This is one page with a settings list down the left, not a set of tabs. Each section is also addressable directly with
?tab= — for example ?tab=retention.Personal preferences — your profile, theme, notifications, password and sessions — live somewhere else entirely, under Settings in the user menu. Personal settings →
Details
The Account Details card holds the account’s identity and contact information.
Click Save to store changes to the contact fields.
Close Account also sits in this card. It is root-only and disappears once a deletion has already been scheduled. Closing your account →
Renaming the account
Only the root user can rename an account. Editing Account Name enables a Rename Account button, which opens a confirmation modal. To confirm, click Send code, enter the code emailed to you, then click Apply Change. If the code does not arrive, you can request another once the countdown on the button finishes.Account names are matched case-insensitively — they are lowercased and trimmed when stored, so
AcmeOps and acmeops are the same name.Branding
App name, favicon and brand colours. Branding and global assistant settings →Global Instructions
Instructions that every assistant can inherit, so behaviour is consistent across the account. Global assistant instructions →Global Knowledge
Files that assistants across the account can draw on. Global knowledge →Escalation Responders
Pick the people who handle escalations when nobody more specific is named. The section holds a single Assignees multi-select. The selected users are notified for any escalation task and are authorised to respond when no responder is set on the assistant or flow that raised it.If no default responders are set, the account root is the default responder.
Data Retention
Controls how long your assistants’ conversation history is kept before it is permanently deleted. Set a Retention period (days) and click Save.This is separate from pipeline execution traces and diagnostics, which are always kept for 7 days no matter what you set here.
A banner at the top of the section shows the current setting in plain language.
Setting the field to
0 means keep conversation history forever. That is not self-serve — it needs a platform-issued override, and an account running under one shows a Platform override in place warning. You can always lower the period yourself; raising it back above your plan’s ceiling requires contacting us again.
Compare plans →
Specialization
A dashboard for the account’s verticals, where you can view, customise and extend the configurations deployed for your vertical — including task templates. A Get Help Setting Up button opens a setup assistant.Data hosting
Where an account’s data is hosted is chosen once, on the onboarding screen “Choose the way your data is hosted”, which is shown to any account that has no regions set yet. The region on offer is Europe, and the node count is a choice between 1 and 3. The choice is not gated on your plan. Creating your account →Related
Branding & Global Assistant Settings
App name, favicon, colours, global instructions and knowledge
User Management
Invite people and assign roles
Billing & Subscriptions
Plans, credits and invoices
Close Account
Close the account