Account & Settings

The Account & Settings allows you to manage key information about your organisation, control how Isara interprets your business context, and configure integrations and user access.

Organization Info

This section lets you edit core details about your company:

• Company name
• Business model (B2B, B2C, or both)

These settings help Isara understand the type of customers you serve.

Business Context

This area provides additional information about your business. It helps Isara by giving it context about how your company operates and what matters most to you.

If AI Auto-Update is enabled, Isara may update this information automatically when it identifies relevant changes.

Product, Service, and Context Tags

Tags in the profile page give you control over how Isara categorises conversations. You can define your own Product, Service, and Context tags to guide or customise Isara’s analysis.

• Your changes will apply only to future conversations, not historical ones.
• Isara will attempt to assign these tags intelligently.
• If AI Auto-Update is enabled, Isara may refine tags when appropriate.

Plan

This section allows you to manage your subscription and view billing information.

Geckoboard

Here you can connect your Geckoboard account. Once linked, you can send Isara data directly into your Geckoboard dashboards.

Jira Integration

Link your Jira workspace so you can create Jira tickets directly from Isara’s AI recommendations.

User Management

Manage which members of your organisation can access Isara. You can add users, edit roles, or remove access.

There two types of users in Isara

• Managers can access and edit everything
• Members cannot edit the subscription, cannot add users, cannot add an integration such as Gecko or Jira.

Blocked Tags

If your helpdesk uses tags, you can list any tags that should prevent a conversation from being processed by Isara.

Messages containing blocked tags will be skipped automatically.

If you want, I can also adapt this for the in-app help panel or convert it into a shorter tooltip-style version.