ع Sign in Book a demo

Settings

How your company works in the app, for its admins.

Steps

  1. Settings is one list: each row shows a setting as it is now. Open a row to change it.
  2. Company: your languages, case numbers, branches and their hours, and your branding.
  3. Work: where sign-offs are decided, clients' hours, and how long files are kept.
  4. Channels: your messages to clients (WhatsApp, SMS, email, Telegram) and lead ads.
  5. Money and plan: payments and invoices, costs, and this month's usage beside your plan.

Where to go in the app

Open these from the menu on the side of the app:

The same guide is in the app, under Help and support.