Settings

The Settings screen holds your personal settings. To open it, click your name at the bottom of the sidebar and click Settings in the account menu. The list of sections is at the left side of the screen. Administrators also see an Organization section at the top of the list.

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Account

The Account section holds your personal details.

• Your User ID: your identifier. Click Copy to copy it. Some automation fields need this identifier.
• Change Photo: adds or changes your photo.
• First Name, Last Name and Email Address. When you change your email address, you must verify the new address.
• Title, Role and Department.
• Manager: optional. RelayHub uses it for the organization chart.

Click Save Changes to save the changes.

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Security

The Security section protects your account.

• Change Password: type your Current Password, then the New Password two times.
• Two-Factor Authentication: click Enable Two-Factor Authentication to add a code from an authenticator app to your sign-in. For the procedure, see Multi-Factor Authentication.

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Appearance

The Appearance section sets the look of RelayHub.

• Theme: Light, Dark or System. System uses the setting of your computer. RelayHub saves your choice at once.
• Animate bot avatars: turns the movement of the bot pictures on or off.

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Chat Preferences

The Chat Preferences section sets the defaults for each new chat. You can change each setting in a chat.

• Default Model: the model for a new chat.
• Skill Builder Model: the model that helps you build skills. If you do not set it, RelayHub uses your Default Model. Select a more capable model if the drafts are not good enough.
• Reasoning Effort: how deeply the AI thinks before it answers. It applies to the models that can reason.
• Response Length: Default, Concise, Balanced or Detailed.
• Tone: Default, Direct, Formal, Socratic or Brainstorm.
• Company Data Only: the AI answers only from your company documents and your uploaded files.
• Enable Web Search: the AI can search the internet for current information.

Click Reset to Defaults to go back to the RelayHub defaults.

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Default Prompts

Default prompts are the buttons that show when you start a new chat. When you click one, RelayHub puts its text in the message box. You can change the text before you send it. You can have up to five prompts. The counter at the top shows how many you have, for example 3/5. Until you add your own prompts, RelayHub shows its own prompts with a Default tag. A prompt that the AI wrote has an AI tag. To change a prompt, click Edit, make the change and click Save Changes. To remove a prompt, click Delete. Click Reset to defaults to remove your prompts and go back to the RelayHub prompts.

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My Memory

The My Memory section shows what the AI remembers about you, and lets you control it. The AI uses these memories in your chats, so that you do not have to tell it the same things again.

• Automatic learning: when this is on, the AI saves useful details from your chats by itself. You can examine all of them on this screen and turn the setting off at any time.
• What the assistant learned: a log of the memories that the AI added or changed.
• Pending Confirmations: memories that wait for your review. Click Confirm to keep a memory, or Dismiss to remove it.
• The list of memories: each memory has a type: Correction, Preference, Decision, Fact, Terminology or Process. Use All Types to show only one type. A memory that the AI saved by itself has the tag Learned automatically. The text “Provided 3x” tells you how many times the AI used the memory.

To add a memory yourself, click Add Memory. Select a Type, type the memory (for example, “I prefer concise responses without bullet points”), and click Create Memory. Trigger Phrase and Context are optional. They tell the AI when the memory applies. To change a memory, click Edit. To remove it, click Delete. Click Details to see more about a memory.

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Ask the assistant to remember, correct or forget

You can also change your memory in a chat:

• “Remember that I want invoices as PDF files.” The assistant saves it and tells you. If the same text is already saved, it saves nothing new.
• “What do you remember about invoices?” The assistant searches your saved memory and tells you what it found. It searches only memories that you confirmed.
• “Correct that: I want invoices as CSV files.” The assistant replaces the old memory with the new one.
• “Forget that I want invoices as PDF files.” The assistant removes that memory.

Each change shows in What the assistant learned, for example “Saved by the assistant” or “Forgotten on your request”. When a bot made the change, the log names the bot, for example “Saved by Grok Bot”.

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Memories that wait for your confirmation

When the assistant or a bot read a web page, an email or a file in the same turn, a memory that it saves waits for you. It is not used until you confirm it. It shows under Pending Confirmations and on the card in the chat with the line “Saved after reading outside content. Confirm to keep it.” Click Confirm to keep it, or Dismiss to remove it. A memory that nobody confirms is removed after 7 days. In such a turn, the assistant cannot correct or forget a memory. It asks you first. When your own words in the chat ask for the change, the change applies.

