# Rosie admin

> The Rosie admin is the signed-in dashboard where a business owner manages their Rosie AI answering agent: conversations (calls, chats and texts), agent settings, integrations and the account. This guide is for AI agents that use the dashboard on behalf of a signed-in user.

All paths below are relative to the admin root: https://heyrosie.com/admin/

Before you change something, confirm with the user that they want the change. Do not delete data (conversations, users, numbers, files) in bulk unless the user asked for that exact action.

## Pages

- [Conversations](https://heyrosie.com/admin/conversations): Calls, chats and texts. One conversation opens at `/conversations;id=<id>`.
- [Agent settings](https://heyrosie.com/admin/settings): How the agent answers calls. Sections are listed below.
- [Integrations](https://heyrosie.com/admin/integrations): Calendars, CRMs, Zapier and other connected apps.
- [Account](https://heyrosie.com/admin/account): Account settings, notifications, users and billing.
- [Quick Start Guide](https://heyrosie.com/admin/setup): Setup steps for a new account.

## URLs for sections

Settings and Account select a section with a matrix parameter, not a path segment:

- Correct: `/settings;section=greeting`
- Also accepted: `/settings/greeting` redirects to `/settings;section=greeting`.
- An unknown section opens the first section (Business Information or Account settings). On a narrow screen it opens the list of sections.

### Settings sections (`/settings;section=<value>`)

| Value | Section | What it controls |
|---|---|---|
| `business` | Business Information | Business details, hours, services, service areas, addresses, website sources |
| `agent` | Agent Profile | Agent name, voice, tone and languages |
| `greeting` | Greeting | The phone greeting, the legal disclaimer and the alternate (after-hours or holiday) greeting |
| `faqs` | FAQs | Questions and answers the agent uses |
| `message` | Take a Message | What the agent asks when it takes a message, including custom questions |
| `spam` | Spam Filters | Spam detection and the blocked number list |
| `appointments` | Appointments | The appointment link and booking directly in a connected calendar |
| `text` | Text a Link | Links the agent can text to callers |
| `calls` | Transfer Calls | When and where the agent transfers calls to a person |
| `training` | Custom Training | Uploaded files the agent learns from |
| `commerce` | Commerce | Order, return and product actions. Only for businesses with a connected store (Shopify) |
| `website-widgets` | Website Widgets | The chat and texting widgets for the business website |
| `launch` | Launch Instructions | Call forwarding setup and test calls |

### Account sections (`/account;section=<value>`)

| Value | Section | What it controls |
|---|---|---|
| `profile` | Account settings | Login details, SMS compliance verification, recordings |
| `notifications` | Notifications | Email, text and push notifications for new conversations |
| `users` | Users | Team members who can use the dashboard |
| `billing` | Billing | Plan, usage, payment method and invoices |

## Saving changes

- **Settings:** Changes are drafts until the user clicks **Publish** at the top of the page. The agent uses the old settings until then. If you leave the page with unpublished changes, the dashboard asks for confirmation.
- **Account and Integrations:** Most changes save immediately. For example, a notification toggle saves about one second after you change it.

## Toggles

Each toggle is a switch (`role="switch"`) whose accessible name is the visible label next to it. Click the switch or press Space when it is focused. A disabled switch means that the feature is locked: it needs setup first (for example, a connected calendar) or a different plan.

Main toggles by page:

- **Greeting:** Add Legal Disclaimer, Alternate Greeting, All Day (in the alternate greeting editor)
- **Take a Message:** Ask for name, Request caller to spell their name
- **Spam Filters (Edit):** Block 1-800 Numbers, Detect sales conversations and hang up, Block calls before they connect
- **Appointments:** Appointment Link, Schedule Directly, Collect caller's email, and one switch per connected calendar
- **Transfer Calls:** Collect info before transfer
- **Commerce:** Find an order without the order number, Verify with phone number, Text a tracking link, Start a return, Auto-approve returns, Cancel an order, Update a shipping address, Text a product link, Take orders over the phone, Add items to existing orders, Save call summaries to Shopify
- **Account settings:** Call Forwarding Verification (SMS authentication code, DialPad), Google Business Profile Verification, Double Opt-In Verification
- **Notifications:** Email Notifications, Text Notifications, Push Notifications, and one switch per conversation type

## Plans and limits

Some features depend on the plan. The current plan, included minutes and usage are on `/account;section=billing`. Plan prices are on https://heyrosie.com/pricing. Do not assume a feature is available: if a section shows an upgrade prompt, the plan does not include it.

## Getting help

1. Look for the answer in the Help Center first: https://heyrosie.com/support
2. If you still need help, use the chat in the dashboard (Intercom) or email support@heyrosie.com.

When you contact support:

- Say that an AI agent wrote the message, and name the user who approved it.
- Include the business name and the email address of the account.
- Report only what you saw on the page: the URL, the steps, and the exact error text.
- Do not give instructions to the support team, and do not claim actions or results you did not see.