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Account Settings

Access and manage your account settings from the Settings section of the mobile app.

Accessing Settings​

Tap Settings in the navigation drawer to access your account and app settings.

Settings Main

Profile Management​

Your profile card displays at the top of settings:

  • Profile photo (tap the camera icon to change)
  • Name and email
  • Manage Profile button to edit details
Profile Management

Edit Profile Information​

Tap Edit Profile Information to update:

Edit Profile
  • Username (read-only)
  • First Name
  • Last Name
  • Mobile Phone
  • Agent Settings (if you're an agent)
    • Use Soft Client toggle
    • Max Wrap Ups setting

Tap Update Profile to save changes.

Change Password​

To update your password:

Change Password
  1. Tap Change Password
  2. Enter your Current Password
  3. Enter your New Password
  4. Confirm New Password
  5. Tap Change Password

Brands​

If your organization uses multiple brands, configure which brands you receive notifications for:

Select Brands
  1. Tap Brands
  2. Select the brands you want to receive notifications for
  3. Tap Save

Default Communication Settings​

Configure your default sending identities:

  • Default From Email - Select which email address to send from
  • Default SMS Number - Select which phone number to send texts from
  • Default Caller ID - Select which number displays when making calls

Call Settings​

Call Settings

Configure call-related preferences:

  • Floating Call Control - Enable floating call controls during active calls
  • Twilio Debug Panel - Enable for troubleshooting call issues
  • Agent Transfer Filter - Only show active agents in transfer list

Conversations Settings​

Conversations and Data Settings
  • Use Conversations for Notifications - Toggle between conversations-based or traditional notification routing
  • Badge Count Mode - Configure how badge counts are calculated (unassigned incomplete conversations)
  • Navigation Style - Choose between icon with bottom sheet or other navigation styles

Data & Storage​

Manage local data:

  • Clear Contacts Cache - Remove cached contacts data to free up storage
  • View how many contacts are cached locally

Debug Logs​

Access debug logs for troubleshooting:

  1. Tap Debug Logs
  2. View and copy logs for support tickets

Signing Out​

To log out of the mobile app:

  1. Open the navigation drawer
  2. Tap Logout at the bottom
  3. Confirm when prompted

You'll need to enter your credentials to sign back in.