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Manage Business Details & Configurations

Where Do I Manage Business Details and Account Settings in Kickcall?

Find the Kickcall Agency Portal guides for business profile details, account status, agent permissions, voice engines, telephony and billing settings

Written By Maruf Ansari

Last updated 9 days ago

Manage a Business’s profile, service access and pricing from one account detail view. Use this guide map to choose the correct task before changing settings that affect calls, access or invoices.

Open the Business configuration

1

Open Businesses in the Agency Portal.

2

Find the Business and verify its Business Code.

3

Select Edit (pencil icon), then open the relevant section below.

Select Edit to manage the business's details & settings

Choose the task

Task

Guide

Maintain names, contact information, website, time zone and billing address.

Business Profile — Update Identity, Contacts and Billing Address

Understand Active, Past Due, Inactive and Archived access and service behavior.

Business Account Statuses — Manage Access and Payment-Related Pauses

Control whether the Business can edit Agent behavior.

Agent Edit Permissions — Control Business Workflow Changes

Select one voice engine and manage manual version updates.

Business Voice Engine — Select and Update the Calling Engine

Enable telephony providers or bring a custom SIP trunk.

Business Telephony — Assign Providers for Calling

Assign a pricing package and control Business billing visibility.

Business Billing — Assign Packages and Control Billing Access

Before making changes

  • Confirm the account by Business Code before editing.

  • Read the relevant guide’s warnings, especially irreversible archiving, billing-related status overrides and engine updates.

  • Voice engine, telephony and package choices are initially configured in the onboarding Internal Process step.

Next step

Open the guide for the setting you need to change and complete its verification steps.

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