Why are there two Your Name fields in Settings?

Your Account: your display name

• It shows at the bottom of the sidebar, next to Sign Out.
• It is used in the email a team member receives when you invite them to a team seat, which says who added them.
• It saves on its own, straight away, when you click Save Name.

Apart from the one case under Good to know, it is not used on your outreach, proof pages or reports. The message you see after Save Name says the same thing: outreach and reports use the name in Your Agency below.

Your Agency: the name your prospects see

• The AI signs your cold emails, 3-touch sequences and reply drafts with this Your Name, and uses your Company Name as the agency behind them.
• Your proof pages, proposals, booking confirmations and client reports use these details too, and your audit link (plus any grade page made through it) shows your Company Name.
• They save only when you click Save Settings at the bottom of the Settings page, together with everything else on the page. Save Name does not save them.
• If you filled in Your name and Company in the onboarding wizard, those answers were copied into these two fields.

Which one should I change?

To change the name your prospects and clients see, edit Your Name (and Company Name if needed) in Your Agency, then scroll down and click Save Settings. You will see Saved ✓ next to the button.

To change the name in your sidebar and on team invites, edit Your Name in Your Account and click Save Name.

Good to know

• If Your Name in Your Agency is empty, a saved email template's {your_name} placeholder is filled with the first name from Your Account instead. Filling in Your Agency keeps the two apart.
• Emails that Outreach Autopilot sends through a connected mailbox show that mailbox's own From name in the prospect's inbox. You set it when you connect the mailbox in the Outreach Autopilot card.