Organization Settings Options

The Organization settings page is where a user can adjust and enter various settings and information.

• Organization - General settings that includes company information including
  • Company Name 
  • Industry
  • Website
  • Primary Email Domain
  • Email Subdomain
  • CRM 
  • CRM Base URL
  • CRM Organization ID
  • Preferred Language
  • Unsubscribe Settings Toggle
  • Brand Logo
  • Initiative Branding
• Automated Insights - Settings that will be set to the default for the automated insights engine for Buyer Analysis
  • Attributes
  • Max Attributes Per evidence
  • Verbosity 
  • AI Engine Strictness Sliders
  • Insight Statement Creativity Level Slider
  • Open-Ended Question Allowance Toggle
  • Zero-Shot Prediction Toggle
  • Additional Instructions - This portion of the settings and engine is still in its beta phases. 
• Users - Contains settings to adjust the restrictions placed upon given user roles, allowing users to self-register, whitelisting domains, and enabling dynamic management for sales teams.
• Templates - Section to customize email templates sent to Users, including the following:
  • Welcome Emails
  • Verification Emails
  • Reset Password Emails
  • Toggles for which notification emails get sent