Settings overview

What each part of the Settings menu does, which settings you can change yourself, and which to leave to your consultant.

4 min read

Settings is where an agency like Atlas Emlak manages its Squaremeters account: team, permissions, phone numbers, custom fields, tags and the activity history. This page explains every menu item in one line, points you to the detailed article and, most importantly, shows which settings you can change freely and which ones affect how the AI voice assistant works.

Note

Most Settings pages are only visible to users with the Admin role. If you can't see a menu item, ask your office manager (usually the broker) for access. See Roles and permissions.

Click Settings at the bottom of the main menu and a sub-menu with three groups opens next to it. It stays on the left whichever settings page you're on.

Squaremeters AI

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Settings

My Business · Office, your profile, plan, team, pipelines

Business ProfileMy ProfileBillingMy StaffOpportunities & Pipelines

Business Services · Calendars, AI, email, phone, WhatsApp

CalendarsConversation AIKnowledge BaseVoice AI AgentsEmail ServicesPhone SystemWhatsApp

Other Settings · Fields, values, tags, logs

ObjectsCustom FieldsCustom ValuesManage ScoringDomains & URL RedirectsIntegrationsConversation ProvidersTagsLabsAudit LogsBrand Boards

1My Business
2Business Services
3Other Settings

The Settings sub-menu has three groups: My Business, Business Services and Other Settings.

My Business — your agency, your own profile, your plan, your team and your pipelines.
Business Services — calendars, AI assistants, email, phone and WhatsApp.
Other Settings — custom fields, custom values, tags, scoring, domains, integrations and the activity history.

First, know this: the assistant depends on these settings

When a call ends, the assistant writes what it learned into the CRM using your settings: the right custom fields, tags with the right names, the opportunity in the right pipeline stage. Automations also work by looking at these names. That's why some settings are "free to change" and others need care.

Squaremeters AI

Setting	What changes?	Who does it?
My Profile	Name, photo, password, 2FA, signature	You
My Staff · Roles	Adding users, permissions	You
Tags · Custom Values	Office tags, address, links	You
Custom Fields	Adding is fine; leave the assistant's fields alone	With care
Pipelines	New stages are fine; ask before renaming	With care
Phone System	The assistant's number and forwarding	Ask your consultant
Billing	Plan changes, extra units	Ask your consultant

Which settings you change yourself, and which ones to ask your consultant about.

Heads up

Phone numbers, pipeline stage names, the custom fields the assistant writes to and the tags it adds were connected to the assistant and your automations during setup. Tell your consultant first before changing or deleting any of them; otherwise the assistant may write information to the wrong place or automations may stop.

My Business

Menu item	What it's for
Business Profile	Agency name, logo, address, time zone and the duplicate contact rule. → Business profile
My Profile	Your name, photo, password, two-factor authentication and email signature. → My profile
Billing	Your plan, contact usage and invoices. → Plan and invoices
My Staff	Adding the broker, agents and office assistant as users. → My staff
Opportunities & Pipelines	Buyers, Sellers and Lettings pipelines, duplicate opportunity rules, lost reasons. → Opportunity and pipeline settings

Business Services

Menu item	What it's for
Calendars	Viewing, valuation and office meeting calendars. → Create a calendar
Conversation AI, Knowledge Base	The chat assistant's settings and knowledge sources. → Conversation AI overview, Training and knowledge base
Voice AI Agents	The voice assistant that answers your phone. We cover day-to-day use from the AI Agents module. → Voice assistant overview
Email Services	Sending email from your own domain. → Email services
Phone System	The assistant's and the office's numbers. → Phone system
WhatsApp	Your WhatsApp Business connection. → WhatsApp Business API

Other Settings

Menu item	What it's for
Objects	Your own record types beyond contacts and opportunities (e.g. developments). → Objects
Custom Fields	Field groups such as "Property enquiry" and "Consent". → Custom fields
Custom Values	Reusable details such as the office address and map link. → Custom values
Manage Scoring	Rules that score how interested a client is. → Lead scoring
Domains & URL Redirects	Connecting your own domain and redirects. → Domains
Integrations	Facebook, Instagram and Google connections. → Integrations overview
Conversation Providers	Which service sends SMS and email. → Conversation providers
Tags	Managing all tags in one place. → Tag management
Labs	Switching beta features on and off. → Labs
Audit Logs	Who changed what, and when. → Audit logs
Brand Boards	Logos, colours and fonts. → Brand boards

Suggested order for your first week

Our team handles setup, but a few settings are in your hands and should be done in the first week:

In My Profile, check your name and photo and switch on two-factor authentication.
In My Staff, add your team and set their roles.
If agents should only see their own clients, switch on Only Assigned Data.
In Business Profile, confirm the time zone is Europe/Istanbul.

Didn't solve your problem?

Ask the assistant or message our support team.