Usage Software Guide & Handling of AI Agent Guide

Your comprehensive manual for mastering the platform and its AI capabilities.

Settings Guide

Manage your account settings, security, and preferences from one central place.

Profile Information

This section allows you to update your personal details that are displayed across the platform.

Updating Your Details
  • Full Name: You can change the name associated with your account at any time. This name is used in invoices and communications.
  • Email: Your email address is your unique identifier and cannot be changed after registration.

Password & Security

Keep your account secure by managing your login credentials and enabling Two-Factor Billing.

Changing Your Password

To change your password, you will need to provide your current password for verification, then enter and confirm your new password.

Two-Factor Billing (2FA)

For an extra layer of security, you can set up a Security Key. When enabled, this key will be required in addition to your password every time you make a purchase from your wallet balance.

Preferences

Customize your dashboard experience to suit your workflow.

Real-time Data
Enable this to instantly sync data across the dashboard as it comes in. Disable it to conserve resources and reduce API usage if you prefer to refresh manually.
Live Email Feed
When active, a floating window will appear on your dashboard showing a live feed of newly scraped emails as they are saved.
Email Notifications
Toggle whether you want to receive email notifications for important account activities, such as top-up approvals or security alerts.
Theme
Switch between Light and Dark mode to match your visual preference and work environment.

Danger Zone

These actions are permanent and should be used with caution.

Deactivate Account

Deactivating your account will immediately log you out and prevent any future logins. Your data (leads, settings, etc.) will be preserved but inaccessible. This action is irreversible without contacting an administrator.