SETTINGS

Settings guides

Adjust the agency-level controls that shape identity, access, connections, and the experience your team sees.

Manage account access

Set agency branding

Configure connections

Browse Settings articles

8 guides, organized around the work you need to do.

Account and access

Update the agency profile

Keep the workspace identity and business context current for every downstream surface.

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Invite and manage members

Invite teammates, choose the pages they can use, and manage pending or active access from Settings.

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Branding and client app

Set agency branding

Use one visual identity across customer-facing surfaces and preview the result.

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Configure Client Portal branding

Set the default logo, favicon, and primary color clients see in the white-label Client App.

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Configure client AI-token sales

Set the default grant, purchase packages, currency, alerts, and payment path for Client App token sales.

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Configure a branded domain

Move from a domain choice through the verification state used by customer-facing surfaces.

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Workspace preferences

Create custom fields

Extend records with agency-specific data while keeping client and location schemas distinct.

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Change theme and navigation

Choose a personal light or dark theme and a Standard or Compact navigation layout.

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Manage account access

Set agency branding

Configure connections

Browse Settings articles

Account and access

Update the agency profile

Invite and manage members

Branding and client app

Set agency branding

Configure Client Portal branding

Configure client AI-token sales

Configure a branded domain

Workspace preferences

Create custom fields

Change theme and navigation

See the agent in action