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Your profile page is where you manage your personal account settings, view your subscription, and track your usage across the platform.

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Accessing Your Profile

Click Profile in the sidebar menu (near the bottom).

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Updating Your Display Name

Your display name appears in conversations and when collaborating with team members. To change it:
  1. Go to Profile
  2. Click on your current name (or the edit icon next to it)
  3. Type your new name
  4. Click Save

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Changing Your Profile Photo

  1. Go to Profile
  2. Click on your current photo (or the camera icon)
  3. Select an image from your computer
  4. The photo uploads automatically
Tip: Use a square image for best results. The photo will be cropped to fit a circle.

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Understanding Your Subscription

Your profile shows your current subscription plan and what’s included:

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What You’ll See

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The Usage Bar

The progress bar shows your credit consumption:
  • Green = You have plenty of credits remaining
  • Yellow = You’re approaching your limit
  • Red = You’re at or over your limit
Credits reset at the beginning of each billing cycle.

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Upgrading Your Subscription

Need more credits, seats, or features? Here’s how to upgrade:
  1. Go to Profile
  2. Click Upgrade or Manage Subscription
  3. Choose a new plan
  4. Enter your payment information (if not already on file)
  5. Confirm your upgrade
Your new features are available immediately. You’ll be charged the prorated difference for the current billing period.

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Managing Payment Methods

To update your credit card or payment method:
  1. Go to Profile
  2. Click Manage Subscription or Billing
  3. You’ll be taken to our secure payment portal
  4. Update your payment method
  5. Save changes

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What Are Credits?

Credits are the currency that powers AI features in the platform. Different actions use different amounts of credits: Your plan includes a monthly credit allowance. If you run out, you can:
  • Wait for credits to reset next month
  • Upgrade to a higher plan
  • Purchase additional credits (if available on your plan)

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Account Settings

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Email Notifications

Control what emails you receive:
  1. Go to Profile
  2. Scroll to Notifications or Settings
  3. Toggle notifications on/off for different types

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Dark Mode

Prefer a darker interface? The light/dark toggle lives in the sidebar (look for the moon/sun icon), not on the Profile page. Click it to switch between light and dark modes at any time.

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Security

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Your Password

You sign in with a magic link, a verification code, or Google — so there’s no password to manage day to day. If you use an email-and-password login and need to reset it, use the Forgot password? link on the sign-in screen; a reset link will be emailed to you.

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Two-Factor Authentication

For extra security, enable two-factor authentication (2FA):
  1. Go to Profile
  2. Find the Security or Two-Factor Authentication section
  3. Follow the setup steps to link your authenticator app
  4. Enter the 6-digit code from your app to confirm
Once enabled, you’ll enter a 6-digit code from your authenticator app each time you sign in. You can disable 2FA from the same section (you’ll be asked to confirm with a code).

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Frequently Asked Questions

Q: What happens if I run out of credits? A: Most AI-powered features will be temporarily unavailable until your credits reset or you upgrade. You can still access your data and non-AI features. Q: Can I downgrade my subscription? A: Yes. Go to Profile → Manage Subscription and select a lower tier. Changes take effect at your next billing cycle. Q: How do I cancel my subscription? A: Go to Profile → Manage Subscription → Cancel. You’ll retain access until the end of your current billing period. Q: I was charged incorrectly. What do I do? A: Contact support through the Support page. Include your billing date and the charge amount.

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Next Steps