Setting up your profile and preferences in Settings
Set your name, phone, timezone, language, and call-transfer availability on the Profile tab in Settings.
Your profile is the first thing teammates see on every call and message you handle. Take a minute to set your name, contact details, and a few preferences so SAMI OS works the way you expect.
Update your profile
The Profile tab is the default view when you open Settings. Everything here applies to your own account, not your whole team.
Open the Profile tab
Head to Settings → Profile. It loads automatically when you open Settings.
Set your name
Under About you, fill in your First name and Last name. This name appears on every call and message your teammates see.
Check your email
Your Email is shown but can't be edited here — it's the address you sign in with. Contact support if you need to change it.
Add a phone number
Enter your Phone number. SAMI OS uses it for two-factor codes and notifications, so make sure it's a number you can receive texts on.
Choose your preferences
The Preferences section controls how dates, times, and language are presented to you across SAMI OS.
Pick your timezone
Choose your Timezone from the list — options range from Eastern (New York) to Hawaii (Honolulu). This keeps appointment times and activity timestamps accurate for you.
Set your language
Choose English or Spanish under Language.
Save your changes
Click Save in the Preferences section to apply your name, phone, timezone, and language together.
Profile changes save to your account immediately once you click Save. There's no separate publish step, and your teammates' profiles stay untouched.
Control when SAMI can transfer calls to you
Further down the Profile tab is your availability schedule. This controls when SAMI is allowed to transfer a live call to you — outside those hours, your SAMI Bots won't ring your phone and will handle the caller or take a message instead.
Set the days and time windows you're reachable so live transfers only come through when you're actually free. You can review how these handoffs play out afterward in Agent Activity.
Keep your timezone accurate first — your availability windows are interpreted in the timezone set just above, so the right hours only work if the timezone is right.
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Last updated 2026-06-21