Settings
Settings Overview
Configure and customize your Popcorn workspace settings
Settings Overview
What are Settings?
Settings is your control center for managing how your AI agent and business system work. Think of it as the “preferences” or “configuration” area where you can customize everything from your personal information to how your business operates. Just like adjusting settings on your phone to make it work better for you, these settings help you tailor the AI system to fit your business perfectly.Settings Categories
Account Settings
What it controls: Your personal profile and basic account information What you can change:- Personal information - name, email, business name
- Timezone - so times display correctly for your location
- Password - keep your account secure
- Profile details - how you appear to team members
Team Settings
What it controls: Who has access to your AI system and what they can do What you can manage:- Invite team members - add colleagues to help manage customers
- Set user roles - admin vs. staff permissions
- Remove team members - when people leave or change roles
- Manage pending invitations - track who you’ve invited
Configurations
What it controls: How your AI agent behaves and operates What you can configure:- Working hours - when your business is “open”
- Notification preferences - what alerts you receive
- Message settings - auto-follow-up rules and media handling
- Product settings - currency, pricing display, inventory options
Shipping Settings
What it controls: Delivery options for your products (if you sell physical items) What you can set up:- Shipping methods - standard, express, overnight, etc.
- Delivery areas - countries, cities, or regions you ship to
- Shipping costs - fees for different delivery options
- Free shipping thresholds - minimum order amounts for free delivery
Payment Settings
What it controls: How customers can pay for your products or services What you can enable:- Cash on delivery (COD) - payment when item arrives
- Payment links - online payment processing
- Bank transfers - direct bank account payments
- Payment fees - additional charges for certain payment methods
API Keys
What it controls: Technical connections between your system and other services What it includes:- Access tokens - secure keys for integrations
- Service connections - links to external platforms
- Security credentials - authentication for various services
Why Settings Matter
Customize Your Experience
- Match your business hours - AI responds appropriately when you’re open/closed
- Set your timezone - all dates and times appear correctly
- Choose your currency - prices display in your local currency
- Configure notifications - get alerts for important events only
Control Your Team
- Secure access - only authorized people can access your system
- Appropriate permissions - team members see only what they need
- Easy collaboration - multiple people can help customers efficiently
- Audit trail - track who made what changes
Optimize Customer Experience
- Accurate information - customers get correct business hours, shipping costs, etc.
- Appropriate responses - AI behaves according to your business policies
- Smooth transactions - payment and shipping work seamlessly
- Professional service - consistent, reliable customer interactions
Scale Your Business
- Add team members as you grow
- Expand shipping areas when you’re ready
- Adjust payment options based on customer needs
- Modify operations without technical knowledge
Getting Started with Settings
First Time Setup Priority
- Account Settings - get your basic information correct
- Configurations - set working hours and basic preferences
- Team Settings - invite any colleagues who will help
- Payment/Shipping - only if you sell products
You Don’t Need to Set Everything at Once
Start with essentials:- Your personal account information
- Basic working hours
- One payment method (if selling products)
- Invite key team members
- Complex shipping rules
- Advanced notification settings
- Additional payment methods
- More team members
Safe to Experiment
- Changes are reversible - you can always change settings back
- Test before customers see - most changes take effect gradually
- No permanent damage - settings don’t break your system
- Help is available - support can assist with complex configurations
Common Settings Tasks
Daily/Weekly Tasks
- Check notifications - review alerts and messages
- Monitor team activity - see who’s handling what
- Update working hours - for holidays or schedule changes
- Review payment status - ensure transactions are processing
Monthly Tasks
- Review team access - add/remove team members as needed
- Update shipping options - seasonal changes or new areas
- Check configuration alignment - ensure settings match current business needs
- Audit security settings - passwords, access levels, API keys
As Business Changes
- Scale team access - add more people as you grow
- Expand shipping - new regions or delivery options
- Add payment methods - more convenient customer options
- Adjust working hours - seasonal schedules or business hour changes
Settings Best Practices
Security First
- Use strong passwords - protect your account access
- Limit team access - only give permissions people actually need
- Regular reviews - monthly check of who has access
- Update credentials - change passwords periodically
Customer-Focused
- Accurate information - keep working hours, shipping costs current
- Clear expectations - settings should match what you tell customers
- Test customer experience - verify settings work from customer perspective
- Responsive service - configure notifications so you don’t miss important issues
Business Efficiency
- Automate when possible - use auto-follow-up and notification settings
- Organize team roles - clear divisions of responsibility
- Document changes - note why you made specific configuration choices
- Monitor impact - see how setting changes affect customer satisfaction
Growth-Ready
- Plan for scale - settings that work with more customers and team members
- Flexible configurations - easy to adjust as business evolves
- Regular updates - keep settings current with business changes
- Strategic thinking - settings should support your business goals
Common Questions About Settings
”What if I mess something up?”
Don’t worry! Most settings can be changed back easily. Nothing you do in settings will permanently break your system or lose your data.”Do I need to understand all the technical options?”
No! Start with the basics. Many advanced settings have good default values that work for most businesses.”How often should I review my settings?”
Monthly is good for most businesses. Check more frequently if you’re growing fast or making business changes.”Can team members change settings?”
Depends on their role. Admins can change most settings, staff members have limited access. You control who can do what.”What happens to customers when I change settings?”
Most changes are gradual. Your AI agent might respond slightly differently, but customers won’t experience disruptions.Getting Help with Settings
When to Adjust Settings Yourself
- Personal account information
- Basic working hours
- Adding/removing team members
- Simple notification preferences
When to Ask for Help
- Complex shipping configurations
- Payment method troubleshooting
- API key management
- Integration-related settings
Resources Available
- This documentation - step-by-step guides for each setting area
- Support team - help with complex configurations
- Team members - colleagues who understand your business needs