Set up your company profile, team members, case types, integrations, and other settings that apply to your whole organization. ⚙️
Use company settings to manage member access in two places:
Read the full guide: Team Members & Scopes
Use the Onboarding dashboard to see activation progress, a setup checklist, quick shortcuts, and recommended next steps. While onboarding is in progress, a banner also appears at the top of Settings → Company with a link to the full dashboard.
Your company profile has info about your organization that shows up in different places throughout Kayse AI.
| Field | Description |
|---|---|
| Company Name | Your organization's name |
| Phone Number | Main phone number 📞 |
| Main email address 📧 | |
| Address | Where you're located 📍 |
| Website | Your website link 🌐 |
| Industry | Your area of practice |
Make Kayse AI look like your brand:
| Setting | Description |
|---|---|
| Logo (Light) | Your logo for light backgrounds |
| Logo (Dark) | Your logo for dark backgrounds |
| Brand Videos | Video content for the client portal 🎬 |
| Greeting Message | Default greeting for messages |
To update your company profile:
Turn on HIPAA features if you handle health information:
| Setting | Description |
|---|---|
| HIPAA Mode | Turns on HIPAA compliance features 🏥 |
| Data Encryption | Extra-strong encryption for health info |
| Access Logging | Keeps detailed logs of who looked at what |
| Consent Tracking | Tracks when clients gave permission |
Healthcare Organizations 🏥
If you handle protected health information (PHI), turn on HIPAA mode before saving any client data!
Choose how long data is kept:
| Setting | Description |
|---|---|
| Call Recordings | How long to save recordings 🎙️ |
| Transcripts | How long to keep written versions of calls |
| Messages | How long to keep texts and emails |
| Activity Logs | How long to save activity records |