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The Profile & Organization settings let you manage your personal account details, configure your organization, and switch between workspaces.

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Personal Profile

Update your personal information from the profile settings page:
  • Name — Your display name shown across the platform.
  • Email — The email address associated with your account. This is used for login and notifications.
  • Avatar — Upload a profile picture or use your default initials.
To update your profile:
  1. Click your avatar or name in the bottom-left corner of the sidebar.
  2. Select Profile Settings.
  3. Make your changes and click Save.

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Organization Settings

Organization settings apply to your entire team and affect all workspaces under your account.
  • Organization Name — The name of your company or team.
  • Organization Logo — Your logo, displayed in reports and shared assets.
  • Default Settings — Configure defaults that apply to new workspaces.
To access organization settings:
  1. Go to Settings in the sidebar.
  2. Click Profile or Organization.
  3. Update your organization details and click Save.

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Workspace Switching

If you manage multiple websites or projects, each one has its own workspace. To switch between workspaces:
  1. Click the workspace name in the sidebar.
  2. Select the workspace you want to switch to from the dropdown.
  3. The dashboard and all settings update to reflect the selected workspace.
Each workspace maintains its own agents, knowledge sources, leads, and settings. Switching workspaces changes the context for the entire platform.

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Next Steps

Manage Admins

Add or remove team members.

Integrations

Connect external tools and services.

Plans & Billing

Manage your subscription.

Dashboard

Return to your dashboard.