Websites and MyAtlas
- Introduction & Overview
- Account Tab — Profile & Identity
- Avatar & Profile Picture
- Regional Preferences
- Backup Contact Information
- Professional Email Signature
- Account Security
- Subscription Tab — Plan & Credits
- Credit Wallet & Usage
- Cloud Storage
- Settings Tab — AI Automation
- WEBA Automation Levels
- AI Execution Speed
- Trigger Keywords
- Connected Accounts
- Business Use Cases
- Troubleshooting & FAQ
Introduction & Overview
My Atlas is your personal portal within the GoWeBa ecosystem. It is the centralized space where you manage your identity, preferences, security, subscription, and automation settings for your WEBA AI assistant. My Atlas Philosophy My Atlas puts the user at the center. Every setting you configure here directly influences your experience across the entire GoWeBa platform: WEBA's language, displayed currencies, the AI's level of autonomy, your professional signature, and much more.
Portal Structure
My Atlas is organized into three main tabs: Access: Click your avatar at the bottom of the sidebar → My Atlas, or navigate to the Account menu in settings. 💡 My Atlas is personal. Each user in your organization has their own independent My Atlas space.
Account Tab — Profile & Identity
The Account tab brings together all information related to your identity within GoWeBa.
Basic Information
Preferred Name
The preferred name is the short name that WEBA and notifications use to address you personally. For example:
- Full name: "Alain Simard"
- Preferred name: "Alain" WEBA will say "Hello Alain" rather than "Hello Alain Simard", creating a more natural and personal experience. 💡 If you don't set a preferred name, WEBA will use your first name extracted from your full name.
Avatar & Profile Picture
Your avatar is your visual identity within GoWeBa. It appears in the sidebar, conversations, and shared documents.
Avatar Management
- Click the avatar circle in the Account tab
- Select "Upload" to choose an image from your device
- The image is automatically resized and uploaded
- A "Delete" button lets you revert to the default initials
Specifications
Regional Preferences
These preferences customize GoWeBa's display according to your location and habits.
Language / Locale
The language determines GoWeBa's interface and WEBA's communication language. WEBA automatically adapts to your preferred language for all interactions.
Preferred Currency
The currency affects how amounts are displayed in invoices, quotes, and financial reports. Popular currencies:
- CAD – Canadian dollar (default in Canada)
- USD – US dollar
- EUR – Euro
- GBP – British pound
- CHF – Swiss franc More than 30 world currencies are available in the selector, organized into favorites and a full list.
Timezone
The timezone affects the display of dates and times in calendars, tasks, reminders, and notifications.
- Automatic detection: GoWeBa can automatically detect your timezone
- Manual selection: You can also set it manually in the selector Common timezones for Canada: 💡 If you travel frequently, enable automatic timezone detection. GoWeBa will adjust your calendars and reminders accordingly.
Backup Contact Information
Backup contact details serve as an alternative channel if your primary email is inaccessible. ⚠ Backup contact details do not replace multi-factor authentication (MFA). They serve only as an alternative communication channel.
Professional Email Signature
GoWeBa lets you configure a rich email signature that is automatically appended to your emails sent via Webabox.
Signature Fields
How It Works
The signature is automatically inserted in:
- Emails sent via Webabox (Module 03)
- Emails generated by WEBA on your behalf
- Configured auto-replies
Best Practices
- Keep your signature concise — 3 to 5 lines maximum
- Always include your phone number and website
- The calendar link lets prospects book directly
- Use a lightweight logo (< 100 KB) for fast loading 💡 WEBA uses your signature to personalize the emails it writes: "Sent from GoWeBa — [your tagline]".
Account Security
The Security section of My Atlas lets you protect your account with multiple layers of protection.
Password
Changing your password:
- Enter your current password
- Type the new password (minimum 8 characters; uppercase, digit, and special character recommended)
- Confirm the new password
- Click "Update" The forcePasswordChange flag can be enabled by an administrator to force a user to change their password at the next login.
PIN Code
The PIN code provides quick access without entering the full password for certain sensitive actions.
Multi-Factor Authentication (MFA)
MFA adds an extra layer of security to your login:
- Enable MFA from the Security section
- Scan the QR code with an authenticator app (Google Authenticator, Authy, etc.)
- Enter the verification code to confirm activation
- At each login, you will need to enter the code in addition to your password
Sessions & Devices
The Security section also offers:
- Sessions: List of active sessions with the ability to remotely disconnect
- Devices: List of devices that have accessed your account
- Security log: History of security events (logins, password changes) ⚠ If you notice suspicious activity in your security log, immediately change your password and enable MFA.
