ClickSabi Pro
Account, Plans & Settings
Workspace settings
What each settings section controls.
Company
Legal name, licence details and service area.
Team and Subscription
Members, roles and invitations, and your plan and billing.
Alerts and Notifications
Alerts in the sidebar shows in-app activity and keeps records for 90 days. Settings → Notifications controls your customer-message emails, independently of Alerts. Other delivery preferences and team escalation are not configurable yet.
Communication
Business hours, auto-reply and response-time expectations.
AI Preferences and Estimating
How AI assistance behaves in your workspace, and your pricing, markup and labour rates.
Integrations
Calendar, email and SMS connections.
Profile and Security
Your own details, password, sessions and account. Every role can manage these for themselves.
Related articles
- Account, Plans & SettingsCompany DocumentsA reusable library of your company's credentials.
- Team & PermissionsTeam roles and what each one can doThe workspace roles and the real boundaries behind them.
- Branding & Customer PortalSetting up your brandingLogo, colours, introduction and where branding is applied.
- Account, Plans & SettingsPlans and what they includeThe four plans, limits, and how entitlements work.
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Prefer email? support@mail.clicksabi.com