Frequently asked questions (FAQ)

Short answers to the questions that come up most often. Each one links to the page with the full details.

Account and team#

How do I change my password?#

You change your password yourself in Settings → Account: enter your current password, type a new one (the strength meter tells you whether it's strong) and confirm. Details: Account — your details and password.

Why can't I change my name or email?#

Your first name, last name and email address are read-only — they're managed by your team administrator. If any of them needs to change, ask your admin. Details: Account — your details and password.

How do I invite someone to the team?#

In Settings → Team members enter the person's email address, pick their role and click “Send invitation”. Details: Team — members, roles and invitations.

How do the roles differ?#

The team has four roles: Owner, Admin, Member and Accountant — the role decides what a person can see and change. Details: Team — members, roles and invitations.

How does the join code work?#

Instead of an email invitation you can give someone a join code to enter when signing up or logging in. A new code is shown only once — save it right away. Details: Team — members, roles and invitations.

Tasks#

Will Bobi do anything without my approval?#

By default no — tasks run in “Ask before acting” mode: Bobi only proposes a result and waits for your approval; it doesn't send or change anything on its own. Details: Proposals and approvals.

How many tasks can I have at once?#

Up to 5 active tasks can run at once. To add more once you hit the limit, pause or archive one of the current ones. Details: Managing tasks.

Integrations#

Which integrations work right away?#

Sokar may be active from the start if you have a freight account. The mailbox, FireTMS and Trans.eu you connect yourself from the “Integrations” screen. Details: Integrations — connect Bobi to your systems.

Can I disconnect an integration?#

Yes — any integration you connected can be disconnected from the “Integrations” screen. The exception is Sokar: it's wired in with your account and you don't disconnect it yourself. Details: Integrations — troubleshooting & permissions.

Plan and payments#

Who can change payments?#

The Payments section — subscription, billing information and invoice history — is available only to the team owner. Other roles see the Plan section only. Details: Plan, payments and invoices.

How do I download an invoice?#

In Settings → Payments open the invoice list and click “View invoice” — the document is hosted by Stripe. Details: Plan, payments and invoices.

What if the payment fails?#

You'll see the message “Payment was not completed”. No charge was made — you can safely try again. Details: Plan, payments and invoices.

Usage#

When does my limit renew?#

Usage limits renew every month — the date of the next renewal is shown by the “Renews …” label in the Usage section. Details: Usage and limits.