Subscription Tab — Plan & Credits
The Subscription tab gives you a complete view of your plan, usage credits, and storage.
Current Plan
Your plan is displayed with the following information:
Founder's Club
Founder's Club members enjoy exclusive benefits:
- Distinctive "⭐ Founder's Club" badge on their plan
- Guaranteed preferential rates for life
- Early access to new features
- Priority support 💡 Founder's Club status is automatically detected from your plan tier.
Credit Wallet & Usage
GoWeBa uses a credit system for AI services, telephony, mass sends, and other on-demand services.
How Credits Work
Credits are an internal currency that measures the use of GoWeBa services. Each operation consumes a number of credits proportional to its complexity.
Credit Dashboard
The wallet dashboard displays:
- Current balance: Number of credits currently available
- History: Consumption graph over the last 30 days
- Breakdown: Consumption breakdown by service type
- Top-up: Option to purchase additional credits
Conversion Rates
The GoWeBa credit system uses the following rates: 💡 Monitor your consumption regularly. GoWeBa sends you alerts when your balance reaches a configurable low threshold.
Cloud Storage
The Subscription tab also displays the status of your WebaDrive storage.
Storage Metrics
- Total space: Total space available under your plan
- Used space: Space currently used
- Free space: Remaining space and usage percentage
- Visual indicator: Visual progress bar
Storage Management
From this section, you can:
- Access WebaDrive directly to manage your files
- See which file types consume the most space
- View additional storage offers if you are approaching the limit
Storage Plans
A direct link to plans and pricing is available to upgrade your storage space or your full plan.
Settings Tab — AI Automation
The Settings tab is the control center for WEBA's artificial intelligence. This is where you define the autonomous behavior of your assistant. Three configuration axes:
- Automation level: How independently does WEBA act?
- Execution speed: What is WEBA's processing pace?
- Trigger keywords: Which words in a message trigger an automatic WEBA action?
WEBA Automation Levels
The automation level determines the degree of autonomy WEBA has in managing your daily tasks.
Examples by Level
Supervised:
- WEBA: "I received an email from Techno Plus requesting a quote. Would you like me to prepare a proposal?"
- You: "Yes, for 20 hours of consulting at $125/hr"
- WEBA creates the proposal and waits for your approval before sending Assisted:
- WEBA automatically sorts routine emails
- WEBA creates follow-up tasks for important clients
- WEBA asks before sending a quote or confirming an appointment Autonomous:
- WEBA replies to routine emails with appropriate follow-up
- WEBA schedules appointments based on your availability
- WEBA proactively sends reminders and follow-ups to clients
- You receive a daily summary of actions taken ⚠ Autonomous mode is powerful but requires a "training" phase where you validate WEBA's initial actions so it can learn your preferences.
AI Execution Speed
Execution speed defines the pace at which WEBA processes automated tasks.
Impact on Credits
Execution speed can influence credit consumption:
- Instant and fast modes consume more credits because WEBA processes each item individually
- Relaxed mode optimizes consumption by batching processes
- Manual mode does not consume any proactive automation credits 💡 Start in "Normal" mode and adjust based on your experience. "Relaxed" mode is ideal if you want to save credits.
Trigger Keywords
Trigger keywords allow WEBA to identify messages requiring priority action.
How It Works
When WEBA detects one of your trigger keywords in an incoming email, chat message, or note, it processes the item with high priority regardless of the configured automation level.
Keyword Examples
Configuration
Enter your keywords separated by commas in the "Trigger Keywords" field of the Settings tab. Example: urgent, quote, invoice, meeting, bug WEBA performs case-insensitive detection in the content of received messages. 💡 Start with 3–5 essential keywords. Too many keywords can generate noise. Refine over time.
Connected Accounts
The Connected Accounts section of the Settings tab displays external services linked to your GoWeBa account.
Available Integrations
Integrations are managed at the organizational level (Module 20 — Administration & Integrations), but their status is visible in your personal My Atlas portal.
- Google Workspace: Calendar and email synchronization
- Microsoft 365: Calendar and email from Microsoft
- GitHub: Code and project management
- Slack: Team communication
Connection Status
Each connected account displays:
- Service type (icon and name)
- Connection status (active / expired / not connected)
- Last synchronization date
- Option to disconnect or reconnect
Business Use Cases
New Employee — Onboarding
Scenario: Sophie joins the organization's marketing team.
- Sophie logs into GoWeBa with the credentials provided by the admin
- She accesses My Atlas and completes her profile: name, avatar, language (French)
- She configures her currency (CAD) and timezone (America/Toronto)
- She adds her professional email signature
- She enables MFA to secure her account
- She chooses the "Supervised" automation level to start Result: In 5 minutes, Sophie has a complete profile and an AI assistant configured at her pace.
