Settings
How much the system is allowed to do without asking.
Company
No company on record yet — setup has not been completed.
How the system talks to you
Arrival of a new momentSilent — the state line changes, nothing interrupts
Daily summaryOne sentence, 07:00
Confidence languageWords only — never percentages
What the system may do on your behalf
Compose draftsAllowed
Send external emailRequires hold to confirm
Change CRM stageAllowed without confirmation
Clear a primary contactRequires hold to confirm
Rail
Auto-hide navigationOff — hidden navigation is opt-in, never the default
Expand on keyboard focusAlways on
Preferences other than the company profile are illustrative in this prototype.