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Administration

Account settings

These settings live in the menu under your name in the header. They apply to you alone and affect nobody else in the workspace.

Preferences

ThemeLight or Dark.
LanguageThe app's own labels. It does not change what language agents answer in.
Default agentWhich agent new chats start with. Use Organization Default follows the workspace's choice.
Default Image Edit AgentWhich agent handles Edit with AI on a file.

Profile and sign-in activity

Account Settings holds your name, profile picture and password.

Security Activity lists sign-ins, password changes and second-factor activity on your account, as reported by the identity provider: when, from which approximate location, and on which browser or device. Times reflect when authentication was processed and can include automatic session renewals, so seeing more entries than you remember signing in is normal.

Check it if you suspect a problem. An unfamiliar location warrants a password change.

API keys

Account Settings → API Keys. A key lets your own software call the platform API as you.

NameWhat it is for.
ExpirationDefaults to 90 days.
PermissionsFull access, Read-only, or Custom.
IP allowlistOptional. One address or CIDR range per line.

Four rules to know before you create one:

A key can never do more than your account can. It starts from your permissions and narrows from there. If your roles change, the key's reach changes with them.

Read-only means read-only: list, view and search, never create, change or delete. It is the right choice for reporting or for syncing data outward.

The key is shown once. Copy it when it is created, because it cannot be retrieved afterward. Treat it like a password.

Revoking is permanent. The key is disabled and every request made with it is rejected.

Prefer a narrow key with an expiry over a full-access key without one. A read-only key locked to your server's IP address carries far less risk if it leaks than a key that can do everything you can.

Building against the API is documented separately. See the developer documentation, and authentication for how to use the key you just created.

Memory

What the AI remembers about you, and the controls to pause or delete any of it. See memory.

Notifications

The bell in the header. New leads from chat widgets, finished calls, and completed jobs. Mark all read clears the badge.

Last modified on October 8, 2026
Extensions
On this page
  • Preferences
  • Profile and sign-in activity
  • API keys
  • Memory
  • Notifications