Settings: configure your office in one place

Find your way around Settings#

Open “Settings” at the bottom of the side menu. You will see cards grouped into Workspace, Safety and Account; some appear dimmed if your role cannot use them.

1. Press a card to open its page. At the top you will see a path like “Settings > Office settings”.
2. To go back, use the arrow in the path or your browser's Back button.

Customize the office#

1. Open “Office settings”.
2. In “Language”, choose Español, English or Português for the interface.
3. In “Labels”, turn “Show names” and “Activity bubbles” on or off, and adjust the “Label size”.
4. Turn on “Reduce animations” if you prefer less motion.
5. In “Employees”, change each one's name, nickname, job title, color, skin tone, hairstyle or accessory.

Hire an employee#

“Hire from template” adds an AI employee from a role template. The new agent starts with minimal autonomy and can never approve on its own. Only admins can use it.

1. Open “Hire from template”.
2. Pick a profession from the list.
3. Type a name for the new agent, or leave it empty since it is optional.
4. Press “Hire”.

Put a ready-made flow to work#

“Templates” opens the “Workflow template gallery”: flows with dependencies and parallel steps that your team runs while you approve what matters.

1. Open “Templates”.
2. Filter by category, for example “Sales” or “Finance”, or leave “All”.
3. Review the steps of the template you are interested in and press “Use template”.
4. Fill in the required details and press “Start flow”.
5. Follow the progress in the office.

Describe your company and choose the AI model#

If your workspace supports it, you will see the “Set up your office” card until you complete it, and “Team settings” afterwards.

1. Open “Set up your office” and go through its steps: “Business type”, “Language and tone” and “Daily briefing”. Press “Finish”.
2. Later, in “Team settings”, change the “Regional tone” of the office or of each agent and schedule the “Daily briefing”.
3. In “AI model”, use the included model or press “Use my own key” to connect your OpenAI, Claude, Kimi, DeepSeek or other compatible account.
4. Paste your “API key”, press “Test connection” and then “Save”.

Connect tools and review security#

“Connections” is where you link email, calendar and other tools so agents can work with your data. Connecting is not granting: permissions are assigned per employee.

“Security” gathers permissions, spend limits, plan review, operating hours and the office's brakes. “Stop everything” immediately stops all external activity by every agent: only an admin can turn it on and, if it is already on, the card shows the level and takes you to Security.

Protect your account#

1. Open “Account security” and press “Turn on” under “Two-step verification”.
2. Scan the QR code with your authenticator app, enter the code it shows and press “Confirm and turn on”.
3. Keep the recovery codes somewhere safe and press “I've saved them”.
4. If you lost a device, press “Sign out everywhere”.

Export your data or delete the organization#

1. Open “Data & privacy”.
2. Press “Export my organization's data” to download a ZIP with all your data and the drive's files. It never contains secrets, and you can generate one export per hour.
3. To close the account, press “Delete my organization”, type the organization's name and your password, and confirm.
4. If you change your mind, press “Cancel the deletion” before the period ends.

Invite people and manage roles#

In the Account group you see the name, email and role you signed in with. Agents can never approve, whatever the role. These are the roles for people:

1. Open “Members and invitations”.
2. In “Invite someone”, enter the email, choose the role and press “Create invitation”.
3. Copy the link and share it with the person: it is shown only once and expires in 7 days.
4. Change a member's role, remove them or revoke a pending invitation from the same screen.