Settings
Manage your team, notifications, event classifications, and integrations.
Settings has three tabs: General, Insights, and Integrations.
General
Organization
Your organization name, website, and logo. Click the pencil icon to edit the name and website together in a single step. If you're connected to Slack, click Sync from Slack to pull in your workspace name and logo.
Team Members
See who has access to your Klime dashboard.
- Invite teammates — Click Invite to send an email invitation. They can join using any sign-in method (email, Google, or Slack).
- Remove members — Owners and admins can remove team members by clicking the trash icon.
- Leave organization — Non-owners can leave by clicking Leave.
- Edit your name — Click the pencil icon next to your name. This appears in generated outreach emails and internal notes.
Pending invitations show below the member list and can be revoked by owners and admins.
Analytics Mode
Choose how Klime tracks your customers:
- Group mode — Your customers are companies with multiple team members. Klime tracks companies and aggregates activity across their users.
- User mode — Your customers are individuals. Klime tracks each person directly without grouping.
You select this when creating your dashboard and can change it later. Switching modes changes how data is displayed but doesn't delete any data.
Timezone
Set your organization's timezone to control how dates and times appear across the dashboard, AI assistant, Slack messages, and email digests. Use the searchable dropdown to find your timezone.
This is an organization-wide setting rather than per-user because analytics should reflect your business operations, not individual locations. When your team discusses "yesterday's activity" or "this week's trends," everyone sees the same data aligned to the same day boundaries.
Connected Accounts
Manage how you sign in to Klime. You can link multiple sign-in methods (email + password, Google, Slack) to your account for flexibility. If you have more than one method connected, you can disconnect any of them.
Billing
Shows your current plan status.
Insights
AI Context
Describe your business to help the AI give better answers and generate more relevant insights. Include what your company does, your main features, your target customers, the analytics and CRM features you use, and any industry-specific terminology.
Click Import from website to automatically generate this context from your company's website. Klime analyzes your homepage and key pages to extract relevant information about your business.
Notifications
Choose how and where you receive insight notifications.
Slack — Requires a connected Slack workspace (see Slack integration).
| Notification | Description |
|---|---|
| Daily Digest | A morning summary posted to your selected channel with the insights from the last day, a summary of what's important, an activity chart, and highlights of growing and at-risk customers. Toggle on/off and pick a channel. |
| Real-time Insights | Insights delivered to your selected channel the moment they're triggered. Toggle on/off and pick a channel. |
Each notification type has its own channel selector and a test button to preview what it looks like.
Email — Each team member can individually enable a daily digest delivered to their inbox containing the same insights and summary as the Slack digest. Use the test button to preview.
Troubleshooting:
- Missing digests? Check that the selected Slack channel still exists and the Klime bot has permission to post there.
- Not receiving email digests? Make sure your email address is verified and check your spam folder.
Event Classifications
A table of all tracked event names. For each event, you can set:
- Display name and description — Click an event to open the edit popover, or use Suggest with AI to auto-generate them
- Classification — Choose from the dropdown:
| Classification | Description |
|---|---|
| Key event | Important or priority features |
| Churn indicator | Signals intent to leave or cancel |
| Sign-up event | Account creation (one per product) |
| Supporting event | Low priority or background activity |
| Hidden | Excluded from dashboards, insights, and the AI assistant |
Hidden events are removed globally from all views and AI context. They still appear in the event classifications table so you can unhide them at any time.
Classifying your events helps Klime generate better, more relevant insights.
Use Suggest new to let the AI classify all unconfigured events at once. Suggestions appear as unsaved drafts that you can review, edit, and save or discard in bulk.
Integrations
Manage your SDK and third-party connections. Each integration has its own documentation page with full setup instructions:
- SDK — Your write key for sending events. See SDK integration for setup.
- Slack — Connect your workspace for alerts and AI chat. See Slack integration for setup.
- Email — Your Klime email address for tracking customer conversations. You can edit the prefix (the part before
@klime.email) by clicking the pencil icon. The prefix can only be changed once; the old address keeps working as an alias. See Email integration for setup. - Custom domain — Send outreach from your own company domain instead of
klime.email. Connect a domain, add the DNS records we provide, and verify. Once verified, all outreach uses your domain. See Email integration for more.
External Links
Add links to your internal tools so you can jump from a Klime customer or team member page to the matching record in another system. Each link needs a label, a URL template with {{variable}} placeholders, and (in group mode) whether it applies to customers, team members, or both.
For example, https://admin.yourapp.com/customers/{{groupId}} turns into a clickable link on every customer page. You can use {{groupId}} for customers, {{userId}} for team members, and any trait key sent via group() or identify() in the last 90 days.
The add/edit dialog shows clickable chips for all available variables based on your actual data. Links are hidden on detail pages where a variable can't be resolved, so there's no risk of broken URLs.