Account & Settings
User roles, permissions, and account management
6 articles in this category
A Guide to User Role Permissions
Understand the four user roles: Owner, Admin, Trusted Employee, and Part-time Agent.
Auto Top-Up Billing
Keep your AI Employee replying without interruption by automatically topping up credits when your balance runs low.
Custom Push Notifications
Choose exactly which alerts you receive on mobile or email, from new leads and messages to billing updates.
System Prompt and Knowledge Base Access Control
System prompts, knowledge base content, and AI Agent configuration are now restricted to Owners and Admins only.
Traditional Chinese Language Support
Switch the entire platform interface to Traditional Chinese from your Company Info settings.
How to Set Up Two-Factor Authentication
Protect your account with a 6-digit code sent by email, an authenticator app, or both methods.