Project settings

Project settings is where you configure one project on its own: its name and locale, the brand profile that feeds the AI features, the channels you send through, how conversions are measured, and the tools that build your links. Each project has its own settings — they don't apply across your organization. For account-wide settings such as team, billing or your profile, see Organization.

The settings sections

Open Settings for a project and you'll find the sections grouped like this:

Section	What you configure
General	The project name, its identifier, website and locale (language and timezone). The brand profile lives at the top, and deleting the project lives at the bottom.
Brand profile	The AI-generated profile of your brand — positioning, voice and tone, product categories — and the project logo.
Channels	The senders for each channel (SMS, RCS) and where you turn channels on.
Analytics → Conversion	What counts as a sale, profit or loss, and which integrations feed those figures.
Analytics → Attribution	The windows that decide when a sale is credited to a message.
Tools → Short links	The link shortener and your own branded short-link domain.
Tools → Unsubscribe links	The unsubscribe link, its opt-out prefix and your own unsubscribe domain.
Tools → Test numbers	The numbers you use to preview and validate a send before going live.
Memory	The project memory: the agreements, tasks, key dates and notes your team, Iris and your own AI assistant share about the project.

Channels and their senders are configured here, but they have their own full section in the documentation — capabilities, registration and per-country regulation: see Channels.

The project setup checklist

A new project opens on its home with a setup checklist — a short, ordered guide that takes you from an empty project to your first sends. Each step links straight to where it's done, and the checklist steps aside once everything is in place.

1. 1

   Add your audience

   Import or sync the contacts you want to reach.

2. 2

   Configure a channel

   Pick SMS, RCS or WhatsApp and request the senders you'll use to deliver your messages.

3. 3

   Verify your business

   Complete your legal profile so we can register your senders with the carriers.

4. 4

   Add some funds

   Top up your balance to start sending — it covers all channels (SMS, RCS, WhatsApp).

5. 5

   Send your first campaign

   Pick recipients, write your message, hit send — on any channel you've configured.

6. 6

   Automate your messaging

   Build a flow or a sequence to send messages automatically based on what your customers do.

7. 7

   Set up your brand profile

   Help our AI write in your voice across campaigns and automations.

The first steps are prerequisites: you can't send until you have an audience and at least one sender, and prepaid projects also need a balance. Verifying your business does not hold sending back — but a sender registration cannot be filed with a carrier or a regulator without it, so it is what you will be missing the day you need a sender in a country that requires registration. The rest — automations and the brand profile — are suggestions you can dismiss.

No step is done forever. There is no "setup complete" flag: the checklist is recalculated every time you open it, so a step you had completed comes back if its condition stops holding — you spend your balance, or the only sender you had is rejected. That is the point, not a glitch: what you see is true now.

Skipping a step is different from hiding a suggestion. A skip is saved on the project and shared with your whole team — if you skip the brand profile, your colleagues stop seeing it too. The checklist shares the home with two other surfaces: Needs attention, which lists what has broken rather than what is missing, and Grow your business, which suggests what to do next once the project works. Project status explains how the three fit together.

Deleting a project

Deleting a project lives at the bottom of the General page, in a danger zone. It's a destructive, irreversible action, so it asks for a double confirmation: you type the exact project name to enable the button, then confirm again. Once deleted, all the project's data is removed immediately and can't be recovered.

Explore the settings