Settings

Rename visible CRM pages like Leads, Contacts, Tasks, and Playbooks.

Plan company logo, workspace identity, and future BOS / product naming controls.

Customize theme mode, accent colors, workspace branding, and future logo settings.

Choose managed AI, bring-your-own-key providers, local models, or disable AI.

Set budgets, approval rules, and usage limits before paid AI enrichment runs.

Manage workspace name, branding, and organization settings.

Manage industry-specific outreach playbooks.

Review and approve paid AI requests before usage-based costs are incurred.

Configure the future AI Wizard, navigation help, and assistant behavior. Planned.

Invite users, assign roles, and manage access.

Connect email, phone, SMS, calendar, meetings, files, and team tools.