Using Settings
Settings is the gear on the bar next to Threads. Open it to configure integrations, data, users, automations, snapshots, apps, portals, and agents.
How to open it
1
Find the bar next to Threads
On the right edge of the workspace, Threads sits at the top of a narrow bar. Settings is the gear at the bottom of that same bar.
2
Open Settings
Click the gear. The pane expands with the tools listed below. Click the gear again (or the collapse control) to close it.
What you will find
Each item in Settings opens a dedicated screen. The assistant can also make these changes from a thread if you would rather describe what you need.
Integrations
Agent Integrations for tools your agents can act in, and Data Syncs for sources that fill your tables.
Data
Add a data connection — CRMs, sheets, and other sources — and map them onto your tables.
Users
Workspace teammates who sign in to DeedSpring, and portal users who sign in as buyers and sellers.
Automations
Background rules when records change or on a schedule — drafts, live runs, and folders.
Snapshots
Save points for schema, workspace pages, and client portals — restore if a change needs to be undone.
Apps, portals, and agents
Appearance for the workspace app, every client portal, and the agents your team talks to in Threads.