What It Is
Central hub for configuring Cosmo—connect channels, manage team members, set notification preferences, and configure integrations.Integrations
Connect WhatsApp, Instagram, Shopify
Team Management
Add team members and set permissions
Notifications
Configure email and push notifications
Business Info
Update company details and branding
Integrations
WhatsApp Business
Connect your WhatsApp Business account
Instagram Direct
Connect your Instagram Business account
Shopify (Optional)
Connect your Shopify store for e-commerce
WhatsApp Business Setup
1
Go to Settings → Integrations
Click WhatsApp Business card
2
Scan QR Code
Scan with WhatsApp on your phone
3
Authorize
Confirm connection in WhatsApp
Instagram Direct Setup
1
Go to Settings → Integrations
Click Instagram Direct card
2
Connect Facebook Page
Instagram account must be linked to Facebook Business Page
3
Authorize Permissions
Grant message read/send permissions
Shopify Setup
1
Go to Settings → Integrations
Click Shopify card
2
Enter Store URL
Your Shopify store domain (e.g., mystore.myshopify.com)
3
Authorize
Grant product and order permissions
Team Management
Adding Team Members
- Go to Settings → Team
- Click + Add Team Member
- Enter email address
- Select role (Admin, Agent, Viewer)
- Send invitation
Team Roles
| Role | Can Do |
|---|---|
| Admin | Full access—settings, integrations, team management, billing |
| Agent | Respond to customers, view conversations, manage tickets |
| Viewer | Read-only access to conversations and analytics |
Notification Settings
Configure how you want to be notified:- Email notifications: New tickets, escalations, campaign results
- Push notifications: Real-time alerts for urgent issues
- Notification schedule: Set quiet hours (e.g., 9pm-7am)
- Escalation alerts: Instant notification when live agent needed
Business Information
Update company details used by Cosmo:- Business name and description
- Logo and branding colors
- Contact information
- Business hours
- Time zone and language
- Currency (for e-commerce)
API Access
Generate API keys for custom integrations:- Go to Settings → API
- Click Generate New Key
- Copy and store securely (shown only once)
- Use in your custom applications
Billing & Usage
View and manage:- Current plan and features
- Monthly usage (messages, conversations)
- Payment method
- Billing history and invoices
- Upgrade or downgrade plan
Troubleshooting
Integration Issues
Can’t connect WhatsApp or other integrations
Team Issues
Team member invitation problems
Integration Issues
Can’t connect WhatsApp?- Make sure you’re using WhatsApp Business (not personal)
- Check phone has internet connection
- Try disconnecting and reconnecting
Team Issues
Team member not receiving invites?- Check spam/junk folder
- Verify email address is correct
- Resend invitation from Team page