Explore Your Settings
The Settings page is your central control panel for subscriptions, organization, notifications, AI models, and more.
TL;DR
Click the gear icon in the top-right of your workspace to open Settings. Everything is organized into five sections: Subscription (plans, credits, invoices, payments), Organization (members, roles, switching), Notifications (alerts and delivery), Technical (AI models, external channels), and Legal (policies and terms). This page walks through every section so you know exactly where to find what you need.
How to Open Settings
Click the gear icon in the top-right corner of your workspace. The Settings page opens with a sidebar on the left showing all sections. Click any section to jump straight to it.
Subscription
Everything related to your plan, credits, and payments lives here.
Current Plan
Shows your active subscription plan and its renewal date. From here you can:
- See your plan name, monthly credit allowance, and billing cycle
- Click to change or upgrade your plan
- View when your next billing period starts
Where to find it: Settings (gear icon) > Subscription > Current Plan
Credit Usage
A detailed breakdown of how your credits are being spent this billing period. The page has three parts:
| Section | What It Shows |
|---|---|
| Credit Usage | Spending by category: AI Usage (expandable by tier and model), Tool Calls, Internal, Compute Runtime, Tasks Completed, Voice Calls |
| Credit Grants | All bonus credits received: welcome bonus, promo codes, referrals, credit pack purchases |
| Usage History | Month-by-month consumption with expandable detail per period |
Where to find it: Settings (gear icon) > Subscription > Credit Usage
Get Free Credits
Your referral program hub. Invite friends and you both earn bonus credits.
- Copy your personal referral link or send email invites directly
- See how many invites you have sent, how many were accepted, and total credits earned
- Earn referral credits for up to 10 successful signups
Where to find it: Settings (gear icon) > Subscription > Get Free Credits
Invoices
Your billing history. Every invoice is listed with:
- Date, amount, and status (paid, pending, failed)
- Download link for each invoice (PDF)
- Payment method used
Where to find it: Settings (gear icon) > Subscription > Invoices
Payment Methods
Manage the credit cards on your account.
- Add a new card
- Remove an existing card
- Set a default payment method
- Cards are used for subscription renewals and credit pack purchases
Where to find it: Settings (gear icon) > Subscription > Payment Methods
Available Plans
Compare all subscription plans side by side.
| Plan | Best For |
|---|---|
| Free | Trying the platform. Limited credits, basic features |
| Pro | Individual users. More credits, full feature access |
| Team | Small teams. Shared workspace, team collaboration |
| Scale | Growing organizations. Higher limits, priority support |
Each plan card shows the monthly price, credit allowance, and included features. Click any plan to upgrade or switch.
Where to find it: Settings (gear icon) > Subscription > Available Plans
Top Up Credits
Buy credit packs without changing your subscription plan. Useful for temporary spikes in usage.
- Choose a pack size
- Pay with your default card
- Credits are added immediately and available until the end of your billing period
Where to find it: Settings (gear icon) > Subscription > Top Up Credits
Organization
Manage your organization, members, and multi-org setup.
Switch Organization
If you belong to multiple organizations, switch between them here. Each organization has its own AI workforce, billing, and settings. Switching changes your entire workspace context.
Where to find it: Settings (gear icon) > Organization > Switch
Create New Organization
Start a fresh organization. Each one is completely separate: separate employees, separate billing, separate members. Useful for different clients, projects, or departments.
Where to find it: Settings (gear icon) > Organization > Create New
Members
View everyone who has access to your organization.
- See each member's name, email, role, and join date
- Remove members who no longer need access
Where to find it: Settings (gear icon) > Organization > Members
Invitations
Send invites to bring new people into your organization.
- Enter an email address and send an invitation
- Track pending invitations
- Resend or cancel invitations that have not been accepted
Where to find it: Settings (gear icon) > Organization > Invitations
Roles
Control what each member can do.
| Role | What They Can Do |
|---|---|
| Owner | Full access. Manage billing, delete the organization, transfer ownership |
| Admin | Full access except deleting the organization and transferring ownership |
| Member | Work with AI employees, view dashboards. Limited settings access |
You can change a member's role from the Members page.
Where to find it: Settings (gear icon) > Organization > Roles
Organization Settings
Update your organization's basic information.
