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Settings

Certify calling and change your password

The Settings screen holds your calling certification, your recording notice, your profile and your password.

Certify calling

  1. Go to Settings.
  2. In Calling compliance certification, read and tick all three boxes: - I have a lawful basis or consent to call every number I load. - I honor do-not-call requests and the national DNC registry. - The agent discloses it is an AI when asked.
  3. Click Certify. It turns on once all three are ticked.

The card then shows the date you certified. Certification is optional for now, but it's the first step on the Dashboard's Get set up list. Outbound calling laws apply to you as the caller either way.

Change your password

  1. Go to Settings.
  2. In Change password, enter your Current password.
  3. Enter a New password of at least 8 characters, and type it again in Confirm new password.
  4. Click Change password.

Also on this screen

  • Recording and transcription notice: see "Listen to call recordings."
  • Profile: change your Name and click Save. Email changes go through support.
  • Session: click Log out.

Still stuck? Talk to a person.

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