Overview
Your settings are organized into tabs under the Settings section. Here you can manage your profile, customize how Co-Pilot communicates with you, and configure integrations.
Location: Left sidebar > Settings
Profile Settings
Location: Settings > Profile
What You Can Edit
Profile Photo — Upload a photo, or it displays your initials by default
First Name and Last Name
Email — Displayed for reference (synced with your login credentials)
Phone Number — International format supported
Account Type — How you use Brelly: Policyholder, Public Adjuster, Contractor, or Attorney
Timezone — Your preferred timezone
Changing Your Password
The password change form is at the bottom of the Profile page. Enter your current password, then your new password, and confirm.
Co-Pilot Preferences
Location: Settings > AI Preferences
This is where you customize how Co-Pilot communicates with you. These preferences shape responses to match your style and workflow.
How Co-Pilot Responds
Select the communication style that best fits how you want Co-Pilot to respond. This sets the overall tone and approach across all of your interactions.
Response Preferences
Setting | What It Does |
Concise Mode | Toggle on for shorter, more direct responses. Toggle off for more detailed explanations |
Tone | Describe your preferred tone in your own words (e.g., "professional and direct" or "friendly and thorough") |
Do's | Instructions for what Co-Pilot should do (e.g., "Always include dollar amounts," "Reference specific line items") |
Don'ts | Instructions for what Co-Pilot should avoid (e.g., "Don't use legal jargon," "Don't repeat information I already know") |
Liked Phrases | Phrases you want Co-Pilot to use more often |
Disliked Phrases | Phrases you want Co-Pilot to avoid |
How to Add Do's, Don'ts, and Phrases
Type your instruction in the input field
Press Enter or click Add
The item appears as a tag — click the X to remove it
Changes save automatically and you'll see a "Saved" confirmation.
Integrations
Location: Settings > Integrations
Integrations connect Brelly with external tools and services. There are two levels:
Personal integrations — Connected to your individual account (e.g., your personal email or calendar)
Organization integrations — Enabled for the entire organization by the Owner (e.g., shared CRM or document storage)
To connect an integration:
Go to Settings > Integrations
Find the integration you want to enable
Click Connect and follow the authorization flow
Once connected, the status shows as "Connected"
To disconnect, click the integration and select Disconnect.
Common Questions
Q: How do I change my email address? Your email is tied to your login credentials. Contact suppor via the Support button in brelly, or email us at [email protected] if you need to change the email associated with your account.
Q: Will changing my Co-Pilot preferences affect past conversations? No — preference changes apply to future responses only. Past conversation history is not affected.
Q: What does Concise Mode actually do? When enabled, Co-Pilot gives shorter, more direct answers. When disabled, it provides more detailed explanations and context. Try both to see which works better for you.
Q: I set Do's and Don'ts but Co-Pilot doesn't always follow them. Why? Co-Pilot uses your preferences as guidance but balances them against providing accurate and complete information. If a preference conflicts with giving you correct data, it will prioritize accuracy.
Q: Can I reset my AI preferences to defaults? Remove all custom Do's, Don'ts, and phrases, turn off Concise Mode, and clear the Tone field. This returns Co-Pilot to its default behavior.