Entrepreneur — Productivity Optimization
Scenario: Marc, an independent consultant, wants to maximize automation.
- Marc switches his automation level to "Autonomous"
- He sets his speed to "Fast" for quick client responses
- He defines keywords: "urgent, quote, invoice, meeting, deadline"
- WEBA starts automatically managing his emails and follow-ups
- Marc receives a daily summary of WEBA's actions Result: Marc saves 2 hours/day by letting WEBA handle repetitive tasks.
Multilingual Team — International Collaboration
Scenario: An organization has members in Canada (fr), the United States (en), and Latin America (es).
- Each member configures their preferred language in My Atlas
- WEBA communicates with each person in their language
- Currencies and timezones are personalized per member
- Documents and invoices adapt to the recipient's currency Result: A localized experience for every member, with no language friction.
Troubleshooting & FAQ
Common Issues
FAQ
Q: Can I have different automation settings per organization? A: Automation settings are tied to your user profile. They apply across all your organizations. This unification ensures a consistent experience. Q: What happens if I run out of credits? A: Core features (CRM, calendar, emails) remain available. AI services (proactive WEBA, Voice AI, image generation) are paused until credits are topped up. Q: Can WEBA act even when I'm offline? A: Yes, in Assisted or Autonomous mode, WEBA continues to process automated tasks even when you are not logged in. You'll find a summary of actions upon your return. Q: Is my PIN as secure as MFA? A: No. The PIN is a convenience mechanism for internal GoWeBa actions. MFA (TOTP) is a login-level security layer, much more robust. We recommend enabling both. Q: Can I reset all my My Atlas settings? A: There is no global reset button. Modify each setting individually. Default values are: language = fr, currency = CAD, timezone = America/Toronto, automation = Supervised, speed = Normal. Q: How does WEBA determine keyword priority? A: All keywords have the same priority. WEBA processes items containing keywords before others. Use specific keywords to avoid false positives. Q: Why doesn't my signature appear in old emails? A: The signature is added to new emails only. Already-sent emails are not retroactively modified. Q: Can I have multiple signatures? A: Currently, only one signature is configured per user. If you need different signatures by context, you can manually modify them before sending.
This document is part of the GoWeBa Operations Bible. Module 16 — My Atlas / Personal Portal
| Tab | Icon | Main Content |
|---|---|---|
| Account | 👤 Profile | Identity, avatar, regional preferences, backup contact, signature, security |
| Subscription | 💳 Plan | Current plan, credits, storage, usage, billing management |
| Settings | ⚙️ Settings | AI automation (level, speed, triggers), connected accounts |
| Field | Description | Editable |
|---|---|---|
| Full name | Your name as it appears in GoWeBa | Yes |
| Preferred name | The name WEBA uses to address you (e.g., "Alain") | Yes |
| Primary email address (login identifier) | No (contact support) | |
| System role | Your role on the platform (OWNER, ADMIN, MEMBER) | No (managed by admin) |
| Last login | Date and time of your last access | Automatic |
| Setting | Value |
|---|---|
| Accepted formats | JPG, PNG, WebP, GIF |
| Recommended size | 256×256 pixels minimum |
| Storage | GoWeBa secure cloud |
| Fallback | Name initials on colored background |
| Language | Code | Impact |
|---|---|---|
| Français | fr | Interface and WEBA in French |
| English | en | Interface and WEBA in English |
| Español | es | Interface and WEBA in Spanish |
| Timezone | UTC Offset | Provinces |
|---|---|---|
| America/Toronto | UTC-5 (EST) | Ontario, Quebec |
| America/Winnipeg | UTC-6 (CST) | Manitoba, Saskatchewan |
| America/Edmonton | UTC-7 (MST) | Alberta |
| America/Vancouver | UTC-8 (PST) | British Columbia |
| America/Halifax | UTC-4 (AST) | Nova Scotia, New Brunswick |
| America/St_Johns | UTC-3:30 (NST) | Newfoundland and Labrador |
| Field | Description | Usage |
|---|---|---|
| Backup email | Alternative email address | Account recovery, critical notifications |
| Backup phone | Alternative phone number | 2FA verification, emergency calls |
| Field | Type | Description | Example |
|---|---|---|---|
| signaturePhone | Phone | Professional phone number | +1 (839) 246-9322 |
| signatureWhatsApp | Phone | WhatsApp number (may differ) | +1 (839) 246-9322 |
| signatureWebsite | URL | Personal or company website | https://goweba.com |
