Managing Your Account

Updating Your Business Profile

1. Go to Settings > Business Profile.
2. Update any of the following:

• Business name
• Business type/industry
• Address and location
• Phone number
• Website URL
• Business description

1. Click Save.

Changes to your business profile are reflected in the AI's responses. For example, if you update your address, the AI will give callers the new address.

Changing Your Password

1. Go to Settings > Security.
2. Click Change Password.
3. Enter your current password.
4. Enter your new password (minimum 12 characters, must include uppercase, lowercase, and a number).
5. Confirm the new password.
6. Click Update Password.

Tip: Use a password manager to generate and store strong passwords.

Setting Up Two-Factor Authentication (2FA)

Two-factor authentication adds a second layer of security to your account.

Enable 2FA

1. Go to Settings > Security > Two-Factor Authentication.
2. Click Enable 2FA.
3. Scan the QR code with your authenticator app (Google Authenticator, Authy, or 1Password).
4. Enter the 6-digit code from the app to verify.
5. Save the backup codes in a secure location. You will need these if you lose access to your authenticator app.

Disable 2FA

1. Go to Settings > Security > Two-Factor Authentication.
2. Click Disable 2FA.
3. Enter a code from your authenticator app to confirm.

Lost Access to Authenticator

1. On the login page, click Use backup code instead of entering a 2FA code.
2. Enter one of your saved backup codes.
3. Once logged in, go to Security and reset 2FA with a new device.
4. If you have lost both your authenticator and backup codes, contact hello@aivo.bz with proof of account ownership.

Team Member Management

Adding a Team Member

1. Go to Settings > Team.
2. Click Invite Member.
3. Enter their email address.
4. Choose their role:

• Admin - Full access, including billing and settings.
• Manager - Access to calls, knowledge base, and analytics. No billing.
• Viewer - Read-only access to calls and analytics.

1. Click Send Invite.

The team member receives an email with a link to create their account.

Removing a Team Member

1. Go to Settings > Team.
2. Find the team member and click the three-dot menu.
3. Click Remove.
4. Confirm the removal.

Their access is revoked immediately. Call logs and data they created remain.

Changing Roles

1. Go to Settings > Team.
2. Click on the team member's name.
3. Select a new role from the dropdown.
4. Click Save.

Data Export

You can export your data at any time:

1. Go to Settings > Data Export.
2. Choose what to export:

• Call logs - All calls with transcripts and metadata.
• Contacts - Your complete contact list.
• Knowledge base - All articles and categories.
• Appointments - All scheduled and past appointments.

1. Choose format: CSV or JSON.
2. Click Export.
3. A download link is emailed to you when the export is ready (usually within a few minutes).

Your data belongs to you. You can export everything at any time, and we will include all historical data.