Your account
Who can sign in, what you can change, and how to delete everything.
Every plan includes more than one sign-in: two on Starter, three on Growth, five on Pro and three on Aijent Relay. You invite people from Account Settings, and each person gets their own password and their own two-factor authentication. Billing and deleting the account stay with the account owner. Changing the email address you sign in with is not self-service.
Everything here is under Account Settings in your dashboard.
Who can sign in
Every plan includes more than one sign-in. Your plan decides how many:
| Plan | Seats |
|---|---|
| Starter | 2 |
| Growth | 3 |
| Pro | 5 |
| Aijent Relay | 3 |
Invite people from Account Settings. Each person gets their own email address, their own password and their own two-factor authentication. Adding more Aijents does not add more people, and neither does adding more websites. Only the plan does.
If you try to invite somebody once every seat is taken, you are told the seats are in use. Remove somebody who has left first.
Do not share one login
Give each person their own seat rather than passing one password around. Each person can then turn on their own two-factor authentication, and when somebody leaves you remove their seat instead of changing a password everybody knows.
What a teammate can do
Everybody you invite can work on your Aijent and see how it is doing: its name, tone and prompt, its knowledge, and your dashboard and analytics.
All Aijent plansOn Aijent plans they can also connect your calendar, meeting and CRM accounts. There is no conversations inbox on these plans, so a seat here is for running the Aijent rather than for working replies.
Aijent Relay onlyOn Aijent Relay they also work the conversations inbox, changing a status and leaving notes, each recorded against the person who did it.
Two things stay with the account owner, which is the person who signed up:
- Billing. Teammates do not see the Billing tab, and cannot change the plan, update the card or cancel.
- Deleting the account. The Danger zone below is the owner's alone.
There is no way to move ownership to somebody else yourself. Get in touch if the person who signed up has left.
What you can change
- Your password. See signing in.
- Two-factor authentication. Worth turning on. See two-factor.
- Your billing details and plan. See trials, plans and billing.
Changing the email address you sign in with is not self-service. Get in touch rather than creating a second account, which would leave your conversations, knowledge and connections behind on the old one.
If the person who set it up has left
This is common and fixable. Get in touch from a company address and we will help you recover the account. Do not start a new one: you would lose your knowledge base, your conversation history and your connected accounts.
Worth doing before it happens: make sure more than one person knows which address the account is under.
The danger zone
Account Settings has a Danger zone with a Delete all data option.
This is permanent and immediate
It deletes everything for your account: every Aijent, every conversation, every lead, your knowledge base and your connected accounts. It cannot be undone and we cannot recover it for you.
You have to type DELETE to confirm. That is the only thing standing between you and it.
If you are leaving, cancel instead. Cancelling keeps your data recoverable for a grace period in case you change your mind, and stops the billing. See cancelling.
If this is a privacy request, get in touch first. There is usually a narrower answer than deleting your whole account.