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Personal Settings

1. What can I manage from Personal Settings?
From Personal Settings, you can:
  • Update your profile image and display name
  • Change your email address
  • Change your password
  • Enable or disable Two-Factor Authentication (2FA)
  • Manage notification preferences
  • Delete your account
2. What image formats are supported for profile pictures?
Supported formats:
  • JPG
  • PNG
  • GIF
3. Can I change my email address?
Yes. You can update your email address from the Profile tab. Make sure the new email is valid and accessible. 4. What happens if I delete my account?
  • Account deletion is permanent
  • You lose access to all organizations you belong to
  • This action cannot be undone
Only delete your account if you are sure you no longer need access.

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Password & Security

5. How often should I change my password?
For best security, update your password periodically—especially if:
  • You suspect unauthorized access
  • You reuse passwords elsewhere
6. What is Two-Factor Authentication (2FA)?
2FA adds an extra security step by requiring a code from an authenticator app after entering your password. 7. Which apps can I use for 2FA?
Any standard authenticator app, such as:
  • Google Authenticator
  • Authy
  • Microsoft Authenticator

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Notification Preferences

8. What notifications can I control?
You can enable or disable email notifications for:
  • Assigned conversations
  • Assigned tickets
  • Notes in assigned conversations
  • Assigned reminders
  • Assigned inquiries
9. Do notifications affect in-app alerts?
No. These settings control email notifications only. In-app visibility remains unchanged.

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Billing & Pay-As-You-Go (PAYG)

10. What services are billed on pay-as-you-go?
Usage-based billing applies to:
  • SMS ($0.01 per SMS)
  • AI Calls ($0.06 per minute)
  • Agent chat turns ($0.01 per turn)
  • Phone numbers ($2.00 per month)
11. Where can I see how much I’ve used?
Go to Billing → Usage Logs to view:
  • Aggregated usage (summary)
  • Detailed usage (line-by-line)
12. Can I filter usage logs?
Yes. You can filter by:
  • Unit type (SMS, calls, chat)
  • Payment status (paid/unpaid)
  • Date range
13. Where do I manage payment methods?
Click Open Billing Portal to manage:
  • Payment methods
  • Invoices
  • Subscription details
    This opens Stripe Billing securely.

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Organizations & Display Settings

14. Can I belong to multiple organizations?
Yes. You can switch between organizations from the organization selector. 15. Can I create a new organization myself?
Yes. Click Add Organization, enter a name, and create it instantly. 16. What display themes are available?
You can choose:
  • Light
  • Dark
  • System (follows device settings)