Your AI Connector Docs

Account Settings

The Settings page is your central hub for managing every aspect of your account. It uses a section-based navigation layout: a left-side menu lets you jump between different settings areas, and the selected section’s content appears on the right.

On mobile devices, the sections stack vertically for easy access on smaller screens.

To open Settings, click Settings in the main sidebar. You will see a left-side navigation menu organized into 7 groups:

Group Sections What They Cover
Account Personal Profile info, display name
Security & General Password, social login connections
Workspace Business Business details and company info
Team Team members, invites, roles, permissions
Billing Subscription, credits, payment history
Channels Channels WhatsApp, SMS, Instagram, Messenger setup
SMS Provider Twilio credentials and configuration
AI & Automation Templates WhatsApp message template management
FAQs FAQ creation and management for AI bots
Custom Functions Function builder and management
Integrations Integrations Third-party integrations (Google Calendar, Stripe, etc.)
Webhooks Webhook configuration
Notifications Notifications Notification preferences and alerts
Advanced White Labeling Custom domains and branding (certain plans/roles only)
BYOK API Keys Bring your own AI provider keys (certain plans/roles only)

The Advanced group only appears if your plan or role supports those features.

Click any section in the left menu to view and edit its settings. The rest of this page covers the Account group (Personal and Security & General sections). Other sections are documented on their own pages.

Account Section

The Account section is where you manage your profile, security, and API access.

Name

Update your display name at any time. This is the name shown in your dashboard and any team-facing areas.

  1. Click on the Name field.
  2. Enter your new name.
  3. Click Save.

Email Address

Your email address is used for logging in and receiving notifications.

To change your email:

  1. Click Change Email.
  2. Enter your new email address.
  3. The platform sends a verification link to the new address.
  4. Click the link in the verification email to confirm the change.
  5. Once verified, your login email is updated.

Note: You cannot use an email address that is already associated with another account.

Password

To change your password:

  1. Click Change Password.
  2. Enter your current password.
  3. Enter and confirm your new password.
  4. Click Save.

If you signed up with Google, Apple, or GitHub and have not set a password, you can set one here to enable email/password login as an alternative.

Social Login Connections

The platform supports signing in with third-party providers. You can connect or disconnect these from the Account section:

  • Google - Sign in with your Google account.
  • Apple - Sign in with your Apple ID.
  • GitHub - Sign in with your GitHub account.

To connect a provider:

  1. In the Connected Accounts area, click Connect next to the provider.
  2. Complete the sign-in flow for that provider.
  3. The provider is now linked to your account.

To disconnect a provider, click Disconnect next to it. Make sure you have at least one other login method (email/password or another provider) before disconnecting.

API Key

An API key is a unique code that lets external tools and automation platforms connect to your account and exchange data automatically. Think of it like a special password for software-to-software communication.

Generating a Key

  1. Scroll to the API Key area in the Account section.
  2. Click Generate.
  3. Copy the key and store it securely.

Regenerating a Key

If you need a new key (for example, if the current one was compromised):

  1. Click Regenerate.
  2. The old key is immediately invalidated.
  3. Copy and save the new key.
  4. Update any external systems that use the old key.

For full API documentation, see API Access.

Account Deletion

If you need to delete your account:

  1. Open Settings and select the Account section.
  2. Scroll to the bottom.
  3. Click Delete Account.
  4. Confirm the deletion when prompted.

Warning: Account deletion is permanent. All your data - contacts, campaigns, messages, and settings - will be permanently removed and cannot be recovered. Make sure to export any data you need before deleting your account.

If you are on an active subscription, cancel your subscription first in Billing before deleting your account.

Where to Find Other Settings

Settings are organized into groups so related sections are easy to find. Here is where to find everything:

  • Profile and display name - Settings > Personal (Account group)
  • Password and social login - Settings > Security & General (Account group)
  • Business details - Settings > Business (Workspace group)
  • Team members and invites - Settings > Team (Workspace group)
  • Billing, subscription, and credits - Settings > Billing (Workspace group)
  • Channel setup (WhatsApp, SMS, Instagram, Messenger) - Settings > Channels (Channels group)
  • SMS provider credentials - Settings > SMS Provider (Channels group)
  • WhatsApp templates - Settings > Templates (AI & Automation group)
  • FAQ management - Settings > FAQs (AI & Automation group)
  • Custom functions - Settings > Custom Functions (AI & Automation group)
  • Third-party integrations (Google Calendar, Stripe, etc.) - Settings > Integrations (Integrations group)
  • Webhook configuration - Settings > Webhooks (Integrations group)
  • Notification preferences - Settings > Notifications (Notifications group)
  • Custom domain and branding (certain plans) - Settings > White Labeling (Advanced group)
  • Bring your own AI keys (certain plans) - Settings > BYOK API Keys (Advanced group)
  • Phone numbers (buy, release, configure) - Phone Numbers page in the main sidebar (not in Settings)

Next Steps