General Info
Manage your personal profile, notification preferences, and account actions.
Path: Settings > General Info
My Profile
Update your personal information:
| Field | Description |
|---|---|
| Profile Photo | Upload or change your profile picture. Click "Upload Photo" to select an image, or "Reset" to remove it. |
| Username | Your display name shown to team members and in chats. |
| Your email address used for login and notifications. | |
| Phone Number | Your contact phone number (with country code selector). |
After making changes, click "Save Changes" to save your profile.
Notification Preferences
Manage how you receive notifications. The table shows notification types with toggles for each delivery channel.
Available Channels
| Channel | Description |
|---|---|
| Receive notifications via email | |
| Receive notifications via WhatsApp messages |
Notification Types
| Type | Description |
|---|---|
| Chat Handover | An AI agent handed over a chat to you — the conversation needs human attention. |
| Team Member Chat Handover | A chat was handed over to a member of your team. |
| New Customer Message | A customer sent a new message. |
| Trial Ending | Your subscription trial is about to end. |
| Payment Failed | A subscription payment could not be processed. |
| Subscription Expired | Your subscription has expired. |
| Plan Changed | Your subscription plan was changed. |
| Conversation Limit Warning | You are approaching your conversation limit. |
| Usage Limit Reached | A feature's usage limit has been reached. |
| Crawl Completed | A knowledge base website crawl finished successfully. |
| Crawl Failed | A knowledge base website crawl failed. |
| Egress Request Approved | A domain whitelist request was approved. |
| Egress Request Rejected | A domain whitelist request was rejected. |
The default delivery channel is Email.
To enable or disable a notification channel, click the checkbox in the corresponding column. Changes are saved automatically.
Account Actions
At the bottom of the page, you'll find account management options:
| Action | Description |
|---|---|
| Logout | Sign out of your current session. |
| Exit Organization | Leave the current organization while keeping your account. You can join other organizations or be re-invited later. |
| Delete Account | Permanently delete your account from all organizations. |
If you are the last member of an organization, the organization will be permanently deleted when you exit.
Deleting your account is permanent and cannot be undone. You will lose access to all organization resources.
Next Steps
- Company Info — Update your organization details
- Team Management — Manage team members and roles
- Billing — View your plan and usage