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Advanced

Settings & Integrations

7 min read

Overview

The Settings area is your control center for account configuration, billing, privacy, integrations, and API access. This guide covers every major settings section and what you can configure.

Navigating to Settings

  1. Click the Settings icon (gear ⚙️) in the bottom of the left sidebar, or navigate to /settings.
  2. Settings are organized into tabbed sections in the sidebar.

Account Settings

Profile Information

  • Display name — Your name as shown in the dashboard and on public pages
  • Username / Subdomain — Changes your profile URL (https://[username].savantly.ai)
  • Email address — Your login email; changing requires verification
  • Password — Change your account password
  • Profile photo — Upload a new avatar

Email Verification

If your email is unverified:

  1. Go to Settings → Account.
  2. Click Resend Verification Email.
  3. Check your inbox and click the link.

Account Timezone

Set your timezone for accurate scheduling:

  1. Go to Settings → Account.
  2. Select your timezone from the dropdown.
  3. Save. All scheduled posts, campaigns, and events will use this timezone.

Notification Preferences

Control what notifications you receive and how:

  1. Go to Settings → Notifications.
  2. Toggle notifications on or off for:
  • New conversations — When someone starts a chat with your AI agent
  • New leads — When a lead is captured
  • New messages — Inbox messages
  • Form submissions — When a dynamic form is submitted
  • Order updates — Marketplace order status changes
  • Campaign results — Email campaign completion reports
  • System announcements — Platform updates from Savantly
  1. For each category, choose:
  • Email — Receive email notifications
  • In-app — See notifications in the dashboard bell icon
  • Both or None
  1. Save preferences.

Privacy Settings

Control your profile's public visibility:

  1. Go to Settings → Privacy.
  2. Configure:
  • Profile visibility — Public (anyone can view) or Private (only you)
  • Show email on profile — Whether your email is displayed publicly
  • Show phone on profile — Whether your phone number is displayed publicly
  • Allow follow requests — Whether other users can follow you

Subscription & Billing

Viewing your current plan

  1. Go to Settings → Subscription or Settings → Billing.
  2. See:
  • Your current plan (Free, Pro, or Business)
  • Billing period (Monthly or Annual)
  • Next renewal date
  • Credit card on file

Upgrading your plan

  1. Click Upgrade Plan.
  2. Choose the desired plan.
  3. Review what's included.
  4. Enter payment details (credit/debit card processed by Stripe).
  5. Click Subscribe.

Annual plans typically offer 2 months free compared to monthly pricing.

Downgrading your plan

  1. Click Change Plan and select a lower tier.
  2. Your plan downgrades at the end of the current billing period.
  3. You retain access to all current-plan features until the period ends.

Canceling your subscription

  1. Click Cancel Subscription.
  2. Your account reverts to the Free plan at the end of the billing period.
  3. Your data is preserved — you don't lose content.

Billing history

View all past invoices:

  1. Go to Settings → Billing → Invoices.
  2. Download PDF invoices for any period.

Purchasing Credits

For email credits, video credits, or other add-ons:

  1. Go to Settings → Billing → Credits.
  2. Select the credit package you need.
  3. Complete the purchase.
  4. Credits are added to your account immediately.

Integrations

OAuth Social Connections

Connect third-party accounts for OAuth login and social media posting:

  1. Go to Settings → Integrations.
  2. Connect:
  • Google — For Google login and Google Ads integration
  • LinkedIn — For LinkedIn posting and profile import
  • Facebook / Instagram — For social media management
  • Twitter / X — For Twitter posting
  • YouTube — For video publishing

Click Connect next to any service and follow the OAuth flow.

To disconnect a service:

  1. Find the connected service.
  2. Click Disconnect.
  3. Confirm. This revokes Savantly's access to that account.

Calendly Integration

Allow visitors to book meetings directly from your profile:

  1. Go to Settings → Integrations → Calendly (or edit your Profile directly).
  2. Paste your Calendly booking URL (e.g., https://calendly.com/yourname/30min).
  3. Save.

Your Calendly booking link appears as a button on your public profile. Visitors can schedule time without leaving your page.

API Keys

Generate API keys to access the Savantly API from external applications:

  1. Navigate to Settings → API Keys (/api-keys).
  2. Click + Generate New Key.
  3. Give the key a descriptive name (e.g., "CRM Integration", "Mobile App").
  4. Select the permissions scope:
  • Read-only
  • Read/Write
  • Admin (full access)
  1. Click Generate.
  2. Copy the key immediately — it's shown only once for security.
  3. Store it securely (use a password manager or secrets vault).

Using API Keys

Include your API key in the Authorization header of API requests:

`` Authorization: Bearer YOUR_API_KEY ``

See the full API documentation at Settings → API Docs (/api-docs) or at https://app.savantly.ai/api-docs.

Rotating or Revoking Keys

  1. Go to Settings → API Keys.
  2. Find the key to revoke.
  3. Click Revoke.
  4. The key is immediately invalidated.
  5. Generate a new key and update any integrations using the old one.

Appearance Settings

Customize the visual styling of your public profile:

  1. Navigate to Settings → Appearance (/appearance) or via Savantly Profile → My Template.
  2. Configure:
  • Color scheme — Primary, secondary, accent, background, and text colors
  • Typography — Font choices (Pro and Business)
  • Widget position — Where the AI chat widget appears on your profile (bottom-right, bottom-left, etc.)
  • Widget color — Match the chat widget to your brand

Email Settings

Configure how emails are sent from your account:

  1. Navigate to Settings → Email.
  2. Manage:
  • Sending domains — Add and verify domains for email campaigns
  • Default sender name — Name displayed in "From" field
  • Default reply-to address — Where email replies go
  • Email footer — Legal address required in commercial emails (auto-populated from your profile)
  • Unsubscribe page — Customize the page visitors see after unsubscribing

Data Export

Export all your Savantly data:

  1. Go to Settings → Data Export.
  2. Click Request Export.
  3. Choose what to export:
  • Profile and account data
  • All content
  • Conversations
  • Contacts and leads
  • Campaign history
  1. A ZIP file is prepared and emailed to you (takes a few minutes for large accounts).

Account Deletion

Permanently delete your Savantly account:

  1. Go to Settings → Account → Danger Zone.
  2. Click Delete Account.
  3. Type your email address to confirm.
  4. Click Permanently Delete.
⚠️ Warning: Account deletion is irreversible. All content, conversations, campaigns, and data are permanently removed. Export your data first if you want to keep a copy.

Security Best Practices

  • Use a strong, unique password — 12+ characters with mixed case, numbers, and symbols
  • Enable Google OAuth as a second login method for easy and secure access
  • Rotate API keys periodically, especially if team members leave
  • Review connected OAuth apps regularly and disconnect any you no longer use
  • Keep your email verified — Unverified accounts have limited feature access

See also:

  • [Getting Started →](./01-getting-started.md)
  • [Custom Domains →](./12-custom-domains.md)
  • [Teams & Organizations →](./14-teams-organizations.md)

Still stuck? Submit a ticket.