Settings
Business knowledge, safety controls and access — all enforced server-side.
Business knowledge base
The AI answers only from this. If it isn't here, it escalates.
Communication safety
Deterministic controls the AI can never override.
- Quiet hours (contact local time)8:00 PM – 8:00 AM
- STOP keyword handlingImmediate suppression
- Email unsubscribeEnabled on every marketing email
- Import attestationRequired on every CSV import
- DNC status fieldRespected before enrollment
- Suppression list size37 contacts
Kill switches
Instant, organization-scoped and audited.
Pause all outbound automation
Stops every campaign immediately
Pause all SMS
Blocks SMS across all campaigns
Pause all email
Blocks email across all campaigns
Demo Mode
No external actions of any kind
Roles & access
Tenant isolation is enforced at the database, not in the UI.
Organization Owner
Full organization control
Organization Admin
Most settings and workflows
Operator
Manage conversations and opportunities
Viewer
Read-only analytics
Audit log
Who did what, when, and to which resource.
| When | Actor | Action | Resource | Metadata |
|---|---|---|---|---|
| Aug 23, 9:14 AM | system | Opportunity scored | opp_9401 | Score 94 |
| Aug 23, 8:47 AM | system | Conversation escalated | conv_2 | Emergency policy |
| Aug 22, 4:38 PM | customer | Inbound message received | conv_1 | Pricing question |
| Aug 20, 8:01 AM | jenna@rapidflow.com | Message manually sent | conv_3 | SMS |
| Aug 14, 6:12 PM | customer | Customer opted out | conv_4 | STOP keyword · suppressed |
| Aug 11, 11:02 AM | system | Booking attributed | opp_9388 | Direct Recovered · $8,400 |
| Aug 2, 10:20 AM | owner@rapidflow.com | Campaign launched | camp_1 | Unsold Estimate Recovery |
| Aug 1, 3:44 PM | owner@rapidflow.com | CRM connected | Housecall Pro | API key |