Change your profile, appearance and notifications

On the Settings page, you can change your name, password and email signature, how Mesy looks and which notifications you get.

To open it, click your name at the bottom of the sidebar (the row with the gear icon). If the sidebar is collapsed, click the gear. Settings has four tabs: Profile, Appearance, Notifications and Integrations. The Integrations tab has its own page. The Profile tab also has your two-factor and passkey settings, which are extra ways to protect your sign-in. Two-factor and passkeys explains them.

Change your name or email

To change your name or email:

1. Open the Profile tab.
2. Edit Name or Email on the Profile card.
3. Click Save Changes. Mesy shows “Profile updated”.

Save Changes stays greyed out until you change something. After you change your email, you sign in with the new one.

Change your password

Your new password needs 8 to 72 characters, with a lowercase letter, an uppercase letter, a number and a symbol. To change it:

1. On the Profile tab, go to the Password card.
2. Enter your Current password.
3. Enter a New password.
4. Type it again in Confirm new password.
5. Click Change Password. Mesy shows “Password changed” and clears the boxes.

As you type, a bar under New password rates it Weak, Fair, Good or Strong.

Changing your password signs you out on every device, this one included. You can keep working for up to 30 minutes. Then Mesy asks you to sign in with the new password. If you use Mesy from another AI app, such as Claude, that app also asks you to sign in to Mesy again.

If you only sign in with Google or Microsoft, you won’t see a Password card. Use Set a password in the Sign-in methods card instead.

Add an email signature

Mesy adds your signature to new emails, replies and forwards you send from your own mailbox, not from a shared one such as sales@yourcompany.com. To set it up:

1. On the Profile tab, go to the Email Signature card.
2. Type your signature in the box.
3. Make sure Append signature to new emails is ticked.
4. Click Save Signature. Mesy shows “Signature saved”.

When you write an email, the signature appears at the bottom of the message box, under a line with two dashes. You can change it before you send. If you switch From to a shared mailbox, Mesy takes it out, unless you’ve typed below it.

To stop adding it, untick Append signature to new emails and click Save Signature again.

Change how Mesy looks

On the Appearance tab, each choice saves as soon as you click it. Your choices only change Mesy for you.

• Pick a Theme: Modern (white and blue), Comfortable (warm and soft) or Dark.
• Under Command palette, choose where the search window opens. Sidebar drops it down from the sidebar. Center opens it in the middle of the screen.
• Choose your Home screen, the first thing you see when you open Mesy. Pick Dashboard, or Chat for Mesy AI (the AI you chat with) with your dashboard underneath. Until you choose, you get the home screen your admin set, or Dashboard if they haven’t set one.
• Set the Text size: Small, Default, Large or Extra Large.
• Pick an Event detail timezone. When you open a calendar event, Mesy shows its times in that time zone. It starts on Use device timezone, which follows your computer’s time zone and shows its name in brackets. The calendar itself always uses your computer’s time zone.

Connect a calendar and manage events covers the calendar itself.

Choose which notifications you get

The Notifications tab has a row for most kinds of notification, with an In-app tick box. Every box starts ticked. Untick a box to stop getting that kind of notification in Mesy. The change saves straight away.

Row	You get it when
Deal stage changed	someone else moves a deal you own to a new step (stage)
New deal created	someone else creates a new deal (admins and managers only)
Note on your record	someone else adds a shared note to a record you own (one customer or one deal)
Task overdue	a task assigned to you is past its due date
Task assigned	someone assigns a task to you
Record assigned	Mesy AI or a workflow (a rule that does routine work for you) makes you the owner of a record
Workflow proposals	one of your workflows prepares a change for you to approve

If your business calls deals something else, such as enquiries, the first two rows use that word. If your workspace doesn’t track deals, those two rows don’t appear.

Messages a workflow sends you with a Send a notification step have no row, so you can’t turn them off here.

If your admin turns on Notify superiors on record changes, managers and admins also get the stage and note notifications. This covers records that only the owner and their managers can see.

A few notifications always reach you in Mesy, and you can’t turn them off:

• a notice that Mesy has stopped suggesting which record an email belongs to. It stops for the rest of today, or when your workspace is near or at its monthly AI limit.
• a security notice when support resets your two-factor authentication
• an alert when one of your workflows pauses itself

Once you pair Telegram, a Telegram column appears next to In-app. Telegram notifications and digests explains it.

Read your notifications

The bell sits at the top of the sidebar, next to your workspace name. A red number on it shows how many notifications you haven’t read. Above 9, it shows 9+. Click the bell to open a panel with three tabs.

The Notifications tab lists up to 100 notifications, unread first, grouped by date. Mesy removes notifications after 90 days. To show one kind, click Deals, Tasks or Activity. To show only new ones, click Unread. Click Mark all read to clear the red number.

Click a notification to mark it read. Most also open what they’re about: the record, your Tasks page, or the change waiting on the Approvals page. Some, like Record assigned notifications, workflow messages and the morning digest, only get marked read. A paused-workflow alert opens the workflow’s Runs tab. Watch runs and fix a paused workflow explains what to do next.

The AI Suggestions tab lists changes Mesy AI has prepared and is waiting for you to confirm. Review, approve and undo AI actions explains how to confirm them.

The What’s New tab lists Mesy’s product updates, newest first. Some updates also open in a window the next time you open Mesy. Click Got it to close it.

A dot on the bell means something new is waiting on the AI Suggestions or What’s New tab. Open the panel to see which.

If something doesn’t work

• “Passwords don’t match”: the two new password boxes are different. Type the new password again in both.
• “Password must be at least 8 characters”, “Password must be at most 72 characters” or “Password must include …”: the new password breaks a rule. Change it to fix what the message names.
• “Current password is incorrect”: check your current password and try again.
• “Email already in use”: another Mesy account already has that email. Use a different one.