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Platform Settings

Platform Settings are your business operations control center. You can customize sales team permissions and market configuration, Business App appearance and client experience, brand identity, communication preferences, and AI features—all from one place.

What it is​

Platform Settings give you control over how your business runs on the platform: who can see and do what, how clients experience Business App, and how your brand and communications appear. Proper configuration helps you operate efficiently, keep a consistent brand, and scale without redoing setup.

What you can do​

  • Sales and operations – Configure role-based permissions, market access, pricing visibility, standalone product restrictions, and reporting for sales managers and salespeople
  • Business App – Show, hide, or rearrange sections; add custom videos and branding; control client permissions and navigation
  • Brand identity – Upload logos, set colors, customize login and social media tool branding, keep visual consistency across touchpoints
  • Communication – Configure conversation management, chat and inbox preferences, and client communication tools
  • Client notifications – Control how and when clients receive automated updates and notifications
  • AI knowledge base – Organize content for AI-powered customer support and self-service
  • AI workforce – Configure automated task management and intelligent workflows
  • Markets – Manage territories, early access programs, business priorities, and advanced features

How it works​

Sales managers have full market access and administrative control; salespeople have limited access based on role and market assignment. Business App settings let you control layout, content, and client permissions. Brand and communication settings apply across the platform so teams and clients get a consistent experience.

Get started​

  1. Sales team and permissions – Set up roles, access, and market settings at Sales and Operations
  2. Markets – Define territories and business segments
  3. Business App – Customize the client-facing interface and navigation
  4. Branding – Apply logos, colors, and visual elements consistently
  5. Communication – Configure notifications and conversation preferences

Before you start, have brand assets (logos, colors), a clear view of team roles and markets, and what clients need from Business App.

Articles in this section​

  • Sales and Operations – Role-based access, market configuration, pricing and product controls, reporting, customer experience, early access, and business priorities
  • Business App Customization – Layout, navigation, content, client permissions, page visibility, notifications, invitations, and UI
  • Brand Identity and Visual Elements – Logos, colors, favicon, login experience, social media branding, and white-label options
  • Communication Settings – Inbox, conversation preferences, bulk user updates, and client communication tools
  • Client Notifications – Automated communication and notification preferences for clients
  • AI Knowledge Base – Content organization and knowledge base for AI-powered support
  • AI Workforce – Automated task management and workflow configuration

Error handling and troubleshooting​

  • Permission issues – Check role assignments, market access, and sales team permission configuration
  • Business App display – Verify layout, content visibility, and branding placement
  • Brand consistency – Review logo placement, colors, favicon, and login customization
  • Communication – Check conversation settings, notification preferences, and client communication tool configuration