---
notionId: "8b7f0d27c7988311884801c5bdedc90e"
product: "virtualtext"
cluster: "admin"
intent: "virtualtext.control-portal"
docSlug: "control-portal"
task: "Use the VirtualText control portal"
title: "Use the VirtualText control portal | VirtualPBX"
meta_description: "Click on the cog icon on the bottom left of your screen to open up your control panel to edit your account and teams."
answer: "Click on the cog icon on the bottom left of your screen to open up your control panel to edit your account and teams."
audience: "admin"
updated: "2026-08-10"
legacy: ["control-portal"]
headings: [{"depth":2,"text":"Control Panel","id":"control-panel"},{"depth":2,"text":"Account","id":"account"},{"depth":3,"text":"Account Settings","id":"account-settings"},{"depth":3,"text":"Billing","id":"billing"},{"depth":2,"text":"People","id":"people"},{"depth":3,"text":"Users","id":"users"},{"depth":3,"text":"Add A User","id":"add-a-user"},{"depth":3,"text":"Edit Users - Assign to teams and other options","id":"edit-users---assign-to-teams-and-other-options"},{"depth":3,"text":"Teams","id":"teams"},{"depth":3,"text":"Create a New Team","id":"create-a-new-team"},{"depth":3,"text":"Editing a Team - Adding Members, Assigning Inboxes","id":"editing-a-team---adding-members-assigning-inboxes"},{"depth":2,"text":"Channels","id":"channels"},{"depth":3,"text":"Inboxes","id":"inboxes"},{"depth":3,"text":"Adding a New Inbox","id":"adding-a-new-inbox"},{"depth":3,"text":"Web Chat (Features and Editing)","id":"web-chat-features-and-editing"},{"depth":3,"text":"Statistics","id":"statistics"},{"depth":3,"text":"Team Access","id":"team-access"},{"depth":3,"text":"Websites","id":"websites"},{"depth":3,"text":"Recent Conversations","id":"recent-conversations"},{"depth":3,"text":"Deactivate Web Chat","id":"deactivate-web-chat"},{"depth":3,"text":"Editing a Web Chat Inbox","id":"editing-a-web-chat-inbox"},{"depth":3,"text":"SMS & MMS (Features and Editing)","id":"sms--mms-features-and-editing"},{"depth":3,"text":"Statistics","id":"statistics-1"},{"depth":3,"text":"Team Access","id":"team-access-1"},{"depth":3,"text":"Phone Numbers","id":"phone-numbers"},{"depth":3,"text":"Recent Conversations","id":"recent-conversations-1"},{"depth":3,"text":"Default Caller ID","id":"default-caller-id"},{"depth":3,"text":"Deactivate SMS Chat","id":"deactivate-sms-chat"},{"depth":3,"text":"Editing a SMS/MMS Inbox","id":"editing-a-smsmms-inbox"},{"depth":3,"text":"Phone Numbers","id":"phone-numbers-1"},{"depth":3,"text":"Chat Pages","id":"chat-pages"},{"depth":2,"text":"Integrations","id":"integrations"},{"depth":3,"text":"Voice Provider","id":"voice-provider"},{"depth":3,"text":"Phone System","id":"phone-system"},{"depth":3,"text":"Default Caller ID","id":"default-caller-id-1"},{"depth":3,"text":"Synced Phone Numbers","id":"synced-phone-numbers"},{"depth":3,"text":"Stripe Integration","id":"stripe-integration"}]
lint: ["meta-answer","answer-first"]
---

<aside class="note"><p>In between your Notifications and User Settings, you will find Integrations, your Control Panel and our Help Center. Your Control Panel will be very important as an admin to create new users and teams Note: AI Playbooks and Agents documentation can be found here </p></aside>

<img src="/assets/control-portal/image.png" alt="Use the VirtualText control portal" width="65" height="166" loading="lazy" decoding="async">

## Control Panel

<img src="/assets/control-portal/image-1.png" alt="Control Panel" width="887" height="669" loading="lazy" decoding="async">

<ol>
<li><p>Account - Edit your companywide settings, and manage your billing </p>
</li>
<li><p>People - Manage your Users and Teams</p>
</li>
<li><p>Channels - Create and edit Inboxes, Phone Numbers, and your Chat Pages</p>
</li>
<li><p>AI - Edit and create AI Agents and the playbooks your AI agents refer to and your team’s references </p>
</li>
<li><p>Integrations - Edit integrations such as billing items and voice providers </p>
</li>
</ol>

## Account

<img src="/assets/control-portal/image-2.png" alt="Account" width="953" height="189" loading="lazy" decoding="async">

### Account Settings

<img src="/assets/control-portal/image-3.png" alt="Account Settings" width="983" height="393" loading="lazy" decoding="async">

Click on ‘Account’ to view your company’s account settings. Click Edit on the top right hand side to change this information. 

