Settings
Manage your workspace, integrations, and preferences
🏢 Workspace
Basic workspace configuration
🔔 Notifications & Reports
Control when and how AI-BOS alerts you
Weekly AI Report
Auto-generate and send weekly briefing every Monday 9am
Critical Ticket Alerts
Notify when a critical IT ticket is created
Overdue Invoice Alerts
Alert when invoices become overdue
Agent Council Summaries
Post council cycle summaries to Slack/War Room
🔗 Integrations
Connect AI-BOS to external services
💬
Slack
Send alerts and weekly reports to a Slack channel
disconnected
🤖
Anthropic / Claude AI
AI engine powering autopilot, council, and reports
disconnected
📧
SendGrid Email
Send automated emails — agent alerts, overdue reminders, weekly reports
disconnected
📥 Bulk Import
Import data from CSV files
👥 Import Employees
Columns: name, email, role, department, manager, startDate
📂 Click to upload or drag & drop employees.csv
📇 Import Contacts (Sales)
Columns: name, company, email, phone, source
📂 Click to upload or drag & drop contacts.csv
💰 Import Ledger Entries
Columns: description, amount, type (expense/revenue), category, project
📂 Click to upload or drag & drop ledger.csv
🤝 Agent Council
Configure autonomous agent behavior
Auto-start Council on Boot
Automatically start the agent council when server starts
Post to War Room
Post council decisions to the War Room automatically
🔐 Security
Access and authentication settings
Require Invite to Register
New users must have an invite link to create an account
Change Password
Update your account password
⚠️ Danger Zone
Irreversible actions — proceed with caution
Sign Out
End your current session
Clear All Department Data
Permanently delete all tickets, ledger, employees, deals, etc.