Valley
Settings

Account Settings

Manage your Valley account configuration, profile, and preferences.

Profile Settings

Update Your Profile

  1. Click your user icon in the top right corner

  2. Select your profile or settings option

  3. Edit your name or profile picture as needed

  4. Click Save

Update Your Email Address

Updating your email requires a two-step verification process to ensure account security.

Account settings showing email address with Change button highlighted

  1. Click your user icon in the top right corner

  2. In the settings modal, find your current email address and click Change

Email change form with new email input and Continue button

  1. Enter your new email address

  2. Click Continue to request a verification code

Verification code input field with 6-digit code entry

  1. Check your new email inbox for the 6-digit verification code

  2. Enter the code in the verification field

  3. Click Verify & Update

The verification code expires after 10 minutes. If you don't receive the code, check your spam folder or request a new one.

Timezone

Set your timezone in your profile section. Your timezone controls when Valley sends messages - Autopilot respects your timezone for all message scheduling, sending during business hours.

Always set your timezone accurately. If you have team members in other regions, each person should set their own timezone individually in their profile.

Add your scheduling URL (Calendly, Cal.com, etc.) in your profile settings. This is your default booking link.

You also need to add your booking link to each Product you create in Studio. The Product-level link is what Valley uses when generating messages with scheduling CTAs.

Both need to be set - profile-level and product-level. If your workspace shares Products, duplicate the shared Product, add your own booking link, and rename it "PRODUCT NAME - (Your Name)."

Password & Login

Valley uses email-based login. To change your password:

  1. Go to Settings > Security

  2. Click "Change Password"

  3. Enter current and new password

  4. Click Update

Notification Preferences

Webhooks

Valley uses webhooks for real-time notifications. Set up webhooks to push events (like interested replies) to Slack, your CRM, or other tools.

  1. Go to Settings > Integrations > Webhooks

  2. Create a webhook with your target URL

  3. Select which events trigger the webhook

  4. Save

This is how teams build Slack notifications, custom CRM alerts, and workflow automations. See the Integrations guide for detailed setup.

Valley doesn't have native email notifications or a native Slack integration. Webhooks are the way to get real-time alerts outside of the Valley inbox.

Manage Seats

Add and manage team members from Settings > Manage Seats. See the Adding Seats guide for full details.

Two roles available:

  • Admin - Full access including team management, billing, and Admin View

  • Member - Campaign creation and inbox management for their own account

Billing

Access billing, invoices, and plan management from Settings > Billing. See the Billing guide for pricing details and upgrade instructions.

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