Settings & Branding

Settings control how the CRM looks and how it sends email. Only trusted administrators should change these pages.

Branding

Open Settings to set site name, logo, favicon, colors, and fonts. Branding appears on the landing page, login, and this documentation header when tenant branding is loaded.

SMTP

SMTP Settings store the mail server used for outbound email. Until SMTP is valid, quotes, tickets, and mail triggers cannot reach customers. The dashboard shows a reminder when SMTP is missing.

MCP clients

MCP Clients connect external tools to this CRM. Use this only if your organization integrates assistants or automations through MCP. Treat client secrets like passwords.

Agent files

Agent Files are reference documents for AI features. Upload only approved, non-sensitive material.

Related

Automated messages are configured under Mail Triggers. Developer access is covered in REST API.