Owners and admins only. Everyone can open their own account settings and saved replies.
General
- Workspace name. Shown in the sidebar, on payment pages and in reports.
- Workspace slug. A short name used in web addresses. You cannot change it yourself. Email support@msgcompanion.com if it needs changing.
- Plan. The plan you are on. To change it, see Manage your plan.
- Time zone. Used for schedules, digests and the times shown across Companion.
- Currency. Used for catalogue prices, payment links and invoices.
- Locale. How numbers, dates and addresses are written.
Logo
Under Branding, choose Upload logo. Use a JPEG, PNG or WebP image of up to 5 MB. A square image works best. The logo shows in the sidebar and on email reports, and is saved as soon as you upload it.Typed replies on WhatsApp
Under Messaging, the Typed replies on WhatsApp switch decides whether your team can type a message into a WhatsApp conversation from Companion. Meta charges for replies sent from Companion once the month’s free allowance is used. With the switch off, nobody can type into a WhatsApp chat on the web or in the phone app, so your team replies free from the WhatsApp Business app instead. Templates, payment links, products and other actions still send, and website chat is not affected. See What Meta charges for when this is worth doing.Locations
Locations are places your team can send into a conversation as a map pin, such as a shop or showroom.1
Add a location
Under Locations, enter a name and the address to show under the pin.
2
Paste a map link
Paste a Google Maps link for the place. Companion finds the pin from it.
3
Save
Choose Save locations.
The other settings pages
What you see in Settings depends on your role. Account (everyone)- Profile. Your name, photo, two-factor authentication and devices. See Your account and two-factor authentication.
- Notifications. What you are told about. See Notifications.
- Saved replies. Everyone can use them. Owners, admins and managers keep the list. See Saved replies.
- General. This page.
- Users and teams. See Invite people, Roles and Teams. Managers also see this page, for their own team.
- Billing. See Manage your plan.
- Refer and earn. See Refer a business.
- Audit log. See Audit log.
- Data and legal. See Your data.
- Developer. See Webhooks and custom API.
- Danger zone. Owner only. See Your data.