Pencel

Appearance

Settings ​

Settings is where you manage your account, your plan, the AI models Pencel uses, the accounts it connects to, and what it keeps. Click Settings in the left sidebar, or press ⌘K (Ctrl+K on Windows and Linux) and type "Settings".

The tabs, in order:

Account ​

Your sign-in and profile.

  • See the name and email you're signed in with, plus badges for Signed in, Email verified and your plan. Click Sign out to sign out.
  • Verify your email appears if you signed up with email and haven't verified yet. Enter the 6-digit code and click Verify, or click Resend code.
  • How you appear sets the name and picture on your own messages.
  • Version & Updates shows which version you have. Click Check for Updates, and when an update has downloaded, Install & Restart. See Install Pencel.

General ​

Choices that apply across all of Pencel.

  • Default Model: the model Pencel uses when you haven't picked one in the message box or on an agent. Leave it on System default to let Pencel choose. See Supported models.
  • Pencel modes: a short explanation of Pencel Auto and Pencel Private.
  • Always-allowed built-in tools: actions you approved with Always Allow. Click the × on one to make Pencel ask again. See Approvals and permissions.
  • Getting started: click Restart getting started to bring back the setup cards on Home and the short tour each page shows the first time you open it. Facts you already confirmed are kept.
  • Radar: an optional daily scan of your connected accounts for things like approaching deadlines and follow-ups you've missed. It only reads and never acts. It's off unless you turn it on.

Credentials ​

Every key Pencel uses, in one table: AI model keys (Anthropic, OpenAI, Google), keys for data sources such as the RFP and market data services, keys for tools such as web search, and your own named secrets.

  • Use the filters All, AI models, Data sources, Tools and Custom, or search.
  • Click a row to add or replace a key. Save stores it. Save & test also checks it with the provider. Get a key links to where you get one.
  • Each row's status is Connected, Pencel-managed (running on Pencel's shared key), Not set or Failed.
  • Add credential stores a named secret, such as a login a workflow needs for a website.

Keys are stored encrypted on your computer and are never put into a prompt. When you're on Pencel credits, a banner says Pencel-managed AI is active and you don't need a model key. If you're eligible, the invite-code box is here too. See Accounts, plans and credits.

Connections ​

The outside accounts and services Pencel can use, such as Gmail, Outlook, Slack, QuickBooks Online and Notion.

  • Recommended lists popular connections. Installed lists yours and their status. Custom Tools holds tools you've added yourself.
  • Search, or click Add Connection to add one that isn't listed.
  • A connection that needs you to sign in again shows Needs sign-in.

See Connect your accounts and Integrations.

Plan & Billing ​

Your plan and credits.

  • Current Plan shows your plan. If you're not subscribed, choose Solo or Pro, monthly or yearly, and click Upgrade to Solo or Upgrade to Pro.
  • Credit Balance shows the credits you have left. Top Up Credits buys 40 more for $19.
  • Manage Subscription opens the billing portal to update payment details or cancel.
  • Refresh re-checks your plan if it looks out of date.

See Accounts, plans and credits.

Cost & Usage ​

What Pencel has spent, and an overall limit.

  • Monthly Budget: set a spending limit for the whole app, in dollars. When it's reached, new AI work stops until next month or until you raise it. Click Set limit, Edit limit, or Remove spending limit.
  • Totals for Today, This Week, This Month and All Time, in credits.
  • A daily spending chart for the last 30 days.
  • Breakdowns By Task, Recent Workflow Runs and Recent Chats.

Each room can also have its own monthly budget, set in its settings. See Control what you spend.

Privacy ​

Share anonymous usage data during beta: click Opt in to share anonymous usage statistics, such as which pages you visit and how often features are used, plus crash reports. Pencel never collects your conversations, documents, workspace data, keys or personal details. Sharing is required for the free starter credits and for redeeming an invite code. See Data handling.

Activity Log ​

A tamper-evident record of deletions, approvals, permission denials and access to your saved keys, for security reviews and compliance.

  • Export… saves the record for a period you choose (last 30 days, 90 days, year, or everything) as a folder with a plain-language summary and an integrity check. Message contents, documents and key values are never included.
  • Run history sets how long the detailed record of each run is kept: 30 days, 90 days (the default), 1 year, or Keep forever. After that, runs keep their outcome and cost.
  • The activity log itself is kept for 7 years and can't be shortened below 1 year.

Memory ​

What Pencel has learned from your conversations, in three views: Journal (what it noted, by date), Profile (what it has learned about you and your business, by topic) and Facts (the facts about your business you confirmed, which every teammate uses). You can set an item to Smart or Off, delete it, or add your own with New Note. See Memory.

Plugins ​

Package or install a whole setup.

  • Export setup saves this workspace's agents, workflows, knowledge, skills and tools as a single .plugin file. Keys and passwords are never included.
  • Install plugin: click Choose plugin file… to review exactly what a plugin adds, and what it needs to run, before you install it. Nothing connects or runs on its own.