General
- Workspace name - your team’s workspace name, displayed in the sidebar and emails
- Workspace URL - your unique Octolane URL
- Company details - company name, website, industry, and size (used by agents for context)
Agent settings
- Agent behavior - control which agents are active and configure their rules
- Approval settings - set which actions require approval and which can run automatically
- Communication style - define your team’s tone and voice so agents match it
Data model
- Custom fields - add, edit, or remove fields on deals, contacts, and companies
- Custom objects - create new object types beyond the defaults
- Pipeline stages - customize your sales pipeline stages
Integrations
- Connected accounts - manage Gmail, Calendar, LinkedIn, WhatsApp, and other connections
- Signal - manage the Signal tracking script and configuration
- Zapier - manage your Zapier API key and connected automations