Settings & Configuration

Configure your workspace, manage team access, and set global thresholds to ensure your AI Operator runs safely within your business constraints.

Team Management

Invite team members to view or edit Smart Rules. You can grant specific roles (e.g., "Viewer", "Editor", or "Admin") to prevent unauthorized modifications to critical financial logic.

Auto-Approval Thresholds

Set global safety nets. For example, configure the AI to automatically execute fixes involving amounts under $50, but mandate human approval for anything higher.

AI Personality & Tone

Control how the AI communicates externally. Define your brand's voice so that when the AI drafts an email or WhatsApp message to a customer, it sounds exactly like your team.

Billing & Usage

Monitor your AI execution credits in real-time. View past invoices, manage your payment methods, and purchase additional credits as your automation needs scale.