Management
Settings & Configuration
Toggle features, customize templates, and configure preferences.
Settings is organized into tabs: Campaign & Content, Communications, Automations, Integrations, Appearance, and Administration (owner only).
Campaign & Content: Toggle actions, documents, recommendations, and services. Manage action templates.
Communications: Enable/disable automated emails, SMS, notification bell, and customize message templates.
Integrations: Connect Google, Twilio, and import from Trello.
Appearance: Switch between light and dark themes, customize campaign card animations.
Administration (Owner only): Configure calendar target, sync all listings, and toggle demo mode.