Account Settings
Customize your interface, manage tokens, secure your account, and configure integrations all in one place
Table of Contents
Settings Overview
Open Settings from the bottom of the left sidebar by clicking Settings. Settings are organized into nine tabs in the left panel:
- Profile — Personal info, custom intro prompt, and password
- Appearance — Theme, timestamps, chat width, and display toggles
- Chat Defaults — Default model, temperature, persona, and datasets
- Security — MFA, CAC/Smart Card, and YubiKey registration
- API Keys — Create and manage API keys
- Usage & Billing — Token usage and subscription plan
- MCP Servers — Add and manage Model Context Protocol servers
- Integrations — Connect Google, GitHub, and Microsoft accounts
- Data & Privacy — View datasets and recent login history
Profile
Update your personal details including First Name, Last Name, Company, and Phone. Your email address is displayed but cannot be changed directly.
Custom Intro Prompt
The Custom Intro Prompt field (800 character limit) is added to the system prompt of every chat to personalize responses — tone, role, and preferences. It is saved to your account and applied to all new and existing conversations until you change or clear it.
Change Password
Scroll down within the Profile tab to access the Change Password section and update your account password.
Appearance
The Appearance tab controls how the Ask Sage interface looks and behaves. All options are simple toggles:
Chat Defaults
Chat Defaults set the starting configuration applied to every new conversation. Individual settings can still be overridden per-chat from the chat toolbar.
Default Model
The AI model used for new conversations. Select from all available models in the dropdown
Temperature
Controls randomness. Slide toward Precise for focused outputs or Creative for more varied responses
Security
The Security tab lets you register additional authentication methods to protect your account. Three options are available:
Multi-Factor Authentication (MFA)
Add an extra layer of security with a time-based one-time password (TOTP). Click Setup MFA and use an authenticator app such as Microsoft Authenticator or Google Authenticator
API Keys
Generate and manage API keys for authenticating with the Ask Sage API. Enter a name in the Enter API key name... field and click + Create Key to generate a new key.
Each key in the list shows a masked value and three action icons:
- View — Reveal the full key value
- Copy — Copy the key to clipboard
- Delete — Permanently revoke the key
Usage & Billing
The Usage & Billing tab shows your current subscription plan, token reset date, and real-time token consumption with progress bars for each token type.
Current Plan
Displays your active subscription (e.g., enterprise) and the next token reset date. Click Manage Subscription to update your plan
MCP Servers
The MCP Servers tab is where you add and manage Model Context Protocol servers that extend the AI with external tools and data sources. Click + Add Server to configure a new MCP connection.
Integrations
Connect external accounts to access files and services directly within Ask Sage. Click Connect next to any integration to authorize it:
Data & Privacy
Available Datasets
Displays all datasets associated with your account as clickable badges. This gives you a quick view of which datasets are available to your account for use in prompts.
Recent Logins
A log of your recent login activity, showing the Date & Time, IP Address, Status (Success or failure), and a Comment column for each login event. Use this to monitor for unexpected access to your account.
You now have a complete overview of the Ask Sage Settings panel — from personalizing your profile and appearance, to securing your account, managing API keys, monitoring token usage, and connecting external integrations.