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You can access your personal settings via the Settings link in the sidebar > My Account > Preferences. The chat side panel also opens on settings and admin pages. Ask it about your current settings, your open work, or to find a past chat.

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Account

Set how you appear across Realm:
  • Name: Edit your display name. This overrides the name synced from your connected integrations.
  • Picture: Upload a custom picture (PNG, JPG, WEBP, or GIF, up to 2 MB). By default your picture is taken from your connected integrations and kept up to date automatically. Once you upload your own, it is no longer overwritten by syncing. Use Reset to default to go back to the integration picture.

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Daily automation allowance

For eligible workspaces that are not on usage-based billing, the Account section shows your Daily automation allowance. API chats and workflow runs share this per-user allowance. The meter shows the percentage remaining and your combined usage against the limit. All API keys you own contribute to your API chat usage. The allowance is not separate for each key. Standard requests use 10 credits and research requests use 40 credits. The allowance resets each day at 00:00 UTC.

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General

Configure how Realm works for you:
  • Color theme: Choose the color theme for the Realm interface.
  • Default agent: Select the agent that is selected by default when you open Realm. If your admin has set an organization default, you can use that default or choose your own.
  • Show message timestamps: Display a small timestamp on each chat message. Off by default.
  • Open Slack messages in the app: Control how Slack messages are opened.
  • Chrome extension: Redirect new tabs to your Realm workspace.

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Instructions and context

Your context is a description of what you work on and care about that is included in your AI prompts, so assistants understand your role and recurring topics. It works like Organization context, but scoped to you. RFP fills leave out your context, so an answer does not depend on who filled it. There are two parts:
  • Your context: Free text you write about yourself and how Realm should respond, such as your role, tone, or formatting preferences. It is always included in your prompts.
  • Realm-generated context: A one-pager Realm writes about you from your recent activity, role, and the context you write above. It is off by default. Click Generate to create it, then turn on Include in prompts to start including it. Use Regenerate to refresh it, and turn the toggle off to stop including it (the text stays saved).

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Personal integrations

Connect your personal accounts to enhance Realm’s capabilities:

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Google Drive

Sync files from your personal My Drive to Realm. Document permissions are preserved, so anyone who already has access to a file in Google Drive will also be able to find it in Realm.

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GitHub

Link your GitHub account to your Realm account so content from private repositories you collaborate on appears in your results. Connect this if private repositories are missing for you; Realm cannot otherwise match your GitHub account unless your public GitHub profile email, or an email on a domain your GitHub organization has verified, matches your Realm email. This connection syncs no additional data. See GitHub permissions.

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Teams transcripts

Connect your Microsoft account to sync transcripts from Teams meetings visible to you. In Realm, each synced transcript is visible only to you.

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Slack

Connect your Slack account to access data from private channels and messages you have access to.

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API keys

Realm provides REST APIs for using agents and managing documents from your own applications. Navigate to Settings > API keys to create and manage your keys.
By default, only admins can create API keys. If you need access, ask your Realm admin to enable API key creation for all users in the workspace settings.

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Creating a key

Click Create key and give the key a descriptive name (e.g. “CRM Integration”). Choose an expiration date, or select “Never” if the key should not expire. You can control which agents the key has access to. After clicking Create key, copy it immediately and store it in a safe place. You will not be able to view it again. If you lose it, you will need to create a new key.

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Managing keys

Each key shows its name, created date, last used date, and expiration status. For each key, you can edit, regenerate, or delete it. For the full list of endpoints, see the API Reference.

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Admin settings

Admins have access to organization-wide controls including user management, data sources, security settings, and usage analytics.
Admin capabilities include:
  • Users: Adding or removing users from the organization.
  • Data sources: Connecting and managing company-wide data sources.
  • Organization settings: Configuring security, defaults, and model availability, including login methods (SAML), default agents, and available AI models.
  • Analytics: Viewing reports on how the platform is being used.