> ## Documentation Index
> Fetch the complete documentation index at: https://docs.replyify.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Clients & Settings

> Manage clients and workspace settings

Replyify supports multi-client management, making it perfect for agencies and businesses managing outreach for multiple brands.

## Managing Clients

### What is a Client?

A client represents a business or brand you're managing email campaigns for. Each client can have:

* **Unique branding**: Name and description
* **Custom AI settings**: Service description and calendar link
* **Separate connections**: Dedicated webhook integrations
* **Independent analytics**: Track performance per client

### Creating a Client

<Steps>
  <Step title="Navigate to Clients">
    Click **Clients** in the sidebar to view all clients.
  </Step>

  <Step title="Add a new client">
    Click **Add Client** in the top right.
  </Step>

  <Step title="Fill in client details">
    * **Client Name**: The business or brand name
    * **Service Description**: What they offer (used for AI responses)
    * **Calendar Link**: Booking URL for meetings (optional)
  </Step>

  <Step title="Configure AI settings">
    * **AI Reply Mode**: Draft, Auto-Send, or Off
    * Save your settings
  </Step>
</Steps>

### Client Service Description

The service description is critical for AI response quality. Include:

* What the client offers
* Target audience
* Unique value proposition
* Typical outcomes or benefits

<CodeGroup>
  ```text Good Example theme={null}
  We help e-commerce brands increase their email revenue by 30% through
  automated flows and campaign optimization. Our done-for-you service
  includes strategy, copywriting, design, and ongoing management.
  We work best with Shopify stores doing $1M+ in annual revenue.
  ```

  ```text Minimal Example theme={null}
  E-commerce email marketing agency.
  ```
</CodeGroup>

### Editing Clients

1. Navigate to **Clients**
2. Click on the client you want to edit
3. Update the fields as needed
4. Click **Save Changes**

### Deleting Clients

<Warning>
  Deleting a client is permanent. All associated replies and data will remain but won't be linked to a client.
</Warning>

## Workspace Settings

Workspace settings control your organization's configuration across all team members.

### Accessing Settings

Click **Settings** in the sidebar to access:

* **Workspace**: Organization name and general info
* **Account**: Your personal account settings
* **Team**: Manage team members and roles
* **Categories**: Customize reply categories
* **API Keys**: Create and manage API keys
* **Webhooks**: Configure outgoing webhooks

### Workspace Tab

Configure general workspace settings:

* **Workspace Name**: Your organization's name
* **Logo**: Upload a custom logo (displayed in the sidebar)

### Account Tab

Manage your personal account:

* **Profile**: Name and email
* **Password**: Update your password
* **Notifications**: Email notification preferences

### Categories Tab

Customize how replies are categorized:

**System Categories** (cannot be deleted):

* Interested
* Meeting Request
* Question
* Not Interested
* Out of Office
* Unsubscribe
* Bounce

**Custom Categories**:

* Create additional categories for your workflow
* Set colors for visual organization
* Define whether AI should generate responses

### API Keys Tab

Create API keys for integrations:

1. Click **Create API Key**
2. Enter a name for the key
3. Copy the generated key (shown only once)
4. Use the key to authenticate API requests

<Warning>
  API keys provide full access to your workspace data. Keep them secure and never share them publicly.
</Warning>

### Webhooks Tab

Configure outgoing webhooks to receive events from Replyify:

1. Click **Add Webhook**
2. Enter your webhook URL
3. Select the events you want to receive
4. Save and test the webhook

See the [Webhooks documentation](/api-reference/webhooks/overview) for more details.

## Billing

Access billing from the main sidebar:

* **Current Plan**: See your plan and usage
* **Upgrade/Downgrade**: Change your subscription
* **Manage Subscription**: Access Stripe portal

<Info>
  Only workspace admins and owners can access billing settings.
</Info>

### Plan Details

| Plan    | AI Replies | Price    |
| ------- | ---------- | -------- |
| Free    | 0          | \$0/mo   |
| Starter | 200        | \$197/mo |
| Growth  | 600        | \$397/mo |
| Scale   | 1,500      | \$697/mo |

### Upgrading

Upgrades take effect immediately. You'll be charged a prorated amount for the remainder of your billing cycle.

### Downgrading

Downgrades take effect at the end of your current billing period. You keep your current plan benefits until then.