Menu, appearance and feedback

The menu opens from the button at the top left of every tab. On Home you can also swipe in from the left edge. It covers the whole screen: your avatar, name and email at the top, then four groups.

Not every row shows for everyone.

• Change password only appears if you sign in with an email and password. With single sign-on, your identity provider manages the password.
• A personal account has no API Keys, Automations, Manage Domains or Reports rows. See Roles and access.
• Guests do not get the Automations row.

My Profile opens your profile page, the one colleagues see, and Account opens the editor for it. See Profiles. API Keys is covered in API keys, and Integrations in Integrations.

Automations lists your organization's automations, and the row shows a count of the approvals waiting on you. See Automations.

Notifications holds the settings for which notifications reach you and on which channels. The notifications themselves are behind the bell in the top bar. See Notifications.

Schedules lists the agents that run for you on a schedule, such as a report on a competitor every Monday at 9:00 AM, and the weekly reviews Auron runs on your active accounts and deals. Each row shows the subject, the agent, the cadence and the next run, with Stop to end it. You add one from Ask Auron, a voice note, or an agent's Edit screen.

Version update tells you which version of the app you are on.

Workspace

Workspace shows the organization you have selected: its logo, its name, and a Manage list underneath. An owner or admin can change the logo (Add a logo or Change logo) and the name, up to 60 characters, then tap Save. Everyone else sees the same screen read only, with "Only an owner or admin can change the workspace."

Users and teams

Users & teams is under Manage in a team organization, with the member count beside it. It lists the members, with a filter at the top, then pending invitations and teams.

An owner or admin gets an invite button in the top right. It asks for a name, an email and a role, either User ("Uses agents, calls and records") or Admin ("Also manages members and settings"), and Send invitation sends it.

Tapping a member gives an owner or admin two choices: Make admin or Make user, and Remove. Removing asks first, warning that "They lose access to everything in this workspace right away." You cannot change the owner or yourself this way. A pending invitation can be revoked, after which that address can no longer use it to join.

Teams are listed here but are created and edited in the web console.

Usage

Usage starts with a Plan card, then one meter per limit: the number used against the limit, and the percentage of the limit used. A meter only appears when your plan has that limit or you have used some of it. The possible meters are Agents, Skills, Conversations, Toolkits, Members, Knowledge bases, Automations and Meeting minutes this month. Pull down to refresh.

In a team organization the Plan card says "Your organization's plan is managed by your admin."

In a personal account it shows where your free trial stands:

Once the trial has ended, anything that needs it stops with the message "Your free trial has ended."

Appearance

Three options: System ("Match your device's appearance"), Light and Dark. The choice applies at once to the whole app and is remembered for next time. Picking one closes the menu so you can see the result.

System follows your phone. Light or Dark overrides it until you change it back.

Share feedback

Share Feedback opens a sheet with three things to fill in: Platform or Generic, what you want to say in up to 1000 characters, and one of five faces for "How did it go?". Send Feedback stays disabled until all three are done.

The app sends the screen you were on and your timezone with it. Under the button is a support address for your organization if you would rather send an email.

Signing out

Sign out sits below the groups and asks "Sign out of this workspace?" first. It removes the stored sign in for the domain you are in and returns you to the sign in screen. Other domains on the phone stay signed in. See Domains.

Deleting your account

A personal account has a Delete account link under Sign out. Team organizations do not show it.

You get an email with the date your data will be deleted. Until that date, signing in again restores the account and its workspace. After it, the account and everything in the workspace are gone, and the email address can be used to sign up afresh.