# Settings Dashboard

The Settings dashboard provides access to all configuration options for your property. It's organized into tabs for different setting categories.

## What You'll Learn

In this guide, you'll learn:

- How to access and use your API key
- How to configure report settings
- How to set billing limits
- What experimental features are available

## API Tab

### Your API Key

Your Spyglasses API key is required to connect the tracking plugin to your property. The key is displayed with a copy button for easy access.

**You'll need this key to:**
- Install the Spyglasses plugin on your website
- Configure middleware for Next.js, Nuxt, etc.
- Set up server-side tracking

See [AI Traffic Analytics](/docs/ai-traffic-analytics) for more about what the plugin enables.

### Platform Documentation Links

The API tab includes links to platform-specific documentation:
- [Next.js](/docs/platforms/nextjs)
- [WordPress](/docs/platforms/wordpress)
- [Cloudflare Workers](/docs/platforms/cloudflare-workers)
- [And more...](/docs/platforms)

Choose your platform for detailed installation instructions.

### Regenerating Your API Key

If your API key is compromised:
1. Click "Regenerate Key"
2. Confirm the action
3. Update your site integration with the new key

**Warning**: Regenerating invalidates the old key immediately. Your site integration will stop working until updated.

## Reports Tab

### Report Scheduling

Instead of running reports manually, you can schedule them to run automatically:

| Frequency | Description |
|-----------|-------------|
| **Weekly** | Reports run on a specific day of the week |
| **Monthly** | Reports run on a specific day of the month |
| **Quarterly** | Reports run on a specific day of the month in January, April, July, and October |
| **Off** | Manual reports only |

When you select a frequency, you can choose exactly when reports run:

- **Weekly**: Pick a day of the week (e.g., every Monday)
- **Monthly / Quarterly**: Pick a day of the month (1st–28th)

Reports are generated at 6 AM UTC on the scheduled day.

Choose a frequency based on:
- How often your content changes
- Your recrawl frequency
- Credit budget
- How actively you're optimizing

### Report Recipients

By default, the user who configures the schedule receives the report email. You can add additional recipients in two ways:

1. **Organization members** — Click on any team member from your organization to add them as a recipient.
2. **External emails** — Type any email address and press Enter. This is useful for sending reports to clients or stakeholders who don't have a Spyglasses account.

Recipients receive an email with key metrics (brand consistency score, share of voice, citation rate) and a link to view the full report.

**Agency tip**: If you're on an agency plan, scheduled report emails are automatically white-labeled with your agency branding — your logo and company name appear instead of Spyglasses. This makes scheduled reports a great way to deliver recurring insights to your clients.

### Default Location

Set a default location for all reports run for this property:
- **City**: Specific city name
- **Region/State**: State, province, or region
- **Country**: Country code

**Why set location?** Location-aware queries return different results. For local businesses, this ensures AI platforms return locally relevant recommendations.

Example: A restaurant in Austin, TX should set location to "Austin, Texas, US" so queries like "best restaurants near me" return relevant competitors.

### When Location Matters

- **Local businesses**: Essential—set your service area
- **Regional services**: Important—set your primary market
- **National/global businesses**: Optional—may set for specific market focus
- **SaaS/digital products**: Usually not needed

## Billing Tab

### AI Visit Monthly Cap

Set a maximum limit on tracked AI visits per month. This ensures you don't receive an unexpected bill for AI traffic overage.

**How it works:**
1. Set a cap (e.g., 10,000 visits)
2. When limit is reached, tracking continues but overage charges stop
3. Resets at the start of each billing period

**Why use a cap:**
- Budget predictability
- Protection against unexpected traffic spikes
- Control over costs during testing

### Organization Billing Link

Billing is handled at the organization level, not per property. The link takes you to organization billing where you can:
- View current plan
- Update payment method
- See usage across all properties
- Upgrade or downgrade

## Experimental Tab

This tab contains features that are not yet ready for full release. These may include:
- Beta features in testing
- Advanced options for power users
- Features gathering feedback

**If you want to use experimental features:**
Contact us at support@spyglasses.io so we can help you get started and provide guidance.

**Note**: Experimental features may change or be removed without notice.

## Danger Zone

The Danger Zone contains destructive actions that cannot be undone.

### Delete Property

Permanently deletes this property and all associated data:
- All AI Visibility Reports
- All analytics data
- All discovery queries
- All competitor data
- All historical metrics

**Deletion is permanent and cannot be undone.**

**Use delete only if:**
- You created the property by mistake
- You're canceling your account
- You want to completely remove all data

**Before deleting**, consider:
- Exporting any reports you need
- Confirming this is the right property
- Understanding all data will be lost

### How to Delete

1. Click "Delete Property"
2. Type the property name to confirm
3. Click "Delete Permanently"

## Tab Navigation

Settings are organized into tabs for easy access:

1. **API**: Keys and integration documentation
2. **Reports**: Scheduling and location settings
3. **Billing**: Usage caps and organization billing
4. **Experimental**: Beta features (if available)
5. **Danger Zone**: Destructive actions

## Best Practices

### Secure Your API Key

- Don't commit API keys to public repositories
- Use environment variables
- Rotate keys if potentially compromised

### Set Location Early

If you're a local business, set location before running your first report. This ensures your initial data is relevant.

### Configure Caps Before High Traffic

Set billing caps before launching marketing campaigns or expecting traffic spikes. This prevents surprise charges.

### Review Settings Periodically

As your needs change, revisit settings:
- Update location if you expand to new markets
- Adjust report frequency based on optimization activity
- Review billing caps as your traffic grows
- Update report recipients when team members or client contacts change

## Related

- [Getting Started](/docs/getting-started/overview) - Initial property setup
- [AI Visibility Reports](/docs/dashboards/ai-visibility-reports) - Using scheduled reports
- [AI Traffic Analytics](/docs/dashboards/ai-traffic-analytics) - What the plugin tracks
- [Platform Docs](/docs/platforms) - Installation guides