Settings
Manage your Agent Hub setup, connections, preferences, permissions, and operational readiness.
Overview
Manage portal setup here, then tune each module from its own settings area.
Profile
86%
Client-facing identity is approved.
Connections
2/11
Connected accounts and provider states.
Attention
4
Admin-required or degraded setup items.
Security
MFA on
Login method: mixed
Setup Checklist
Module Settings Directory
Lead Inbox
Sources, routing, scoring, SLA, duplicate rules
Global owner: Notifications, permissions, source health
Contacts
Fields, lifecycle stages, imports/exports, duplicate rules
Global owner: Connected accounts, privacy/data, export permissions
Mailbox defaults, signature usage, tracking, shared inbox
Global owner: Gmail/Outlook connection, signature source, security summary
SMS
Sender numbers, consent, templates, quiet hours, A2P
Global owner: Provider status, communication defaults, permissions
Calling
Caller ID, routing, recording, transcripts, Twilio diagnostics
Global owner: Provider health, user voice defaults, audit rollup
Asset Library
Asset governance, storage diagnostics, review rules
Global owner: Provider health and audit rollup
Brand Kit
Brand tokens, assets, guidelines, templates
Global owner: Signature-brand identity handoff
Marketing Hub
Campaign governance, approvals, templates, audiences
Global owner: Notification defaults, users, roles, provider health
Deal Hub
Deal stages, documents, signatures, compliance
Global owner: Roles, provider status, audit summary
Smart Lists
Future sharing defaults, AI suggestions, visibility templates
Global owner: Permissions, connected accounts, marketing eligibility
Data Hub
Future sensitive access, retention, source sync
Global owner: Privacy, permissions, audit, data retention
Command Center
Future alert priorities, dashboard widgets, setup nudges
Global owner: Notifications, preferences, provider health