Account Settings #

Account Settings is where you manage the things that belong to you personally — your name, your login, your language and time zone, and how you sign in. Everything here is separate from your workspace settings (business details, team, billing), which live in their own groups on the same page.

If you just want the map of everything in Settings, start with Account. This page goes deep on the Account group: Profile and Security & General.

How to Open Settings #

1. Look at the menu down the left side of the screen (the main sidebar).
2. Near the bottom, click Settings (gear icon).
3. The Settings page opens with its own second menu on the left, grouped under Account, Workspace, Channels, Integrations, Notifications, and Advanced. Click any section to open it on the right.

On a phone or small screen? Tap the menu icon (☰) first to open the sidebar, then tap Settings. On phones the settings sections stack vertically.

Profile #

How to get there: Settings → Account group → Profile (this is what opens by default).

Profile covers your photo, your name, and your personal preferences.

Your photo #

Click your avatar (or the placeholder circle with your initials) to upload a picture. PNG or JPG, up to 1 MB. It updates immediately once the upload finishes.

Personal info #

• First Name and Last Name — shown on your dashboard and to your team.
• Email — shown for reference only; change it from Security & General below, not here.
• Phone — shown for reference only.

Edit your name and click Save (it only becomes clickable once you’ve actually changed something).

Preferences #

This is where Language, Timezone, Currency, Date Format, and Time Format live — they moved here from Security & General.

• Language — the language the app is shown in, and the language the emails we send you arrive in. Every email — password resets, appointment confirmations, credit warnings, team invites — follows this setting, so you and your teammates can each read the same email in your own language. Twenty-eight languages are available; if you never pick one, emails arrive in English. Four of them — Filipino, Thai, Persian and Bangla — are dashboard-only so far, so emails to those accounts arrive in English too. Each one is listed under its own name (Polski, Ελληνικά, Nederlands) with its English name underneath, and the list has a search box, so typing either “Polish” or “Polski” finds it. It does not change your AI’s replies: the bot answers each contact in whatever language they write, and an Agent’s own primary language is set on the Agent.
• Timezone — used for your AI’s active-hours schedule and other business-hours logic. Every world time zone is available (Asia/Taipei, Asia/Tokyo, Europe/Madrid, and so on), each shown with its current GMT offset, and the picker has a search box so you can type a city or region to find yours quickly. Chat timestamps in the dashboard always show the local clock of the device you’re viewing them on, not this setting.
• Time format — choose Automatic (match my language), 12-hour (3:45 PM), or 24-hour (15:45). This covers every time the app shows you, chat timestamps included. Automatic follows your interface language’s own habit, so English shows 3:45 PM and Dutch or German shows 15:45 — pick 12-hour or 24-hour to override that. It saves the moment you pick it, and it only changes how times are displayed.
• Currency — used for prices and billing figures. Around 40 currencies are supported, including the Argentine Peso (AR$) and the Peruvian Sol (S/), each shown with its flag and symbol, and the picker has a search box.
• Date Format — choose Automatic (match my language), International (DD/MM/YYYY), US (MM/DD/YYYY), or Year first (YYYY/MM/DD). Automatic follows your interface language’s own convention (for example, Traditional Chinese shows 2026/7/28), and is the default. Year first is the everyday order in Japan, China, Korea and Taiwan, and is worth picking if you want it regardless of the language you read the app in. This only changes how dates are displayed, nothing about your data. Month and weekday names always follow your interface language, whichever format you pick.
• Appearance — Light, Dark, or System (follows your device). There’s also a quick moon/sun toggle at the bottom of the main sidebar. This setting is saved on the device you’re using, not your account — your teammates and your other devices aren’t affected.
• Decorations — the dashboard sprinkles a few playful accent images around (the waving hand on the sign-in screen, the icons on empty pages, celebration moments), and this is where you choose how they look. Pick Default to follow whatever the app (or your provider’s brand) has set, Emojis for the colourful 3D emoji images, Line icons, Filled icons, or Duotone icons for cleaner matching icons instead of emojis in three styles, or Hidden for no accent images at all. Changes apply instantly — no save button, no reload. Like Appearance, this is saved on the device you’re using, not your account.
• Role — a read-only badge showing your access level in this workspace (for example, Admin or your plan tier). It can’t be changed from this card — see Team Management if you need to change someone’s role.

