Account
- Profile: name, email, personal inbox entry point, home view, theme, and personal formatting.
- Notifications: in-app and email notification preferences.
- Connected channels: Google or Microsoft email/calendar accounts and personal phone number assignment.
- Security & access: active sessions.
Features
- Data model: custom fields for contacts, opportunities, tasks, schedules, booking forms, and chat forms.
- Opportunity stages: pipeline and stage configuration.
- Appointment types: bookable services and scheduling policy.
- Inboxes: shared queues, channels, routing, agent behavior, and web chat.
- Channels: phone numbers and email domains.
- Compliance: suppression list and contact-frequency limits.
- Knowledge base: facts the agent can use.
- Agent skills: reusable agent behavior instructions.
- Import history: contact import progress and results.
Administration
- Workspace: workspace identity, regional settings, business hours, and default agent settings.
- Members: team membership and roles.
Screenshot placeholder: add a screenshot of the full settings sidebar.