Settings
Workspace configuration, AI mode, compliance and audit trail.
AI mode
Controls whether Firecrawl and Lovable AI are used for enrichment and qualification. Off = zero credits. Rule-based scoring still runs.
Hard stop when reached. 0 = unlimited.
Un-actioned opportunities auto-expire after this many days.
FCA financial-promotions approval
Required before this workspace can send marketing about regulated finance products. Un-ticking removes approval and blocks outbound sends.
I confirm this workspace's financial promotions are approved by an FCA-authorised person (s.21 FSMA 2000).
You must be authorised or have promotions approved by an authorised firm before any marketing is sent.
Integrations
Audit log
Append-only GDPR trail of settings changes and record access.
No audit entries yet.