Account & Settings

Overview

Settings is where you manage the account itself — everything that isn't a plugin run. It's the control plane for your identity and your money, not a work surface.

Plan & billing

• Your products. The "on cron" products this account owns — any of the eight, one per sales role — linking to My products for renewals, install links, and per-product rollups.
• gtmcron plugins & plan. See which gtmcron plugins you're licensed for, upgrade to All-Access, or open the Stripe portal for invoices, payment method, and cancellation.
• Entitlements. Your entitled plugins are the union of everything you've bought or been granted — this is what the plugins check before they run.
• Change plan. Contextual self-serve plan changes, no support email needed:
  • Complete the Full Suite. If you own individual plugins (or the Core+GTM bundle), the card offers the Full Suite for the difference — everything you've already paid at list price is credited automatically at checkout, and you always pay at least $1. Your existing licenses stay perpetual.
  • Switch to yearly billing. Monthly All-Access members get a one-click switch to yearly (Stripe prorates the change).
  • Manage / cancel membership. Opens the Stripe Customer Portal for plan changes, payment method, and cancellation.
  One-time purchases aren't converted into membership credit — a perpetual license and a subscription are different things, and your licenses stay yours even if a membership lapses.

Profile & login

• Profile. Your name and account email.
• Password. Set one if you signed up with a magic link and want a password too. Google sign-in keeps working either way. Any password change — yours or, if your session were ever compromised, an attacker's — sends a confirmation email to your account address so you'll notice a change you didn't make.

Brand & Company

Who you sell for — company, positioning, ICP, differentiators. This grounds every AI draft the product produces so output is about your business, not generic SaaS. Most of this is also built and enriched by the GTM Context Dossier during onboarding; Settings is where you edit it by hand.

Security artifacts. List the security and compliance documents you can send a buyer's InfoSec team (SOC 2 report, pen-test summary, security whitepaper — one per line). When a late-stage deal stalls in a security review, the stall accelerator's drafted nudge offers these proactively instead of waiting on the questionnaire.

Email preferences

• Weekly brain digest. A 60-second video recap of what the brain learned this week, emailed Monday mornings. On by default for active subscribers; turn it off with the toggle on the Account tab or the one-click unsubscribe link in any digest email — both set the same per-user preference.
• Coach digest & Morning Brief. Cadence controls for the coaching summary email (weekly / daily / off) and the opt-in weekday Morning Brief.
• Slack daily rollup digest. On the API & AI tab, paste a Slack incoming-webhook URL to get a once-a-day Slack pulse of what your plugins did — runs today and this week, any errors, top outcomes, and pace toward your goals. The webhook is stored encrypted; the cron dedupes to once per day and skips quiet days. Clear it anytime to turn the digest off. Opt-in and per-user — separate from the coach Slack DM so the two never double-post.

Public shipping feed

On the Account tab, an opt-in toggle adds your work — as anonymized, aggregate counts only — to the public shipping feed. Counts and outcome keys only, never revenue, never account names, never your identity; the feed is hidden entirely below a small contributor floor so no single account can be picked out. Off by default.

Your data

• Export. Download all your data as JSON at any time. For your brain state specifically, use Data Export.
• Delete. Self-serve account deletion lives in the Danger zone. It removes your account and data; it can't be undone.

Cross-tenant brain contribution

Under Settings → Data, a team owner can opt the team into cross-tenant brain contribution. It is off by default. When on, sales patterns that recur across your team and at least two other teams may be proposed — anonymized and aggregated — for promotion into the shared playbooks every team inherits.

• Your raw notes never leave your tenant. Only a three-layer-scrubbed aggregate (regex → your own account/prospect name blocklist → an LLM identifiability pass) is ever reviewed, and only a human promotes it — nothing is written automatically.
• Receive independently. A separate toggle controls whether you receive promoted patterns, so you can benefit without contributing (or contribute without receiving).
• No single tenant can self-promote. A pattern is only proposed when at least three distinct tenants exhibit it.

Full detail, including residual risks, is in the privacy write-up: docs/privacy/brain-promotion.md.

Related

• Connect to Cowork — license, key, and install steps.
• API Keys & MCP — the key the plugins authenticate with.
• Data Export — export/import your brain state.
• Pricing — plans and plugins.