Settings Overview
The Settings page in Rafiki AI is your central hub for configuring your organization's setup. Access it by clicking Settings in the left sidebar.
Settings Sections
Section | What you can configure |
General | Organization profile, notifications, Smart Follow-Up prompts, Smart Call Summary format, compliance settings |
User Management | Add/remove users, assign roles (Admin, Manager, Rep), assign licenses, enable per-user feature flags |
Team Management | Create and manage teams, add/remove team members |
Integrations | Connect CRM, Calendar, Dialers, Slack, and other third-party tools |
Recording | Configure Notetaker bot recording rules, call processing scope |
Scorecards | Create and manage scorecard templates for call evaluation |
Billing | View and manage your subscription plan, add or remove seats |
User Profile
Access your profile by clicking your avatar or name. Your profile page includes:
Personal details — Name, title, phone number
Voice pattern — Record your voice to help Rafiki AI identify you in multi-speaker calls
Activity stats — Your total meetings, deals, and accounts
License information — Your current license tier
Access Control
Available settings sections depend on your role. Admin users have full access to all settings. Manager and Rep roles have limited access based on their permissions.