Settings is split into two areas based on your role: settings every user can manage for themselves, and settings only admins can change for the whole workspace.

User settings

Every team member, regardless of role, can manage their own:

Profile name: the name that shows up next to your actions and inside customer-facing email drafts.
Email account: connect Gmail or Outlook so Cust can read your customer-related email history and send outbound mail on your behalf.
Calendar: connect Google Calendar or Outlook Calendar so Cust can match meetings to customers, build context, and prepare you for upcoming calls.
Personalized links: add scheduling links and other custom URLs that get automatically included in AI-drafted emails and actions.

Admin settings

Workspace admins additionally manage the configuration that applies across everyone on the team.

General

Company name and description: how your organization is identified inside Cust.
Ignored email domains: email domains or addresses to exclude from email synchronization when all participants belong to this list. Separate multiple entries with commas. Your own company domain is on this list by default so internal email never enters Cust.
Archive email threads after reply (Gmail only): if checked, Cust automatically archives the thread on the source after a reply is sent, keeping your inbox clean.
Timezone: the timezone used for scheduling, business-day thresholds, and report cadences across the workspace.

Integrations

Connect third-party data sources. See Integrations for the full list of supported providers and what each one syncs.

Objects

Configure the built-in objects Cust ships with (companies, contacts, opportunities) and define custom objects specific to your business.

You can also add custom fields to companies and contacts, in types such as text, number, date, true/false, single-select, and multi-select (where one record can hold several values, the way a HubSpot checkbox property does). Pin a field so it shows prominently on a record, and mark it editable or read-only. Custom fields and objects become available throughout Cust, including in filters, segments, and the context the AI reasons over.

For custom objects, a list layout editor controls how that object's list view looks: choose which columns appear and in what order, and toggle the built-in columns on or off. The layout applies for everyone in the workspace.

API keys

Issue and rotate API keys for programmatic access to your Cust workspace.

Billing

View your current plan, customer count against your plan limit, and update billing details. See For Admins for how customer count is determined.

Members

See every member of the workspace, their role, and their onboarding status. The members list shows at a glance who has connected their email and calendar, so you can chase teammates who have not finished setup.

Cust has four roles, each building on the one before it:

Role	Can do
Member	Use the platform and manage their own profile, email, and calendar.
Builder	Everything a Member can, plus configure how Cust works: health scoring, signals, guidances, workflows, projects, skills, knowledge, and email settings.
Admin	Everything a Builder can, plus manage workspace settings and remove members.
Owner	Everything an Admin can, plus change member roles and remove admins.

Data import

Import historical data into Cust by uploading a file, which is useful when you need to backfill records or move customer history from another tool. Choose the type of record to import, map the columns in your file to fields in Cust, and run the import. Each job shows its progress and flags any rows that could not be imported.