Company settings

Change the company name, configure outgoing email, and export the company archive.

• Company nameWhere to find the Company settings page and how to change your company's name.
• Outgoing emailConfigure the SMTP server the product uses to send invitations, test it, and what to do when email is not set up.
• Exporting the company archiveDownload all Coworkers, Knowledge Bases and conversations as a single portable ZIP archive.
• Coworker creation settingChoose how much a person must provide to create a Coworker: Minimal, Guided or Strict (with approval).
• FeaturesSet the company's Product areas (Coworkers, Apps, Knowledge Bases, Workflows, WI Score and Map) and turn behaviors such as MCP Server and Search box relevance ranking on or off.
• Feedback synthesisTurn the weekly feedback synthesis on or off, run it for the whole company on demand, and what it needs to run.
• Reviewing and editing connectorsThe Connectors page lists your organization's outside systems: SharePoint, outside-system connections such as GitHub, and every connector your Coworkers have built with who built it, where it is enabled, its guidance, code, dependencies and secrets. Its creator can edit it.
• Knowledge limitsSet how large a document the Knowledge Bases will index: file size, pages, rows, characters and processing guards, with their defaults and ceilings.
• Promotion gatesDecide what must happen before a Coworker or App moves to its next phase: nothing, an approval, or measures the platform checks.
• Conversation quality reviewHow Coworker conversations are reviewed automatically, the sampling share and low-usage settings, what it costs, and what is and is not stored.
• Conversation retentionChoose how long conversation content is kept, preview what a period would remove, run a cleanup on demand and review cleanup history.
• Connecting outside systems like GitHubAdd a connection to an outside system with your own OAuth app, attach its tools, and choose which functions Coworkers may use and how each starts.
• Connecting SharePointRegister a Microsoft Entra application and grant it read access to your sites, then add it under Connectors so Knowledge Bases can sync SharePoint sites.
• Global instructionsWrite company-wide guidance that every Coworker follows, review and restore earlier versions, and preview what a Coworker starts from.
• Value estimatesThe Value estimates switch, the daily schedule, how a run picks its model, the monthly spend limit and its environment variable.
• Connect Microsoft 365Register an app in Microsoft Entra, give it permissions for Calendar, Mail, Files, Teams and People and tasks, and add it to Workforce Intelligence as a connection.
• The Value rate cardHow the rate card behind Governance > Value works: categories and minute bands, adjustment settings, versions, editing, promoting recurring work types, and who may change it.
• Connect Google WorkspaceCreate a Google Cloud OAuth client, enable the Gmail, Calendar, Drive, Docs and Sheets APIs, and add it to Workforce Intelligence as a connection.
• Connect Atlassian (Jira and Confluence)Create an Atlassian OAuth 2.0 (3LO) app, add the Jira, Confluence and User identity permissions, and add it to Workforce Intelligence as a connection.
• Workflow reviews, outputs and parallel branchesWho can review a workflow run, how run outputs are stored, and the review, inputs and parallel-branch settings a workflow definition carries.