Expert Dashboard - Settings

The Settings page in the Expert Dashboard lets you configure how your expert profile and Knowledge Agent are shared with the world. This is where you manage your links, privacy, notifications, and integrations.

General

The default tab shows your core settings:

• Agent Link — a shareable link that takes people directly to your agent inside the Answers From Me app. Copy it or display the QR code to share
• Expert Page — your public profile page. Toggle public access on or off, copy your Expert Page link, or click my profile to preview it. This card also shows whether people need to sign in before they can reach your agent
• Allow Downloads — your uploaded content is always available to your agent for answering questions, but the files themselves stay private unless you say otherwise. Turn this on to allow downloads, then mark the individual items you want to share when you add content — both are required before anyone can download a file
• Automatic Insights — generate short insights from your conversations and add them to your Knowledge Base, with separate toggles for inbound emails, captured transcripts, and agent sessions. See Insights for what insights are and how to review them

Notifications

The Notifications tab lets you choose how you're notified about activity. Configure email alerts for new conversations, flagged answers, and other events so you stay informed without being overwhelmed.

Connect

The Connect tab shows integrations and connection options for linking your Knowledge Agent to external platforms and services.

Email Templates

The Email Templates tab lets you customize the emails sent to seekers when you invite them or when other automated messages go out. Personalize the wording to match your voice and brand.

Monetization

The Monetization tab controls paid access to your agent. Toggle Require a paid subscription for your Expert agent to charge for access, then configure pricing, free trials, and subscription management. See Paid Agents and Monetizing Your Expertise for details.