Settings
Manage your team, notifications, and integrations.
Settings has three tabs: General, Insights, and Integrations.
General
Account
Your profile inside Klime: avatar, name, and email. Click the pencil icon to edit. Changing your email sends a verification link to the new address.
Your name appears in generated outreach emails and internal notes, so keep it set to how you want customers to see you.
Organization
Your organization name, website, and logo. Click the pencil icon to edit. 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.
Pending invitations show below the member list and can be revoked by owners and admins.
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 with a private account. 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
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. Each row has a channel selector (where applicable), a frequency selector, and a small send icon to fire off a test message.
Slack — Requires a connected Slack workspace (see Slack integration).
| Row | Description |
|---|---|
| Digest | Scheduled summary posted to your selected channel: insights from the period, an activity chart, growing and at-risk customers. Pick a channel and frequency. |
| Real-time | Insights delivered to your selected channel the moment they're triggered. Pick a channel and toggle on/off. |
Email — A digest delivered to your inbox. Each team member sets their own frequency.
Frequency options for digests are off, daily, or weekly. Set frequency to off to pause that channel without losing the rest of your configuration.
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.
Integrations
These are your connections with third-party tools.
Analytics
Send product usage events to Klime from your stack:
- Klime SDK — Track events directly from your frontend or backend. See SDK integration.
- Segment — Forward your existing Segment events. See Segment integration.
- PostHog — Forward live events from PostHog and optionally backfill your history. See PostHog integration.
- Google Tag Manager — Send events from GTM. See GTM integration.
Communication
How Klime reaches out and tracks conversations:
- Slack — Connect your workspace for alerts and AI chat. See Slack integration.
- Email — Your Klime email address for tracking customer conversations. Edit the prefix (the part before
@klime.email) by clicking the pencil. The prefix can only be changed once; the old address keeps working as an alias. See Email integration. - Custom domain — Send outreach from your own company domain instead of
klime.email. Connect a domain, add the DNS records we provide, and click Check again to verify. Once verified, edit the Sending as local part to control the from-address (for examplecoen@yourcompany.com). See Email integration.
CRM
Pull deals, notes, and contacts into Klime so the AI can use them as context:
- Pipedrive — OAuth connect, then Klime syncs people, organizations, deals, and notes. See Pipedrive integration.
- HubSpot — OAuth connect, then Klime syncs companies, contacts, and engagements.
Support
Customer support tools come next. Intercom is on the way; click Request on any "coming soon" row to let us know you want it prioritized.
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.