<ol>
<li><p>Account Identifiers - These are simply your account IDs and identifiers that may need to be used should you want to pursue automations and integrations</p>
</li>
<li><p>This is company information of yours. All of this is imported on signup with our platform.</p>
</li>
</ol>

### Billing

<img src="/assets/control-portal/image-4.png" alt="Billing" width="1685" height="750" loading="lazy" decoding="async">

Review your current plan and entitlements 

<ul>
<li><p>Manage Billing - click here to view your billing portal, and changing billing information such as your card for payments </p>
</li>
<li><p>Compare Plans - Review your current plan and upgrade or downgrade to a different plan </p>
<img src="/assets/control-portal/image-5.png" alt="Billing" width="1684" height="732" loading="lazy" decoding="async"></li>
</ul>

## People

<img src="/assets/control-portal/image-6.png" alt="People" width="949" height="212" loading="lazy" decoding="async">

### Users

<img src="/assets/control-portal/image-7.png" alt="Users" width="967" height="442" loading="lazy" decoding="async">

<ol>
<li><p>Add a New User </p>
</li>
<li><p>Review your user and admin counts</p>
</li>
<li><p>Your list of users - You can click a user to edit it; More information on the edit options below</p>
</li>
</ol>

### Add A User

<img src="/assets/control-portal/image-8.png" alt="Add A User" width="1605" height="636" loading="lazy" decoding="async">

Add a new user by inputting their First Name, Last Name, Email Address, and Mobile Number (optional). You can also choose to keep them as a User or change to an Admin. Click ‘Add User’ on the bottom when done

### Edit Users - Assign to teams and other options

<img src="/assets/control-portal/image-9.png" alt="Edit Users - Assign to teams and other options" width="1602" height="685" loading="lazy" decoding="async">

Click on the name of a user to review their current teams, activity, and assigned conversations. Click on the Edit button on the top right hand side to edit the user’s number, name, and email address. Click on Add to Team to add this team member to a new team. 

### Teams

<img src="/assets/control-portal/image-10.png" alt="Teams" width="973" height="383" loading="lazy" decoding="async">

<ol>
<li><p>Begin creating a new team here</p>
</li>
<li><p>Click on a given team to edit it; More information on edit options below</p>
</li>
</ol>

### Create a New Team

<img src="/assets/control-portal/image-11.png" alt="Create a New Team" width="1180" height="751" loading="lazy" decoding="async">

Fill out information as presented. One item to note is that if an AI assistant is assigned to this team, it will reference the scheduling link you list here when needed.

### Editing a Team - Adding Members, Assigning Inboxes

<img src="/assets/control-portal/image-12.png" alt="Editing a Team - Adding Members, Assigning Inboxes" width="1005" height="642" loading="lazy" decoding="async">

Click on the name of a team to review the full context - including team members, inboxes, and details (Welcome Message, etc). 

<ul>
<li><p>Add a Member - Type in your agent’s name in the search bar to add your new member</p>
<img src="/assets/control-portal/image-13.png" alt="Editing a Team - Adding Members, Assigning Inboxes" width="1084" height="208" loading="lazy" decoding="async"></li>
<li><p>Edit - Click on the top right button to edit the group </p>
<img src="/assets/control-portal/image-14.png" alt="Editing a Team - Adding Members, Assigning Inboxes" width="1489" height="1279" loading="lazy" decoding="async"></li>
<li><p>Team Name: Name of the group </p>
</li>
<li><p>Team Role: Determines which Playbook will provide knowledge to this Team’s AI Agent </p>
</li>
<li><p>Web Chat Welcome Message: First message shown to visitors when they start a Web Chat </p>
</li>
<li><p>Peek Message: A speech bubble that shows where your web chat will appear </p>
</li>
<li><p>Peek Message Delay: How long the chat bubble will show before showing the peek message </p>
</li>
<li><p>Scheduling Link: Link your AI Agent will offer to visitors to book a meeting with a team member </p>
</li>
<li><p>Contact Verification: Choose the checkbox first to enable this. This will force visitors to verify their contact information on a new web chat  - Verification Timeout: Set in hours, how long the visitors are able to verify themselves before the code no longer works  - Max Verification Attempts: How many times a visitor can request verification codes </p>
</li>
<li><p>SMS Settings: - Include sender name in outbound SMS messages: Will end each message from a team member with their name</p>
</li>
<li><p>AI Observer:  - Automatically analyze archived conversations for sales opportunities, retention risks, and quality issues: AI will review your conversations and flag any possible issues in the Observations channel if needed. To review Observations check out our documentation <a href="/virtualtext/contact-dashboard">here</a></p>
</li>
</ul>

