Settings Overview

Page	What you manage
Profile	Your name, profile picture, role, and personal context for Conversion AI.
Password and security	2-step verification, passkeys, and the browsers and devices you’re signed in on.

Page

What you manage

Your name, profile picture, role, and personal context for Conversion AI.

2-step verification, passkeys, and the browsers and devices you’re signed in on.

Workspace

Page	What you manage
General	Your workspace name, logo, and icon.
AI	The context, brand voice, and connections available to Conversion AI.
Members	Who belongs to your workspace, their roles, and pending invitations.
Identity and access	MFA requirements, domain verification, SAML SSO, and SCIM provisioning. Administrators only.

Page	What you manage
Email themes	Shared styles for blasts, workflow emails, and templates.
Email configuration	Communication limits, link tracking, marketing topics, sending domains, senders, and the inbox validation bypass list.

Page

What you manage

Email themes

Shared styles for blasts, workflow emails, and templates.

Email configuration

Communication limits, link tracking, marketing topics, sending domains, senders, and the inbox validation bypass list.

Page	What you manage
Integrations	Your website, webhooks, Slack, webinar and event platforms, Apollo, Knak, and API keys.
Ads	Ad platforms, linked ad accounts, tracking, and audience field mappings.

Page

What you manage

Integrations

Your website, webhooks, Slack, webinar and event platforms, Apollo, Knak, and API keys.

Ads

Ad platforms, linked ad accounts, tracking, and audience field mappings.

Data

Page	What you manage
CRM and syncing	Your Salesforce connection and sync rules, data warehouse connections and syncs, and sync activity.
Objects	Contacts, companies, opportunities, campaign members, and custom objects, along with their fields and Salesforce field mappings.
Campaigns	Campaign types and campaign member fields.
Tokens	Tokens that hold per-campaign, per-webinar, or per-folder values.
Imports and exports	The history of CSV imports and exports, with downloadable files.
Background actions	Large duplications, audience refreshes, and Salesforce backfills running in the background.
Data retention	Requests to delete data associated with your workspace. Administrators only.

Page	What you manage
File hosting	The slug, verified domain, and allowed origins used to serve public files from your own domain.

Page

What you manage

File hosting

The slug, verified domain, and allowed origins used to serve public files from your own domain.

Roles and who can change what

Every member of a workspace has one of two roles: Administrator or Member. Administrators see every settings page. Members don’t see Identity and access or Data retention, and on many other pages they can view settings but the controls to change them are hidden or disabled. Each page in this section says which actions need an administrator.

Every settings page has a View documentation button in the top right that opens these docs, and a Conversion AI chat button if you’d rather ask.

Records

Emails

Workflows

Audiences

Forms

Content

Campaigns

Data Syncing

Unified Query Engine

Folders

Liquid

Tracking

Workspace Settings

Data and Privacy

Guides

Account

Workspace

Emails

Connections

Data

Other

Roles and who can change what

​Account

​Workspace

​Emails

​Connections

​Data

​Other

​Roles and who can change what

Account

Workspace

Emails

Connections

Data

Other

Roles and who can change what