AllTalk Support : Settings

Profile

The profile page allows the user to customize their own user profile. The user can include their first and last name and add a picture. This information is strictly for the user and admin. It also includes important information such as:

Email ID - This is the email associated with the account.

Company Affiliation - This is the company the user is affiliated that will adhere to company’s compliance.

Manager Code - This code allows a user to have access to another user’s account and act as a manager. This functionality gives the manager full access to the other user’s account besides their billing section. This is mainly used for management coaching, funding and user setup.

Call Forwarding

✅ What Call Forwarding Does

• Redirects Calls Automatically
  When enabled, calls to your AllTalk number are sent to another number you specify—such as a backup agent, voicemail, or another device—without the caller needing to dial again. 

• Prevents Missed Calls
  If you’re offline, busy, or unable to answer, forwarding ensures the caller reaches someone or a voicemail instead of getting a dead line. This is critical for maintaining customer trust and responsiveness. 

• Offline: Forward when your device is unreachable. 

Navigate to Call Forwarding Settings and go to profile.

Ensure Call Forwarding is enabled for all users.

Set the primary forwarding destination (e.g., users mobile number or alternate extension).

Scroll back up and click on “save changes”.

API Token

This will be used for lead vendor integration. It is a unique code that will identify a user’s AllTalk Workspace.

Link a Manager

• To link a Manager to your account, add the manager code to the Link a Manager section and click on Request. This will send a request to the assigned manager for approval. Once approved, the manager will have full access to the user’s account (besides the billing page).

10DLC Brand Registration and A2P Registration

• This section will hold all of the information on the user’s 10DLC Brand Registration and A2P once approved or when in a pending status.

Stop Triggers

• The stop triggers will automatically opt out a contact from the AllTalk platform if the contact responds with the specific stop trigger. This is for compliance and regulation to protect the user from TCPA violations.

• There are default Stop Triggers that are assigned to every account which include:

  • Stop

  • Stopall

  • Unsubscribe

  • Cancel

  • End

  • Quit

  • Stop All

• A user can add their own opt out language known as “Stop Triggers.”

• To add a Stop Trigger, navigate to the top of the page. Add the preferred Stop Trigger and click on the Add button. User will see the added Stop Trigger(s) on the right hand side.

Agents

• This tab is designed for the managers to be able to view their current agents and downline.

• On this page, the manager will have functionality such as:

  • Manage (Impersonate) - This will allow the manager to login to the user’s account and work on it as if it is their own (besides the billing page).

  • Disconnect - This will disconnect the user from the Manager’s agent list and they will no longer have access to the user’s account.

  • Add Funds - Coin icon. This will allow the manager to add funds to their connected user’s account.

  • Analytics - Chart Icon. This will allow the manager to view their connected user’s analytics including Delivery Rate, Reply Rate, Opt out Rate and Error Rate; including all of the error descriptions. This can also be done to preference of time frame. The system defaults to that day but the manager can view overall analytics or specified date range.

  • Transfer History - Ellipses Icon. This will allow the manager to view the credit transfers that they have sent to their connected user’s account. This can also be sorted based on a specific date range.

• The manager can also see the user’s name that they have connected to along with any manager that is in their downline that is also connected to this user.

Billing

This section will show all of the billing information.

• Current Balance - This is the amount the user has in their account for text messaging and calling.

• Your Plan - This tab will show the next billing date, subscription amount, along with the amount being charged monthly for the amount of phone numbers they have.

  • Monthly Subscription - $60 per user.

  • Phone number Subscription - $1 per number per month.

• Auto Recharge - This will allow a user to set a specific amount to top up their account with if their account drops below a certain amount in credits. This can be activated by clicking on the Update Auto-pay Settings and entering the preferred parameters. This can also be turned on and off with the toggle switch.

• Saved Cards - This is where the user will add their credit card information for the platform to charge for any additional credits, phone numbers and monthly subscriptions.

  • To add a card, click on the Add button and enter the information.

  • A user can also delete a credit card once another one is set as the primary card by clicking the delete button.

• Transactions - A user can view all of their transactions and transaction status in this section.

• This will show the balance added, payment method (last 4 of Credit Card and type of card), date and time the transaction was processed and the status of the transaction.

• User can also sort the transactions by a specified date range by clicking on the start and end date. This will sort to the preferred timeframe.