Introduction
The Rep AI Console provides a comprehensive set of tools to manage your account, control your subscription, customize your AI assistant's behavior, and monitor your performance. This guide offers an overview of the key account management areas in Rep AI and provides links to detailed articles for each section.
Account Management Overview
Your Rep AI account settings are organized into several key areas, each serving a specific purpose in managing your AI assistant:
User Profile: Personal settings, notification preferences, and security options
Billing: Subscription management, AI Talents access, and payment information
Account Team: Team member access control and permission management
General Settings: Core configuration options for your AI assistant
Accessing Account Management
To access your account management options:
Log in to your Rep AI Console at app.hellorep.ai
Click on your profile icon in the top-right corner of the screen
A dropdown menu will appear with several options including:
User profile
Refer & get rewarded
Account
Billing
Log out
Key Account Management Areas
User Profile
The User Profile section allows you to manage your personal information, security settings, and notification preferences:
Personal Information: Update your name, email, and contact details
Password Management: Change your password and security settings
Notification Preferences: Control which alerts and updates you receive
Billing
The Billing section serves as your central hub for managing your subscription and payment information:
Current Plan: View and manage your subscription details
AI Talents: Access specialized AI capabilities like Sales Skills and Support Skills
Payment Methods: Manage your credit cards and billing information
Billing History: View past invoices and payment records
Visitor Usage: Monitor your website session usage against your plan's limits
Account Team
The Account section allows you to control who has access to your Rep AI dashboard:
Team Member Management: Invite new team members to your account
Role Assignment: Set appropriate access levels for each team member
Permission Control: Manage what actions each team member can perform
Account Security: Monitor account access and activity logs
Getting Help with Your Account
If you need assistance with any aspect of your Rep AI account:
Use the Rep AI Helper chat widget in the console for instant guidance
Contact support through the Help button in the top navigation
Check the Help Center for detailed documentation and guides
Reach out to your dedicated account manager if you have one