All areas

Account, settings & integrations

Everything that belongs to the account rather than to the brand sits here: who you are in the system, what's connected to it, who else can get in, and what gets sent to you.

Where are the settings?

User menu at the top → Settings. There are four tabs: profile, billing, integrations, and permissions & roles.

Brand settings (name, public address, Brand Kit) live separately under Brand profile, and channel settings live in the platform workspace.

What can I connect to Coflow?

Google Calendar — so booked meetings are written to your calendar and availability respects what's already there.

A payments account — to charge for a meeting. The money goes to your account, not through us.

Rav Messer (Responder) — importing existing mailing lists.

ManyChat — to tie DM automations to your tracked links.

Wix — pulling enquiries and form submissions from your site.

What are credits?

Credits are the unit AI usage is measured in — content generation, analyses, transcription. They renew monthly, and the counter sits in the top bar.

Ordinary actions — boards, contacts, forms, sending email — don't consume credits.

How do I add someone else to the account?

Settings → Permissions & roles. Invite by email address and choose which areas they can reach.

Someone without access to an area sees a screen saying so, not a half-loaded one. Access is enforced on the data itself, not only in the display.

What do I get notified about?

Things that happen without you: a task hitting its due date, a form submission, a long job finishing.

The bell in the top bar gathers all of it, and it's also where “report a bug” and “request a feature” live.

What is the affiliate program?

A personal link you can share. Anyone who signs up through it is attributed to you.

The program hasn't officially opened yet — the link exists, and the full terms will be sent when it does.

Want to see it from the inside?

The academy is in the product too, with a direct link to every screen an answer mentions.

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