Settings

    Configure integrations, research providers, and system preferences.

    HighLevel CRM

    Connect to your HighLevel sub-account to sync prospects and opportunities.

    Auto-sync Researched Prospects

    Automatically create contacts when research completes

    Website Research Provider

    Configure the Agent Studio or MCP connection for automated website review.

    Note: Research features will be disabled if no provider is configured.

    AI Models (LLMs)

    Configure API keys for OpenAI and Anthropic to power AI Insights, Follow-Ups, and Proposals.

    Mapping & Routing

    Configure the routing API for the Field Sales Route Planner.