Aloware provides an Account Settings section where admins can manage features that apply across the entire company. These settings cover everything from general configurations, such as timezone adjustments, to more specific tools like compliance, transcription, reporting, and custom contact fields. Since the changes affect all users, only admins have access to this menu.
This guide explains how to access the account menu and gives context on what each section is for, along with steps to adjust them when needed.
Accessing account settings
To begin, log in to your Aloware account.
From the main dashboard, open the Account menu.
Once inside, you’ll see several tabs, each dedicated to a specific area of configuration.
The following sections describe what each tab does and how you can use it.
The General settings tab lets you adjust basic information about your account. This includes the account name, broadcast preferences, and the timezone that aligns activities with your local hours.
To update the timezone, go to Account Settings > General Settings, select the correct timezone from the dropdown, and save your changes. This ensures that call logs, reports, and agent working hours reflect accurate times. The timezone can also be adjusted directly from your dashboard if you need a quicker option.
The Compliance tab is where admins apply business lines to manage spam and unwanted traffic. This helps ensure that outbound communications follow compliance requirements.
Within this section, you can enable or disable call transcription. If transcription is enabled, admins can add keywords or create a custom dictionary to improve accuracy. This is particularly useful for companies that handle industry-specific terminology.
The Contact Settings tab is where preferences for handling leads and appointments are configured. Here, you can specify how new leads are distributed or which users receive appointment notifications.
This area controls rules for inbound and outbound calls. Admins can, for example, require users to always remain available or set a specific wrap-up duration for calls. Adjusting these settings helps standardize how calls are managed across the company.
Inbox filters allow admins to organize company-wide access to calls, recordings, and messages. Setting filters here ensures that teams only see relevant information in their shared inboxes.
The Power Dialer section lets you define how automated calling sessions operate. Admins can configure the dialing line, set triggers, and adjust session parameters based on campaign requirements.
Reporting preferences determine how data is displayed. From here, you can set a default report period and decide which activities or durations to track. This ensures that recurring reports are aligned with the metrics your team monitors most often.
Contact and call dispositions
Dispositions provide a way to label the outcome of interactions.
Contact dispositions show where a lead stands in the overall process, such as “new lead,” “in progress,” or “unqualified.”
Call dispositions indicate the result of a specific call, such as “answered,” “went to voicemail,” or “follow-up required.”
Using both together gives admins and agents a clear view of progress and next steps.
Lead sources
In this tab, you can define and manage lead source fields. This helps you track where new contacts are coming from and allows for better reporting on acquisition channels.
Billing, Usage and International pricing
The Billing section shows plan details, usage statistics, and international pricing.
The Usage dashboard provides a detailed breakdown of activities, including local and toll-free minutes, SMS and MMS usage, fax records, ringless voicemail, and answering machine detections. It also shows counts for emails sent and sequence enrollments.
If you need to check call rates by country, the International Pricing tab displays rates for all supported regions.
Exports
Exports allow you to download reports, including activity logs, inbound and outbound SMS records, and daily spending summaries. Each export has a status indicator. Once complete, the report can be downloaded directly from the exports page.
Scripts
This section is used to create reusable call or message scripts for your team. Click + New Script, give it a clear name, add content or variables, and then save. Scripts that are no longer needed can be archived.
If you need to capture data beyond the default contact fields, the Custom Contact Fields tab allows you to create new ones.
Go to Accounts > Custom Contact Fields, then select Add New.
Enter a name, assign a key (lowercase letters, numbers, or underscores only), and provide a description.
Once saved, the new field appears in the Custom Contact Fields dashboard and in individual contact records under “About this contact.”
