Getting started
Your account, your data
Where to change your name, password, two-factor settings and sessions, and how to get a copy of your data or have it deleted.
Everything about you, as opposed to your workspace, lives on one page. Everything about your plan lives one menu item away.
Open your account page
Click your avatar at the top right of the dashboard, then Account. The page is headed Profile & security.
From there you can update:
- Your name and profile photo
- Your email addresses
- Your password
- Two-factor authentication
- Connected accounts, the sign-in methods linked to you
- Active sessions, with the option to sign a device out
The rest of the menu
The same avatar menu holds the things people usually come looking for here:
- Team, your seats and invitations. See Invite your team.
- Plan & add-ons, and Manage billing if you own the workspace. If a teammate owns it, the menu tells you billing is managed by your team admin.
- AI keys, where you add your own provider keys. See Add your own AI keys.
- AI assistants, for driving Noli from Claude, ChatGPT or another AI assistant you already use. See Use Noli from your AI assistant.
The menu also shows your current plan and how many tokens you have used this period.
Getting a copy of your data
Open Plan & add-ons from your account menu and scroll to Your data. It lists one download for each part of Noli:
- Account and Chief of Staff. Click Download my data and one file downloads straight away, with your account, plan and Chief of Staff data, such as your business profile, conversations, to-dos, approvals and goals. The same click starts your marketing export.
- Knowledge Base. Every file you uploaded or imported, in its original format, your notes, meeting notes and journal entries as Markdown, and an index you can open in a browser or a spreadsheet, as one ZIP. It is ready at once. See Download your Knowledge Base.
- Projects. Each project as a PDF to share, a CSV of its steps, and Markdown with everything, or every project at once as one ZIP. See Export your projects as PDF, CSV or Markdown.
- Marketing. Every article, post, newsletter, email sequence, lead magnet, landing page and its leads, market report, AI Visibility result and file in your marketing workspace, packed into one ZIP. It usually takes a minute or two, and we email you a download link when it is ready. The link works for 7 days. Only the owner or an admin of the marketing workspace can take this export.
Each product also has its own way in: Settings, then Your data, in the Knowledge Base, your projects and Marketing. All of these stay open for 30 days after your plan ends, so you can take everything with you.
CRM contacts, survey responses and reviewed leads each have their own CSV export inside the CRM, and a Chief of Staff answer can be downloaded as Markdown, plain text, PDF or Word from the message itself. For a complete copy of everything in one go, email privacy@noliai.com and we send it within 30 days. You may be asked to confirm your identity first. Launch Pad members see the same Your data list on the Plan page.
Deleting your data
Two steps, depending on how much you want gone.
- Disconnect a single service. Where the product has a disconnect button, such as your Google Calendar, your ChatGPT plan or your Chief of Staff's email desk, use it. For a tool you connected with a key, such as Stripe or Follow Up Boss, revoke that key inside the tool, or email support@noliai.com and we remove the connection.
- Delete your account and everything in it. Email privacy@noliai.com from the address on your account, with the subject "Delete my data". Receipt is confirmed within two business days and deletion is completed within thirty days.
Deletion is a cascade, not a single row. Your data is removed from each product, your Chief of Staff is torn down, and your login goes with it. A few categories are kept where the law requires it, such as billing records, and backups age out on their own schedule.
If you cancel rather than delete, your workspace content is kept for thirty days after your plan ends so you can export it, using the steps above. About three weeks in we email the workspace owner to say the data will be deleted in seven days, and at the end of that window it is permanently deleted. Pick a plan again before then and nothing is deleted.
Why it matters
Knowing where the exit is makes it easier to trust the place. Nothing about your account is designed to be hard to leave.