Account Management
Complete guide to managing your Sophosic account, from registration to advanced settings.
Creating an Account
Registration Methods
Email Registration
Visit Registration Page
Go to sophosic.ai/register
Enter Your Details
- Email address
- Secure password (min. 8 characters)
- Accept Terms of Service and Privacy Policy
Verify Email
Check your inbox for verification email from Sophosic Click the verification link
Complete Profile
Add optional details:
- Display name
- Profile photo
- Timezone
Email Requirements:
- Valid email address
- Must be accessible for verification
- One account per email address
Anonymous to Authenticated
Already using Sophosic anonymously? Sign up to keep your data:
Automatic Transfer: When you create an account on the same device, Sophosic automatically offers to transfer your anonymous conversations and data. Accept to keep everything!
Account Settings
Access settings via Profile Menu → Settings or navigate to sophosic.ai/dashboard/settings .
Profile Information
Editable Fields:
- Display Name
- Profile Photo
- Bio/Description
- Timezone
- Language Preference
Navigate to Profile Settings
Settings → Profile
Edit Information
Click “Edit” next to any field
Save Changes
Click “Save” to update
Changes Apply Immediately
Your new information is used in all future interactions
Email Preferences
Manage email notifications:
| Type | Description | Default |
|---|---|---|
| Account Activity | Login alerts, password changes | ✅ Enabled |
| Product Updates | New features, improvements | ✅ Enabled |
| Insights & Tips | Weekly digest of insights | ⬜ Optional |
| Marketing | Product news, offers | ⬜ Optional |
| SOP Notifications | SOP run completions, triggers | ✅ Enabled (Sophosic Pro) |
Session Preferences
Default settings for new conversations:
Reasoning Effort:
- Minimal, Low, Medium, or High
- Sets default for new chats
- Can override per-conversation
Web Search:
- Enable/disable by default
- Individual sessions can override
Response Style:
- Concise or Detailed
- Formal or Casual
- Technical depth
Note: Session preferences require a Sophosic Pro subscription. Free users get platform defaults.
Privacy Controls
Manage your data and privacy:
Data Collection:
- ✅ Conversation history (required for features)
- ⬜ Usage analytics (optional, improves product)
- ⬜ Beta features (optional, early access)
Data Sharing:
- All data remains private by default
- Explicitly shared SOPs can be public
- No data sold to third parties
Download Your Data:
- Settings → Data & Privacy
- Click “Export My Data”
- Select data types (conversations, memories, documents)
- Choose format (JSON, CSV, PDF)
- Download archive
Delete Your Data:
- Settings → Data & Privacy
- Scroll to “Delete My Data”
- Select what to delete:
- All conversations
- All memories
- Knowledge base
- Account (permanent)
- Confirm with password
- Data deleted permanently
Warning: Data deletion is permanent and cannot be undone. Export your data first if you might need it later.
Security
Password Management
Change Password:
Go to Security Settings
Settings → Security → Change Password
Enter Current Password
For verification
Enter New Password
Must meet requirements:
- Minimum 8 characters
- At least one uppercase letter
- At least one number
- At least one special character
Confirm Changes
Save new password
Forgot Password:
Click “Forgot Password”
On login page
Enter Your Email
Associated with your account
Check Email
Verification code sent
Reset Password
Follow link in email to set new password
Two-Factor Authentication (2FA)
Sophosic Pro Feature: 2FA is available for Sophosic Pro subscribers for enhanced account security.
Enable 2FA
Settings → Security → Two-Factor Authentication
Choose Method
- Authenticator App (recommended)
- SMS (requires phone number)
Scan QR Code
Use your authenticator app (Google Authenticator, Authy, etc.)
