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The Settings page lets you manage:
  • Environments – separate workspaces with their own agents, numbers, and campaigns.
  • Users – people who can access your Fluents.ai account, with Admin or Member roles (and invitation status).
You can open Settings from the left‑hand sidebar of the Fluents.ai app. Settings is split into two tabs:
  • Environments
  • Users
On this page:

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Video: Settings Overview

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Environments overview

An environment is like a workspace inside your Fluents.ai account. Each environment has:
  • Its own agents, campaigns, numbers, and settings.
  • Its own API key (see the Get API key guide for details).
  • A Max Concurrent Calls limit.
At the top of the app, you’ll see an environment selector (for example, default).
Switching this selector switches which environment you’re currently working in. In Settings → Environments, you’ll see a table with:
  • ID – Unique identifier for the environment.
  • Environment Name – A human‑friendly name (for example, default, production, staging).
  • API Key – Masked API key for that environment.
  • Max Concurrent Calls – How many calls can run in this environment at the same time.
  • Created At – When the environment was created.
  • Hidden – Whether this environment is hidden from the environment selector.

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Create and manage environments

To create a new environment:
  1. Go to Settings.
  2. Open the Environments tab.
  3. Click Create Environment.
  4. Enter an Environment Name.
  5. Choose the Max Concurrent Calls for this environment (within your account limit).
  6. Save.
To edit an environment:
  1. In the Environments table, open the three‑dot menu for that environment.
  2. Choose Edit.
  3. Update the name and/or Max Concurrent Calls (and other available settings).
  4. Save your changes.
Use separate environments when you want to:
  • Isolate testing from production (for example, a staging environment).
  • Separate different teams or projects under one account.

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Concurrent calls per environment

Your account has a plan‑level maximum for concurrent calls. Within that:
  • Each environment has its own Max Concurrent Calls setting.
  • The sum of concurrent calls across environments cannot exceed your overall plan limit.
  • You cannot set an environment’s Max Concurrent Calls higher than your plan allows.
For example:
  • Your plan allows 40 concurrent calls.
  • You might set:
    • Environment A → 20
    • Environment B → 10
    • Environment C → 10
You can adjust these values in Settings → Environments (Edit), as long as the total remains within your plan.

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Hide or delete an environment

The Hidden toggle in the Environments table controls visibility in the environment selector.
  • If Hidden is ON:
    • The environment is not shown in the normal environment switcher.
    • It still exists and can be managed from Settings.
  • If Hidden is OFF:
    • The environment appears in the selector and can be chosen like any other.
To delete an environment:
  1. In the Environments table, open the three‑dot menu for that environment.
  2. Choose Delete.
  3. Confirm the deletion.
Deleting an environment removes its configuration (agents, campaigns, numbers, etc.) from your account, so use this option carefully.

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Users and roles

The Users tab in Settings shows everyone who has access to your Fluents.ai account. Important points:
  • Users are account‑wide – they see all environments.
  • There are two roles:
    • Admin – Can change settings, create/edit environments, manage users, and configure most resources.
    • Member – Can view, but not edit, most settings and configurations.
Use Admin for people who manage setup and configuration.
Use Member for people who mostly need to view calls, campaigns, or reports.

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Invite a new user

To invite someone to your Fluents.ai account:
  1. Go to Settings.
  2. Open the Users tab.
  3. Click Add User.
  4. Enter the user’s email address.
  5. Choose a role:
    • Admin – full configuration access.
    • Member – view-only (no edits).
  6. Send the invite.
The invited user will receive an email invitation. Once they accept, they will see all environments in your account.

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Pending invitations

In Settings → Users, you’ll also see a Pending Invitations table for invites that haven’t been accepted yet. This table includes:
  • Email – the invited user’s email
  • Invited By – who sent the invite
  • Expires At – when the invite expires
  • Status – for example, Expired
  • An actions menu (⋮) with Renew (when available)

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Renew an expired invite

If an invite has expired, you can renew it:
  1. In Pending Invitations, find the invite.
  2. Click the ⋮ menu on the right.
  3. Select Renew.
This renews the invitation so the user can accept it again.

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Manage existing users

In the Users table you can see:
  • User – Name of the user.
  • Role – Admin or Member.
  • Email – Email address associated with their account.
To change a user:
  1. Open the three‑dot menu next to their row.
  2. Choose the appropriate action, such as:
    • Change role (Admin ↔ Member).
    • Remove the user from the account (if available in your UI).
Remember:
  • Changing a user’s role affects their access to all environments.
  • Removing a user revokes their access to the entire account.

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Where to go next

  • Learn how to retrieve and use environment‑specific API keys in
    Get API key
  • Start building agents and campaigns inside your environments with the
    Agent and Campaigns feature guides.