Feature · Platform

Settings

Organization name, defaults and preferences.

Last changed 13 Oct 2026

Generated from commit be57775 · 14 Oct 2026

Open Settings Code view for the platform team

How it works

The cards on Settings

Organization: the name, slug and id. Admins can rename it.
Defaults: the Daily model budget (the platform default or a custom limit; $0 stops all model spend), Accept validated lessons automatically and the Time zone. The time zone is for display and working hours. Budgets and spend stay in UTC days.
Autonomy: the organization mode and Always ask me before. See Autonomy modes.
Default brain: the model chain workers use unless they have their own.
Run mode: see Run modes.
Kill switch: see Kill switch and pause.
Work templates: review custom templates. See Work templates.
WhatsApp: see WhatsApp.
How the organization runs: every organization setting, with its value and where the value comes from.
Public view: a read-only status page. See Public status page.
Take your work with you: export. See Export your data.
Connect over MCP: the server address for MCP clients.
Links to Billing, Enterprise identity and Decisions.

Where a setting's value comes from

Each organization setting resolves from the platform default, then the organization, then a department, then a worker, then a conversation. The most specific value wins. The badge shows the source: Platform default, Organization, Department, Worker or Conversation. Select Reset to go back to the value from the layer above.

Who can change settings

Only owners and admins change settings. Everyone else sees the values.

From the help article Organization settings, checked against the product on 5 Oct 2026.

What you can do

The operations this feature's screens call. Each one is POST /api/<name>, and the badge says who may call it.

