18 articles
Account and project settings
Manage access, project settings, subscriptions, and agency clients.
Articles
18 articles
Create your RightMessage account
You'll create your login and first project, then let RightMessage suggest what to build based on your website.
Find projects, pages, and commands in the app
You'll find your projects and recent work, jump to pages with command search, and know where to change your profile and app appearance.
Create, switch, and delete projects
Keep separate businesses in their own projects. You'll learn how to add a project, switch between them, or permanently delete one you own.
Project settings reference
Find the setting you need for your project, check snippet activity, and see which changes need publishing.
Manage project domains and their order
You'll add your websites to a project, put your main domain first, and remove addresses you no longer use.
Project flow defaults and identification settings
You'll choose your flow's default messages, control form prefill and visitor identification, and decide which activity appears in your reports.
Set the business context used by AI
You'll give RightMessage the context it needs to draft content for your business, including who you serve, what you offer, and how you like to write.
Manage project branding and automatic refresh
You'll choose whether your widgets show the RightMessage badge and keep your dashboard up to date when teammates or connected tools make changes.
Invite and remove collaborators
Give someone access to your project without sharing your login. You'll also learn how to accept an invitation or remove access.
Update your profile and password
Update the name, email, and password you use across your RightMessage projects, add your affiliate ID, or sign out.
Sign in or reset your password
Get back into your RightMessage account with your email and password, or use a reset email to choose a new password.
Configure agency branding and directory details
You'll set what clients see when they sign up through your agency and add your services and expertise to your partner directory profile.
Invite clients and manage agency projects
You'll invite clients through your agency's signup page, open their projects from your account, and keep track of invitations and affiliate rewards.
Project billing states, trials, and activation
Check your project's billing status, see what a saved card means, and find the right way to activate or renew your plan.
Change your plan, billing cycle, or payment method
You'll find where to change your plan or billing cycle, update your payment details, and get invoices for your project or legacy account.
Cancel a subscription
You'll cancel your project or legacy subscription through the billing portal and check when the cancellation takes effect.
Export project data or reset analytics
Download your business context and segmentation data, or clear your project's reporting history while keeping its settings.
Account, plan, and agency billing questions
Find out what your subscription covers, how client billing works, and what happens when you change plans.