Managing Your Rep AI Account Complete Guide to Account Settings

Managing Your Rep AI Account: Complete Guide to Account Settings

Introduction The Rep AI Console provides a comprehensive set of tools to manage your account, control your subscription, customize your AI assistant's behavior, and monitor your performance. This guide offers an overview of the key account management areas in Rep AI and provides links to detailed articles for each section.

Account Management Overview Your Rep AI account settings are organized into several key areas, each serving a specific

purpose in managing your AI assistant

• User Profile: Personal settings, notification preferences, and security options

1. Billing: Subscription management, AI Talents access, and payment information
2. Account Team: Team member access control and permission management
3. General Settings: Core configuration options for your AI assistant
4. Accessing Account Management

To access your account management options: Log in to your Rep AI Console at app.hellorep.ai

1. Click on your profile icon in the top-right corner of the screen
2. A dropdown menu will appear with several options including:
3. User profile

Refer & get rewarded Account Billing Log out Key Account Management Areas User Profile The User Profile section allows you to manage your personal information, security settings, and

notification preferences

Personal Information: Update your name, email, and contact details Password Management: Change your password and security settings Notification Preferences: Control which alerts and updates you receive Billing The Billing section serves as your central hub for managing your subscription and payment

information

Current Plan: View and manage your subscription details AI Talents: Access specialized AI capabilities like Sales Skills and Support Skills Payment Methods: Manage your credit cards and billing information Billing History: View past invoices and payment records Visitor Usage: Monitor your website session usage against your plan's limits

Account Team

The Account section allows you to control who has access to your Rep AI dashboard

Team Member Management: Invite new team members to your account Role Assignment: Set appropriate access levels for each team member Permission Control: Manage what actions each team member can perform Account Security: Monitor account access and activity logs Getting Help with Your Account

If you need assistance with any aspect of your Rep AI account

• Use the Rep AI Helper chat widget in the console for instant guidance

Contact support through the Help button in the top navigation Check the Help Center for detailed documentation and guides Reach out to your dedicated account manager if you have one