getOrgSettings
Viewer
Gets org settings.
Types: EmptyRequest returns OrgSettingsDto
updateOrgSettings
AdminNo API tokens
Updates org settings.
Types: UpdateOrgSettingsRequest returns OrgSettingsDto
getRunMode
Viewer
Gets the run mode.
Types: GetRunModeRequest returns RunModeDto
updateRunMode
ViewerNo API tokens
Updates the run mode.
Types: UpdateRunModeRequest returns RunModeDto
getOrgConfig
Viewer
Gets org config.
Types: GetOrgConfigRequest returns OrgConfigView
setOrgConfig
Admin
Sets org config.
Types: SetOrgConfigRequest returns OrgConfigView
getKillSwitch
Viewer
Gets the kill switch.
Types: EmptyRequest returns KillSwitchDto
engageKillSwitch
Admin
An admin's API token may pull the brake, so an alerting hook can; only a signed-in admin releases it.
Types: EngageKillSwitchRequest returns EngageKillSwitchResponse
releaseKillSwitch
AdminNo API tokens
Releases the kill switch.
Types: ReleaseKillSwitchRequest returns ReleaseKillSwitchResponse
whatsapp/status
Viewer
WhatsApp: status.
Types: EmptyRequest returns WhatsAppStatusDto
listMembers
Viewer
Lists members.
Types: EmptyRequest returns ListMembersResponse
whatsapp/configure
AdminNo API tokens
WhatsApp: configure.
Types: WhatsAppConfigureRequest returns WhatsAppStatusDto
whatsapp/useUtilityTemplate
AdminNo API tokens
WhatsApp: uses the utility template.
Types: EmptyRequest returns WhatsAppStatusDto
whatsapp/sendTest
AdminNo API tokens
WhatsApp: sends a test.
Types: WhatsAppSendTestRequest returns WhatsAppSendTestResponse
frontDesk/team
Viewer
Front desk: team.
Types: Record<string, never> returns TeamRosterDto
frontDesk/numbers
Viewer
Front desk: numbers.
Types: Record<string, never> returns FrontDeskNumbersDto
frontDesk/bindNumber
AdminNo API tokens
Front desk: binds the number.
Types: { integrationId: string; workerId: string | null } returns FrontDeskNumbersDto
frontDesk/syncProfile
AdminNo API tokens
Front desk: syncs the profile.
Types: FrontDeskSyncProfileRequest returns FrontDeskNumbersDto
frontDesk/connectNumber
AdminNo API tokens
Front desk: connects the number.
Types: FrontDeskConnectNumberRequest returns FrontDeskNumbersDto
frontDesk/connectNumberSignup
AdminNo API tokens
A second number through Meta's Embedded Signup popup: the same steps as the front desk's one click, bound to a worker.
Types: { workerId: string; code: string; phoneNumberId: string; wabaId: string } returns FrontDeskNumbersDto
frontDesk/checkGroups
AdminNo API tokens
Front desk: checks groups.
Types: Record<string, never> returns FrontDeskNumbersDto
frontDesk/createGroup
AdminNo API tokens
Front desk: creates a group.
Types: { subject?: string } returns FrontDeskNumbersDto
listWorkTemplateRevisions
Viewer
Lists work template revisions.
Types: ListWorkTemplateRevisionsRequest returns ListWorkTemplateRevisionsResponse
reviewWorkTemplateRevision
ApproverNo API tokens
Reviews the work template revision.
Types: ReviewWorkTemplateRevisionRequest returns WorkTemplateRevisionDto
rollbackWorkTemplate
ApproverNo API tokens
Rolls back the work template.
Types: RollbackWorkTemplateRequest returns WorkTemplateRevisionDto
listPublicViews
Admin
Lists public views.
Types: EmptyRequest returns ListPublicViewsResponse
savePublicView
AdminNo API tokens
Saves the public view.
Types: SavePublicViewRequest returns PublicViewDto
previewPublicView
Admin
Previews the public view.
Types: PublicViewIdRequest returns PublicViewPayload
rotatePublicViewSlug
AdminNo API tokens
Rotates the public view slug.
Types: PublicViewIdRequest returns PublicViewDto
getDataRetention
Viewer
What the platform keeps for the organization, and for how long.
Types: EmptyRequest returns DataRetentionDto
listWorkers
Viewer
Lists workers.
Types: ListWorkersRequest returns ListResponse<WorkerSummary>
whatsapp/embeddedSignup
AdminNo API tokens
WhatsApp: embedded signup.
Types: WhatsAppEmbeddedSignupRequest returns WhatsAppStatusDto
whatsapp/retrySetup
AdminNo API tokens
WhatsApp: retries setup.
Types: WhatsAppRetrySetupRequest returns WhatsAppStatusDto
getPortableTransfer
AdminNo API tokens
Gets the portable transfer.
Types: { transferId: string } returns PortableTransferManifestResult
putPortableImportChunk
AdminNo API tokens
Uploads a portable import chunk.
Types: PutPortableChunkRequest & { transferId: string } returns PortableTransferManifestResult
readPortableExportChunk
AdminNo API tokens
Reads the portable export chunk.
Types: { transferId: string; index: number } returns PortableTransferChunk
exportPortableExit
AdminNo API tokens
Exports the portable exit.
Types: ExportPortableExitRequest returns PortableExitBundle
importPortableExit
AdminNo API tokens
Imports a portable exit.
Types: ImportPortableExitRequest returns PortableExitImportReport
previewPortableExit
AdminNo API tokens
Previews the portable exit.
Types: { bundle: PortableExitBundle } returns PortableExitPreview
cancelPortableTransfer
AdminNo API tokens
Cancels the portable transfer.
Types: PortableTransferCancelRequest returns PortableTransferManifestResult
startPortableExport
AdminNo API tokens
Starts the portable export.
Types: PortableTransferExportRequest returns PortableTransferManifestResult
getPortableImportReview
AdminNo API tokens
Gets the portable import review.
Types: { transferId: string } returns PortableTransferReviewResult
startPortableImport
AdminNo API tokens
Starts the portable import.
Types: StartPortableImportRequest returns PortableTransferManifestResult
validatePortableImport
AdminNo API tokens
Validates the portable import.
Types: { transferId: string } returns PortableTransferReviewResult
commitPortableImport
AdminNo API tokens
Commits the portable import.
Types: { transferId: string; rootHash: string } returns PortableTransferCommitResult
listPortableArchives
AdminNo API tokens
Lists portable archives.
Types: ListPortableArchivesRequest returns ListPortableArchivesResult
getPortableArchive
AdminNo API tokens
Gets the portable archive.
Types: GetPortableArchiveRequest returns PortableArchiveDetail
deletePortableArchive
AdminNo API tokens
Deletes the portable archive.
Types: DeletePortableArchiveRequest returns DeletePortableArchiveResult
listPortableStoredFiles
AdminNo API tokens
Lists portable stored files.
Types: { after?: string; limit?: number } returns ListPortableStoredFilesResult
readPortableStoredFilePart
AdminNo API tokens
Reads the portable stored file part.
Types: { fileId: string; index: number } returns ReadPortableStoredFilePartResult
deletePortableStoredFile
AdminNo API tokens
Deletes the portable stored file.
Types: { fileId: string } returns DeletePortableStoredFileResult
getMemory
Viewer
Gets memory.
Types: GetMemoryRequest returns MemoryDto
listPortableMemoryLinks
AdminNo API tokens
Lists portable memory links.
Types: { after?: string; limit?: number } & ({ targetKind: 'archive'; archiveId: string } | { targetKind: 'stored_file'; store… returns PortableMemoryLinkPage
discoverMemories
Viewer
Discovers memories.
Types: DiscoverMemoriesRequest returns DiscoverMemoriesResponse
linkPortableCopyToMemory
AdminNo API tokens
Links portable copy to memory.
Types: { memoryId: string } & ({ targetKind: 'archive'; archiveId: string } | { targetKind: 'stored_file'; storedFileId: strin… returns PortableMemoryLink
unlinkPortableMemoryLink
AdminNo API tokens
Unlinks the portable memory link.
Types: { linkId: string } returns { linkId: string }
unsetOrgConfig
Admin
Clears org config.
Types: UnsetOrgConfigRequest returns OrgConfigView

