Skip to main content

Settings

Settings is the catch-all configuration surface — your personal preferences, your workspace's identity and team, every integration the platform speaks to, and the custom workflows / actions that make your workspace yours. It lives at /<workspace>/settings.

📷 Screenshot: Settings page with the tab strip showing the Account and Workspace groups.

The page is a tab strip split into two logical groups (Account and Workspace), but the URL just uses ?tab=<key>, so a deep link points at exactly one tab.

Account​

Tabs that affect you across every workspace you're a member of.

Profile​

Your name, avatar, primary email, role (Marketing / Product / Technical — the role that decides which pages are visible to you by default), and security basics (password, MFA, active sessions, sign-out-everywhere).

Appearance​

Theme picker (light / dark / system), accent color, density, and the developer-mode toggle that surfaces extra debug surfaces in the rest of the app.

Subscription​

Current plan, billing period, next renewal date, included monthly credits, and the Change plan flow. Plan changes take effect at the next renewal unless you're upgrading mid-cycle (in which case the prorated charge is shown before you confirm).

Payments​

Saved payment methods, invoice history with downloadable receipts, the billing email address, and the Stripe portal link. Failed payments surface here with a Retry action.

Notifications​

For each notification category in your Inbox (Agent / Question / Feature / Document / Workspace / Billing / GitHub / Terminal / Integrations / Onboarding / Subscription), pick how you want to be notified: in-app, by email, by browser push, or any combination. The defaults match what most teams want — agent questions go everywhere, low-priority chore notifications stay in-app.

This is the page that the cog icon on Inbox opens straight into.

Workspace​

Tabs that affect the current workspace and apply to every member.

General​

Workspace name, slug, description, default language, and the Delete workspace action (admin-only, with a typed-confirmation guard).

Members​

The team list with each member's role and access level, invite-by-email, pending invites, role changes, and remove-member. Admin-only actions are gated; non-admins see this tab read-only.

Integrations​

The center of gravity for everything the platform talks to. One place to connect, disconnect, or re-authorize:

  • Source control — GitHub (also reachable from Code → Codebase).
  • Issue trackers — Jira, Linear, Confluence.
  • Communication — Gmail, Discord (also reachable from Communication's cog).
  • Productivity — Google Calendar, Google Drive.
  • Analytics & ads — GA4, Search Console, Google Ads (also reachable from Analytics' and Ads' cogs).
  • Cloud — GCP (today; AWS / Azure / Vercel as those providers ship).
  • MCP servers — extend your agents with external tool servers (also reachable from Agents → MCP).

Each integration row shows current connection state, what scopes were granted, and a manage action that drops you into the relevant OAuth or app-install flow.

Terminal​

Manage the terminal devices your workspace runs on. Lists every connected machine (the device name set in the Terminal app, the OS, the user it's signed in as, last-seen timestamp, current session count), plus a per-device rename / disconnect / restart menu. Use this when a teammate's laptop is stuck holding a reservation, or when you want to retire a device that's no longer used.

Custom Workflows​

Define named multi-step workflows your chat / agents can call by path. Each workflow is a saved sequence of tool calls and prompts that the platform invokes when a chat user picks it from the workflow-mode chip — the surface that lets you turn "the way our team writes a launch post" into a one-click recipe.

Edit a workflow's steps, parameters, and references inline; saving creates a new version so you can roll back.

Custom Actions​

Workspace-scoped actions and secrets — the lower-level escape hatch under Custom Workflows. Define a custom action (HTTP request, database query, an arbitrary script) once, store any secrets it needs, and let agents call it like any built-in action. This is how you wire your workspace into systems AI Expedite doesn't speak natively.

Cross-references​

  • From Code → Settings → Integrations (GitHub) when the connection lapses.
  • From Communication / Analytics / Ads → Settings → Integrations from each page's cog icon.
  • From Inbox → Settings → Notifications from the Inbox header cog.
  • From Agents → System Agents → Email Hooks → Settings → Integrations (Gmail) to attach a sending account.