Managing Your Account

2 min readUpdated 2026-02-20

Account Settings

Navigate to Settings to manage your account:

Profile

  • Update your name and email
  • Change your password
  • Manage your phone number and SMS consent

Business Profile

  • Edit your business name, type, and location
  • Update service offerings and descriptions
  • Modify your agent's communication style/tone

Communication Preferences

  • Choose notification channels (email, SMS, chat)
  • Set report frequency (daily or weekly)
  • Configure preferred response channel

Agent Settings

  • View and update your agent's name
  • Manage email address
  • View agent status and health

Security

  • Passwords are hashed using industry-standard algorithms
  • API keys are hashed and encrypted at rest
  • All connections use HTTPS/TLS
  • Row-level security ensures data isolation between users

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