Manage your personal info, notifications, and security settings. ⚙️
Your profile has info about you that your team and clients might see.
| Field | Description |
|---|---|
| Full Name | Your name as it shows up in Kayse AI |
| The email you use to log in (also where notifications go) | |
| Phone Number | Your personal phone number |
| Profile Photo | Your profile picture |
| Timezone | Your local time zone |
To update your profile:
Your timezone affects:
Choose which alerts you get and how you get them.
| Event | Description |
|---|---|
| New Message | A client sent you a message |
| Missed Call | You missed a call |
| Call Completed | An AI call just finished |
| Case Assigned | A case was assigned to you |
| Case Updated | Something changed on your case |
| Task Due | A task deadline is coming up |
| Task Completed | A client finished a task |
| Document Uploaded | A client uploaded a file |
| Form Submitted | A client filled out a form |
| Negative Sentiment | A client seems unhappy 😟 |
| Campaign Update | A campaign's status changed |
For each alert, pick how you want to hear about it:
| Method | Description |
|---|---|
| In-App | Shows up in the Kayse AI notification center |
| Sent to your email | |
| Push | Pops up on your phone (needs the mobile app) |
Narrow down your alerts:
| Filter | Description |
|---|---|
| By Case Type | Only get alerts for certain case types |
| By Assignment | Only for cases assigned to you |
| By Priority | Only high-priority alerts |
| By Sentiment | Only when clients seem upset |
Set up message-specific alerts:
| Setting | Description |
|---|---|
| All Messages | Every new message |
| Assigned Only | Only from cases assigned to you |
| Mentions Only | Only when someone tags you |
| None | No message alerts at all |
| Setting | Description |
|---|---|
| Digest Mode | Get one summary email instead of lots of individual ones |
| Digest Frequency | How often: hourly, daily, or weekly |
| Quiet Hours | Don't send emails during certain hours |
| Setting | Description |
|---|---|
| Enable Warning | Get a warning when your text is too long |
| Segment Threshold | How many text segments before you see a warning |
Keep your account safe with these settings.
| Requirement | Description |
|---|---|
| Minimum Length | At least 8 characters |
| Complexity | Mix of letters, numbers, and symbols |
| No Reuse | Can't use a password you've used recently |
Add extra security to your account with two-factor authentication (2FA). It's like having two locks on your door!
Important
Save your backup codes in a safe place! You'll need them if you lose access to your authenticator app. 🔐
| App | Platform |
|---|---|
| Google Authenticator | iOS, Android |
| Authy | iOS, Android, Desktop |
| 1Password | iOS, Android, Desktop |
| Microsoft Authenticator | iOS, Android |
See and manage all the places where you're logged in.
Go to Profile Settings → Sessions to see every device where you're logged in:
| Information | Description |
|---|---|
| Device | What kind of device (computer, phone, tablet) |
| Browser | Which browser you used |
| Location | Where you're logging in from (roughly) |
| IP Address | Your connection address |
| Last Active | When you last did something |
| Started | When you first logged in |
You can sign out from specific devices or all of them:
| Action | Description |
|---|---|
| Sign Out Session | Log out of one specific device |
| Sign Out All | Log out everywhere except here |
| Sign Out Everywhere | Log out of everything, including this device |
| Setting | Description |
|---|---|
| Session Timeout | Auto-logout after you've been away for a while |
| Remember Me | Stay logged in longer |
| Trusted Devices | Skip 2FA on devices you trust |
If you have access to more than one Kayse AI account, you can switch between them.
Each company has its own cases, settings, and data. Your profile settings stay the same across all of them.
You might have a different role in each company. Your current role shows on your profile. Admins can change it in Settings → Team:
| Role | Access Level |
|---|---|
| Super Admin | Full access, including billing |
| Admin | Full access to features |
| User | Can only see assigned work |
Pick which company opens when you log in:
Manage your email subscriptions:
Each user has a special link to manage their email preferences.
| Type | Description |
|---|---|
| Notifications | System alerts |
| Reports | Scheduled reports |
| Updates | Product news |
| Marketing | Promotional emails |
Manage your personal API keys:
| Action | Description |
|---|---|
| View Keys | See all your API keys |
| Revoke Key | Turn off a specific key |
| Regenerate | Make a new key (the old one stops working) |
Connect the Kayse AI mobile app to your account:
| Feature | Description |
|---|---|
| Push Notifications | Get real-time alerts 🔔 |
| Messenger | Send and receive messages |
| Case Access | View case details on the go |
| Task Management | Complete tasks from your phone |
Get a copy of your personal data:
Warning
Deleting your account is permanent and can't be undone. ⚠️
Contact your administrator to delete your account. Admins can remove users from Settings → Team.
| Setting | Description |
|---|---|
| Theme | Light, dark, or match your system |
| Font Size | Make text bigger or smaller |
| Reduced Motion | Cut down on animations |
| High Contrast | Make things easier to see |
Turn on keyboard shortcuts to get around faster.