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Team Members

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Agent Instructions

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Knowledge base documents to include in every new chat

Tool Permissions

Enable auto-approval to skip confirmation dialogs for specific actions.

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Connected Accounts

Gmail

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Connect your Gmail to let the AI search your inbox and draft replies on your behalf.

Google Calendar

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Connect your Calendar to let the AI search events and manage your schedule.

Google Drive

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Connect Google Drive to sync shared folders and enable AI Drive tools.

Asana

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Connect Asana to let the AI create tasks and manage projects.

GitHub

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Connect GitHub to let the AI read and explore your code repositories.

Pipeline Filter

Click pipelines to toggle visibility across the app

Keyboard Shortcuts

Navigate quickly without using your mouse

Data Sync Dashboard

Automated nightly sync of all data sources

Recent Sync History

HubSpot Field Configuration

Select additional HubSpot fields to import. Core fields (name, amount, stage, etc.) are always imported. Selected fields will appear in the "Show all fields" expanded view.

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Click "Sync Fields from HubSpot" to load available fields.

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