remains visible until you turn it back on.
When enabled, the website chat shows an AI assistant label, messenger replies introduce the AI assistant at the start of a new conversation or after a long pause, and automatically sent email replies include an AI-assistance signature. Voice First Messages are validated when announcements are on and they are saved or used for a call, but handover notices and full coverage reporting are not yet available. Do not rely on this setting alone to cover every customer interaction.
If enabling disclosure is blocked by a voice agent’s First Message, the error stays visible in Customer AI disclosure. Update the named agent’s First Message to identify it as AI, then retry the switch.
Review compliance reports
Each report section loads its data when you expand it. A loading indicator or a Retry option appears only inside that section, so you can continue using the others. Applying a different date range closes the sections. Export loads the full report when you request it.
To find missing disclosure evidence and investigate failures, open Account Settings → Compliance Reports. The AI Disclosure delivery report counts distinct conversations with stored AI messages, sent automated emails, spoken agent calls, or disclosure events in your selected UTC date range. It shows delivered, failed, missing, generated-only, and disabled outcomes. Recorded coverage is delivered divided by all counted AI conversations except those explicitly recorded as disabled; recording notices are counted separately.
Expand By channel and first recorded outcome to review summary and coverage tables, AI disclosure setting history to review configuration changes, or Conversation details to see conversation IDs, activity timestamps, outcomes, and configuration state. These sections start collapsed. In the conversation table, expand View evidence to review disclosure text, language, timestamps, failure reasons, and event history. Use Previous and Next to browse 10 records per page, or Export detailed CSV to export all pages, including conversations with missing records. Voice calls are grouped together, with inbound/outbound shown on individual events where recorded.
The summary uses the first recorded outcome, not just the latest: a later success does not hide an earlier failure. Earlier evidence is included for continuing conversations, even when its timestamp precedes the selected range. Missing means no recorded evidence, not proof that disclosure was absent. The report cannot detect interactions absent from stored records or verify every new session after a long pause, and it is not a compliance certificate or proof of disclosure at first contact.
AI disclosure setting history shows enable/disable changes during the period and the last recorded state before it. Conversation details show the setting at their first stored activity in the range, or unknown when no earlier audit exists. The detailed CSV orders evidence and setting-change rows chronologically, so you can see when configuration changed. An initial-state row is labelled separately and does not imply a user disabled the setting. Setting history does not prove a notice was delivered; it explains why announcements may have been off.
Delete an organization
Organization deletion is an owner-only, high-impact action. It makes the workspace unavailable immediately and permanently removes the organization’s data after a 30-day retention period. Follow Delete Your Organization and Data for the safeguards, exact steps, Meta Ads data coverage, and recovery limitation.