Settings
General Settings
Learn how to configure and customize your ContactSwing environment. This guide shows you how to manage general settings effectively.
Step-by-step guide
Follow these steps to manage your settings:1. Log in to the dashboard
Log in and go to the Settings tab.
2. Update personal information
Edit your profile details:- First name
- Last name
- Language
- Address
- Phone number
3. Update login credentials
Change your account password as needed.
4. Manage users and profiles
Go to Users and Controls to add or edit users and assign profiles.Team
- View all users with their name, email, and profile
- Edit or delete users
- Add a new user by providing:
- First name
- Last name
- Password
- Phone number
- Assigned profile
Roles & permissions
- View all profiles and their descriptions
- Create new profiles by specifying:
- Profile name
- Description
- Permissions for features (Knowledge Base, Calls, Actions, Customers, Emails, Orders, API Setup, workflows, campaigns, data uploads, etc.)
5. Create a user
To add a new user:- Enter their details and assign a profile
- Refer to the Profiles section to define and assign profiles
6. Create user profiles
To create a new profile:- Enter profile name and description
- Assign permissions for features (Knowledge Base, Calls, Actions, Customers, Emails, Orders, API Setup, workflows, campaigns, data uploads, etc.)
7. Manage billing
In the Billing section, review and update your subscription plans and monitor usage.- Upgrade your subscription for annual savings
Your current subscription
- Free Plan (Free Trial)
- Active until Oct 15, 2024 (you’ll get a notification before expiration)
Usage
- Assistants: 9 of 6 used
- Knowledge Bases: 2 of 6 used
- Emails: 0 of 0 used
- Actions: 4 of 6 used
- Users: 1 of 5 used
- Minutes: 0 of 0 used
Pricing plans
- Starter: $25/mo
- Individual: $190/mo
- Team: $350/mo
- Business: $690/mo