Workspace home
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Governance

CRM

Workspace CRM for accounts, leads, contacts, deals, and lists. Soft Wall gates paying stages and enroll.

Channels and gated sources

WhatsApp/SMS (flag off by default), social API health (scrape refused), and property portal checklist gates. Enter tokens and channel flags under /crm/settings Connections. Soft Wall still applies before enable/ack/template/first send.

WhatsApp / SMS

Flag undefined: off · workspace toggle: off · WA · SMS

Consent / contactability
Templates: 0. Unapproved templates cannot send.
Social APIs (LinkedIn / Meta / TikTok)
Scrape adapters remain refused. Use Discover with official API adapters or CSV when configured.Open Discover
Property portals

Flag enabled: undefined · checklist ack: no · kill switch: undefined

HTML scrape stays refused. Licensed feed path needs env + checklist. Docs: property-portal legal checklist.
Agent context