Docs/Guides|3 min

Settings overview

Go to Settings in the sidebar to access all configuration options.


Settings sections

SectionWhat it controls
AccountYour name, email, company, title
Sender ProfileCompany info, address, signature for emails
NotificationsEmail alerts for drafts, leads, pain cards
BillingSubscription plan and payment info
PasswordChange your password
PreferencesTimezone, language, dark mode
Writing StyleAI writing personalization

Account settings

Update your personal information:

  • First name, Last name
  • Email address
  • Company name
  • Job title

Notifications

Control what emails you receive:

  • Email notifications — master toggle
  • Draft approved — when drafts are auto-approved
  • New lead — when leads are added
  • Pain card alert — high-urgency pain signals
  • Weekly summary — performance recap

Preferences

  • Timezone — affects scheduling and timestamps
  • Language — interface language
  • Dark mode — toggle dark theme (coming soon)

Accessing each section

Click on any section in the left sidebar of the Settings page, or scroll down to find it. The current section highlights as you scroll.

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