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The Settings page provides comprehensive control over your account configuration, billing preferences, channel integrations, and advanced platform settings. Access all your account management options from one centralized location.

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Accessing Settings

1

Click on your user profile

Navigate to the bottom-left corner of the sidebar and click on your username and email address.
User profile section at bottom-left of sidebar showing username and email
This opens a quick access panel with your profile information and navigation options.
2

Open the quick panel

A quick panel will appear showing your user information and available options.
Quick panel opened with user info and settings option
Available options:
  • Your username and email address
  • Settings option to access account configuration
  • Logout option to sign out of your account
The quick panel provides quick access to essential account functions without leaving your current workspace.
3

Navigate to Settings

Click on the Settings option in the quick panel to access the main Settings page.
Main Settings page with all configuration sections
You’ll be redirected to the comprehensive Settings page with all available configuration options.

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Settings sections

General settings

Update your profile and personal information

Billing settings

Manage subscription, payment methods, and invoices

Channel settings

Configure WhatsApp and other channel integrations

Advanced settings

Customize platform behavior and preferences