Account Settings is where you configure how Pod understands you, your team, and your sales motion. The information you provide here directly influences how Pod analyzes deals, surfaces risks, and recommends next steps.
Keeping these settings up to date ensures Pod’s insights stay accurate, relevant, and aligned with how you actually sell.
How to access Account Settings
Click Settings in the left-hand navigation.
From the Account Settings area, you can access:
Account Details
Integrations
Team
Billing
API
Each section controls a different layer of configuration, from personal profile details to workspace-level setup.
Account Details
Account Details is the foundation of your Pod experience. This is where you define who you are, who you sell to, and how Pod should frame its guidance.
Your name and email address identify how you appear in Pod and are used for login, notifications, and account communications.
Your selling context helps Pod understand who you sell to and what you sell, so insights and recommendations are tailored to your actual go-to-market motion rather than being generic. By defining your buyer personas and clearly describing your product or service, Pod can better align language, deal analysis, and recommended actions with how you create value and close deals.
Frameworks tell Pod how you sell.
Select the sales methodologies your team actively uses, such as MEDDPICC, BANT, or others. It'll even display the custom playbooks built into your organization's workspace.
Once selected, Pod uses these frameworks to evaluate deals against your chosen methodology, identify gaps, risks, or missing elements, and recommend specific actions aligned with your playbook
Best practice:
If you’re introducing Pod to a team, start by selecting the 1–2 frameworks you truly enforce today. Selecting too many frameworks can dilute focus and reduce signal quality.
Integrations
The Integrations section is where you connect Pod to the tools your team already relies on. By enabling integrations, Pod can automatically ingest data instead of relying on manual inputs.
From this section, you can control which systems Pod pulls data from.
Integrations allow Pod to:
Analyze live deal data
Track activity across tools
Keep insights continuously up to date as deals evolve
Find more details about Pod integrations here.
Team Management
The Team section is used to manage users within your Pod workspace.
From here, you can:
Invite new teammates to Pod
View all active users in your workspace
Manage access and team configuration
This section is typically used by managers or admins during rollout, onboarding, or team changes.
Billing
Billing contains all subscription and payment-related information for your Pod workspace.
From this section, you can:
View your current plan
Manage billing details
Review invoices and payment history
This area is accessed by workspace admin only.
API
The API section is designed for advanced MCP use cases.
From here, you can:
Create new API keys.
Access API-related configuration.
Manage programmatic access to VoiceMCP data when applicable.
This section is typically used by technical teams building custom solutions or deeper integrations on top of Pod leveraging the VoiceMCP server.
When should I review Account Settings?
You’ll want to revisit Account Settings when:
You’re onboarding to Pod for the first time
Your ICP or product positioning changes
Your team adopts or updates a sales methodology
You’re adding or removing team members
You’re managing integrations or billing details
Keeping Account Settings current helps Pod deliver clearer insights, stronger recommendations, and better outcomes across your deals.
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