Account Settings & Preferences

Account Settings

Updating Your Profile

Go to Settings → Profile:

• Change your display name
• Update your business name
• Upload a business logo (shown in portal and reports)
• Update your phone number (for support communications)

Changing Your Password

1. Go to Settings → Security → Change Password.
2. Enter your current password.
3. Enter and confirm your new password (minimum 8 characters, must include a number and special character).
4. Click Save.

We also recommend enabling Two-Factor Authentication (2FA) from the same section.

Two-Factor Authentication (2FA)

1. Go to Settings → Security → Two-Factor Authentication.
2. Scan the QR code with an authenticator app (Google Authenticator, Authy, etc.).
3. Enter the 6-digit code to confirm.
4. Save your backup recovery codes in a safe place.

Email Notifications

In Settings → Notifications, choose what emails you receive:

• Daily analytics summary
• Weekly performance report
• Alerts when bot escalates a conversation
• Billing and invoice notifications
• Product updates and announcements

Deleting Your Account

Account deletion is permanent. To delete:

1. Go to Settings → Account → Delete Account.
2. Type DELETE to confirm.
3. Click Permanently Delete.

All data will be removed within 30 days. Export your conversation history and Knowledge Base before deleting.