Where do I go to change something about my account or business?

Settings is the gear icon near the bottom of your sidebar. Click it and the Settings page opens with its own list of areas down the left side, grouped under five headings. Click any area to open it.

Open Settings

1. Click Settings in the sidebar.
2. Pick an area from the list on the left. On a phone, the list fills the screen first; tap an area to open it.

The list is grouped like this:

• Your business: General, Services, Team & roles, Knowledge Base.
• Subscription: Billing, Usage.
• Channels & inbox: Channels, Inbox, Lead forms.
• Integrations & security: Integrations, Security & data.
• You: Profile.

Your Notifications and Help stay in the main sidebar, under Account.

What lives in each area

• General. Your organization's name, logo, contact details, address, timezone, business hours and closures, and what your AI tells customers about your business. If you're an admin, this is also where you claim a web address for your customer portal.
• Services. The list of services you offer, which your AI and your journeys use. Admins only.
• Team & roles. Opens on its own page. It's where you invite people and set their roles. Admins only.
• Knowledge Base. Opens on its own page. It's where you teach your AI about your business.
• Billing. Your plan, invoices and payment methods. Admins only.
• Usage. Your messages, minutes, conversations and seats this billing period, and for admins, the dollar breakdown of what was charged.
• Channels. Where you connect and manage the ways customers reach you, phone numbers, texting, website chat, WhatsApp, and your softphone.
• Inbox. Labels, canned responses, custom attributes, teams, and two authoring tools called Rules and Macros. Admins only, and it only shows up at all on accounts using Peakify's own inbox, see the note below.
• Lead forms. The forms on your own website that capture new contacts. Admins only.
• Integrations. Ready-made add-ons you can turn on for your account, there aren't any live yet, and, for admins, Webhooks, which send your task updates to another app.
• Security & data. Your audit log, and exporting or deleting your data. Admins only.
• Profile. Your own name, password, email and sign-in security.

Why some of these might not show up for you

A few areas depend on your role or on how your account is set up:

• Inbox only shows up for organization admins, and only on accounts using Peakify's own inbox rather than the older, connected inbox. If you don't see it at all, you're most likely on the older inbox, an admin can confirm which one your account uses.
• Services, Team & roles, Billing, Lead forms and Security & data are admin-only. A teammate who isn't an admin won't see them in the list.
• If your account has a billing problem, the list shows only General, Billing, Usage and Profile until it is sorted out.
• A few of the smaller areas inside Channels, like Email domain, only appear once your account has that particular feature turned on.

If a control you expect is missing or greyed out, it's almost always a role or account setup thing rather than something broken. Chat with us if you're not sure why something isn't showing up for you.

When an area has more than one part

Channels and Inbox each hold several smaller sections. Once you're inside one of them, a second row of tabs appears at the top of the page, for example Connections, Phone numbers and SMS inside Channels. Click any of those to switch between them without leaving the page. General and Lead forms don't have this second row, there's only one thing inside each of them. Integrations has it for admins only, because Webhooks is admin-only.