Settings contains personal Account settings and, for admins and owners, Organization settings. Some pages appear only when a feature is enabled for the workspace.

Personal settings

Profile: update your name, scheduling links, and other personalized links.
Email sync: connect and manage your own email account, inspect its status, and reconnect when needed.
Calendar sync: connect Google or Microsoft calendar to bring meeting context into Cust.
Connectors, where enabled: authorize external tools for your Assistant and configure their permissions. See Connectors.

The organization-wide Email accounts page is an admin surface. Regular members use Email sync for their own account. See Email and calendar for setup.

General

Admins and owners manage the workspace name, description, timezone, and business hours.

Ignored email domains can contain domains or individual addresses. Cust ignores an email under this rule when all its participants are ignored. Ignored email domain exceptions allow specific addresses through even when their domain is ignored. This is not a rule that removes every email mentioning an ignored domain. See Data handling.

Where automatic contact creation is enabled, inbound email and support data can create contacts for recognized company domains. Enabling it can offer a retroactive run over previously unmatched data. Review company domains before running it.

Integrations and inbox settings

Use Integrations for CRM, calls, messaging, and product-data connections. Each provider's connection page shows the setup and sync controls it supports.

Where enabled, Ticketing manages shared-inbox access, reply SLAs, and triage. Email tracking controls the invisible tracking pixel added to outgoing email and the open indicators shown in Inbox. See Ticketing and Inbox.

Objects and layouts

Configure built-in objects, custom objects, and custom fields. Supported field types include text, number, date, true/false, single-select, and multi-select.

Use the list layout to choose visible columns and their order. Use the detail layout to choose the fields displayed on record pages. The detail layout's Metrics tab places metrics in grouped sections; metrics omitted from that layout stay hidden on the company page.

Layouts apply across the workspace. Fields supplied by a managed integration are configured from that provider's object settings and can be read-only. Use layout settings to choose which fields appear on each surface.

Members and roles

Owners and admins can configure Single sign-on when it is available for the organization. Choose the setup guide for your identity provider:

Okta: single sign-on and provisioning.
Microsoft Entra ID: single sign-on and provisioning.

SCIM provisioning manages membership and roles independently of the SSO sign-in switch.

The members list shows roles and email/calendar onboarding status. Invite teammates and use this list to check who still needs to connect their accounts.

Role	Access
Member	Use available features and manage personal settings, skills, and agents.
Builder	Also configure health rules, signals, guidance, workflows, projects, knowledge, workspace skills, agent templates, topics, audiences, and apps.
Admin	Also manage organization settings, members, ticketing, and email tracking.
Owner	Also remove admins.

Feature availability and object ownership still apply. For example, a Builder can create an app but must copy another person's app to edit it.

Billing and credit usage

Billing shows the workspace's current plan and billing controls. Use the information shown there for current limits and allowances.

Where enabled, Credit usage shows consumption, the included allowance, and any top-up balance. Filter the period and inspect which activities account for usage. Top-up purchasing is available only where configured. Team adoption reports how teammates use Cust separately from credit spending.

API keys and imports

Use API keys to manage credentials for the Partner API. Use Data import for template-based CSV uploads of companies, contacts, metrics, and custom-object records. Follow the Data import guide before starting a job.

Open Settings