Settings & Configuration

Overview

Configure AskUsers to match your business needs. Settings are organized into several sections.

Settings Page with business configuration

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)
Email	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.)

Email Configuration

Configure how emails are sent and where replies go.

Sender Settings

Field	Description
Sender Name	Name shown in recipient's inbox
Sender Email	Email address emails are sent from

Sender email requires verification before emails can be sent. See Sender Verification below.

Sender Verification

To send emails, you must verify your sender email address:

Enter Sender Email

Go to Settings → Email Configuration and enter the email address you want to send from.

Initiate Verification

Click Verify Sender. A verification email will be sent to that address.

Complete Verification

Click the verification link in the email you receive. This confirms you own the email address.

Start Sending

Once verified, you can send outreach emails from that address.

Verification Status

Status	Meaning
Not Verified	Email cannot be used for sending
Pending	Verification email sent, awaiting confirmation
Verified	Ready to send emails

Verified senders have better deliverability. Recipients are more likely to see your emails in their inbox rather than spam.

Reply Configuration

Field	Description
Reply-to Email	Where customer replies are directed
Reply Domain	Custom domain for reply tracking (advanced)

The reply-to email receives customer replies. By default, this is your account email.

Reply Tracking

AskUsers captures replies through a dedicated reply domain (reply.askusers.ai). When customers reply:

Reply is received at the reply domain
Content is parsed and saved to the conversation
AI analyzes the reply for insights
You're notified of new replies

Reply tracking works automatically. No additional setup required.

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 session

This 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

Stripe integration requires a Growth or Lifetime plan.

Billing

Current Plan

View your current subscription:

Plan name and price
Renewal date
Credit balance

Upgrade Plan

Need more features or credits? View pricing plans →

Go to Settings → Billing
Click Upgrade Plan
Select your desired plan
Complete checkout via Stripe

Manage Subscription

Opens Stripe Customer Portal for:

Updating payment method
Changing plans
Viewing invoices
Canceling subscription

Credit Balance

View your current credit balance and purchase more:

Current available credits
Credits expiring soon
Purchase credit packages →

Credit History

View all credit transactions:

Gains (purchases, renewals, gifts)
Usage (customer analyses)
Expirations

Learn more about Credits & Pricing.

Account Settings

Profile

Field	Description
Name	Your display name
Email	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.

Verify Your Sender

Verified sender emails have significantly better deliverability.

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.

Next Steps

Quick Start

Start using AskUsers

Credits & Pricing

Understand credits and plans

FAQ

Common questions