Profile
Manage your personal account details:- Full Name — Update your display name shown to teammates and in live chat.
- Profile Picture — Upload an avatar that appears in team presence and live chat.
General / Organization
Update your organization-level settings:- Organization Name — The name shown across the dashboard.
- Contact Email — Primary email for account communications.
- Billing Email — Separate email for invoices and billing notifications (optional).
Billing & Plans
Current Plan
View your active plan details at a glance:- Plan Name — e.g., Starter, Growth, Enterprise.
- Credits Balance — Remaining AI credits for the current billing cycle.
- Top-up Credits — Any additional credits purchased outside the plan.
- Storage Used — How much knowledge base storage you’ve consumed.
- Monthly Emails Sent — Number of email notifications sent this cycle.
- Seats — Number of team members included vs. extra seats purchased.
Upgrading
- Navigate to Settings → Billing tab.
- Compare available plans and their limits.
- Click Upgrade on your preferred plan.
- Complete the checkout process.
Managing Your Subscription
Click Manage Subscription to access the billing portal where you can:- Update payment method.
- View invoices.
- Cancel or change plans.
Credits reset at the start of each billing cycle. Unused credits do not roll over unless you have top-up credits.
Other Settings Tabs
The Settings page also includes tabs for:| Tab | Description | Documentation |
|---|---|---|
| Widget | Embed code & customization | Widget Installation |
| API Keys | Manage API keys for the widget | Widget Installation |
| Domains | Domain whitelisting | Widget Installation |
| Team | Invite & manage team members | Team Management |
| Canned Responses | Shortcut responses for live chat | Canned Responses |
| Email Branding | Custom email domains | Email Branding |
| Integrations | Third-party connections | Integrations |