Settings

Manage your Agent Hub setup, connections, preferences, permissions, and operational readiness.

Team LeadPortal setup source

AI Preferences

Set AI drafting and summary preferences while required review and compliance guardrails stay locked.

Settings loaded from local prototype data.

AI Preferences And Guardrails

SummariesUser preference
Next best actionUser preference
Follow-up suggestionsUser preference
Review before sendingLocked by current policy
Sensitive data warningsLocked by current policy
Fair housing guardrailsLocked by current policy