Only an owner or admin can change the plan or buy credit.

Leave any of these blank and Artiligence uses its own shared AI key instead, included in your plan — you never have to sign up for an AI provider yourself. For security, this page never shows a key's real value, including your own once it's saved — only the last 4 characters, as a reminder that one is on file.

AI Usage This Month

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When enabled, Artiligence checks Email/Text/WhatsApp/Calls for new activity on its own timer instead of only when you click "Check for New" — same checks, just automatic. Off by default.

Let features run themselves on a cadence instead of only when you ask, get a desktop notification when something needs you, and keep a point-in-time export of everything Artiligence has stored.

Scheduled Triggers

Each row re-reads its interval every minute — an edited value takes effect within a minute, no restart needed.

Backup / Data Export

Exports your organization's own data to JSON files inside a zip (passwords, keys and other secrets are left out) — export only, there is no restore/import from here. Owners and admins only.

Reply Style

Controls how every AI-drafted Email/Text/WhatsApp reply sounds — applies globally across all three channels, whether the reply is grounded in your Company Documents or drafted plainly. This never overrides good judgment about the actual situation: a serious complaint still gets a genuine, substantive response even in a friendly/short/sales-focused style. Leave both on their defaults for Artiligence's original, unchanged behavior.

Reply Templates

Canned answers Artiligence checks FIRST, before drafting anything with AI — if a customer's message contains your trigger word/phrase anywhere (not case-sensitive), the exact response below is used instantly, on Email/Text/WhatsApp and Chat alike. Comes pre-loaded with 3 starter templates (hours/refund/shipping) — edit or delete them, or add your own. Leave this list empty and every reply is drafted fresh by AI as usual.

Add Template

Language & Translation

Artiligence can already draft replies in whatever language a customer writes in — this makes that deliberate rather than incidental, and lets you actually read what a customer wrote even in a language you don't speak. Uses the same AI already configured above, one extra check per message — no new account or API key needed.

A message already in this language is left alone — nothing to translate. Anything else gets translated into this language and shown alongside the original in the Email/Texts/WhatsApp review queues.

With hundreds of saved chats in the Chat tab's sidebar, a meaningful title makes an old one much easier to find again. When enabled, a brand-new chat gets a short title automatically generated by AI from your first message (one extra AI call per new chat only). You can always double-click a chat's name (or click the ✎ next to it) to rename it yourself, whether this is on or off - clearing a custom name back to blank restores the automatic title.

Press "🎤 Record" next to the chat box on the Chat tab, speak your message, then press it again to stop — Artiligence turns it into text for you. This uses your Groq API Key above to transcribe the recording (nothing new to sign up for if you're already using Groq), which means the audio briefly leaves this computer and goes to Groq to be converted to text — it is not stored or used for anything else.

Recommended: in Twilio, create an API key for Artiligence (Account > API keys > Create, type Standard) and paste its SID and Secret below — you can revoke it any time. Your Account SID is always needed; the Auth Token is only needed if you don't use an API key.

Texting Compliance Pages

Carriers require a privacy policy, texting terms and a sign-up page before approving your business for texting. We host all three for you, filled in with your business details (+$10/month, turn on in Plan & Billing). They're templates — please read them; they aren't legal advice.

Uses the SAME Twilio account/credentials as Text (SMS) above, plus a separate WhatsApp-enabled number. For testing, Twilio provides a free shared "Sandbox" number instantly — see twilio.com/docs/whatsapp/sandbox (each person you test with has to send a short "join" code to it first). For real customers, you'll need your own approved WhatsApp Business sender through Twilio, which requires Meta business verification. Important: WhatsApp only allows a free reply within 24 hours of the customer's last message — this assistant only ever replies, so that's normally fine, but checking too infrequently can cause a send to fail.

To attach a photo or document to a text/WhatsApp reply, Twilio needs a real public web address for that file — it can't reach into a file sitting on your own computer. A file that's already published somewhere (your business website, or anywhere else you already host files) works as-is: just paste its link when attaching one, nothing below is needed for that. A file that's only on your own desktop has to be uploaded somewhere public first — we don't host these ourselves, so connect your own free Cloudinary account below (cloudinary.com) to enable direct uploads. Copy your Cloud Name, API Key, and API Secret from your Cloudinary dashboard. Leaving this blank just means uploading isn't available — pasting a link still works either way.

Artiligence does not answer calls live — it saves a recording and text transcript of calls to your Twilio number for your records, using the SAME Twilio account as Text/WhatsApp above. This needs a one-time, free setup in your own Twilio Console (a few minutes):

1. Go to console.twilio.com → Explore Products → Serverless → TwiML Bins → Create new TwiML Bin.
2. Name it anything (e.g. "Artiligence Voicemail") and paste this exactly: <?xml version="1.0" encoding="UTF-8"?> <Response> <Say>Please leave a message after the tone.</Say> <Record transcribe="true" maxLength="120" /> </Response> 3. Save it, then go to Phone Numbers → Manage → Active Numbers → click your number → under Voice Configuration, set "A call comes in" to TwiML Bin and pick the one you just created. Save.