Enter Verification Code
Confirm setup
Save Backup Codes
Store in secure location for account recovery
Supported Authenticator Apps:
- Google Authenticator
- Authy
- 1Password
- Microsoft Authenticator
Active Sessions
View and manage logged-in devices:
Session Information:
- Device type and browser
- IP address and location
- Last activity timestamp
- Session status
Actions:
- Revoke Session: Log out specific device
- Revoke All: Log out all devices except current
- View Details: See full session information
Navigate to Settings → Security → Active Sessions
Connected Applications
Manage third-party app access (Sophosic Pro feature):
Navigate to Connections
Settings → Security → Connected Applications
Review Connected Apps
See which apps have access to your Sophosic account
Revoke Access
Remove apps you no longer use
Manage Permissions
Control what each app can do
Security Tips:
- Regularly review connected applications
- Remove unused connections
- Only connect trusted applications
- Check permissions before granting access
Account Upgrade & Billing
Free vs Sophosic Pro
| Feature | Free | Sophosic Pro ($25/mo) |
|---|---|---|
| Conversations | Unlimited | Unlimited |
| Reasoning Modes | Minimal, Low, Medium | All + High |
| Web Search | Limited | Unlimited |
| File Uploads | 10MB | 20MB |
| Conversation History | 30 days | Unlimited |
| Memory System | Basic | Advanced + Insights |
| Knowledge Base | 100 docs | Unlimited |
| SOPs | View only | Create & Share |
| External Integrations | ❌ | ✅ |
| Automation | ❌ | ✅ |
| Support | Community | Priority |
Upgrading to Sophosic Pro
Navigate to Billing
Dashboard → Billing or click “Upgrade” button
Choose Plan
Select “Sophosic Pro - $25/month”
Enter Payment Details
Credit card or PayPal
Confirm Subscription
Review and confirm
Instant Access
Sophosic Pro features unlock immediately
Payment Methods:
- Credit/Debit Cards (Visa, Mastercard, Amex)
- PayPal
- Apple Pay / Google Pay
Billing Cycle:
- Monthly: Charged on same day each month
- Annual: 20% discount ($240/year instead of $300)
Managing Subscription
View Billing Details: Settings → Billing → Subscription
Update Payment Method: Settings → Billing → Payment Method → Update
Download Invoices: Settings → Billing → Invoices → Download
Cancel Subscription:
Go to Billing Settings
Settings → Billing
Click “Cancel Subscription”
Bottom of page
Select Reason (Optional)
Helps us improve
Confirm Cancellation
Subscription ends at period end
Access Until Period Ends
Continue using Sophosic Pro features until expiration
No Refunds: Subscriptions are non-refundable. When you cancel, you keep access until the end of your billing period.
Account Deletion
Temporary Deactivation
Deactivate without deleting:
- Settings → Account → Deactivate
- Data preserved for 90 days
- Reactivate anytime by logging in
- All data restored
Permanent Deletion
Irreversible: Account deletion is permanent. All data is destroyed and cannot be recovered.
Export Your Data (Optional)
Settings → Data & Privacy → Export Data
Cancel Subscription
If you have an active Sophosic Pro subscription
Navigate to Account Deletion
Settings → Account → Delete Account
Confirm Understanding
Check boxes acknowledging:
- Deletion is permanent
- Data cannot be recovered
- Subscriptions will be cancelled
Enter Password
For final verification
Confirm Deletion
Account deleted within 24 hours
What Happens:
- Account deactivated immediately
- Data queued for deletion
- Permanent deletion within 30 days
- Email confirmation sent
Troubleshooting
Can’t Login
Check:
- Email address spelling
- Caps Lock (password is case-sensitive)
- Account method (email vs. Google vs. GitHub)
Try:
- Password reset
- Clear browser cookies
- Try different browser
- Check email for lockout notice
Email Not Received
- Check spam/junk folder
- Add noreply@sophosic.ai to contacts
- Verify email address is correct
- Request new verification email
Session Transfer Failed
If anonymous sessions didn’t transfer:
- Contact support with anonymous user ID
- We can manually transfer within 7 days
- After 7 days, anonymous data purged
Billing Issues
- Verify payment method is valid
- Check for sufficient funds
- Contact your bank (some flag AI services)
- Email support: billing@sophosic.ai
Next Steps
Get to know your AI assistant
Meet SophiaLearn to automate workflows
Create Your First SOPUnlock all features for $25/month
Upgrade to Sophosic ProNeed help? Contact support@sophosic.ai or visit help.sophosic.ai