Settings & team
Manage access, invitations, notifications, appearance, and account security.
Understand team roles
Settings → Team shows actual membership roles. Owners and admins can change another non-owner member’s role or remove their membership after confirmation. You cannot change or remove your own membership through these controls.
| Role | Access |
|---|---|
| Owner | Manages the workspace, team, integrations, preferences, and billing. Only the owner can delete workspace data. |
| Admin | Manages team access, integrations, workspace preferences, and billing. Cannot remove or change the owner. |
| Member | Works with enquiries, customers, knowledge, follow-ups, and reply approvals. Cannot manage workspace settings or team access. |
| Viewer | Reads workspace information without changing business records or approving replies. |
Invite someone and track their invitation
- An owner or admin opens Settings → Team and chooses Invite member.
- Enter the recipient’s email address, select Admin, Member, or Viewer, and send the invitation.
- The recipient opens the emailed link and signs in or creates an account with the invited email address.
- Check Invitations for status and expiry. Use Resend for pending, expired, or failed invitations, or Revoke to invalidate an outstanding invitation.
Choose workspace notifications
Owners and admins save shared preferences in Settings → Notifications. These control the in-app bell for the workspace:
- New enquiry alerts show enquiries from the last 24 hours.
- Approval reminders highlight enquiries waiting for approval or flagged-detail review.
- Weekly digest shows a rolling seven-day summary of recorded workspace actions.
Advanced review and logging
Settings → Advanced has two optional workspace controls. Conservative response mode adds explicit review when classification confidence is below 85% or information is missing. Detailed activity logging adds classification confidence, grounding checks, knowledge references, and prompt version to Activity.
These settings apply to new enquiry processing and regenerated drafts. Detailed logging does not copy customer message text into the diagnostic record. Essential audit records, normal safety checks, and human approval remain enabled.
Appearance and account security
Choose Light, Dark, or System in Settings → Appearance. This preference applies to your browser, rather than changing the theme for the whole team.
Settings → Profile contains your account details, connected accounts, and available account security controls. Settings → Security links to those controls. The options shown depend on how you signed in.
Delete workspace data or your account
Settings → Data & privacy separates workspace data deletion from account deletion. Only the workspace owner can delete workspace data. Each user can request deletion of their own account.
The confirmation dialog requires a reason and the exact text DELETE. Workspace data deletion removes customer records, enquiries, drafts, approvals, knowledge, integrations, jobs, and activity while retaining the workspace. Account deletion removes your memberships and deletes workspaces where you are the sole owner and member.
Review Billing separately before deletion. Workspace data deletion does not cancel a subscription.
Tell us the workspace, feature, and error you’re seeing.