Documentation
Account & Workspace

Account and Workspace

Manage your personal settings, security, and active organization.

Open the user menu at the bottom of the main sidebar to access your profile, switch organizations, review subscription credits, or sign out.

Organization Scope

Integrations, chats, automation, staff, groups, templates, settings, reports, and credits are loaded for the selected organization. Always check the active organization before changing configuration or investigating a conversation.

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