Admin / Agency Setup

Account owner content: everything needed to configure the agency, bring users on board, and keep compliance and billing in order.

Business profileLegal name, contact info, branding.

A2P 10DLC registrationWhat brands, campaigns, and registration statuses mean — and how to fix a rejection.

LocationsPhysical offices and their regional settings.

Office hoursHours of operation per location.

Phone numbersProvisioning and managing numbers.

Users & permissionsAdding staff, roles, and permissions.

Importing contactsBring your book of business in from a CSV.

Data retentionHow long call recordings and voicemails are kept.

BillingPlans, invoices, payment methods.