AI Sales ServiceAI Workforce

Settings

Configure your account, integrations, and preferences.

Settings Overview

Settings Tabs

General

Basic account and display preferences.

SettingDescription
ProfileName, email, avatar
ThemeLight, Dark, or System
LanguageInterface language
TimezoneFor scheduling and timestamps

Theme

Choose your preferred appearance:

ThemeDescription
LightBright interface
DarkReduced eye strain
SystemFollows OS preference

Language

Supported languages:

  • English
  • Vietnamese (Tiếng Việt)

AI Configuration

Configure AI behavior and defaults.

AI Configuration
  • Default AI model settings
  • Response style preferences
  • Guardrails and guidelines

Email Accounts

Connect and manage email accounts for campaigns.

Adding an Email Account

  1. Go to Settings > Email Accounts
  2. Click Add Account
Add Email Account
  1. Enter email address and display name
Email Configuration
  1. Configure SMTP settings (auto-detected for Gmail, Outlook)
SMTP Configuration
  1. Configure IMAP settings for receiving emails
IMAP Configuration

Setting Daily Limits

Prevent hitting email provider limits:

  1. Go to Settings > Email Accounts
  2. Select account
  3. Set daily send limit

Notifications

Configure when you receive alerts:

  • New replies
  • Campaign status changes
  • Lead activity
Notification Settings