Settings

The Settings page is where administrators configure the organization, manage team members, connect channels, set contact limits, and manage message templates.

Tabs

Organization

Manage your organization's details:

• Name — Your company name.
• Timezone — Used for enforcing contact time windows.
• Currency — Default currency for monetary values.
• Locale — Default language for outbound content when nothing more specific applies. You can set a preferred language on each contact; that value overrides the organization default for that contact only.

When Fynex picks a language for templates, voice prompts, and messages, it uses this cascade (first match wins): manual override (for example, set on a specific dispatch) → contact language → organization locale → country default (derived from context such as phone or address) → es if nothing else applies.

Users

Manage team members and their roles.

• Invite User — Send an email invitation to add a new team member. Set their role at invite time.
• Pending Invitations — View and manage outstanding invites.

Roles

Role	Access
Administrator	Full access: settings, strategies, campaigns, escalations, audit
Operator	Portfolio, campaigns, escalations, interactions, live calls
Analyst	Dashboard, interactions, audit (read-only)

Channels

Connect and configure communication providers. See the Channels guide for detailed setup instructions.

On the Voice card, Configure opens voice defaults: default voice, optional voices by language, LLM model, default call opening (callee vs agent first), and (for self-managed credentials) your ElevenLabs agent ID. Details and the recommended order (phone number → provision) are in the Channels guide.

Limits

Set global contact frequency limits to ensure compliance:

• Max contacts per day — Maximum times a single account can be contacted in one day.
• Max contacts per week — Weekly limit per account.
• Min interval (hours) — Minimum time between contacts to the same account.
• Start hour / End hour — Allowed contact hours. When a contact has a timezone set, that timezone is used for the time-window check; otherwise the organization timezone applies.

TIP

For organizations with national coverage (e.g. telcos, lenders), set the timezone on each contact to ensure calls and messages respect the local time window, not just the organization's headquarters timezone.

WARNING

These limits are enforced automatically. Any dispatch attempt that would violate a limit is blocked, and the reason is logged in the interaction record.

Templates

Create and manage message templates used by agents:

• Name — Descriptive template name.
• Channel — Which channel this template is for.
• Action type — Reminder, notice, follow-up, urgent, formal notice, offer, confirmation.
• Subject — Email subject line (email templates only).
• Body — Message content with variable placeholders.

Template Variables

Use double curly braces for variables that get replaced at send time:

• — Contact name
• — Your organization name
• — Total debt amount
• — Remaining balance
• — Original due date
• — Account reference number

Usage

Monitor your organization's communication usage over the current billing period:

• Voice Calls — Total outbound calls made
• SMS Segments — Total SMS segments sent (long messages count as multiple segments)
• WhatsApp Messages — Total WhatsApp messages sent
• Emails Sent — Total emails dispatched

Usage data updates in real time as dispatches are executed. For organizations on the Managed plan, estimated costs are displayed alongside usage counts.

TIP

For details on plans and how usage affects billing, see the Plans & Pricing guide.

Voice Agent

Configure organization-wide defaults for the AI voice agent:

• Agent locale — Primary language and region for outbound calls (e.g. es-AR, en-US, de-DE).
• Formality mode — How the agent addresses debtors (vos/tú/usted, Sie/du, you). Options change based on locale.
• Custom instructions — Free-text instructions injected into every voice call prompt (up to 1,000 characters). Use these for org-specific rules like "Always verify the debtor's last 4 SSN digits before discussing amounts."

For voice, LLM model, and per-language voice overrides, see Channels > Voice.

Automation

Control how much of the collection workflow runs automatically:

Level	Description
Manual	All actions require human approval.
Assisted	AI suggests; humans approve and dispatch.
Semi-automatic	Text dispatches are automatic; voice and escalation need approval.
Autonomous	Fully automated scoring, dispatch, and escalation.

Overrides let you fine-tune individual toggles (auto-score, auto-enqueue, auto-dispatch text/voice, auto-escalate) regardless of the selected level.

Scoring Weights adjust how the priority score is calculated across five dimensions: days past due, pending balance, contactability, broken promises, and days since last contact. Weights must sum to 100.

Aging Buckets define DPD ranges (e.g. 1–30, 31–60, 61–90, 91+) used for account segmentation in the dashboard and analytics.

Integrations

The Integrations tab lets you manage API keys and webhook subscriptions for connecting Fynex to your existing systems.

• API Keys — Create keys for programmatic access to the REST API. Each key has scoped permissions and an optional expiry date.
• Webhooks — Register URLs to receive real-time event notifications (account changes, promises, payments, disputes).

See Integrations for a complete overview.