Settings overview
Settings opens a task-focused hub for workspace configuration. Open Settings from the bottom of the main sidebar, then choose what you want to do.
How Settings is organized
Section titled “How Settings is organized”The hub organizes its goal cards into five areas:
- People & access — business profile, users, teams, assignment rules, and developer keys.
- Conversations & handoff — escalation rules, follow-up sequences, template triggers, and operator handoffs.
- Connections — Marketplace, API integrations, WhatsApp, connectivity health, notifications and alerts, features, and industry plugins.
- Content & outreach — documents, replies and notes, surveys, CRM, campaigns, and post image branding.
- Safety & records — Compliance, Audit Log, and Data Export.
Use Search settings… to filter goals across all five areas. Select an area, then open a goal card to see its outcome and available controls. Some cards keep the complete editor in the hub; others provide a full-page link such as Manage integrations or Open CRM settings for additional controls.