Personal profile and preferences

Your personal profile supplies sender identity. Company profile settings describe your business, and preferences control account-specific behavior such as browser notification enrollment.

Personalize your sender profile

The built-in sender paths are user.profile.first_name, user.profile.last_name, user.profile.full_name, user.profile.job_title, and user.profile.profile_picture.

Use your name, role, and preferred photo to personalize the sender identity on your Pages. You can update these values in your profile settings; Pages that reference the built-in sender fields use the saved values for their owner.

Separate reusable values

Use saved user variables for reusable text such as a booking link. Do not try to redefine reserved user.profile.* or user.company.* identities as arbitrary variables.

Changing personal information does not necessarily rewrite fixed text already authored into a template. Inspect the template to distinguish variable references from literal copy.

Preferences and account checks

Browser notifications are managed separately for each browser and turn off on sign-out. Connector authorizations also need their own review; a profile save does not change the external account connected to HubSpot, Outreach, Slack, or MCP.

For password or account-access changes, use the account settings provided in the application. Do not share credentials through templates, CSV inputs, support screenshots, or an assistant conversation.