Overview
Account Settings is the control panel for a project — team access, integrations, telephony, and operational tooling. This page is a reference to sections not covered by their own dedicated guide; see the links below for the sections that already have one.
Already documented elsewhere:
Team: Project ID & API Key
At the bottom of the Team page, below the member list, you’ll find your Project ID and API Key — the credentials used to authenticate API Integration requests. The key is masked by default; use the reveal/copy icons next to it, and Regenerate API Key if it’s ever compromised.
Regenerating the API key immediately invalidates the old one. Update any integrations using the old key before regenerating.
Telephony Channels
Configure the telephony providers your project can place calls through — currently Exotel, Tata Tele (SmartFlo), and WoocomLabs. Each channel needs a label, status (active/inactive), and provider credentials (API token/key, account SID, subdomain — varies by provider). Channels resolve which provider handles a given outbound call by channel number; edit or delete existing channels, or add a new one with Add Telephony Channel.
Phone Number List (Whitelist / Blacklist)
Despite the name, this is not a list of your telephony provider’s numbers (see Telephony Channels above) — it manages special handling for lead phone numbers:
- Whitelist — numbers exempt from DND (Do Not Disturb) checks before calling.
- Blacklist — numbers that will never be called by any process in this project.
Switch between the two with the tab at the top of the page. Each entry shows the phone number and when it was added. Use Add Number to add a new entry to either list. Deleting is currently only exposed in the UI for whitelist entries — to remove a blacklist entry, contact support.
Truecaller
Set a Truecaller-branded caller ID label per process, applied before each outbound call so the caller ID appears branded to the recipient on the customer’s phone. Toggle Enable for all processes, or enable/save individually per process from the list.
A project-wide catalog of reusable agent tools (e.g. getPrice, getSpecs, getDealersList) — functions your agents can call during a conversation. Each tool shows its origin agent/flow, a description, and which agents currently use it (Linked agents). From here you can Add to agent (attach an existing tool to another agent), Share to library, or Create with AI to generate a new tool. The Tests tab alongside Tools lets you test a tool’s behavior independent of a live call.
Calling Queue
A live, auto-refreshing (every 5 minutes) view of your project’s call queue — waiting (calls ready to be called) and delayed (calls scheduled for later) — plus your current Agent Count (concurrent calling capacity). Use the Agent Calculator to estimate how many agents you need; email support@heroteck.com to request a capacity increase.
Webhook Alerts
Project-wide monitoring for outbound webhook and lead-update callback failures (distinct from a single process’s own callback config — see How to Add a Webhook to a Process). Enable Alerts to get hourly email digests when webhook calls fail, covering:
- HTTP Errors (4xx/5xx or network failures)
- Non-JSON Response (e.g. an HTML error page returned where JSON was expected)
- Response Body Match Strings — flag a successful (200) response whose body still contains an error indicator, like
"status":"error"
Set comma-separated Alert Recipients — each gets one digest email per hour that alerts fired.
Queue Priority
Controls the relative priority processes are dialed in when they compete for the same calling capacity. See Lead Queue Prioritization for how prioritization works at the lead level within a process.
Organization
Project-to-organization settings — an org can span multiple projects (e.g. a parent project that other projects inherit process templates from, toggled via Set as Parent Project under Project Settings).