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.

Connections

This area enables you to link Isara with the data sources that power your support operations. By connecting your helpdesk or other conversation platforms, you allow Isara to ingest customer messages, analyse them securely, and generate insights across your organisation.

Once a source is connected, Isara begins importing conversations automatically. Any changes you make to your integrations will affect future data ingestion and processing.

Clicking Add Connections lets you select one of the available integration options and start the guided connection flow for that source.

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 help Isara categorise conversations and identify areas of concern in customer monitoring. They are used both in individual conversation analysis and in the higher-level signals Isara detects across your support operations. There are three types of tags

• Product tags represent the parts of your product or service that customers interact with.
• Support tags represent operational issues such as processes, training, or policies.
• Context tags represent third-party factors outside of your organisation..

You can open the detail of each area of concern by clicking the down arrow.

You can edit yourt tags or areas of concern by clicking the edit pen icon.

You can add tags and categories by clicking the Add tags or Add categories options.

You can delete tags by clicking the red bin icon.

You can download the current list of tags by clicking the download button (down arrow) and you can upload a list of tags by importing a CSV file (up arrow). You can view the required CSV format by first downloading your current list of tags.

Please do not forget to save your changes by clicking on the save icon > the little blue icon at the top right corner

• 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.

This feature is not available on HubSpot as HubSpot does not support tags