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.

Routing buckets for inbound tickets, with default assignee + SLA per queue.

Per-priority targets for first response and resolution. Business hours editor.

Multi-step actions applied to tickets — change status, assign, add reply, route.

Reusable response templates agents can insert from the composer.

Author categories and articles. Public articles appear on the portal.

Articles ranked by net feedback score — spot rewrites and KB hits.

First-match-wins rules that classify inbound tickets into queues or priorities.

Anthropic key, per-feature copilot toggles, token budgets, and the usage audit.

Tokens for external agents and the read-only tools registry. MCP-first AI.