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General settings provide control over your basic account information and security preferences that affect your overall platform experience.

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Account settings

Configure your basic profile information and account preferences.
Account Settings page showing profile information and contact details

Update basic information

In the Basics section, update your essential contact information:Email address:
  • Click on the Email field to edit your email address
  • Enter your updated email in the format: user@yourdomain.com
  • The system will send a verification email to confirm the change
Business Number:
  • Click on the Business Number field to update your phone number
  • Select your country code from the dropdown (e.g., +91 for India)
  • Enter your business phone number in the text field
  • Format: 99887 76655 (with or without spaces)
Security note: Having an up-to-date phone and email is a great step towards improved security.

Configure profile details

In the Profile section, personalize your account information:Profile picture:
  • Click the Upload Image button to change your profile picture.
  • Supported formats: JPG, PNG, GIF (max 5MB).
  • Recommended size: 200x200 pixels for best quality.
Name:
  • Click on the Name field to update your display name.
  • Enter your full name as you want it to appear, e.g., My user name.
Company name:
  • Click on the Company Name field to update your organization.
  • Enter your company name, e.g., My company.
Industry:
  • Click on the Industry dropdown to select your business sector.
  • Choose from available options like AI Agents (with robot icon).
  • This helps personalize your platform experience.
    Personalization: Tell us more about yourself so that we can personalize your experience.

Save changes

After updating your information, click the Save Changes button in the top-right corner.
All changes are automatically saved and applied across all your agents and workspaces.

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Security settings

Manage your account security and authentication preferences.
Security Settings page showing password management and 2FA options

Change password

In the Change password section, update your account password:Current password:
  • Click on the Current password field
  • Enter your existing password to verify your identity
New password:
  • Click on the New password field
  • Create a strong password with at least 8 characters
  • Include uppercase, lowercase, numbers, and special characters
Confirm new password:
  • Click on the Confirm new password field
  • Re-enter your new password to confirm it matches
Password reset: If you don’t remember your old password, you can initiate a reset password request.
Strong password: Use a unique, strong password that you haven’t used elsewhere.

Manage active sessions

To enhance security, you can log out from all active sessions: - Click the Logout from all active sessions link (in red text) - This will immediately sign out all devices and browsers - You’ll need to log in again on all your devices
Session management: This action will log you out of all devices. Make sure you have your login credentials ready.

Enable Two-Factor Authentication

In the Two-Factor Authentication section, add an extra layer of security:Enable MFA:
  • Click the Enable MFA button (purple button with shield icon)
  • Follow the setup wizard to configure your 2FA method
  • You can use authenticator apps like Google Authenticator or Authy
Benefits:
  • Adds an extra layer of security to your account
  • Protects against unauthorized access even if your password is compromised
  • Required for accessing sensitive features and data
Enhanced security: Two-Factor Authentication significantly improves your account security.
Backup codes: Save your backup codes in a secure location in case you lose access to your authenticator app.

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Best practices

Regular updates: Review and update your profile information monthly to ensure it remains current and accurate.
Security first: Always enable two-factor authentication and use strong, unique passwords to protect your account.
Profile sync: Changes to your profile information are automatically reflected across all your agents and workspaces.
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