Edit your profile
Your name, phone number, company details and what you are trying to build, all on one page in Settings. Changes save as you go.
4 min readUpdated 26 August 2026
Everything about you and your company sits on one page. Open Settings from the sidebar, then click Edit Profile.
What the top card tells you
Before the fields there is a summary card: your name, your email, and three badges. Those badges answer questions people often open a ticket for.
Tip
The percentage ring on the right is how complete your profile is. It is not a limit on anything, and nothing stops working at less than 100 percent.
| Badge | What it means |
|---|---|
| Org admin, or Org member | Your role. Admins manage the organization and its balance. Members work inside it. |
| Your plan | Which plan the account is on. |
| Member since | When the account was created. |
Personal information
The first card, described on screen as "Your basic account and contact details".
- Full Name.
- Email Address, which is shown but cannot be edited. The note under it says "Used to sign in, can't be changed here".
- Phone Number, with a country code selector next to it.
- Country of Residence.
Company information
The second card, "Tell us about your organization". None of this changes how your agents behave. It is how we understand who we are building for, and it is what a support conversation starts from.
- Company Name and Company Website.
- Industry or Business Sector.
- Tax ID or VAT Number, marked optional.
- Company Size, chosen from a range such as 1 to 50 employees.
- Revenue per Month, also a range.
Additional information
The third card, "Goals, use-case and how you found us". Two free text fields: how you plan to use the platform, with the example "Automate inbound support calls", and your primary goals, such as increasing lead capture.
This is the most useful card to fill in properly. It is what someone reads before answering your first support question, and it is the difference between a generic answer and one that fits what you are building.
Saving
The footer stays visible while you work and shows the current state, reading "All changes saved" once your edits are stored. There is a Save changes button next to it for anything still pending.
Common questions
- Why can I see my email but not change it?
- It is what you sign in with, so changing it would change your identity on the account. The page says so directly under the field. See the article on changing your email.
- Does company information affect my agents?
- No. It does not change agent behaviour, pricing or limits. It is context for the people supporting you.
- Do I have to reach 100 percent?
- No. Nothing is gated on it.
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