Overview
Custral’s settings are grouped by what they configure. This page is the map. Each card links to the guide for that area. Most settings live under the matching section of the app’s settings menu; this hub gathers them in one place so you can find any setting fast.Account & profile
My Account
Your personal profile, two-step authentication, connected accounts, notifications, and shortcuts.
Workspace
General
Company profile, working hours, AI context, logo, and workspace templates.
Sandboxes
Spin up isolated test workspaces and convert them to real ones.
Media
Browse, download, and delete every file stored in your workspace.
Company Audit
Automated checks that flag gaps and create improvement tasks.
Workspace Audit
Review and restructure your whole workspace schema in one designer.
Channels & communications
Connections
Connect and manage email, calendar, video, and messaging accounts.
Phone & SMS
Buy numbers, build pools, link messaging services, verify caller IDs.
Sending Pools
Team channels so outbound activity rotates and stays under limits.
Domains
Sending domains, DNS, deliverability, and warming.
Calendar
Connected calendars and default meeting providers.
Chat Widget
Configure and embed the website chat widget.
Meeting Assistant
Auto-record video meetings and tune which ones to join.
Conversations
Stages & Rules
Pipeline stages and the rules that scope dispositions.
Templates
Reusable message, document, and report templates.
Coaching
Build scorecards and review rep performance on conversations.
AI
AI Settings
Default model, enabled models, and the workspace AI context.
Chat Agents
Reusable AI personas with their own instructions, scope, and tools.
Data structures
Objects
Define the objects, properties, and views that hold your data.
Properties
The typed fields that make up every object.
Team & access
Users
Invite teammates and manage their roles and status.
Teams
Organize users into teams for assignment and access.
Permissions
Control who can see and do what across the workspace.
Plan & billing
Billing
Invoices, usage, plan selection, and payment methods.
Pricing
How Custral’s plans and usage credits work.