Settings
Your Nuteq AI workspace holds your business profile, team roles, billing plan, and notification settings in one dashboard section.
Your workspace is the part of the dashboard where you manage your business account. It is separate from your agent's setup. It holds your business profile, your team and their roles, your billing plan, and how Nuteq AI notifies you about leads and bookings. You find all of it under Settings in the dashboard.
What it is for
Your workspace covers what is around your agent, not inside it. Your agent's personality, hours, and knowledge are in the agent editor. Your workspace holds the rest:
- Company details. The details that Nuteq AI uses in your profile.
- Team. Who can log in and what each person can change.
- Plan. Which plan you pay for and how much you used.
- Notifications. Who is told when a call becomes a lead or a booking.
Not everyone on your team can change every setting. Only an owner can change or cancel your billing plan. An owner or admin can update your business profile and manage your team. A member uses the dashboard day to day. A member works customer conversations and views calls. A member does not change account-level settings.
Key terms
- Owner. The person who controls the account. Only an owner can change or cancel the billing plan. The account always has at least one owner.
- Admin. Can update the business profile, invite and manage team members, and configure agents and knowledge. Cannot change billing.
- Member. Can work customer conversations and view calls and analytics. Cannot change workspace settings.
- Plan. The subscription. It sets how many voice minutes, messages, and phone numbers your workspace includes each month.
What you can do
- Update your business profile: keep your company name, address, and contact details current.
- Add team members and manage roles: let the right people log in and manage the right things.
- Choose how Nuteq AI notifies you: get alerts when a call becomes a lead or a booking.
- Review your plan and billing: see usage, invoices, and upgrade options.
- Check your plan limits: see how many agents, knowledge bases, and team members each plan allows.
- Check your security and privacy settings: see how your data is protected.
By Nuteq AI TeamPublished Updated 2 min read
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Related content
- Update your business profileUpdate business profile details in Settings: company name, contact info, industry, timezone, and address.Read more
- Add team members and manage rolesAdd team members in Settings. Give each person an admin or member role. Change or remove access at any time.Read more
- Billing and plansNuteq AI billing plans: a free trial plus Solo, Team, and Business. Pay monthly or yearly in US dollars. Usage resets each month.Read more
- Choose how Nuteq AI notifies youNuteq AI emails you about each conversation and tells you in the subject when something needs you. Pick one email setting, choose who gets the emails, hide caller details if you need to, and add a mobile for texts.Read more
Frequently asked questions
- Who can change the billing plan in Nuteq AI?
- Only a workspace owner can change or cancel the billing plan. Admins can update the business profile and team. Billing changes are for owners only.
- What is the difference between an admin and a member in Nuteq AI?
- An admin can update the business profile, manage the team, and configure agents and knowledge. A member works customer conversations and views calls and analytics. A member cannot change workspace settings.
- Where do I find my workspace settings in Nuteq AI?
- Open the dashboard and go to Settings. Your business profile, team, billing, and notification settings are listed there.
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