Admin
Workspace settings
The settings an administrator uses most, and where to find them.
Administrators see every setting; other roles see their own preferences. Open Settings at the bottom of the sidebar.
#The essentials
| Setting | What it's for |
|---|
| Workspace setup | A checklist for a new workspace |
| Members | Invite people, change roles, remove access |
| Catalogue | Courses, fees and fee plans |
| Stages | Pipelines and their stages |
| Assignment and SLA | Routing rules, working hours and first-call deadlines |
| Branding | Logo and accent colour |
| Custom fields | Extra fields on people and deals |
| Record layouts | Which fields show where on a record |
#Lead sources
| Setting | What it's for |
|---|
| Meta lead sheet | Meta instant forms through Google Sheets |
| Intake keys | Website forms |
| Meta | Direct Meta lead ads and conversion feedback |
| WhatsApp | Business numbers and templates |
#Messages and automation
| Setting | What it's for |
|---|
| Knowledge | Approved facts AI drafts may use |
| Saved replies | Answers for common questions |
| Sequences and Automations | Follow-ups and rules |
| Collections | Fee reminders on WhatsApp |
| Briefs | Morning brief, coaching notes |
| Time off | Holidays and leave |
#Data, AI and security
| Setting | What it's for |
|---|
| AI | Turn AI on or off, and the AI budget |
| Privacy | Consent, export and erasure, retention period |
| Data | Imports and exports |
| Audit | Who changed what |
| API and webhooks, Assistants (MCP) | For developers (read more) |
| Mobile app | Install the Android app |