The Settings page
Every setting of a platform on one page, grouped by what it is for, each with its state. Open a line to change it.
Settings shows everything about how the agent works on this platform, on one page. Each line opens its own page. These settings belong to this platform only. People, keys and rules are shared by your whole organisation and live under Organisation and Your account.
Who can see them
Only owners and admins can open a platform's settings. Approvers and viewers don't see the Settings tab.
The card at the top#
The card at the top says how the platform is doing, in one line:
- … is in good shape: the agent has an AI key and code it can read. If tickets already come in, it says from where, for example "tickets come in from HaloPSA". If smaller things wait for you, such as article ideas to choose or a log watcher that can't read your logs, it says how many.
- … isn't ready yet: the agent can't investigate yet. It says what's missing, most important
first:
- The agent needs an AI key. The button is Choose a key.
- The agent has no code to read yet. The button is Add a repository. If your organisation has no GitHub or GitLab key yet, it asks you to add one first, and the button is Add a GitHub or GitLab key.
- One repository has no key (or several), so the agent can't read it. The button is Choose their keys.
The button on the right takes you to the first thing that needs you.
The groups#
Every line shows a small coloured label with its state. Green means it's working, amber means it needs you, grey means it's off or not set up, and red means something is wrong.
| Group | Lines | What they're for |
|---|---|---|
| The agent | Agent, Automatic replies, Limits | The AI key, what the agent knows, how it writes, what may go out without a person, and how much time and money it may spend. |
| What the agent can look at | Code, Live system, Databases, Microsoft 365 and Google (Microsoft 365, Google Workspace), Domains and websites (GoDaddy, Cloudflare) | The repositories it reads, your Kubernetes cluster and logs, read-only database logins, your Microsoft 365 or Google Workspace, and your domains' DNS at GoDaddy or Cloudflare. |
| Where requests come from | Ticket system, Chatbots, Setup assistants | How tickets arrive and replies go back, help chat for your website, and assistants your customers chat with. |
| What the agent may change | Approved changes, Development | Database, cluster, code, Microsoft 365, Google and DNS changes, each approved by a person, and who may ask for product changes. Development is set per person in Your account › Team. |
| Runs on its own | Log watcher, Content writer, Notifications | Errors in your logs becoming tickets, blog articles, and which chats hear about this platform. |
What each line's label says#
| Line | Labels |
|---|---|
| Agent | Ready, or Choose an AI key. |
| Automatic replies | Off, Acknowledge only or Answers when confident. |
| Limits | The cost a ticket may reach and the minutes a run may take, for example $2 a ticket · 15 min a run. |
| Code | How many repositories, or Add a repository. |
| Live system | Cluster and logs, Cluster, Logs, or Not connected. |
| Databases | How many databases, or None. |
| Microsoft 365 and Google | Microsoft 365, Google Workspace, Microsoft 365 and Google, or Not connected. |
| Domains and websites | GoDaddy, Cloudflare, GoDaddy and Cloudflare, or Not connected. |
| Ticket system | HaloPSA, Your own system, or Not connected. |
| Chatbots and Setup assistants | How many are live, Off, or None yet. |
| Approved changes | The kinds switched on, such as Database · Cluster · Code · Microsoft 365 · Google, or Off. |
| Development | How many people may use it, or Nobody yet. |
| Log watcher | Watching, Can't read the logs, or Off. |
| Content writer | On, how many article ideas are waiting, or Off. |
| Notifications | How many channels hear about this platform, or None. |
Each section page has ← Settings at the top to come back here.
Delete this platform#
Owners see Delete platform… at the bottom of the page. It deletes the platform with all its tickets, history, settings, repositories, databases and chatbots. Your organisation, its people and its keys stay.
- 1
Click Delete platform….
- 2
Confirm by clicking Delete platform in the box that opens.
This can't be undone. An organisation always keeps at least one platform, so you can't delete the last one.