Settings Overview

Solo's Settings allow you to configure your account, identity, agents, and preferences. All settings are organized in one place for easy access.

Accessing Settings

Go to Settings (Account icon in sidebar) to access:

  • Profile: Personal information and preferences
  • Email: Email settings and preferences
  • Workflow: Workflow usage and configuration
  • API Keys: Generate and manage API keys
  • Billing: Plans, usage, and billing information

Settings Sections

Profile Settings

Configure your personal information:

  • Name: Your display name
  • Avatar: Profile picture
  • Email: Your account email
  • Preferences: Personal preferences

Email Settings

Configure email behavior:

  • Email preferences: How emails are handled
  • Filters: Rules for organizing emails
  • Notifications: When to notify you
  • Agent behavior: How agents handle emails

Workflow Settings

View and configure workflows:

  • Usage metrics: Token usage and agent executions
  • Workflow status: Default vs. custom workflow tools
  • Custom Workflows: Configure custom workflow tool instance (if enabled)
  • Usage limits: View plan limits and current usage

API Keys

Manage API access:

  • Generate keys: Create API keys for integrations
  • View keys: See all your API keys
  • Revoke keys: Remove API keys
  • Key permissions: Control what keys can do

Billing

Manage your subscription:

  • Current plan: View your plan and features
  • Usage: See usage vs. plan limits
  • Billing: Payment methods and invoices
  • Upgrade: Upgrade your plan

Settings by Identity

Settings are per Solo Identity:

  • Each identity has its own settings
  • Switch identities to configure different settings
  • Settings are isolated between identities
  • Shared settings for team identities

Quick Settings

Most Common Settings

  1. Profile: Update your name and avatar
  2. Email: Configure email preferences
  3. Workflow: View usage metrics
  4. API Keys: Generate keys for integrations

Advanced Settings

  • Custom Workflows: Configure custom workflow tools (such as n8n)
  • Team settings: Manage team (business identities)
  • Compliance: Compliance settings (enterprise)
  • Integrations: Third-party integrations

Best Practices

Organize Settings

  • Review regularly: Check settings periodically
  • Update as needed: Adjust based on usage
  • Document changes: Note what you changed and why
  • Test changes: Verify settings work as expected

Security

  • Protect API keys: Don't share API keys
  • Review access: Check who has access
  • Update passwords: Keep credentials secure
  • Monitor usage: Watch for unusual activity

Next Steps

Version: 1.0
Last Updated: November 2025