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Governance

CRM

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

Kill switches, cadence caps, UK compliance defaults, and Connections (API keys / tokens / flags).

Demo data

Local seed only (tagged demo-seed). Soft Wall gates removal.

No demo-seed rows in this workspace.

Workspace kill switch
Cadence
Connections

Enter API keys, tokens, and feature flags for CRM integrations, licensed enrichment, WhatsApp/SMS, social APIs, and property portals. Values are encrypted at rest. Status APIs only show masked last4. Process env vars remain a fallback for ops deploys.

Feature flags

Turn adapters on for this workspace. Soft Wall still gates first sends / risky actions.

Agent context