Your account & settings

Your settings are where you set up the basics of your business — and where you keep an eye on your plan and credits. You can change almost all of this by clicking through your dashboard, or you can just ask Crevio: “Update my support email” or “Change my currency to euros.” Either way works. You’ll find everything below under Settings in your dashboard, grouped into three sections:

• Administration — the business itself: your profile, team, billing, payments, invoices, notifications, and legal details.
• Features — the things you switch on and configure: web addresses, connected apps, skills, your AI assistant, developer access, and the vault of logins, cards, and contact info Crevio uses on websites.
• Personal — your own account: profile, password, sign-in methods, payment methods, and address. These follow you across every business you belong to.

Your account menu and notifications live in the sidebar. The account button shows your name and plan, and the menu includes More ways to reach Crevio, a list of the channels you can use to talk to your AI, such as Slack, Telegram, email, and phone. It also has a Mac app card with a download link; once you’re inside the app, it shows as installed. Type in the search box at the top of the settings sidebar to filter the pages by name. Typing a section name, such as Features, keeps every page in that section.

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Your chats

Every conversation with your assistant is saved. Open All chats in the sidebar to see them as a simple list, newest first, with the title on the left and when you last used it on the right. Use the search at the top to find one by title.

• Rename — open a chat’s menu in the list and choose Rename thread, then type a new title right in place.
• Delete — choose Delete thread from the same menu. This permanently deletes the conversation and its history, and can’t be undone.

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The Mac app

Crevio has a Mac app that gives it its own window instead of a browser tab. Download it from More ways to reach Crevio in the account menu.

• Sign in through your browser. The app opens your browser to sign in the normal way. Once you’re signed in there, the app signs itself in, even if you close the “Open Crevio?” prompt. If it says the sign-in expired, sign in again from the app.
• Desktop notifications. Notifications show up as native Mac notifications, and the Dock badge follows your unread count. Clicking one opens the right page, switching to the right business first if it belongs to another one. You won’t get a banner for the page you’re already looking at, and you won’t be asked to turn on browser push notifications inside the app. If notifications for Crevio are turned off on your Mac, the app tells you and links to the setting.
• Your phone stays quiet while you work. While you’re using the Mac app, the Crevio phone app doesn’t buzz for the same notifications. It starts again about a minute after you step away from your Mac or switch to another app.
• Open a page in the app. Once you’ve signed in to the Mac app, the Mac app card in your browser shows Open in app, which opens the page you’re on in the app.
• Updates. The app updates itself. Choose Crevio → Check for Updates… to check now, and Restart to Update once a new version is ready. If you open the app from your Downloads folder, it offers to move itself to Applications, since it can only update from there.
• Find on a page. Press ⌘F.
• If the window flickers or stays blank. Turn off Help → Troubleshooting → Use Hardware Acceleration and restart the app.

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Light and dark mode

Open the account menu and choose Appearance to switch between Light, Dark, or System. System follows your device, so Crevio goes dark at night if your phone or computer does. The choice is remembered on that device. Each page title in your browser tab also shows the page you’re on, followed by “Crevio”, which makes it easier to find the right tab.

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Your business profile

This is the public face of your business — what customers see on your website and in their receipts.

• Business name — The name customers see. Pick something that represents your brand.
• Logo and photo — Add a profile image so your site feels like yours. It also appears at the top of the emails your customers get from you, like receipts and booking confirmations.
• Bio — A short description of what you do and who you help.
• Social links — Connect your social accounts so customers can find you elsewhere.

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Your currency

Set the currency your prices and sales show in — for example, US dollars, euros, or pounds. This is the currency customers see at checkout and the one your earnings are reported in. Choose the one that fits your business and audience.

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Your support email

This is the email address customers reach you at for help — it appears on receipts and in customer messages. Use an address you actually check, or one your team monitors, so nothing slips through. Crevio can also help draft replies to the questions that land there.

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Emailing your assistant

Your assistant has its own email address, shown under Settings > AI Assistant > Email. Email it a task and it reads the message and works on it. Anyone can email that address, and everything lands in your inbox. Your assistant only answers some of it:

• You. Your own address works, as long as your email provider confirms the message really came from you.
• People you approve. Email Addresses approves one person by their exact address. Domains approves everyone at a domain, such as your whole team at yourbrand.com. Their email also has to be confirmed as really coming from them.
• Tasks you set up. A task can run whenever new mail arrives, from anyone or from particular addresses and domains. Ask in chat: “when a supplier emails me, add the invoice to my bills sheet.”

You can also ask in chat: “allow emails from partner@example.org”. Your assistant shows an approval card first, and the address is only added once you approve it. This always asks. You can’t set it to run without asking, because it changes who can reach your business. To approve a whole domain or remove someone, use the settings page. Crevio addresses can’t be approved or used to sign in, because every business on Crevio shares those domains.