- Change the organization name
- Update branding or logo
- Adjust timezone and regional preferences
Where to find it: Settings (gear icon) > Organization > Settings
Notifications
Control what alerts you receive and how they are delivered.
Preferences
Choose which events trigger notifications. Toggle on or off for each event type: credit alerts, employee activity, task completions, schedule runs, and more.
Where to find it: Settings (gear icon) > Notifications > Preferences
Delivery
Choose how you receive notifications.
| Channel | Description |
|---|---|
| Push | In-app notifications that appear in your notification center |
| Notifications sent to your email address |
Enable or disable each channel independently. You can receive push only, email only, or both.
Where to find it: Settings (gear icon) > Notifications > Delivery
Alerts
Configure threshold-based alerts for important events.
- Credit alerts fire at 25%, 15%, and 0% remaining credits
- Activity alerts notify you when employees complete important work
- Each alert fires once per billing period to avoid noise
Where to find it: Settings (gear icon) > Notifications > Alerts
Technical
Settings for how your AI employees behave and how the outside world reaches them.
AI Behavior
Workspace-wide defaults for how every employee thinks, works together, and remembers. Organized into three cards.
Employee Brain (per-employee overridable):
- Model, picked from all available models organized by tier: Fast, Standard, and Advanced
- Thinking Depth, how hard the employee thinks before acting (Auto, Off, Minimal, Light, Medium, Deep)
- Actions per Turn, how many things an employee can do in a single response
Delegation & Teamwork (workspace-wide only):
- Parallel Delegations, how many teammates a leader can hand work to at once
- Delegation Reach, whether employees work solo, within their team, or across teams
- Teammate Work Time, how long a delegated teammate can keep working before their leader moves on
- Loop Protection, how tolerant employees should be of repeating themselves
Advanced Memory (workspace-wide toggle):
- Turn on long-term memory so employees remember people, facts, and projects across conversations
Changing any setting in the Employee Brain card affects newly hired employees only. Existing employees keep their current setting unless you change it on their individual profile. Delegation, Teamwork, and Memory settings apply to everyone in the workspace immediately.
Where to find it: Settings (gear icon) > Technical > AI Behavior
Inbound Channels
Manage how the outside world reaches your AI employees.
| Channel | What It Does |
|---|---|
| API | REST API access. View your API key, see endpoints |
| MCP | Model Context Protocol server. Connect Claude Desktop, Cursor, or other MCP clients |
| A2A | Agent-to-Agent protocol. Let external AI agents collaborate with your employees |
| Webhooks | Trigger employee work from external events |
| Let people email your employees directly |
Each channel can be enabled or disabled independently. API keys and connection details are shown when you expand each channel.
Where to find it: Settings (gear icon) > Technical > External Channels
Legal
Quick links to legal documents and data security information.
- Privacy Policy opens the platform's privacy policy
- Terms of Service opens the terms of service
- Data Security opens information about how your data is protected
Where to find it: Settings (gear icon) > Legal
Tips and Tricks
- Bookmark Credit Usage. If you want to keep a close eye on spending, the Credit Usage page gives the most granular breakdown available
- Use referrals early. The Get Free Credits page lets you earn bonus credits before you ever need to pay
- Set the company default model wisely. Choosing a Fast-tier model as the default keeps costs low for routine employees. Switch individual employees to Advanced only when they need deeper reasoning
- Check External Channels if integrating. Before writing any code to connect your systems, check what channels are already available and grab your API key from here
Frequently Asked Questions
Q: Where is the Settings page? A: Click the gear icon in the top-right corner of your workspace. It opens the full Settings page with a sidebar for navigation.
Q: Can I change my subscription plan at any time? A: Yes. Go to Settings > Subscription > Available Plans, pick a new plan, and the change takes effect immediately. You will be charged the prorated difference.
Q: How do I invite someone to my organization? A: Go to Settings > Organization > Invitations. Enter their email address and send the invite. They will receive an email with a link to join.
Q: What happens if I change the company-wide default AI model? A: Only newly hired employees use the new default. Existing employees keep their current model. To change an existing employee's model, update it in their persona settings.
Q: Can I use multiple payment methods? A: Yes. Add as many cards as you need under Settings > Subscription > Payment Methods. Set one as the default for automatic charges.