## Channels

<img src="/assets/control-portal/image-15.png" alt="Channels" width="1309" height="204" loading="lazy" decoding="async">

### Inboxes

<img src="/assets/control-portal/image-16.png" alt="Inboxes" width="1112" height="452" loading="lazy" decoding="async">

<ol>
<li><p>Here, you can create a new inbox</p>
</li>
<li><p>Your list of inboxes. You can click on an inbox to edit it, or click on the Deactivate button to fully close the inbox down. </p>
</li>
</ol>

### Adding a New Inbox

<img src="/assets/control-portal/image-17.png" alt="Adding a New Inbox" width="1232" height="984" loading="lazy" decoding="async">

<ol>
<li><p>Select your channel type - Webchat or SMSPlease note that selecting webchat will give you two additional options - Brand Color (Which is automatically pulled from your Account Settings level, but can be changed) and Welcome Message.</p>
</li>
<li><p>Name your Inbox</p>
</li>
<li><p>Select the default team to assign to this inbox</p>
</li>
<li><p>You have two options for Routing ModeDirect - Conversations are automatically assigned to this teamShared - AI Assigns to this team when applicable</p>
</li>
</ol>

### Web Chat (Features and Editing)

<img src="/assets/control-portal/image-18.png" alt="Web Chat (Features and Editing)" width="1237" height="982" loading="lazy" decoding="async">

Edit items like your Team Access and Websites for your Web Chat 

### Statistics

<img src="/assets/control-portal/image-19.png" alt="Statistics" width="1103" height="109" loading="lazy" decoding="async">

Review the basic statistics for this Inbox including total and active conversations 

### Team Access

<img src="/assets/control-portal/image-20.png" alt="Team Access" width="1107" height="236" loading="lazy" decoding="async">

Review which teams are able to access this specific Web Chat including starting a conversation. Click on Add Team on the top right hand side to add a new team. 

### Websites

<img src="/assets/control-portal/image-21.png" alt="Websites" width="1105" height="214" loading="lazy" decoding="async">

Through the Web Chat feature you are able to add a pop-up widget on your website to allow for chat communication.  - Click on Add Site to add another website  - Click on the </> icon to review the string of HTML needed to add to your website’s code  - Click on the Eye Icon to view your website 

### Recent Conversations

<img src="/assets/control-portal/image-22.png" alt="Recent Conversations" width="1109" height="156" loading="lazy" decoding="async">

Recent conversations will show a peak of the most recent conversations - you are not able to click on these. 

### Deactivate Web Chat

<img src="/assets/control-portal/image-23.png" alt="Deactivate Web Chat" width="557" height="179" loading="lazy" decoding="async">

Deactivate the Web Chat to stop any new chats from coming in 

### Editing a Web Chat Inbox

<img src="/assets/control-portal/image-24.png" alt="Editing a Web Chat Inbox" width="1675" height="1158" loading="lazy" decoding="async">

Click on ‘Edit’ on the top right hand side of the page. 

<ul>
<li><p>Inbox Name: Name of the Inbox (Used to identify when adding or editing) </p>
</li>
<li><p>Default Team: When messages arrive in this inbox, they'll be routed to this team by default</p>
</li>
<li><p>Reply Target: How quickly this inbox should receive a reply. Choose No target for low-priority or outbound-only inboxes.</p>
</li>
<li><p>Brand Color: Hex Color for your Web Chat widget </p>
</li>
<li><p>Welcome Message: Initial message visitors will be greeted with </p>
</li>
<li><p>Routing Settings: Direct: All conversations stay with this team. Shared: AI can route to other teams based on intent.</p>
</li>
<li><p>Active: Allows for new conversations to come in </p>
</li>
</ul>

### SMS & MMS (Features and Editing)

<img src="/assets/control-portal/image-25.png" alt="SMS &amp; MMS (Features and Editing)" width="1683" height="976" loading="lazy" decoding="async">

### Statistics

<img src="/assets/control-portal/image-26.png" alt="Statistics" width="1112" height="109" loading="lazy" decoding="async">

Review the basic statistics for this Inbox including total and active conversations 

### Team Access

<img src="/assets/control-portal/image-27.png" alt="Team Access" width="1106" height="240" loading="lazy" decoding="async">

Review which teams are able to access this specific Web Chat including starting a conversation. Click on Add Team on the top right hand side to add a new team. 

### Phone Numbers

<img src="/assets/control-portal/image-28.png" alt="Phone Numbers" width="1099" height="194" loading="lazy" decoding="async">

What phone number relates to this specific SMS inbox. Add a new phone number by clicking the blue ‘Add Phone Number’ button

### Recent Conversations

<img src="/assets/control-portal/30-image-22.png" alt="Recent Conversations" width="1109" height="156" loading="lazy" decoding="async">

Recent conversations will show a peak of the most recent conversations - you are not able to click on these. 