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Approving by email

When a task you emailed needs your OK, your assistant emails you before doing anything. Press Yes, go ahead or No, don’t, or reply “yes”. The buttons work for 24 hours. Anything that moves money, changes who can access your business, or uses a saved card or login can’t be approved from an email. Anyone your email reaches can open its buttons, so for these the button reads Sign in to approve and opens Crevio, where you approve it signed in. You can still say no from the email.

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When someone else writes in

Their email waits in your inbox, and they don’t get an automatic response. If it’s a reply to something your assistant sent, your assistant reads it and writes a response, which waits in Email > Drafts until you press Send. That only happens if we can confirm the reply really came from them, at the address or company your assistant wrote to. Either way, we let you know. Crevio also checks each email before your assistant sees it:

• Viruses are dropped. You won’t see them.
• Spam goes to the Spam folder in Email, complete with its message, in case it was flagged by mistake.
• Emails that look like they’re trying to instruct your assistant, such as asking it to forward data or change a setting, go to the Held folder. Your assistant can’t see them.

Open a spam or held email and press Release to your agent if it’s fine. It then carries on as if it had arrived normally. Only you can do this, never your assistant.

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What your assistant sends

When you’re there, it asks before it emails anyone. Setting emails to run without asking only covers your own team: anyone else always asks. When you’re not there, such as during a scheduled task, it can only email you. Other email waits in Email > Drafts until you open it and press Send. Broadcasts and sequences don’t go out at all until someone sends them.

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Your team

You don’t have to run everything alone. You can invite people to help manage your business and choose what each person can access.

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Custom instructions for your AI

Some things you’d rather say once than repeat in every chat: how you like things written, what needs your sign-off, what you never want done. Settings > AI Assistant has a Custom instructions box for exactly that — up to 4,000 characters of plain text. Your AI follows these in every chat and in every job. For example:

• Write in British English and never use emojis.
• Always ask me before offering a discount over 20%.
• Push back if an idea looks like it will hurt sales.
• If a payment or integration stops working, tell me right away.

Your assistant can’t change this box. You write and edit it yourself, here. If you tell your assistant in chat something that sounds like a standing rule — “from now on, never email customers on Sundays” — it saves that as a note in what your AI remembers instead, where it applies to everyone on your team in every chat. Open the box any time to read, reword, or delete what’s there.

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What your AI remembers

Your AI keeps notes as it works with you, so you don’t have to explain your business again in every chat. It saves something when you ask it to (“remember that our returns window is 30 days”), when you correct it, or when you mention a lasting fact about how your business runs — a policy, a supplier, a price, a name. It keeps two kinds of notes:

• Notes about the business are shared. Everyone on your team benefits from them, in every chat and every job.
• Notes about you — how you like to work, what you’re responsible for — are private to you. Your teammates’ chats don’t see them.

It doesn’t take notes on things Crevio already keeps track of, like your products, orders, and customers, and it never saves passwords. To have Crevio sign in to websites for you, save a login in your vault instead.

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Correct something it got wrong

Just tell it in chat: “We stopped selling the starter kit in August — forget it,” or “What do you remember about my shipping rates?” It updates or deletes the note right away, and you can ask it to show you what it has.

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What your assistant remembers

Open Settings > Memory to see everything your AI remembers, on one page:

• About you is what it has noted about you personally, like how you like your answers. Only you can see it — not your teammates, and not the admins of the business.
• Your business is what it remembers about the business, shared with your whole team. Only admins see this part.

Click a memory to read it: when it last changed, a one-line summary, and the details. To change a memory, type what should be different in the box under it — for example “we moved to free shipping over $50” — and send. Your AI opens a chat and makes the change there, so you can see exactly what it changed. To add something new, use the box at the top of the page. You don’t edit memories by hand; your AI keeps them tidy and in the right place. To bring over what another AI assistant (such as ChatGPT or Claude) knows about you, click Start import under Import memory from other AI providers. Copy the prompt into a chat with that assistant, paste its answer back, and click Add to memory. Your AI opens a chat and sorts each entry into your memory, skipping what it already knows and anything it shouldn’t keep, such as passwords. To remove a memory, open it and click Delete. Your AI forgets it, along with its line in the short notes it reads at the start of every chat. A chat that’s already open keeps the notes it started with, so start a new chat to be sure it works from your change. Your brand isn’t a memory. It lives in your brand kit, which you change by telling your assistant. Once a day, on days you’ve been busy, Crevio also tidies its notes: it merges duplicates, and where two notes disagree it keeps the newer one. It also keeps one page per topic your team keeps coming back to — a supplier, a product line, your opening hours — so a question about that topic has one place to be answered from.

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Start over

If your AI has learned a lot that’s wrong and you’d rather start fresh, an admin can go to Settings > Advanced and click Reset next to AI knowledge. This deletes everything it has noted about your business. Your site, products, and account data aren’t touched. It cannot be undone.

