Account Settings

Account & Team

Account Settings

Manage your personal account settings, security, and notification preferences.

Profile

Navigate to Dashboard -> Settings -> Account (or click your avatar in the top-right).

  • Name -- update your display name
  • Email -- your login email (changing email requires re-verification)
  • Avatar -- upload a profile picture
  • Timezone -- set your local timezone for accurate timestamps and business hours
  • Language -- choose your dashboard language (English, German, French, Spanish, Turkish, Italian, Dutch, Polish, Portuguese)

Password

  • Change password -- go to Settings -> Account -> Password and enter your current + new password
  • Minimum requirements -- at least 8 characters, one uppercase, one lowercase, one number
  • Forgot password? -- use the "Forgot Password" link on the login page to receive a reset email

Notification Preferences

Control which notifications you receive at Settings -> Account -> Notifications:

NotificationEmailIn-AppPush
Handoff requestYesYesYes
New lead capturedYesYesNo
CSAT responseNoYesNo
Weekly analytics digestYesNoNo
System alertsYesYesNo
Team mentionsYesYesYes

Toggle each notification type on or off based on your preferences.

Deleting Your Account

If you need to delete your account:

  1. Go to Settings -> Account -> Danger Zone.
  2. Click Delete Account.
  3. Confirm by typing your email address.
  4. All data is permanently deleted after 30 days.

> Warning: Account deletion is irreversible. Export your data before proceeding.

Tips

  • Set your timezone correctly to ensure business hours and analytics timestamps are accurate.
  • Use the weekly analytics digest to stay informed without checking the dashboard daily.
accountsettingsprofilepasswordnotificationssecurity

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