Account Settings
How to manage your church details, contact info, and notification preferences
The Settings tab in your admin dashboard at churchwiseai.com/admin/[your-token] is where you manage your church's details, contact information, and preferences. Keeping this information up to date helps your voice agent and chatbot give accurate answers to your congregation.
Who Can Edit Settings
Not all team members can change settings. The role-based access control (RBAC) system determines what each person can do:
- Admin — Full access to all settings, including voice agent, chatbot, team management, and Care toggle
- Office Admin — Can edit church details (name, address, hours, staff, ministries, contact info) but cannot change voice/chatbot configuration or manage team members
All other roles (Prayer Team, Care Team, Treasurer, Volunteer Coordinator, Worship Leader) have read-only access to the dashboard areas they can see but cannot edit settings.
Admin Contact Info
Under Settings, you can update:
- Contact name — The primary admin for your ChurchWiseAI account
- Email address — Where notifications and billing receipts are sent
- Phone number — A direct number for your admin (separate from your church's main line)
Church Details
This is the information your voice agent and chatbot use when answering questions. Make sure it is current:
- Church name — How your church is identified across all ChurchWiseAI products
- Address — Used for giving callers directions
- Phone number — Your church's main phone line (the one connected to the voice agent)
- Service times — When your regular worship services and events happen
- Description — A brief summary of your church and its mission
- Denomination — Your theological tradition (this also sets the default tone for your chatbot)
- Staff and ministries — Key staff names and ministry areas your AI tools should know about
If your church also has a PewSearch Premium Page, updates to your church details here will sync to your directory listing as well. But remember, a PewSearch listing is optional — ChurchWiseAI works perfectly without one.
Notification Preferences
Choose how and when you want to be notified:
- Prayer request alerts — Get notified when a caller or chat visitor submits a prayer request
- New call summaries — Receive a daily or weekly digest of voice agent calls (Pro plan)
- Billing notifications — Receipts, upcoming renewals, and payment issues
SMS notifications are not yet available. We are awaiting 10DLC carrier approval to enable text-based alerts. For now, all notifications are delivered by email.
Team Member Access
You can invite other staff members to access the dashboard. Each team member gets their own secure access link and is assigned one of seven roles:
| Role | What They See |
|---|---|
| Admin | Everything — all six tabs, full settings, team management |
| Office Admin | Overview, Calls, Requests, Care, Settings (church details only) |
| Prayer Team | Overview, Requests (prayer requests only) |
| Care Team | Overview, Requests, Care |
| Treasurer | Overview only (future: financial reports) |
| Volunteer Coordinator | Overview, Requests (visitor contacts and callbacks) |
| Worship Leader | Overview only |
Sensitive pastoral data — such as callback reasons and confidential prayer requests — is visible only to Admin and Office Admin roles. Other team members see redacted placeholders to protect congregation privacy.
For details on managing roles and permissions, see Team Members and Roles.
Pro+ Features in Settings
If you are on a Chat Pro, Chat Suite, or Bundle plan, additional tools appear in your Settings tab:
- FAQ Management — Add and organize frequently asked questions for your chatbot (Pro: up to 50, Suite: unlimited)
- Document Upload — Upload church documents to train your chatbot's knowledge base (Pro: up to 5, Suite: unlimited)
- Analytics Dashboard — View conversation insights and top questions (Pro: 30-day, Suite: 90-day with CSV/PDF export)
- Widget Customization — Customize the look and feel of your embedded chat widget
These features are gated by plan — if you are on a Starter plan, you will see upgrade prompts for each one.
Saving Changes
After editing any setting, click Save at the bottom of the section. Changes are applied immediately — your voice agent and chatbot will use the updated information on the next interaction.