Change any dropdown and click Save on that card.

Pause All AI Messages (master switch) #

Right below Preferences is an AI responses card with one toggle: Pause all AI messages.

Turn it on and your AI stops replying to every incoming message, across every channel and every campaign at once. Messages still arrive and show up in your chats — you can reply by hand any time. Nothing about your contacts, campaigns, or other settings changes. Turn it back off and the AI resumes wherever it was already enabled.

Use this for a clean, instant off-switch — a holiday, an outage on your side, or anything else where you want the AI quiet without touching individual campaigns. It’s a global override: while it’s on, no bot replies even if a specific campaign is set to active.

It also switches off Try Out. The test chat in your agent editor runs on the same AI, so while this toggle is on, Try Out won’t answer you either. That’s expected, not a fault — if you’re testing an agent and getting no reply, check here first.

While the AI is paused, the AI responses card itself shows an AI is paused everywhere notice, so you can confirm the state at a glance whenever you’re on this page. There’s no reminder on other pages yet, so if the bot has gone quiet everywhere at once — including in Try Out — this card is the first place to check.

The toggle saves the moment you flip it — there’s no separate Save button to press afterwards.

Optional features #

A Features card lets you turn two optional platform features on or off for your whole account:

• Tasks — the CRM task list (to-dos linked to contacts and deals). Switching it off also hides the task shortcuts on deals and in chats: the check icon on a deal card, the Tasks section in the deal drawer, the one-row task strip on a deal’s Tasks tab, and the create-task button in a chat. This is per workspace, so an agency client workspace has its own switch.
• Daily Summaries — the AI-generated daily recap of what happened across your chats.

Both are on by default; switch either off if your team doesn’t use it.

Quick replies #

A Quick replies card lets you save preset messages and drop them into any chat with a single tap. It’s off by default; flip Show quick replies in chats on and a row of preset chips appears just above the message box in every conversation. Tapping a chip fills the message box with that text so you can read it over, edit it, or add to it — nothing is sent until you press Send. If you had already started typing, the preset is added after what you wrote rather than replacing it.

Once the toggle is on, the card shows your list of saved replies:

• Add — type your message in the field at the bottom and click Add (or press Enter). Great candidates are greetings, opening questions, and answers you find yourself typing over and over — “Thanks for reaching out! How can I help?”, pricing one-liners, directions, opening hours.
• Edit — click the pencil icon on a reply to change its text in place.
• Delete — click the trash icon to remove a reply.

Quick replies can be several lines long. Press Shift+Enter for a new line (Enter on its own saves), or paste a message that already has line breaks in it — the layout is kept exactly as you wrote it when the reply is sent.

You can save up to 20 quick replies. Turning the toggle off hides the chips from your chats but keeps your saved list, so you can bring them back any time without retyping them.

Follow-up timing (Quiet Hours) #

Also on the Profile page: a Follow-up timing card with Respect quiet hours and US strict mode (no Sunday sends). These control when follow-ups and other AI-scheduled sends are allowed to go out, based on the contact’s own time zone (a campaign or broadcast’s opening blast is not delayed by them — it sends when you launch or schedule it). See Quiet Hours & Compliance for the full explanation, defaults, and legal background — this is just where the toggles live now.

Security & General #

How to get there: Settings → Account group → Security & General.

This section covers your login credentials, two-factor authentication, sessions, and account deletion.

Your account #

At the top you’ll see your signed-in email, your sign-in method (password, or an identity provider like Google), your last sign-in time, and when the account was created.

Change Your Password #

Only shown if your account has a password login.

1. Go to Settings → Security & General.
2. Click Send reset link.
3. Check your inbox for the email and click the link inside.
4. Choose your new password on the reset page (not inside Settings).

If you originally signed up with an identity provider like Google and your account also supports email login, this same button emails you a reset link that lets you set a password for the first time.

Change Your Email Address #

1. Go to Settings → Security & General and click Change email.
2. Type your new email address and confirm.
3. We email a 6-digit code to your current address and a separate 6-digit code to your new address.
4. Enter the code from your current inbox first, then the code from your new inbox, and confirm.
5. Your login email updates immediately once both codes are accepted.

Codes can be resent from the same dialog if they expire before you finish. You can’t reuse an email address that’s already on another account.

