Explore Your Settings
Settings is where you manage your subscription, your workspace, notifications, and how your AI employees think and connect to the outside world.
TL;DR
Click the gear icon at the bottom of the left sidebar to open Settings. It covers Subscription, Technical, Organizations, Notifications, and Legal & Trust. This page is a map of every section so you know exactly where to look, and links to the full guide for each one.
How to Open Settings
Click the gear icon at the bottom of the left sidebar in your workspace. On mobile, tap More in the bottom navigation and choose Settings. Most sections require you to be an Owner or Admin of the workspace; a Collaborator only sees Legal & Trust.
Subscription
Everything related to your plan, credits, and payments.
| Page | What It Does |
|---|---|
| Current Plan | Your active plan, renewal date, and credit balance |
| Credit Usage | Spending breakdown by category, with month-by-month history |
| Earn Credits | Your referral link. Earn bonus credits for up to 10 successful signups |
| Invoices | Every past charge, with a download link |
| Payment Methods | Add, remove, or set a default card |
| Available Plans | Compare every plan and switch |
Plans run Free, Starter, Builder, Founder, Leader, and a custom Enterprise tier. Free credits never reset; paid plans get a fresh credit balance every billing period. Full pricing and what each plan includes lives in Upgrade Your Plan.
Where to find it: Settings (gear icon) > Subscription
Technical
Settings for how your AI employees think, work together, and connect to the outside world.
| Page | What It Does |
|---|---|
| AI Model | The default model, thinking depth, and delegation settings every employee uses |
| Channels | Every way the outside world can reach your employees |
| AI Guardrails | Company-wide content safety and PII rules |
| AI Evaluation | Choose which tools and responses receive automatic quality reviews |
| Credits Saver | See how much a cheaper model handled for you automatically |
| Rate Limits | Your own spending brake, plus every other limit on your workspace |
AI Model sets workspace-wide defaults across three groups: Employee Brain (model tier, Thinking Depth, Creativity, Actions per Turn), Delegation & Teamwork (Parallel Delegations, Delegation Reach, Teammate Work Time, Loop Protection), and Advanced Memory (long-term memory across conversations). Models are grouped into four tiers: Fast, Standard, Advanced, and Frontier. Changing the default model only affects newly hired employees; existing employees keep their current model unless you change it on their own profile. Full detail: Choose AI Models.
Channels are grouped into In-App, Chat Apps, Telephony, and Programmatic. Flagship channels include REST API, MCP Server, A2A Protocol, Webhooks, and Email, alongside Slack, Telegram, WhatsApp, SMS, Discord, Microsoft Teams, phone calls, meetings, and more. Some channels are marked "coming soon." Each channel's setup, keys, and docs live in its own guide under Inbound Channels.
Rate Limits is where you set an optional spending brake that paces how fast your workforce burns credits, separate from your plan's credit allowance. Full detail: Set Your Own Spending Limit.
AI Evaluation has two separate cards. Tool-specific reviews run only after a selected app, utility, or internal tool produces work. Every response runs after every employee reply and includes Answer quality, Relevance, Helpfulness, Conciseness, Claim honesty, and any custom check you create. Everything starts off. Turn on a check, review or edit its quality standard, then save it. Each enabled check creates one additional quality review call when it applies. Response checks see the latest request and the reply, not a hidden reference answer, so factual correctness needs an evaluator that also receives a source or reference answer.
Where to find it: Settings (gear icon) > Technical
Organizations
Manage workspaces, collaborators, roles, and workspace details.
| Page | What It Does |
|---|---|
| Workspaces | Switch between workspaces you belong to, or create a new one |
| Members | See who has access, invite new collaborators by email, and manage seats |
| Roles | Owner, Admin, or Collaborator. See your own access and request more |
| Details | Rename the workspace, or delete it |
Each workspace has its own employees, teams, billing, and settings. Inviting someone happens directly on the Members page: enter their email, pick a role, and send. Full detail: Manage Your Workspaces.
Where to find it: Settings (gear icon) > Organizations
Notifications
Control what emails you receive. The in-app notification bell always fires and cannot be turned off.
Preferences is one list of every email category we send, with a switch on each:
| Category | Can Turn Off |
|---|---|
| Your team's work | Yes |
| Product updates | Yes |
| Tips & check-ins | Yes |
| Account & security | No |
| Billing & credits | No |
Account & security and Billing & credits stay on so you never miss a password reset or a failed payment.
Alerts shows your credit alert ladder. These levels are fixed and cannot be switched off, since they are about your money:
| Remaining | What Happens |
|---|---|
| 25% | In-app notification only |
| 15% | In-app notification and email |
| 0% | In-app notification and email. Work stops until you top up or upgrade |
Full detail: Manage Notifications.
Where to find it: Settings (gear icon) > Notifications
Legal & Trust
Two hub pages, visible to every workspace member regardless of role:
- Legal & Compliance links to every policy document: terms, privacy, and more
- Trust & Security links to information about how your data is protected
Where to find it: Settings (gear icon) > Legal & Trust
Tips and Tricks
- Bookmark Credit Usage. If you want to keep a close eye on spending, it gives the most granular breakdown available
- Use referrals early. Earn Credits lets you build up a bonus balance before you ever need to pay
- Pick a Fast-tier default model. It keeps routine work cheap. Switch individual employees to a higher tier only when they need deeper reasoning
- Check Channels before writing any integration code. Grab your API key or MCP connection details from there first
Frequently Asked Questions
Q: Where is the Settings page? A: Click the gear icon at the bottom of the left sidebar in your workspace. Most sections require you to be a workspace Owner or Admin.
Q: Can I change my subscription plan at any time? A: Yes. Go to Settings, Subscription, Available Plans. Upgrades take effect immediately with a fresh credit balance; downgrades wait until the end of your current billing period.
Q: How do I invite someone to my workspace? A: Go to Settings, Organizations, Members. Enter their email, choose a role, and click Send Invite.
Q: What happens if I change the workspace-wide default AI model? A: Only newly hired employees use the new default. Existing employees keep their current model. Change an existing employee's model on their own profile.
Q: Can I turn off the credit alert emails? A: No. Credit alerts at 25%, 15%, and 0% remaining are fixed because they are about your money. You can turn off other email categories like product updates and tips under Notifications, Preferences.