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Connections

The Connections section connects your own accounts to RelayHub, so that the AI can work with your email, calendar and files in chat. Each provider shows Connected or Not connected.

• Google: Gmail, Calendar, Drive, Docs, Sheets and Slides.
• Microsoft: OneDrive and Outlook mail. With Outlook mail, the AI writes emails that you examine and send from chat.
• Adobe Lightroom: Lightroom Cloud finds and gets images from your catalog.
• Apps: your other apps, for example Dropbox, Slack or Notion. Click Add an app, search for the app and click Connect. The sign-in opens in a small window that closes by itself when you finish. Every bot you own can use an app that you connect here. Each app row has Reconnect and Disconnect.

Dropbox lets you import a Dropbox folder into a workspace with Import from Dropbox. RelayHub only reads the folder. You can also connect Dropbox in that dialog: click Connect Dropbox and sign in in the small window. The window closes by itself, and the dialog shows your Dropbox folders. For more information, see Google Workspace, Google Drive and OneDrive.

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Connectors

The Connectors section shows other tools that you can connect. Connect a tool one time. After that, you can ask for the tool by name in chat. Type in the Search box to find a tool.

• Verified: tools that RelayHub checked. Some of them you connect in Connections.
• Hosted services: tools that run as a service outside RelayHub.
• More connectors: all other tools.

Click Connect on a tool and follow the steps. A tool can show Connected, Needs attention or Waiting for sign-in. If a tool shows Ask your administrator, an administrator must set it up first.

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Connector instructions

The Connector instructions section is at the bottom of Connections. It tells the AI how to use one connector, for example “reply in threads on Slack” or “use the sandbox project in GitHub”. Each of your connectors has one row with its state.

1. Type the instructions in Your instructions. You can use 2,000 characters.
2. Click outside the box. The instructions save, and the box shows Saved.

To remove the instructions, clear the box and click outside it. The AI reads your instructions after each result of that connector, in chat and in your bots. An administrator also sees Company instructions. Every person in the company gets these instructions for the connector, before their own. You can also tell the AI in chat, for example “from now on, reply in threads on Slack”. The AI shows a card with the text, and the instructions save only when you approve it.

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Authorized Connections

The Authorized Connections section shows the external AI apps, for example ChatGPT, Claude or Cursor, that you let act as you in RelayHub. To stop an app, click Revoke Access and confirm.

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Organization

Only administrators see the Organization section.

• Business Information: Business Name and Primary State. Click Save Organization Details to save the changes.
• Subscription Management: click Open Billing Portal to change the payment method, the plan or the number of seats. See Billing Portal.

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The account menu

Click your name at the bottom of the sidebar to open the account menu. A red dot on your picture tells you that you have unread notifications.

• Notifications: shows your notifications. Click a notification to open it. Click Mark all read to mark all of them as read.
• Switch to light mode or Switch to dark mode: changes the theme.
• Settings: opens the Settings screen.
• Support: opens Premium Support, when your company has it. Click Start a Co-Browsing Session to get a six-digit code. Give the code to the support team. The support agent can then see your screen and help you. You can stop the session at any time.
• Send Feedback: sends a message to the RelayHub team. Select Bug Report, Feature Request, Improvement or Question. Fill in the form and click Submit. For a bug, add the steps, what you expected and what happened.
• Sign out: signs you out of RelayHub.

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The RelayBot desktop app

The desktop app has no sidebar, so the account menu is at the bottom of the bots list. It has the items above, but not Support. The same features are in the menu bar. On a Mac they are in the RelayBot menu, and on Windows they are in the File menu: Settings, Notifications, Notification Settings and Send Feedback.

• View, Appearance: Light, Dark or System. The change shows at once and changes your profile theme.
• View, Open in Browser: opens the page that you see on your RelayHub site, at the same bot. Press Cmd+Shift+O on a Mac or Ctrl+Shift+O on Windows.

The Settings screen opens in the app. When you click Connect, the sign-in opens in your browser. Finish it there and return to RelayBot, and the page shows the connection.