Two-Factor Authentication (2FA) #

How to get there: Settings → Security & General, in the Two-factor authentication card.

Two ways to add a second sign-in step:

• Authenticator app (recommended) — click Set up, scan the QR code (or copy the manual key) into an app like Google Authenticator, Authy, or 1Password, then enter the 6-digit code it shows to confirm.
• Email code — a simple toggle. When on, we email a 6-digit code to your account address at each sign-in. Handy as a lightweight option, but weaker than an authenticator app.

SMS/text-message 2FA is retired for new setups. If your account already had it turned on, it still works and you can switch it off from this card — but new accounts can only add an authenticator app or email code, not a text message.

Recovery codes. The first time you turn on the authenticator app (or your first real 2FA method), we generate a set of one-time recovery codes and show them once — save them somewhere safe. Each works once, and you can generate a fresh batch any time from the Recovery codes row. If your recovery codes are running low, a warning badge appears here as a reminder.

Turning 2FA on or off asks you to confirm your password first (when your account has one) — so nobody can change it from an already-open, unattended screen.

Lost access to your authenticator? On the second-factor screen at sign-in, choose to use a recovery code instead.

Signing in as someone else skips their 2FA. Your second step protects your own login. An agency opening one of its client accounts, or a team member entering the account owner’s workspace, already signed in as themselves, so they are not asked for the account owner’s code — it would go to the owner’s inbox or authenticator, not theirs.

Passkeys #

How to get there: Settings → Security & General, in the Passkeys card.

A passkey lets you sign in with your fingerprint, face, or device PIN instead of typing a password. It is stored on your device (or in your Apple, Google, or password-manager account if that syncs passkeys), it cannot be phished, and there is nothing to remember.

Adding a passkey

1. Click Add a passkey and confirm your password (if your account signs in with one).
2. Give it a name you’ll recognise later, like MacBook or iPhone.
3. Your browser or device asks you to confirm with Touch ID, Face ID, Windows Hello, or your PIN. That’s it.

You can add up to 10 passkeys, so each device you use can have its own. Each row shows when it was added and last used; rename or remove one at any time.

Signing in with a passkey

On the login screen, click Sign in with a passkey (or pick your passkey from the suggestion that appears in the email field) and confirm on your device. You’re in — no password, and no second-step code either: a passkey already proves both your device and you, so 2FA is not asked again for that sign-in.

Good to know:

• A passkey belongs to the website address you created it on. If you sign in through your own branded address as well as the standard one, add a passkey on each.
• Your password keeps working. A passkey is an extra way in, not a replacement, so you can remove passkeys without locking yourself out.
• If a device is lost, remove its passkey from this card. Nobody can use it without unlocking that device, but removing it keeps the list clean.

Sessions & Privacy #

• Session timeout — automatically sign yourself out after a period of inactivity. Choose Never, 15 minutes, 30 minutes, 1 hour, 2 hours, 4 hours, or 8 hours. This is a real security control (not just a device preference) and is saved to your account.
• Privacy blur by default — turn this on to blur contact names, phone numbers, emails, message text, and photos everywhere they appear in the app — the chat inbox, contacts list, contact previews, open conversations, notifications, and pop-up confirmations. Useful if you screen-share, record tutorials, or work somewhere public. This setting is saved on the device you’re using, not your account — you’ll turn it on again on another computer or phone, and your teammates aren’t affected.

Deleting Your Account #

1. Go to Settings → Security & General.
2. Scroll to the bottom and click Delete Account.
3. Confirm when prompted.

Signing In With Google #

Whether “Continue with Google” appears as a sign-in option on the login screen depends on your account setup — if you’re not sure, use your email and password (or a passkey), or check with support.

Your API Key #

An API key lets outside tools (Zapier, Make, n8n, or your own code) connect to your account and exchange data automatically. Most people never need one.

How to get there: Settings → Integrations group → API Key. (This is its own section — it no longer sits inside Webhooks.) You’ll only see this item if your plan includes API access; if it’s missing, that’s what to check first.

Creating a Key #

1. Go to Settings → Integrations → API Key.
2. Click Generate API Key.
3. Copy the key and store it somewhere safe — it’s shown in full only once.

Replacing a Key #

1. Go to Settings → Integrations → API Key.
2. Click Regenerate.
3. Confirm when asked. The old key stops working immediately.
4. Copy the new key and update any tools that used the old one.