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Apps connected to your account

Some outside tools — an AI assistant like Claude or Cursor, a script someone on your team wrote — sign in to Crevio on your behalf rather than using a password. Settings > Applications lists every one of them that currently has access to your business. For each app you can see what it’s allowed to do, who on your team authorized it, when they first did, and when the connection was last refreshed. Open one for the full picture, including each member’s access individually. Revoke cuts an app off immediately — for everyone on your team at once, and across every sign-in it holds, so it can’t quietly keep working through a second connection. The app can ask for access again later; someone just has to approve it again. When one of these apps asks Crevio to do something that needs your OK, such as changing an email sequence or sending to a customer, Crevio does not do it yet. The request waits in your Notifications for an admin to approve or deny, the same as an approval from a chat, and the app can also show it to you to answer. Approve it and Crevio does exactly what was asked, once. A request nobody answers within 7 days is denied.

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API keys

An API key lets a tool or a script you run reach your business in Crevio — for example a Zapier step that asks your AI to write a report, or a developer’s app. Keys live in Settings > Developer. Only account admins can manage them, and only on the Business plan. When you create a key you choose two things:

• Who it acts as. A Personal key acts as you: it sees what you see, including your private chats. A Team key is for shared automations: it sees only what the whole team sees, and anything it starts is visible to the whole team. A team key cannot run scripts on your computer.
• What it can do. Tick only what the tool needs: reading data, changing data, giving your AI work, running scripts, downloading files your AI made, reading the activity log, or using AI models in your own apps. A key that can only read cannot change anything, however it is used.

Open a key’s menu to Edit its name or what it can do (the change applies to its very next request), Rotate it, or Delete it. Rotating gives you a new key and stops the old one at the same moment, so paste the new key into every tool that used the old one straight away. You see team keys and your own personal keys. Other admins’ personal keys stay private to them. Keys made before you could choose what they can do keep full access until you edit them.

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Your plan & credits

This is where you see your subscription, your credit balance, and how your credits are being used.

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What are credits?

Credits are what the AI uses to do work for you. Every time Crevio writes copy, designs an image, builds a page, answers a customer, or runs a task, it spends a small amount of credits — think of them as fuel for Crevio.

• Bigger jobs (like building a whole website) use more credits.
• Small jobs (like a quick edit) use very few.
• You can always see your remaining balance, so there are no surprises.

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Where to see your usage

In your plan and billing settings, you’ll find:

• Your current plan — what you’re subscribed to and when it renews.
• Your credit balance — how many credits you have left.
• Your credit history — plan refills, top-ups, bonuses, refunds and expired credits.

Settings → Usage (admins only) shows where the credits went: a daily spend chart, the chats and tasks that cost the most, and roughly when your balance runs out at the current pace. See Credits.

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Topping up your credits

If you run low before your plan renews, you can buy more credits without waiting. You can also turn on automatic top-ups: set an amount, and Crevio refills your balance whenever it runs low, so your assistant never stops halfway through a job.

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Changing your plan

Open Settings → Billing and choose Change plan. What happens depends on the direction: Until a downgrade takes effect, your billing row shows a line such as “Moves to Starter on 3 Nov”, with a Keep link. Click it to stay on your current plan and cancel the change. Plan features switch off when the lower plan actually starts, not when you click. If your card is declined during an upgrade, your plan doesn’t change and you aren’t charged. Update your payment method under More actions on the billing row, then try again.

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Your storage

Everything you upload and everything Crevio creates for you — product files, images, videos, audio — is kept in your account’s storage. How much you get depends on your plan: If an upload is refused because you’re out of room, delete files you no longer need from your media library, or upgrade your plan for more space.

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Deleting a business

If you’re done with a business entirely, an admin can remove it under Settings > Advanced. This deletes the business and everything in it — its sites, products, orders, customers, files, and AI workspace. Your live sites go offline immediately, and the databases and storage behind them are destroyed. It cannot be undone.

• You have to type the business name to confirm, so it can’t happen by accident.
• If the business has a subscription or is on a trial, deleting cancels it. You’ll see this spelled out on the button before you commit.
• Other businesses you own aren’t touched — neither they nor their subscriptions are affected.

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Deleting your own account

Deleting your account is different from deleting a business. It removes you, your sign-in, and every business you own. Go to Settings > Profile (under Personal), find the danger zone, and click Delete. You have to type DELETE to confirm.

• You’re signed out and locked out right away. You can’t sign in while the request is pending.
• Nothing is deleted for 7 days. Crevio emails you the date it will happen.
• You can change your mind in that window. Use the Cancel Deletion link in that email and your account is restored. After 7 days it can’t be undone.
• Businesses you own go with it. Businesses where you’re only a team member aren’t deleted.

If you delete your account within an hour of signing up, you may get a short personal email from the founder about an hour later asking what you hoped Crevio would do. Reply if you like. It goes to a real inbox. If you cancel the deletion before it sends, you won’t get it.

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Next steps