| signatureLogo | URL | Signature logo (PNG/SVG) | https://logomakerr.ai/uploads/output/2024/01/25/851796214d8115e381d44038dbea19b4.jpg |
| signatureSlogan | Text | Tagline or catchphrase | Your all-in-one AI CRM |
| signatureCalendarLink | URL | Appointment booking link | https://cal.goweba.com/alain |
| signatureLinkedIn | URL | LinkedIn profile | https://linkedin.com/in/... |
| signatureTwitter | URL | Twitter/X profile | https://x.com/... |
| Setting | Description |
|---|---|
| hasPinSet | Indicates whether a PIN is configured |
| Format | 4- to 6-digit numeric code |
| Usage | Quick confirmation of sensitive actions (e.g., data deletion) |
| Indicator | Description |
|---|---|
| hasMfaEnabled | True if MFA is enabled on the account |
| Method | TOTP (Time-based One-Time Password) |
| Compatible apps | Google Authenticator, Authy, Microsoft Authenticator, 1Password |
| Information | Description | Example |
|---|---|---|
| Plan tier | Your subscription level | Professional, Business, Enterprise |
| Status | Subscription status | Active, Paused, Expired |
| Founder's Club badge | Founding member if applicable | ⭐ Founder's Club |
| Organizations | Number of organizations used vs available | 1 / 3 |
| Max users | Number of members vs limit | 5 / 25 |
| Service | Typical Consumption | Details |
|---|---|---|
| WEBA AI (text) | Variable | Based on request length and complexity |
| VoIP Telephony | Per minute | Inbound and outbound calls |
| Voice AI | Per minute | Call transcription and analysis |
| Email Campaigns | Per send | Mass emails |
| Image Generation | Per image | AI visual creation |
| Storage | Per GB/month | WebaDrive disk space |
| Setting | Value | Description |
|---|---|---|
| CREDITS_PER_CENT | 10 | 10 credits = 1 cent ($0.01) |
| AI Margin | 140 basis points | Margin applied to underlying AI costs |
| Telecom Margin | 130 basis points | Margin applied to telephony costs |
| Level | Description | WEBA Behavior |
|---|---|---|
| Supervised | WEBA suggests actions but waits for your approval before acting | Recommended for beginners. WEBA analyzes your emails, calls, and tasks, then submits proposals that you validate manually. |
| Assisted | WEBA automatically executes routine actions, but asks for confirmation on sensitive ones | Balance between productivity and control. Repetitive tasks (email sorting, reminders) are automated. Important decisions require your validation. |
| Autonomous | WEBA acts independently for all tasks, with a post-action report | Maximum productivity mode. WEBA handles emails, schedules appointments, creates tasks, and sends follow-ups automatically. You receive a summary of actions taken. |
| Speed | Description | Use Case |
|---|---|---|
| Instant | Immediate processing upon detection | Critical situations, emergencies |
| Fast | Processing within a few minutes | Responsive client follow-up |
| Normal | Processing in a reasonable time (30 min – 1 hr) | Standard daily usage |
| Relaxed | Batch processing, periodic (a few hours) | Non-urgent tasks, credit savings |
| Manual | WEBA does not process anything automatically | Full control, no proactive automation |
| Category | Suggested Keywords | WEBA Action |
|---|---|---|
| Urgency | urgent, asap, immediate, critical | Immediate notification + priority processing |
| Sales | quote, proposal, price, rate | Automatic draft proposal creation |
| Support | bug, error, issue, outage | Priority support task creation |
| Appointments | meeting, appointment, call | Calendar slot suggestion |
| Billing | invoice, payment | Financial follow-up alert |
| Issue | Likely Cause | Solution |
|---|---|---|
| My avatar is not displaying | Invalid image URL or file too large | Re-upload the image. Use a JPG/PNG format under 5 MB. |
| WEBA's language doesn't change | Browser cache or session not reloaded | Log out and log back in, or clear the cache. |
| My credits are decreasing too fast | Execution speed set too high | Switch to "Relaxed" or "Normal" mode to optimize. |
| MFA is not working | Device time desynchronized | Verify that your phone's time is synchronized automatically. |
| Keywords don't trigger anything | Automation level set to "Manual" | Switch to at least "Supervised" mode to enable triggers. |
| Incorrect timezone | Automatic detection failed | Manually select your timezone from the dropdown. |
| Signature not included in emails | Signature fields are empty | Fill in at least the phone and website in the Signature section. |
| Unable to change my email | Security restriction | The primary email is an immutable identifier. Contact support for migration. |