Settings
Find assistant controls, account preferences, business information, workspace time zone, developer connections and billing.
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Find the right section
Open Settings in the app. The page groups controls by purpose; on smaller screens, the section buttons at the top jump down the page. There is no single Save button for the whole page: each card either saves its own form or saves a switch when you change it.
| Section or card | What belongs here |
|---|---|
| Assistant | Learned information, remembered rules and facts, writing style, approval preferences and WhatsApp messages from the assistant. |
| Account preferences | Sign-in methods, interface preferences and notification delivery. |
| Business identity | Business name, industry, goals, description, knowledge for AI writing and logo. |
| Business details | Business address, phone and email used in email contact details. |
| Advanced | Workspace Time zone, and developer API keys and webhooks when available. |
| Billing | Open billing, which opens the separate billing page. |
Business and workspace settings
- Tell the AI about your business: distinguish the business description and AI knowledge from the business contact lines.
- Set the workspace time zone: check the stored zone rather than assuming it follows your computer.
- Sign-in methods and notifications: manage a password and choose email or WhatsApp notification delivery.
Business identity and business contact details are editable by workspace owners and admins. Other members see a read-only version. These are workspace settings, not a replacement for your personal profile; see Your account.
Language and appearance
Under Account preferences, find Preferences.
- In Language, choose English or עברית. This changes the interface language and text direction.
- In Appearance, choose Light or Dark.
These controls do not switch between the general and real-estate editions. The edition belongs to the workspace.
Assistant controls
The Assistant guide links to detailed instructions for the controls inside Assistant: approvals and automatic publishing, memory and learned information, writing style, and chatting or giving tasks.
WhatsApp messages from your assistant controls reminders before meetings, idle-contact alerts, the morning briefing and quiet hours. This is separate from the Notifications card under Account preferences. WhatsApp settings depend on an available channel and a connected account; follow the connection prompt if it appears.
Developer API keys and webhooks
Scroll to Advanced. When enabled, Developer API contains Your API keys, Create API key, the API base URL and API documentation (OpenAPI). Webhooks contains Your webhooks and Add webhook.
These connect your own server to the workspace. Keys and signing secrets must stay on your server, never in public browser code, URLs or a shared document. Follow Developer API for the actual setup and security requirements.
If you do not see Developer API or Webhooks, it is not enabled for your workspace yet. Existing keys or webhooks may remain visible for revocation or deletion even when new use is disabled. Do not mistake a disabled creation control for an empty list.
For the separate AI-connector topic, see AI connector; do not use an API key as a substitute for an unavailable connector.
Billing
Under Billing, select Open billing. Changes to plans, payment methods and billing are handled on that page, not in the settings cards. See Plans and billing.
If something goes wrong
- A card is still loading: wait for its controls before editing; each card loads independently.
- A load error appears: use Retry where offered. A failed load is not proof that saved information was deleted.
- A save error appears: the change was not confirmed. Keep the page open, correct any highlighted field and try that card again.
- Business fields are read-only: ask a workspace owner or admin to change them. Switching interface language does not change permissions.
Video guides
Assistant settings: memory, writing style and approvals
See what the assistant remembers, set its writing style and approvals.
This recording shows the real-estate edition.
Written steps
- In Settings, the Assistant section shows what the assistant has learned and remembers about you.
- To shape how it writes for you, click Add preference.
- Describe your style in a few words, and save.
- It now writes in your style, for you only.
- Approvals decide whether it publishes on its own. Off means every publish waits for you.
- Once WhatsApp is connected, it can also send reminders and a morning briefing.
Tell the AI about your business
Tell the AI the facts about your business it should use.
This recording shows the real-estate edition.
Written steps
- Your office’s details are in Settings. Scroll down to Business identity.
- Here are your business name, industry, goals and office size.
- Under What the AI should know, add the facts that make your office different.
- Click Save.
- AI writers use this knowledge whenever Business info is selected.
Set your workspace time zone
Choose the time zone your scheduled posts publish in.
This recording shows the real-estate edition.
Written steps
- Scheduled posts go out by your workspace time zone. In Settings, scroll down to Time zone.
- Click Change.
- Open the list and search for your city.
- Pick your time zone. It saves right away.
- Scheduled campaigns now publish at times in this time zone.
Sign-in methods and notifications
See how you sign in, and choose where notifications reach you.
This recording shows the real-estate edition.
Written steps
- Your sign-in and notification choices are in Settings.
- Sign-in methods shows the email and accounts you sign in with, like Google.
- To also sign in with a password, click Set or change password.
- Notifications decide where alerts reach you, besides the bell.
- Turn email notifications off if you only want them in the app.
- WhatsApp alerts need a connected WhatsApp number first.