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