Settings
Manage your profile, your team, your integrations, and the workspace-wide rules Cust follows.
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 For Admins for the list of supported integrations and what each one unlocks.
Objects
Configure the built-in objects Cust ships with (companies, contacts, opportunities) and define custom objects specific to your business if needed.
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.
Data import
Import historical data into Cust. Useful when you need to backfill records or move customer history from another tool.