What Lives in Settings
Settings is your organization’s configuration hub. Five main areas, each with appropriate role restrictions:General
Org name, description, slug. Who can edit: Owner / Admin.
Members
Add / remove / change roles. Who can edit: Owner / Admin.
See Invite the Team.
Integrations
Connect Twilio, Composio, Tavily, Apify. Who can edit: Owner /
Admin. Members can see the status (connected / not), but cannot
change credentials.
Agents
Enable personas, configure per-agent spending caps, edit
voice_md. Who can edit: Owner / Admin.Billing
Balance, plans, packs, spending caps, Stripe portal. Who can view:
Owner / Admin. Who can change plans / buy packs: Owner only.
Trust
Audit log, active sessions, personal data (LGPD). Owner +
Admin can inspect; users see only their own personal audit
entries.
General — What You Can (and Cannot) Change
| Field | Changeable? |
|---|---|
| Display name | Yes. Shown in chat, email, and the portal. |
| Description | Yes. Free text — included in the context agents read. |
| Logo (upload) | Yes. Shown in chat and email signatures. |
| Slug | No. It’s part of the URL — changing it would break external links. |
| Country / timezone | Yes. Affects outbound cadence defaults and WhatsApp number type. |
| Default language | Yes. Default voice for the org (pt-BR / es / en). |
Members — Quick Flow
Set the initial role
Owner / Admin / Member / Viewer. See Organizations
for what each role can do.
Integrations — What You Can Connect
| Integration | Purpose | Model |
|---|---|---|
| Twilio WhatsApp | Marcus sends WhatsApp messages | BYO key |
| Resend / Gmail | Marcus sends email | BYO key (Resend) or OAuth (Gmail via Composio) |
| Composio | 400+ SaaS apps (Notion, Slack, Linear…) | OAuth managed by Composio |
| Tavily | Scout runs web searches | BYO key |
| Apify | Maps lead search + enrichment | BYO key |
All integrations are opt-in. A new org starts with none connected.
Connect only the ones you plan to use — unconfigured credentials mean
the related feature simply won’t appear to agents (rather than showing
a tool that errors out).
WhatsApp via Twilio
End-to-end setup (45 minutes to 7 days depending on Meta approval).
Composio
OAuth + 400+ apps.
Tavily
Scout’s public web search engine.
Apify
Maps + contact enrichment.
Agents — Where to Configure Personas
For each agent (Scout / Marcus / Athena / Twin / custom), Settings exposes:Enable / Disable
Enable / Disable
Turns the persona on or off for your org. Disabling does not
delete history — it hides the persona from the interface and blocks
new invocations.
Voice_md
Voice_md
Markdown describing the org or persona voice — tone, vocabulary,
greeting, signature. Editable by the team, versioned, and audited.
Agents re-read it on every conversation.
Per-agent spending caps
Per-agent spending caps
Daily and monthly ceiling per agent. See Caps for
details on the 4 protection levels.
Enabled tools
Enabled tools
Which tools the agent can invoke. Each persona comes with sensible
defaults — you can restrict them (e.g., remove
web_search from
Marcus if you want him to rely on Scout for research).Memory + Brain
Memory + Brain
Which Brain documents the agent can access. Default: all public org
documents. Restriction: only documents with a specific tag.
Billing — Common Shortcuts
Change plan
Upgrade / downgrade via the Stripe portal.
Buy a standalone pack
A Stars top-up that doesn’t expire.
Configure caps
Ceilings by org / agent / user.
Wallet history
Append-only ledger — every transaction is auditable.
Audit — What Gets Recorded
Every operation in Settings creates an entry in the org’s audit log — who, when, and what. Owner + Admin can inspect it; external auditors can be provisioned as Viewer with read access to the audit log. See Security for the complete audit model.Next Steps
Dashboard — Overview
What you see when you log in.
Trust — Multi-tenant
How each org is isolated from others at the database level.