Settings
Tenant configuration. More sections land in later phases (members, integrations, billing).
Pipelines & stages
Manage deal pipelines, reorder stages, and configure probabilities.
Custom fields & objects
Tenant-specific data via the schema engine — fields land in JSONB on the entity.
Queues
Routing buckets for inbound tickets, with default assignee + SLA per queue.
SLA policies
Per-priority targets for first response and resolution. Business hours editor.
Macros
Multi-step actions applied to tickets — change status, assign, add reply, route.
Saved replies
Reusable response templates agents can insert from the composer.
Knowledge base
Author categories and articles. Public articles appear on the portal.
KB feedback
Articles ranked by net feedback score — spot rewrites and KB hits.
Inbox routing
First-match-wins rules that classify inbound tickets into queues or priorities.
AI
Anthropic key, per-feature copilot toggles, token budgets, and the usage audit.
MCP server
Tokens for external agents and the read-only tools registry. MCP-first AI.