Settings & Configuration
Configure your business profile and outreach preferences
Overview
Configure AskUsers to match your business needs. Settings are organized into several sections.
Business Profile
Set up your company information used in outreach emails.
Basic Information
| Field | Description | Required |
|---|---|---|
| Your Name | Contact person name | Yes |
| Business Name | Your company name | Yes |
| Website | Company website URL | Yes |
| Role | Your role (Founder, PM, etc.) | Yes |
| Currency | Default currency for reporting | Yes |
Product Information
| Field | Description |
|---|---|
| Product Description | Brief description of what you offer |
| Upsell Product | Product you're promoting (if different) |
Branding
| Field | Description |
|---|---|
| Logo | Company logo (displayed in emails) |
| Email Signature | Signature appended to all outreach |
Outreach Configuration
Configure how emails are generated and sent.
Language Settings
| Field | Options |
|---|---|
| Analysis Language | English, Chinese |
AI will generate personas and emails in your selected language.
Contact Preferences
Configure the CTA in your emails:
| Option | Description |
|---|---|
| Meeting | Include a meeting/calendar link |
| IM | Include messaging app contact (Telegram, WhatsApp) |
| Direct email reply | |
| Survey | Link to a feedback survey |
Choose the contact method your customers are most likely to respond to.
Contact Details
Based on your contact preference:
| Preference | Field |
|---|---|
| Meeting | Zoom/Calendly link |
| IM | Telegram username, WhatsApp number, etc. |
| Survey | Survey URL (Typeform, Google Forms, etc.) |
Reply Configuration
| Field | Description |
|---|---|
| Reply-to Email | Override where customer replies go |
Leave blank to use your account email.
Incentive Configuration
Configure incentives offered in outreach emails.
Incentive Type
| Type | Example |
|---|---|
| Credits | "$20 in account credits" |
| Discount | "20% off next purchase" |
| Gift Card | "$20 Amazon gift card" |
| Custom | Your custom offer text |
Incentive Amounts
| Field | Default | Description |
|---|---|---|
| High-spend Amount | $20 | For customers spending >$100/mo |
| Standard Amount | $10 | For other customers |
| Threshold | $100 | Monthly spend cutoff |
| Unit | $ | Currency symbol or % |
Custom Incentive
If using "Custom" type, enter your incentive text:
a free 30-minute consulting sessionThis text is inserted into the email template.
Integrations
Stripe Connection
Connect your Stripe account for customer import:
- Enter your Stripe API key
- Click Connect
- Key is encrypted and stored securely
Use a restricted API key with read-only access to Customers, Charges, and Invoices.
To disconnect:
- Click Disconnect Stripe
- Confirm disconnection
- Existing imported customers remain
Billing
Current Plan
View your current subscription:
- Plan name and price
- Renewal date
- Credit balance
Manage Subscription
Opens Stripe Customer Portal for:
- Updating payment method
- Changing plans
- Viewing invoices
- Canceling subscription
Credit History
View all credit transactions:
- Gains (purchases, renewals, gifts)
- Usage (customer analyses)
- Expirations
Account Settings
Profile
| Field | Description |
|---|---|
| Name | Your display name |
| Account email (login) | |
| Avatar | Profile picture |
Security
| Action | Description |
|---|---|
| Change Password | Update your password |
| Active Sessions | View and revoke sessions |
Data
| Action | Description |
|---|---|
| Export Data | Download all your data |
| Delete Account | Permanently delete account and data |
Account deletion is permanent and cannot be undone.
Multiple Businesses
AskUsers supports multiple business profiles:
- Go to Settings → Businesses
- Click Create New Business
- Configure the new business profile
- Switch between businesses using the dropdown
Each business has:
- Separate customer lists
- Independent settings
- Shared credit balance (per account)
Best Practices
Complete Your Profile
Fill in all business profile fields for more effective AI-generated emails.
Use a Good Signature
A professional signature increases reply rates.
Upload Your Logo
Brand recognition helps customers remember you.
Test Incentives
Try different incentive types to see what resonates with your customers.