Settings overview
Open Settings from the account menu at the bottom of the sidebar (https://app.10ex.ai/settings ). The left side lists every settings page. You only see the pages your role can open.
| Page | What it controls | Guide |
|---|---|---|
| Profile | Your name, timezone, password, sign-in accounts and your public connect card | Below |
| Team | Members, invites, role permissions | Team and roles |
| Integrations | Mailboxes, ad accounts, CMS, analytics, Drive, MCP servers | Integrations |
| Website tracking | The tracker snippet and allowed domains | Website tracking |
| Brand system | Logo, colors, font, voice | Company and brand |
| Company Details | Company facts, ICP, positioning | Company and brand |
| Custom properties | Extra fields on every contact | Below |
| Models & providers | The AI models agents use | Below |
| Agent guardrails | Which tools ask before they run | Guardrails |
| Memory | Facts every chat remembers | Below |
| Notifications | Emails 10ex sends you | Notifications |
| Appearance | Light or dark theme, density | Below |
| Billing & credits | Plan, subscription, credits | Billing and credits |
| Account | Credit balance, sign-in providers | Below |
| Support | Requests to the 10ex team | Below |
Profile
- Identity: how you show up in approvals, comments and agent activity.
- Company: the company name and its default timezone.
- Security: change your password. Changing it signs out your other devices.
- Your connected accounts: the accounts you sign in with, such as Google.
- Public profile: your connect card, the page people see when they scan your QR code at an event. Set a handle (your card lives at
10ex.ai/c/<handle>), fill in your details, preview the card, and download or share the QR code from My code. People who scan it land in your Contacts. See Contacts.
Custom properties
Add your own fields to every contact, for example “Deal stage” or “Event attended”. Pick the type when you create the property: Text, Number, Date, Dropdown or Multi-select. Values are set on each contact’s page. Ad lead form questions can map to these properties. See Forms.
Models & providers
Admins pick the AI models for the whole company:
- Language model: used by the CMO and by every agent set to Auto. Short background tasks, like titles and summaries, always use a fast model.
- Image generation: the model agents and the content editor use for images.
- Video generation: the model used for videos.
The page also shows your credit balance and recent charges.
Memory
Memory holds short facts that every conversation can recall.
- Company truths: facts about the company everyone’s chats know. Admins can add, edit and delete them. Others see them read-only.
- Your preferences: only for you, always editable. For example “keep emails under 120 words”.
- Test recall: type a message and see which facts it would pull in, and why.
Things an individual agent learns live on that agent’s own Memory tab. See Knowledge and memory.
Appearance
Choose a light or dark theme, and comfortable or compact density.
Account
Shows your credit balance and the sign-in providers linked to your account. To buy credits, use Billing & credits.
Support
Send a request to the 10ex team with a subject, category, message and an optional attachment. Your requests lists open and resolved tickets. Requests for a custom agent or workflow show up here too.
Who sees what
| Page | Visible to |
|---|---|
| Profile, Team, Integrations, Brand system, Company Details, Custom properties, Memory, Notifications, Appearance, Account, Support | Everyone (editing may need a higher role) |
| Website tracking | Everyone who can see forms |
| Agent guardrails | Everyone, editing needs manager or above |
| Billing & credits | Manager and above (only the owner can change the plan) |
| Models & providers | Admin and above |