Settings

This section covers all account and workspace settings: personal info, notifications, team, billing, API keys and webhooks.

Account

Go to Settings → Account to update your personal information.

Account Information

Name — display name in the workspace
Email — your account email address

Click Save Changes to save.

Change Password

Enter a new password in the New Password field
Confirm it in Confirm Password
Click Update Password

Notifications

Go to Settings → Notifications to manage which events are sent to you and via which channel.

Two channels per event type: In-app and Email.

Type	Description
System	System updates and technical notifications
Automations	Automation and sequence events
Contacts	Changes to contacts
Workspace	Workspace changes (members, settings)
Security	Security events (login, password change)
Billing	Payment, plan updates, credit usage

By default, all notifications are enabled for the **In-app** channel.

Workspace Settings

Go to Settings → Workspace to manage your workspace name and URL.

Workspace Name → edit → Save Changes
Slug (Workspace URL) → edit → Update URL. Current address shown below the field: "Your workspace is accessible at /w/slug"

**Danger Zone** — the **Delete Workspace** button permanently deletes the workspace and all its data. Irreversible.

Also accessible via the **⇅** icon next to the workspace name in the top left corner → **Workspace settings**. From the same menu you can switch between workspaces or create a new one (**Create workspace**).

Members

Go to Settings → Members to manage your workspace team.

Invite a New Member

Enter email in Email Address
Select a role in Role
Click Send Invitation

Available roles:

Role	Description
Admin	Full access to settings, billing and team members
Member	Access to pipeline, contacts, automations
Client	Limited access, view only

Pending Invitations

Shows all sent invitations filtered by status:

Pending — sent, awaiting acceptance
Expired — expired
Accepted — accepted

For each invitation: copy link, resend, or cancel.

Member List

Shows all active workspace members with their roles. Owners are marked with a crown. Roles can be changed or members removed via the corresponding icons.

Billing & Subscription

Go to Settings → Billing to view your current plan, cost and next billing date, and to change your subscription.

Full plan comparison (Light / Scale / Max), trial period and CDR Mode details — in Plans & Billing.

Credits

Go to Settings → Credits to view your balance and purchase more credits.

Credit packages (one-time purchase, no expiry):

Package	Price	Discount
1,000 credits	$29	—
3,000 credits	$79	9%
5,000 credits	$119	18%

Credit cost by feature:

Feature	Credits
Quick Answer	1
Suggest Reply	2
Analyze & Suggest	5
Generate Flow	5
General AI	2
Smart Automation	10
Classify Chat	1
Contact Insights	3

API Keys

Go to Settings → API Keys to create and manage access keys. Keys come in two types: Live (production) and Test (development). Each key is assigned Scopes — read or write permissions for specific resources.

Full instructions: creation, types, Scopes, Rotate and Revoke — in API Keys.

Webhooks

Go to Settings → Webhooks to send data in real-time to external services (CRM, Clay, Zapier, Make, etc.). Each webhook is configured with a URL, event type and filters.

Full instructions: creation, events, filters, Test and Deliveries — in Webhooks.