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Settings

Settings

Users, agent instructions, connected accounts, data imports, and billing for the business.

Settings holds the things that are about the account rather than the marketing: who can sign in, how the agents behave, which outside accounts are connected, how data got in, and what you pay.

SectionWhat it is for
UsersWho can sign in to this business and with what role.
AgentsGlobal instructions and per-agent rules.
IntegrationsFacebook, Instagram, Meta Ads, Meta Conversions API, Google Business Profile.
Import DataScrape an existing website or upload custom data to seed Business Info.
BillingPlan, renewal, and credits.

Switch between them with the last crumb in the breadcrumb.