Settings
Manage your Agent Hub setup, connections, preferences, permissions, and operational readiness.
Team Settings
Review team setup defaults, shared access, routing group, escalation rules, templates, and reporting visibility.
Teams
4
Routing and reporting groups.
Users
12
Active, invited, and suspended users.
Access requests
2
Pending review.
Setup issues
5
Need admin or user follow-up.
NYC Brokerage
Lead
Hasitha Charney
Members
Hasitha Charney, Anna Botbol, Justin Pelsinger
Shared inbox
Team leads and assigned agents
Lead routing
NYC speed-to-lead
Brooklyn
Lead
Rina Patel
Members
Justin Pelsinger, Owen Clark
Shared inbox
Assigned team only
Lead routing
Brooklyn buyer/seller inquiries
Marketing
Lead
Maya Reyes
Members
Maya Reyes
Shared inbox
Marketing replies and approval notifications
Lead routing
Campaign handoffs
Operations
Lead
Noah Lee
Members
Noah Lee, Priya Shah
Shared inbox
Admin/system alerts
Lead routing
Provider and setup requests
Shared Team Defaults
Escalation rules
SLA breaches route to team lead, then brokerage manager in module workflows.
Shared templates
Email/SMS/calling templates stay module-owned, with Team Settings showing visibility.
Reporting visibility
Team leads see team setup health; restricted admin/provider data stays global-admin only.
Module Settings Directory
Lead Inbox
Sources, routing, scoring, SLA, duplicate rules
Global owner: Notifications, permissions, source health
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
Marketing Hub
Campaign governance, approvals, templates, audiences
Global owner: Notification defaults, users, roles, provider health
Command Center
Future alert priorities, dashboard widgets, setup nudges
Global owner: Notifications, preferences, provider health