Settings Guide
Learn how to configure your account settings, preferences, notifications, and integrations.
Overview
The Settings page allows you to manage your account information, notification preferences, billing details, appearance settings, and integrations. All settings are automatically saved and synced across your devices.
Settings Tabs
Account
Manage your personal information, email, phone number, and password. Update your profile picture and account details.
Notifications
Configure email and in-app notifications for new conversations, leads, tickets, and form submissions. Set up notification rules based on priority or type.
Billing
View and manage your subscription plan, payment methods, billing history, and invoices. Upgrade or downgrade your plan.
Appearance
Choose between light mode, dark mode, or system default. Customize your interface preferences.
Integrations & Webhooks
Connect with HubSpot, Salesforce, Zapier, and messaging providers (Gmail, Slack, Microsoft Teams, Outlook, Make). Set up webhooks to receive real-time notifications for events.
Explore the full Integrations guide →💡 Pro Tips
- Configure notification rules to avoid email overload while staying informed
- Set up webhooks to integrate with your existing tools and workflows
- Download invoices regularly for accounting and record-keeping
- Use dark mode to reduce eye strain during long work sessions