Screens

/settings

What it records

The feature writes these events to the audit log, the permanent record of what happened.

Integration changed
Policy changed
Action denied
Approval expired
Approval received
Budget reserved
Checkpoint saved
Context retrieved
Memory recalled
Memory written
Model called
Org change applied

How it works

The cards on Settings

Where a setting's value comes from

Who can change settings

What you can do

getOrgSettings

updateOrgSettings

getRunMode

updateRunMode

getOrgConfig

setOrgConfig

getKillSwitch

engageKillSwitch

releaseKillSwitch

whatsapp/status

listMembers

whatsapp/configure

whatsapp/useUtilityTemplate

whatsapp/sendTest

frontDesk/team

frontDesk/numbers

frontDesk/bindNumber

frontDesk/syncProfile

frontDesk/connectNumber

frontDesk/connectNumberSignup

frontDesk/checkGroups

frontDesk/createGroup

listWorkTemplateRevisions

reviewWorkTemplateRevision

rollbackWorkTemplate

listPublicViews

savePublicView

previewPublicView

rotatePublicViewSlug

getDataRetention

listWorkers

whatsapp/embeddedSignup

whatsapp/retrySetup

getPortableTransfer

putPortableImportChunk

readPortableExportChunk

exportPortableExit

importPortableExit

previewPortableExit

cancelPortableTransfer

startPortableExport

getPortableImportReview

startPortableImport

validatePortableImport

commitPortableImport

listPortableArchives

getPortableArchive

deletePortableArchive

listPortableStoredFiles

readPortableStoredFilePart

deletePortableStoredFile

getMemory

listPortableMemoryLinks

discoverMemories

linkPortableCopyToMemory

unlinkPortableMemoryLink

unsetOrgConfig

Screens

What it records

Related

Turn the numbers into shipped work.

`getOrgSettings`

`updateOrgSettings`

`getRunMode`

`updateRunMode`

`getOrgConfig`

`setOrgConfig`

`getKillSwitch`

`engageKillSwitch`

`releaseKillSwitch`

`whatsapp/status`

`listMembers`

`whatsapp/configure`

`whatsapp/useUtilityTemplate`

`whatsapp/sendTest`

`frontDesk/team`

`frontDesk/numbers`

`frontDesk/bindNumber`

`frontDesk/syncProfile`

`frontDesk/connectNumber`

`frontDesk/connectNumberSignup`

`frontDesk/checkGroups`

`frontDesk/createGroup`

`listWorkTemplateRevisions`

`reviewWorkTemplateRevision`

`rollbackWorkTemplate`

`listPublicViews`

`savePublicView`

`previewPublicView`

`rotatePublicViewSlug`

`getDataRetention`

`listWorkers`

`whatsapp/embeddedSignup`

`whatsapp/retrySetup`

`getPortableTransfer`

`putPortableImportChunk`

`readPortableExportChunk`

`exportPortableExit`

`importPortableExit`

`previewPortableExit`

`cancelPortableTransfer`

`startPortableExport`

`getPortableImportReview`

`startPortableImport`

`validatePortableImport`

`commitPortableImport`

`listPortableArchives`

`getPortableArchive`

`deletePortableArchive`

`listPortableStoredFiles`

`readPortableStoredFilePart`

`deletePortableStoredFile`

`getMemory`

`listPortableMemoryLinks`

`discoverMemories`

`linkPortableCopyToMemory`

`unlinkPortableMemoryLink`

`unsetOrgConfig`