Settings reference

Settings opens on a home screen of workspace statistics, with a grouped navigation panel on the left: Workspace, Subscription, Channels, Inbox, AI and Automation, Integrations, and your Personal pages. This page gives each area one short section; the areas with their own guide link to it.

Workspace

General holds the workspace identity, the deployment mode chosen at onboarding, the default model, and budget caps. Changing workspace settings needs admin.

Members is people, roles, invitations and suspension. See Teams and roles.

Teams groups members for shared ticket ownership and round-robin assignment. See Teams and roles.

Security shows active sessions, the IP allowlist, and recent high-risk events. Tenant isolation and encryption at rest are always on and are stated rather than configurable. Admin only.

Audit log is the append-only record of security-relevant actions: who did what, when, from where. Reading it needs admin.

Subscription

Plan and billing rolls up usage cost across models, embeddings, voice and integrations, with a time series. Budget caps live under General. Admin only.

Channels

Phone numbers lists voice numbers provisioned through the telephony provider; each number routes inbound calls to one AI agent.

Messaging reports broker health for the messaging infrastructure.

Inbox

Macros is where prepared responses are created, enabled and edited. See Macros and SLA.

SLA policies sets per-priority first-response and resolution targets. See Macros and SLA.

AI and Automation

Provider keys stores model, voice, telephony and observability provider keys, encrypted at rest.

Integrations

API keys issues and revokes workspace API tokens, optionally locked to a single agent's scope. Creating and revoking needs admin. A key is shown once at creation; treat it as a secret.

Personal

Your own pages, at any role:

• Details: avatar, display name and profile.
• Account security: two-factor status and your active sessions, with sign-out.
• Notifications: your delivery matrix. See Notifications and preferences.

A few further personal pages are visible but marked as having nothing behind them yet; the product labels them rather than shipping empty shells.