> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetcosmo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings

> Configure your account, integrations, and team access

## What It Is

Central hub for configuring Cosmo—connect channels, manage team members, set notification preferences, and configure integrations.

<CardGroup cols={2}>
  <Card title="Integrations" icon="plug">
    Connect WhatsApp, Instagram, Shopify
  </Card>

  <Card title="Team Management" icon="users">
    Add team members and set permissions
  </Card>

  <Card title="Notifications" icon="bell">
    Configure email and push notifications
  </Card>

  <Card title="Business Info" icon="building">
    Update company details and branding
  </Card>
</CardGroup>

## Integrations

<CardGroup cols={3}>
  <Card title="WhatsApp Business" icon="whatsapp">
    Connect your WhatsApp Business account
  </Card>

  <Card title="Instagram Direct" icon="instagram">
    Connect your Instagram Business account
  </Card>

  <Card title="Shopify (Optional)" icon="shopify">
    Connect your Shopify store for e-commerce
  </Card>
</CardGroup>

### WhatsApp Business Setup

<Steps>
  <Step title="Go to Settings → Integrations">
    Click WhatsApp Business card
  </Step>

  <Step title="Scan QR Code">Scan with WhatsApp on your phone</Step>
  <Step title="Authorize">Confirm connection in WhatsApp</Step>
</Steps>

[Full WhatsApp setup guide](/integrations/whatsapp)

### Instagram Direct Setup

<Steps>
  <Step title="Go to Settings → Integrations">Click Instagram Direct card</Step>

  <Step title="Connect Facebook Page">
    Instagram account must be linked to Facebook Business Page
  </Step>

  <Step title="Authorize Permissions">Grant message read/send permissions</Step>
</Steps>

[Full Instagram setup guide](/integrations/instagram)

### Shopify Setup

<Steps>
  <Step title="Go to Settings → Integrations">Click Shopify card</Step>

  <Step title="Enter Store URL">
    Your Shopify store domain (e.g., mystore.myshopify.com)
  </Step>

  <Step title="Authorize">Grant product and order permissions</Step>
</Steps>

[Full Shopify integration guide](/integrations/shopify)

## Team Management

### Adding Team Members

1. Go to **Settings** → **Team**
2. Click **+ Add Team Member**
3. Enter email address
4. Select role (Admin, Agent, Viewer)
5. 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

<Warning>
  Make sure escalation notifications are enabled—fast response times are
  critical for customer satisfaction.
</Warning>

## 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:

1. Go to **Settings** → **API**
2. Click **Generate New Key**
3. Copy and store securely (shown only once)
4. Use in your custom applications

<Warning>
  Keep API keys secure. Never share publicly or commit to code repositories.
</Warning>

## Billing & Usage

View and manage:

* Current plan and features
* Monthly usage (messages, conversations)
* Payment method
* Billing history and invoices
* Upgrade or downgrade plan

## Troubleshooting

<CardGroup cols={2}>
  <Card title="Integration Issues" icon="plug">
    Can't connect WhatsApp or other integrations
  </Card>

  <Card title="Team Issues" icon="users">
    Team member invitation problems
  </Card>
</CardGroup>

### 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