Settings

Settings

Settings

Settings is where you manage your organisation, your team, and your plan. It has three tabs.



→ AI Chat → Settings (left sidebar)


Tab

What it's for

Client Profile

Your organisation's identity, currency and country, and the policy links your agent shares.

Users

Invite teammates and manage their access.

Subscription

View your plan, manage billing, add add-ons, and switch tiers.



Note: Most of Settings is limited to administrators.



Client Profile

The Client Profile tab holds your organisation's core details - the information your agent and your guests rely on. Select Save Changes after editing. Your organisation ID is shown at the top right if support ever needs it.



→ AI Chat → Settings → Client Profile


Identity

Your organisation's name, web presence, and logo - how guests see you across every property.


Field

What it's for

Logo

Your organisation's logo.

Organisation

Your organisation's name.

Website

Your property's web address. Your agent reads it to build its knowledge - it appears as “Data Collection” in the top bar.

Description

A short description of your organisation.


Localisation

Field

What it's for

Currency

The currency shown to guests. It can't be changed once set.

Billing Currency

The currency you're billed in.

Country

Your home country.


Policies

Add the links your agent shares when guests ask about terms or cancellations - your Terms & Conditions URL and your Cancellation Policy URL.



Note: Your guest-facing Currency can't be changed once it's set, so choose carefully the first time.



Users & roles

The Users tab is where you build your team - invite teammates, set what they can access, and see everyone at a glance.



→ AI Chat → Settings → Users


Invite a teammate

  1. Select Add Member.

  2. Enter their details and choose their role and the properties they can access.

  3. Save - they'll get access under the role you set.


The users list

Each member appears with their name, email, role, the properties they can access, status, and when they were added. Use search and filter to find someone quickly.



Note: Managing users is limited to administrators.



Subscription & billing

The Subscription tab shows your current plan and everything related to billing - upgrades, add-ons, upcoming charges, and your invoice. Billing is handled securely through Stripe; your card details are never stored in the dashboard.



→ AI Chat → Settings → Subscription


Your current plan

At the top you'll see your plan and status (for example Standard - Active), with your number of properties, billing period, auto-renew date, and plan cost. Select Show plan details to see what's included, or Manage subscription to open the secure Stripe billing portal.


Add-ons

Add-ons bill on top of your plan. Additional message credits are pay-as-you-go (billed per credit beyond your allowance), and the Staff Agent add-on gives your team its own internal AI agent. Select Add on the one you want.


Change your plan

Under Compare plans, each tier appears as a card with its price and what's included - for example Grevon Kore, Echo Standard, Pro, Echo Pro, and Grevon Max. Switching tiers is handled with automatic proration, so you only pay the difference for the rest of your billing period.



Note: Managing the subscription is limited to administrators.


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