For the full walkthrough, see API Access.

Bring Your Own Anthropic Key (BYOK) #

By default your AI usage is paid in credits, and that’s what we recommend: our built-in Max and Mini models are cheaper, better and more predictable than paying Anthropic directly. If you still want AI usage billed to your own Anthropic account, you can add your own key.

How to get there: Settings → Advanced group → BYOK API Keys.

Adding a Key #

1. Go to Settings → Advanced → BYOK API Keys.
2. Click Add key next to Anthropic.
3. Paste your secret key (it starts with sk-ant-).
4. If your key is a personal or service account key that isn’t limited to one workspace (see below), also paste its Workspace ID (it starts with wrkspc_). Other keys can leave this empty.
5. Click Save key.

We check the key with Anthropic the moment you save it. If Anthropic rejects it, the save fails and the message tells you why, so you never end up with a bot that silently stops replying. The key’s value is never shown again after saving.

Identity-Linked Keys and the Workspace ID #

Anthropic has a few kinds of API keys. The legacy workspace keys belong to one workspace and work on their own. The newer personal keys and service account keys belong to a person or a service account (Anthropic calls them identity-linked), and when you create one you choose whether it works in a single workspace or in all the workspaces that identity can use. A key that isn’t limited to one workspace only works if the workspace ID is sent with every request. If you add such a key without its workspace ID, you’ll see an error like “anthropic-workspace-id is required when authenticating with an identity-linked API key”.

To fix it, do one of these:

• Create a key scoped to a single workspace (simplest). In the Claude Console, go to Settings → API keys, create a new key and pick a specific workspace for it. A key like that needs no workspace ID. Add it in Your AI Connector in place of the old one.
• Or add the workspace ID. In the Claude Console, open Settings → Workspaces and copy the ID (wrkspc_…) from the ID column of the workspace the key should act in. Back in Your AI Connector, next to your key click Edit workspace ID, paste it and save. Your existing key keeps working; you don’t need to paste the key again. Note that the Console doesn’t list the ID of Anthropic’s Default Workspace, so if that’s the workspace you use, the first option is the way to go.

Agencies: if your client accounts use your agency’s key, the workspace ID lives on the agency account next to that key. Client accounts with their own key set their own workspace ID.

If a Key Stops Working #

When a key fails (out of credit on your Anthropic account, key revoked, missing workspace ID), we email you and show the error at the top of the BYOK page. With Fallback to credits switched on, AI replies keep flowing on platform credits until you fix the key; with it off, AI replies are blocked until the key works again.

Quick “Where Do I Find…?” Guide #

• Your photo, name, language, timezone, currency, date format, time format (12/24-hour), appearance, decorations, workspace role — Settings → Profile (Account group)
• Pause all AI messages — Settings → Profile, the AI responses card
• Quiet hours / US strict mode — Settings → Profile, the Follow-up timing card (see Quiet Hours & Compliance)
• Quick replies (chat presets) — Settings → Profile, the Quick replies card
• Change email, change password, 2FA, session timeout, privacy blur, delete account — Settings → Security & General (Account group)
• Business name, description, address — Settings → Business (Workspace group)
• Team members and invites — Settings → Team (Workspace group) — see Team Management
• Subscription, credits, payments — Settings → Billing (Workspace group) — see Billing System
• Channels and phone numbers — Settings → Channels (Channels group) — see Phone Numbers
• Short links — Settings → Short Links (Channels group) — see Short Links
• Webhooks — Settings → Webhooks (Integrations group)
• Your API key — Settings → API Key (Integrations group)
• Notification preferences — Settings → Notifications (Notifications group) — see Notifications
• BYOK API keys, workspace ID — Settings → Advanced group → BYOK API Keys — see Bring Your Own Anthropic Key. Note: bringing your own key is no longer cheaper than the built-in Max and Mini models, which are also better and more predictable. The option stays available, but we recommend using Max or Mini instead.
• Download your data — Settings → Advanced group → Data Export — see Download Your Data
• Delete inactive contacts automatically — same page, Data retention card — see Automatically Delete Inactive Contacts

Next Steps #

• Notifications — Choose how and when you get alerts.
• Phone Numbers — Buy and manage your phone numbers.
• Team Management — Invite team members and set their roles.
• API Access — Use your API key for custom integrations.