Darwin AI — Settings
URL:
https://app.getdarwin.ai/settings/my-details?ouId={orgId}
1. Page Structure
The Settings page is divided into two columns:
- Left Column: Navigation menu for the configuration sections
- Right Column: Content of the selected section
1.1 Left Column Header
| Element | Type | Description |
|---|---|---|
| Back (arrow) | Button | Icon to return to the previous page |
| "Settings" | Heading 6 | Section title |
| Back to Home | Button | Returns to the main Darwin AI page |
2. Settings Menu (Left Sidebar)
| # | Section | Description |
|---|---|---|
| 1 | My Profile | Account details of the logged-in user |
| 2 | Workspaces | Management of workspaces/orgs |
| 3 | Teams | Management of teams and groups |
| 4 | Users | Management of the organization's users |
| 5 | Notifications | Notification settings |
| 6 | Quick replies | Predefined reply templates |
| 7 | Billing | Subscription and billing management |
| 8 | Custom Fields | Custom field definitions |
3. Section: My Profile
Description: "Manage your account details and settings."
3.1 Top Bar
| Element | Type | Description |
|---|---|---|
| "My Profile" title | Heading 5 | Name of the current section |
| Language Selector | Button | Current language (e.g., "Portuguese") |
| Organization Avatar | Button | Initials + org name (e.g., "HT — Homie Test") |
3.2 Profile Fields
| Field | Type | Description |
|---|---|---|
| First name | Textbox | User's first name |
| Last name | Textbox | User's last name |
| Profile picture | Image + Button | User's avatar. Click the image to change it. Button to remove/edit the photo |
| Email * | Textbox (disabled) | Account email (not editable) |
| Phone number | Textbox + Country selector | Phone with a country code selector |
Country Selector (Phone)
- Combobox with a complete list of countries
- Flag of the selected country
- Number field with an automatic prefix (e.g., "+55" for Brazil)
3.3 Working Hours
- Heading: "Working Hours" (level 3)
- Expandable button: "Working Hours" with an arrow to expand/collapse
- Separator between sections
3.4 Actions
| Action | Type | Description |
|---|---|---|
| Save | Button (disabled until changes) | Saves profile changes |
4. Other Settings Sections
4.1 Workspaces
Management of multiple workspaces/organizations associated with the account.
4.2 Teams
Creation and management of teams for internal organization and conversation assignment.
4.3 Users
Management of organization members: invitation, removal, permissions.
4.4 Notifications
Notification preferences: channels, frequency, alert types.
4.5 Quick Replies
Predefined message templates for quick use in conversations.
4.6 Billing
- Current plan
- Payment history
- Plan upgrade/downgrade
- Payment method
4.7 Custom Fields
- Definition of custom fields for contacts
- Fields appear as columns in the Contacts table (with the ✨ prefix)
- Examples: "nombre del cliente", "Client ID", "Inmueble", "Email"
5. Relationships with Other Modules
| Module | Relationship |
|---|---|
| Contacts | Custom fields defined here appear in the table |
| Conversations | Quick replies are used in conversations |
| Workforce | Teams and users manage the workers |
| Notifications | System alert settings |