That's it — Artiligence picks up new recordings and transcripts the next time you click "Check for New Calls" in the Calls tab. Two Twilio limits worth knowing: automatic transcription only works for English calls between 2 seconds and 2 minutes long (longer calls still record and play back fine, just without an auto-transcript), and it can take up to a couple of minutes after a call ends for the transcript to be ready.

Missed-Call Text-Back

When a customer calls and doesn't get a real answer — no answer/busy/failed, or they hung up on the voicemail greeting without leaving a message — Artiligence can text them back right away. Unlike other replies, this exact message is sent immediately, without a review step, since there's no incoming message for the AI to draft from or misread — just a fixed message you write yourself. Off by default.

Talk to your receptionist (in your browser) Hear exactly what callers hear — no phone line needed.

Unlike Calls above (which only saves a recording after the fact), this answers your phone LIVE, 24/7 - it talks to the caller, answers questions using your own Company Documents, and either transfers a tricky call to a real person or takes a message, based on what you choose below. It's included with Artiligence ($0.25 per minute, prepaid - nothing else to sign up for) and answers your Business Phone Line from Settings > Business Phone Line & Texts.

Checking status…

Already have a business number your customers know and don't want to switch? You don't have to replace it - there are two ways to keep it:
• Forward your calls from that number to the Twilio number above using your phone carrier's own call-forwarding feature. This is fast and needs no porting, but plain call forwarding only carries phone calls - texts sent to your original number will NOT reach the AI; they'll keep going wherever they go today.
• Move the number to Twilio so both calls and texts reach the AI - either a full port (typically 5-15 business days; your carrier will require a signed authorization form and a recent bill) or, if you only need texts handled by the AI while calls stay as they are, Twilio can add texting to your existing number without moving the calls. Contact us and we'll help you pick the right option.

Either way, the AI is always required to answer truthfully if a caller asks whether they're talking to a person or an AI - that's never optional. Choose whichever fits your business and any disclosure requirements that apply to it - Artiligence cannot tell you what your industry or jurisdiction requires, so check with your own counsel if you are unsure.

Calls are still recorded and saved. Some places require telling every caller (for example California, Florida, Illinois, Pennsylvania, Washington, Massachusetts and Maryland, and the UK and Australia). Turning this off is your decision - check with your own counsel if you're unsure. If a caller asks, the AI will always say the call may be recorded.

Example: a clinic might use "This call may be recorded for quality and to help us look after you."

Billing

$50/month covers your first 250 minutes of AI-handled calls; minutes beyond that are billed per-minute. Every call shows you exactly what Retell charged plus Artiligence's small per-call fee, so you always see what you're paying for.

Every incoming Email/Text/WhatsApp message is automatically tagged with what it's about (urgent, refund request, angry customer, sales inquiry, spam) and its tone (happy, neutral, confused) so you can triage the review queue at a glance. This also has a built-in safety rule that's always on regardless of this setting: a message tagged urgent/refund request/angry customer/spam/confused, or one with an attachment, is ALWAYS held for your review — never auto-sent, even in Auto-send mode.

The Escalations tab surfaces anything still waiting on you that can't just sit in the queue: a message tagged 😠 Angry or ⏱ Urgent (regardless of how long it's been waiting), OR any pending/failed reply that's been sitting unresolved longer than the threshold below — this second rule catches an ordinary message that simply got missed, which a tag alone wouldn't flag.

When enabled, drafting a reply to a repeat customer includes a short summary of their recent past messages/replies (and any notes you've saved for them — see the Customer History tab) as background context, so replies to returning customers can be more informed and consistent. This never mentions the history explicitly to the customer unless it's naturally relevant, and adds no extra AI cost.

When enabled, every drafted reply gets one extra check for whether it promises the customer something concrete (a specific action, timeframe, or outcome) so it can be tracked in the Commitments tab until you mark it fulfilled. Same built-in safety rule as message tagging: a reply that makes a promise is ALWAYS held for your review, never auto-sent, even in Auto-send mode.

When enabled, every incoming Email/Text/WhatsApp message gets one extra check for concrete things the CUSTOMER is asking the business to do — "send me the updated contract," "cancel my Tuesday appointment" — so they land in the Action Items tab instead of getting lost in a message you already replied to and moved past. This is the customer-asking-you side; "Track promises Artiligence makes in replies" above is the you-promising-them side.

Business hours/days used by the Appointments tab, by Chat's "book"/"check availability" requests, and by the AI Receptionist and drafted replies when a customer asks when you're open. Until you save your hours here, the AI won't guess - it tells the customer it will check with you. Fully local — no Google/Outlook Calendar account needed.

When enabled, marking a commitment "Fulfilled" in the Commitments tab drafts a short review-request message on that same channel and adds it to the normal review queue — it is NEVER sent automatically, you still approve it like any other reply. Off by default.

