User Settings

Personal preferences

Control how the interface looks and behaves when you sign in.

Theme preference Updates the global theme immediately. Default view mode Applies to the sidebar menu on every page.

Theme palette

Choose a color story for gradients, surfaces, and accents.

Sidebar popout

Collapse navigation until hover.

Security

Change the password you use to sign in.

Current password New password At least 8 characters. Confirm new password

Notifications

Enable calendar date reminders that only run locally in this browser.

Calendar reminders

Show a toast when a Date record's notification time occurs.

Record cards

Choose which form fields appear under each record name in the left panel list. Applies per entity across all modular pages.

Loading entity fields...

Tip: leave all boxes unchecked to keep the default subtitles for that entity.

Email Integration

Configure email credentials for AI agents to access your inbox and automate tasks.

Email Provider Choose your email service provider. Email Address Your email login address.

Security Note

Your credentials are encrypted before storage and are only used by AI agents to fetch emails on your behalf. They are never transmitted outside your Apex instance.

Email-to-Task Agent

Control when the agent runs and how it scans your inbox. Suggestions will appear on your dashboard for review before tasks are created.

Enable agent

Allow the email-to-task agent to scan your inbox.

Run schedule Schedules are stored now and will be honored by upcoming automation. Inbox scope Choose whether to scan unread messages only or the full inbox. Lookback window Limit how far back the agent scans.

Max emails per run Minimum confidence

Mark emails as read after analysis

Optional: mark emails as read once candidates are created.