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Platform Setup Overview

The Platform Setup area houses everything you need to manage your Aivah workspace—from personal account details to billing, credits, and onboarding resources. Each section in the left-hand navigation maps directly to a settings card inside the product. Use the guide below to understand what lives where and when to visit each page.

Sections at a Glance

SectionPurpose
User SettingsUpdate your profile photo, cover image, display name, and password.
CreditsCheck your remaining credits and purchase additional usage.
SubscriptionsReview your current plan, renewal date, and upgrade/downgrade options.
BillingLaunch the billing dashboard to manage payment methods and invoices.
API KeyComing soon: generate API credentials for custom integrations.
DocumentationLaunch an interactive Storylane tour that walks through key product features.
The navigation also includes links to Support and other future integrations (AI Drive, Integrations, Telephony, Manage Memory). Those areas retain existing behavior and will be documented separately.

Suggested Workflow

  1. Start with User Settings to ensure your profile and security details are current.
  2. Check Subscription and Credits so you understand your plan limits before inviting teammates.
  3. Configure Billing by opening the billing dashboard and verifying payment methods.
  4. Launch the Documentation tour if you or new teammates need an interactive walkthrough.
  5. Monitor credits regularly—return to the Credits page whenever you need to top up usage.

Quick Tips

  • Keep profile images current; they appear in shared experiences and dashboards.
  • Note your subscription renewal date so you can plan upgrades or pauses in advance.
  • Download invoices monthly for your finance team; the billing portal retains history but proactive downloads simplify bookkeeping.
  • Watch for the API Key section to go live if you plan to connect custom applications.
Use the individual pages linked above for deeper, task-specific instructions.