My account

Overview

The My account section allows you to manage your personal profile details and security settings in Swiftask. You can update your identity, change your password, configure email alerts, adjust voice preferences, select your default AI agent, and manage account deletion.

Keeping your personal details up to date ensures accurate identification across team workspaces and protects access to your account. Customizing your default agent and notifications tailors the platform to your personal workflow.

Prerequisites

Before managing your account settings, ensure you have:

• An active Swiftask account

• Access to the Swiftask web interface

Step-by-step guide

1. Access account settings

1. Click the settings icon (gear icon) in the bottom-left corner of the sidebar.

2. Select Account settings from the pop-up menu.

2. Update personal information

1. In the Personal information section, enter or update your First name and Name.

2. Select your Profession, Birthday, and Genre (gender) preferences.

3. Click on your avatar to upload or update your profile picture.

3. Change your password

1. Scroll down to the Password and authentication section.

2. Click the Change password button.

3. Follow the on-screen prompts to input your current password and set a new secure password.

4. Configure email notifications

1. Locate the Notification par email (Email notifications) section.

2. Toggle the switches for the notifications you want to receive:

• Credit threshold: Notifies you when an agent reaches its credit limit.

• Agent error: Alerts you when an agent encounters an execution error.

• New message in tasks: Informs you of new messages posted in your tasks.

• Assignment to a new task: Alerts you when you are assigned a new task.

• Creating a new task: Notifies you when a new task has been created.

5. Configure voice features

1. In the Voice features section, locate the Voice setting.

2. Click the dropdown menu to choose your preferred AI voice (e.g., Alloy).

3. Use the play button to preview the selected voice.

6. Set your default agent

1. In the Your default agent when you start a chat section, click the dropdown selector.

2. Search for and select the agent or AI model you want opened by default when starting a new chat conversation.

7. Delete your user account

1. Scroll to the Delete the user account section.

2. Read the permanent deletion warning carefully.

3. Click Delete my account to permanently erase your user account and personal data.

Practical use cases

• Maintaining profile accuracy: An employee updates their display name and profession to reflect their current role within newly joined workspaces.

• Notification management: A project manager enables task assignment alerts to ensure swift responses to team deliverables while disabling non-urgent notifications.

• Personalized workflow start: A developer sets an agent builder bot as their default agent to immediately land in code generation mode upon opening chat.

Tips & best practices

• Set a strong, unique password to prevent unauthorized access to your account and connected workspaces.

• Use a recognizable profile picture so team members can easily mention and assign tasks to you.

• Pick your most frequently used assistant as your default agent to save time on every new conversation.

Troubleshooting

Issue: Cannot change password

• Cause: The current password was entered incorrectly or the new password fails to meet standard complexity criteria.

• Fix: Re-enter your current password carefully and ensure the new password is at least 8 characters long with a mix of letters, numbers, and symbols.

Issue: Cannot delete user account

• Cause: You are the sole Owner of an active workspace with other team members or active billing subscriptions.

• Fix: Transfer ownership of your workspaces to another administrator before deleting your personal account.

Additional resources

• Credits & billing

• Preferences & tools

• Workspace administration