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Help center/Automation/Settings

Settings

28 articles

All articles in this section

The three settings areasIn {{brand.name}} settings live in three separate places: account settings, portfolio settings and your own user settings. This explains what goes where and who can open each one.
Account settings: GeneralAn account's language, currency and time zone. What each of the three fields actually affects, who can change them, and what goes wrong when the time zone is off.
Messaging settingsThe typing indicator, read receipts and handing a conversation back to automation after an agent has left it. All four settings explained one by one.
Business hoursYour weekly schedule, holidays and what happens outside opening hours. Every day row, every button and all three after-hours switches explained.
Saved repliesStoring the answers you type most often and calling them with "/" in the inbox. Shortcut rules, placeholders, editing and deleting, step by step.
Moving an account to another portfolioMoving an Instagram account or WhatsApp number, with all its data, into another portfolio you own. Every preview box, the blockers, and what changes afterwards.

Settings · Help

Deleting an accountPermanently deleting an Instagram account or WhatsApp number with all its data. What is removed, what survives, the confirmation steps and the points of no return.

The security verification screenThe identity check that appears before you enter Connection settings. Why it is asked, which methods are offered, and what to do if you have none.

Portfolio settings: GeneralThe screen where you rename a portfolio. Where the name shows up, who can change it, and how to pick a good one.

Portfolio accountsThe list of every account in the portfolio, connection health badges, your account allowance and the per-row actions. The only screen that stays open in a locked portfolio.

Team and invitationsInviting people to a portfolio, changing roles, picking account access and removing members. What the five roles can do, and the team allowance.

Conversation assignment rulesRole-based access and visibility plus automatic distribution of new conversations. Conversation scope, contact scope, section list and the three assignment rules.

AI keysThe screen for adding your own provider keys to a portfolio. Provider, model, scope, thinking permission, testing a key and the order keys are tried in.

Using your own AI keyThe difference between system credit and your own provider key, when to pick which, and the numbers to look at before deciding.

ConnectionsThe service connections used by outbound request steps in your flows. Base URL, the five authentication methods, default headers, scope and testing.

UsageA portfolio's plan limits and this period's AI usage. Account and team allowance, the two source totals, and the six columns of the call list.

LogsWho changed what and when in the portfolio. How to read the three columns, the action names, "System" rows, and what the log does not cover.

Deleting a portfolioScheduling a portfolio's deletion along with all its accounts. The grace period, accounts that must be detached first, the lock screen and how to cancel.

ProfileYour name, your e-mail and separate working hours for each portfolio. How your own availability affects conversation assignment.

PreferencesInterface language, theme, what the Enter key does and which account opens at login. Four settings that apply to you alone.

Account securityThe whole Security screen: changing your password, two-step verification, SMS number and passkeys. What each notice at the top means.

Turning on two-step verificationSetting it up with an authenticator app, backup codes, resetting after changing phones, and turning it off. Step by step.

PasskeysPassword-free sign-in with Face ID, your fingerprint or your device lock. Adding a key, what the list tells you, removing keys and the errors you may meet.

Plan and invoicesYour plan, your limits, your AI credit, your billing details and your orders. All four tabs, plus changing and cancelling a plan.

My portfoliosThe list of portfolios you own and portfolios you are a member of. Plan badge, portfolio allowance, account and team usage, creating a new portfolio.

My agreementsThe versions and dates of the agreements you accepted, plus giving or withdrawing marketing consent. How to read the consent history table.

Deleting my user accountScheduling the deletion of your user account. What is removed, how your team is notified, the grace period and how to cancel.

Media libraryThe library of files you use in flows and conversations. Uploading, folders, filters, bulk actions in selection mode, and storage usage.