Ask Artiligence in Chat to create an invoice, a Word document, or an Excel spreadsheet from a short description — e.g. "create an invoice for Jane Smith for 3 hours of consulting at $150/hr, due in 15 days" or "create a spreadsheet to track expenses with columns for Date, Category, and Amount." Uses the same AI already configured above — no new account or API key. The fields below only brand your INVOICES (a logo, address, payment terms); Word docs and spreadsheets are generated plain. Everything here is optional — leave it blank and invoices still generate, just without your branding.

Add your own Stripe Secret Key to automatically attach a "Pay online" link to every invoice Artiligence generates. Artiligence never sees a customer's card number — Stripe hosts the actual checkout page. Leave blank to generate invoices exactly as before, with no payment link.

Where a customer lands after paying (or canceling) — leave blank to send them to Stripe's homepage instead, which is safe but not personalized.

Uses this same Stripe account — no new credentials. Only turn this on if your Stripe account already has ACH debit payments enabled (Stripe Dashboard > Settings > Payment methods), otherwise the Stripe link will fail. Bank transfers take a few business days to clear, unlike an instant card payment.

PayPal

Add your own PayPal Client ID and Secret (create a REST API app at developer.paypal.com > Apps & Credentials) to automatically attach a second "Pay with PayPal" link to every invoice. Same as Stripe above, Artiligence never sees a customer's card or bank details — PayPal hosts the actual checkout page. Leave blank for no PayPal link. PayPal links aren't attached to recurring invoices (Stripe only).

Zelle, Venmo & Cash App

Zelle has no payment link or API of its own, so this just prints as an extra "Or pay via Zelle" line on every invoice. Artiligence can't detect a Zelle payment automatically — once one arrives, tell it in chat (e.g. "Jack paid via Zelle" or "mark invoice INV-... as paid") to record it. Only use this if your bank actually allows Zelle for business/commercial payments — check with your bank first.

Same as Zelle — Venmo and Cash App have no business payment API, so these just print as extra manual options on the invoice. Artiligence can't detect either kind of payment automatically; tell it in chat once one arrives.

Whichever of the above are checked and configured, every invoice shows all of them together so the customer can pick whichever they prefer. Uncheck any one to stop offering just that option.

When connected, every reply Artiligence sends (Email/Text/WhatsApp — manual or auto-sent) is logged as a note on the matching contact/person in your CRM, so its timeline stays up to date automatically. Artiligence only reads an existing match and adds a note — it never creates or edits a contact itself, and never sends anything if no matching record is found. Pick your CRM below, or leave it set to "None" to skip CRM logging entirely.

Uses YOUR OWN Amazon Selling Partner API (SP-API) app — Artiligence never routes an Amazon account through a shared/Artiligence-owned app. For your own account, Amazon's "private" self-authorization flow issues these credentials immediately with no Amazon review wait: in Seller Central go to Apps & Services → Develop apps for Amazon, add a new private app, then use "Authorize" to generate a refresh token for your own account — see Amazon's self-authorization guide. Your Seller/Merchant ID and Marketplace ID are both shown under Seller Central's Settings → Account Info.

A suggested change bigger than this is always held for your manual approval instead, even in Auto mode — this only bounds what Artiligence may do completely unsupervised.

A suggested discount bigger than this is always held for your manual approval instead, even in Auto mode.

Uses YOUR OWN Etsy Open API v3 app — Artiligence never routes an Etsy shop through a shared/Artiligence-owned app. Register at Etsy's developer registration page to get your Keystring and Shared Secret immediately. Getting the refresh token is the most involved one-time step of the three marketplaces here — Etsy requires an OAuth2 PKCE consent flow and (unlike eBay) doesn't host a built-in "sign in" tool, so you'll walk through Etsy's own quickstart guide once to generate it. No Etsy review wait either way. Your Shop ID is shown in Shop Manager's own settings/URL.

Manual activation for a customer (e.g. after a Fiverr order) — see docs/subscriptions.md for why this is manual rather than an automatic Fiverr webhook.

Call recordings, transcripts, summaries and uploaded documents are stored encrypted with a key that belongs only to your business. Deleting your account destroys that key.

Keep call recordings and transcripts for

AI Receptionist calls, voicemails and missed-call logs older than this are deleted automatically every night. Uploaded documents are never deleted automatically.

Voicemails on Twilio

Support access

Artiligence staff can't see your calls, transcripts or customers' phone numbers unless you allow it here. Access ends on its own, and every grant, revoke and view is recorded in your Audit Log.

Only an owner or admin can change these settings.

Business Name

Your AI Receptionist says this when it answers a call (“Thanks for calling …”), and it's how your business is named across Artiligence.

Only an owner or admin can change the business name.

Change Password

Two-Factor Authentication

As an owner or admin you can see and change everything in your business's account - please turn on two-factor authentication.

Scan this QR code with your authenticator app, then enter the 6-digit code it shows to confirm.

Can't scan? Enter this key manually:

6-Digit Code Confirm & Enable

Your Devices

Browsers and devices signed in to your account. Up to 3 at a time - signing in on another one signs out the one you used least recently.

Log Out