Account, Workspace & Plan
Your profile, the workspace switcher, and how a plan or a credit top-up is bought through the App Store or Google Play rather than a web checkout.
Settings
Settings is a single sheet raised over whatever you were doing, not a tab. Its root menu holds your profile, the AI subscription and credit balance, the referral code, the workspace switcher, theme, language and font size, a Show reasoning process switch, a push-notifications switch, an Allow tracking row on iOS, links to the privacy policy and terms, the app version, and sign out.
| Preference | Where it lives |
|---|---|
| Theme — light, dark or system | The device. Reinstalling resets it to System. |
| Font size — small, default, large, extra large | The account, so it follows you to another phone. |
| Show reasoning process | The account. On by default. |
| Language | The app, in seven languages under their own names. |
| Push notifications | The device registration, alongside the OS permission. |
The profile editor changes your avatar and your first and last name; both names are required. A Delete account row at the bottom of it opens a flow that spells out exactly what is removed — profile, owned workspaces, preferences, chat history, uploaded files, saved memories, access to team workspaces, and the subscription record — and requires both your password and a ticked acknowledgement before it can be confirmed a second time. On iOS it warns, correctly, that deleting the account does not cancel an App Store subscription.
Switching workspaces
The workspace row in the drawer and the Workspaces row in settings open the same switcher: a list of every workspace you belong to, split into Personal and Team Workspaces when you have both, each row carrying its paid AI plan where it has one. The active workspace is ticked.
Switching re-scopes the whole app: the chat list, data rooms, credits and plan all reload, and a conversation open at the moment of the switch is left for a fresh chat so nothing from the previous workspace lingers on screen.
Create new workspace is available to everyone and asks for four things — firm name, country, your role and firm size. What it creates is always a firm workspace; there is no personal-versus-organisation choice on the phone. The new workspace becomes the active one straight away. Those four answers are the same firm profile eFirm uses.
Plan and credits
Everything purchasable in the app is transacted through the device’s store — the App Store on iOS, Google Play on Android. The app deliberately never links out to a web checkout.
The subscription view shows the current plan and billing cycle, a status badge (active, trial, cancelling or downgrading), the renewal or end date, where the subscription was bought, the monthly credit allowance and the seat count. The paywall offers monthly or yearly with the real store prices and a computed saving on the annual cycle. Downgrades and cycle switches take two taps: the first reveals a notice explaining that you keep your current features until the end of the period, and only the second commits.
Credit top-ups are one-time purchases, sold as packs whose credit amounts depend on your current plan tier. Buying them in-app requires a personal workspace and the workspace-admin role: a non-admin sees an admin-only note, and a team workspace sees a note saying top-ups for team workspaces are not available on mobile. The app waits until the plan has actually activated on your workspace before telling you it worked, so it never claims a success it cannot verify — if a charge goes through and the plan does not appear, it says exactly that and offers a recheck and a prefilled support message carrying the transaction reference.
When the allowance is gone, a banner sits above the composer and hitting the limit raises a sheet that explains which limit you hit and when it resets. The message that was blocked is kept and sent automatically once the purchase lands, so nothing has to be retyped. The mechanics of the pool itself are on Credits and usage.