Settings
The Settings section is your workspace's control center in Platica. Here you can manage everything related to your personal account, your company's identity, your team's permissions, and the platform's preferences.
Any change you make in this section directly affects how Platica works for you and for every member of your workspace.
How to access it
- Go to the left-hand navigation bar.
- Click the Settings icon at the bottom of the menu.
- Pick the section you want to manage in the left sidebar.
What can you configure?
This guide is organized into the following sections that cover each configuration area of the workspace:
Account — Manage your personal information: name, profile photo, email, phone, and work area. You can also change your password and sign out of every active session from here.
Company — Configure your business profile: logo, name, description, industry, website, time zone, and language. AI agents use this information to personalize their responses to your customers.
Team — Manage your workspace's members, invite new collaborators, and review the roles and permissions that determine what each person can do inside Platica.
Notifications — Define how and when you want to receive alerts. Configure email, WhatsApp, and browser push notifications independently.
Plan — Review your current subscription, compare the available plans, and pick between monthly or annual billing. Here you can sign up for or change your plan as your business grows.
Recommendation: If you just created your workspace, start by completing the Company profile and adding your Team members. This gives AI agents the context they need and gives each collaborator the right access from day one.