Settings Overview
The Settings area lets you configure your account, manage your team, connect integrations, and handle billing.
Accessing Settings
Click Settings in the left menu (at the bottom) to see all options.
Settings Sections
General Settings
Your business profile and core information:
| Setting | Description |
|---|---|
| Business Name | Your company or organization name |
| Address | Physical location for your business |
| Phone | Main business phone number |
| Business email address | |
| Website | Your website URL |
| Timezone | Your local timezone |
| Business Hours | When you're open for business |
| Business Type | Category of your business |
A complete business profile helps your AI agent answer questions accurately. Fill in all fields, especially hours and services.
Phone Numbers
Manage your Need Theo phone numbers:
| Action | Description |
|---|---|
| View numbers | See all your numbers and their status |
| Add number | Get a new phone number |
| Configure | Set agent, voice, welcome message, SMS |
| Release | Give up a number you no longer need |
Team
Add and manage team members:
| Feature | Description |
|---|---|
| Invite members | Add colleagues to your account |
| Set roles | Admin (full access) or Member (limited) |
| Remove members | Revoke access when needed |
Custom Fields
Create custom fields for contacts to track additional information:
| Field Type | Use Case |
|---|---|
| Text | Notes, custom IDs |
| Number | Budget, scores |
| Date | Birthdays, signup dates |
| Dropdown | Categories, status |
| Yes/No | VIP flag, verified |
Integrations
Connect Need Theo to other services:
| Integration | What It Does |
|---|---|
| Google Calendar | Sync appointments and see availability |
| More coming soon | We're adding new integrations regularly |
Billing
Manage your subscription and payments:
| Feature | Description |
|---|---|
| Current plan | See your plan and features |
| Usage | Monitor minutes and limits |
| Payment method | Update your card |
| Invoices | View and download past bills |
Quick Reference
| Need to... | Go to... |
|---|---|
| Update business hours | Settings → General |
| Connect Google Calendar | Settings → Integrations |
| Add a phone number | Settings → Phone Numbers |
| Invite a team member | Settings → Team |
| View your bill | Settings → Billing |
| Create custom fields | Settings → Custom Fields |
Personal Account Settings
Separate from business settings, your personal account settings include:
Profile
- Update your name
- Change your email
Password
- Change your password
- Keep your account secure
Access these by clicking your name/avatar in the bottom left corner of the sidebar.
Common Questions
How do I change my business name?
- Go to Settings → General
- Update the Business Name field
- Save changes
Note: This changes what your AI agent knows about your business and may affect how it introduces itself.
Can I have different settings for different agents?
Most settings are account-wide. However, each agent can have:
- Different behaviors and knowledge
- Different voice settings per phone number
- Different welcome messages per deployment
How do I delete my account?
Contact support@needtheo.com to request account deletion. We'll guide you through the process and explain what happens to your data.
Need Help?
- Check our Troubleshooting Guide
- Email support@needtheo.com