### Default Caller ID

<img src="/assets/control-portal/image-29.png" alt="Default Caller ID" width="547" height="189" loading="lazy" decoding="async">

Use when inbox has multiple voice numbers or no voice numbers. Click the drop down to choose a different number 

### Deactivate SMS Chat

<img src="/assets/control-portal/32-image-23.png" alt="Deactivate SMS Chat" width="557" height="179" loading="lazy" decoding="async">

Deactivate the Web Chat to stop any new chats from coming in 

<ol>
<li><p>Review the basic statistics for this Inbox</p>
</li>
<li><p>Add Teams to this Inbox</p>
</li>
<li><p>Assign Phone Numbers to this Inbox</p>
</li>
<li><p>Deactivate the Inbox</p>
</li>
</ol>

### Editing a SMS/MMS Inbox

<img src="/assets/control-portal/image-30.png" alt="Editing a SMS/MMS Inbox" width="1691" height="1114" loading="lazy" decoding="async">

<ul>
<li><p>Inbox Name: Name used to identify inbox </p>
</li>
<li><p>Default Team (for inbound routing): When messages arrive in this inbox, they'll be routed to this team by default</p>
</li>
<li><p>Reply Target: How quickly this inbox should receive a reply. Choose No target for low-priority or outbound-only inboxes.</p>
</li>
<li><p>Group Text: Enable to let agents message up to 10 contacts </p>
</li>
<li><p>Routing Settings: Direct: All conversations stay with this team. Shared: AI can route to other teams based on intent.</p>
</li>
<li><p>Active: Able to receive new messages </p>
</li>
</ul>

### Phone Numbers

<img src="/assets/control-portal/image-31.png" alt="Phone Numbers" width="1893" height="443" loading="lazy" decoding="async">

Review which numbers you have on your account and where they are currently assigned. Clicking on one of these numbers will bring you to the inbox for this number. 

### Chat Pages

 Chat pages are used to create a personalized landing page with your embedded webchat. 

<img src="/assets/control-portal/image-32.png" alt="Chat Pages" width="1702" height="1200" loading="lazy" decoding="async">

<ul>
<li><p>WebChat Inbox: This determines the team, AI agent, and widget for the chat page. Choose from one of your existing inboxes to do so </p>
</li>
<li><p>SMS Inbox (Optional): Enables a &quot;Text Us&quot; section with QR code on the chat page.</p>
</li>
<li><p>Website URL: Your website to embed the chat page to. AI will analyze this website to discover company info, branding, and generate page content. Leave blank to fill in manually.</p>
</li>
<li><p>Expiration: How long the chat page will be accessible </p>
</li>
<li><p>Product Playbook: Every chat page is a product conversion funnel. AI will incorporate product details, CTAs, and benefits.</p>
</li>
<li><p>Target Prospect (Optional): Personalize the page for a specific company. AI will tailor pain points and benefits to their industry.</p>
</li>
<li><p>AI Hands Off To (Optional): AI answers every chat first. When it's ready to hand off, assign to this person — or leave blank for round-robin.</p>
</li>
<li><p>Generate Chat Page when ready to create </p>
</li>
</ul>

## Integrations

<img src="/assets/control-portal/image-33.png" alt="Integrations" width="971" height="203" loading="lazy" decoding="async">

### Voice Provider

Connect browser calling to your phone system with Voice Provider. 

<img src="/assets/control-portal/image-34.png" alt="Voice Provider" width="1104" height="690" loading="lazy" decoding="async">

### Phone System

<img src="/assets/control-portal/image-35.png" alt="Phone System" width="735" height="235" loading="lazy" decoding="async">

Review your current settings or update the username, provider, account name and voice domain. Click on ‘Test VirtualPBX’ to double check your connection, or disable the system completely 

### Default Caller ID

<img src="/assets/control-portal/image-36.png" alt="Default Caller ID" width="724" height="169" loading="lazy" decoding="async">

Change your company’s outbound caller ID when agents call out 

### Synced Phone Numbers

<img src="/assets/control-portal/image-37.png" alt="Synced Phone Numbers" width="723" height="182" loading="lazy" decoding="async">

Review your synced numbers and import new numbers. 

### Stripe Integration

<img src="/assets/control-portal/image-38.png" alt="Stripe Integration" width="1682" height="644" loading="lazy" decoding="async">

Once added you can search your product catalog from VirtualText, generate payment links, and import products as playbooks. Get your API key from the Stripe dashboard and paste to the bar to connect.