PYLO Settings: Workspace
Settings
What is in Settings, and which roles see each page.
Settings is where you configure your workspace and your own account. Owners, admins and ops open it from the sidebar. It opens on a page of cards in six groups, each card with one line on what the page does. Open a card and the other pages in its group are tabs across the top, under Settings and the group's name.
| Group | Pages |
|---|---|
| AI agents | AI agents, Approvals, API tokens |
| Workspace | Programs, Plans, Offers, Targets, Workspace defaults, Client onboarding, Onboarding templates, End of day, Post-call, Layout, Commission |
| Team and access | Account, Rep levels, Internal bookings, Audit log |
| Integrations and automations | Tool capabilities, Sequences, Stack and provisioning, Integrations, Keys, Digests, Flows, Recipes, Base44 partner, Embedded apps |
| Billing | Billing |
| Data | Tools, Import |
Closers, setters and SDRs are offered AI agents, Account and Digests only. If you open the address of a page your role cannot use, PYLO sends you somewhere you can.
Who sees what
| Page | Owner | Admin | Ops | Closer, setter, SDR |
|---|---|---|---|---|
| AI agents | Yes | Yes | Yes | Yes |
| Account | Yes | Yes | Yes | Yes |
| Digests | Yes | Yes | Yes | Yes |
| Approvals | Yes | Yes | No | No |
| API tokens | Yes | Yes | Yes | No |
| Programs | Yes | Yes | No | No |
| Plans | Yes | Yes | No | No |
| Offers | Yes | Yes | No | No |
| Targets and capacity | Yes | Yes | No | No |
| Workspace defaults | Yes | Yes | No | No |
| Client onboarding | Yes | Yes | Yes | No |
| Onboarding templates | Yes | Yes | Yes | No |
| End of day | Yes | Yes | By address | No |
| Post-call | Yes | Yes | By address | No |
| Layout | Yes | Yes | Yes | No |
| Commission | Yes | Yes | By address | No |
| Rep levels | Yes | Yes | Yes | No |
| Internal bookings | Yes | Yes | No | No |
| Audit log | Yes | Yes | No | No |
| Tool capabilities | Yes | Yes | No | No |
| Sequences | Yes | Yes | No | No |
| Stack and provisioning | Yes | Yes | No | No |
| Integrations | Yes | Yes | No | No |
| Keys | Yes | Yes | No | No |
| Flows | Yes | Yes | By address | No |
| Recipes | Yes | Yes | By address | No |
| Base44 partner | Yes | Yes | By address | No |
| Embedded apps | Yes | Yes | No | No |
| Billing | Yes | Yes | Yes | No |
| Tools | Yes | Yes | Yes | No |
| Import | Yes | Yes | By address | No |
"By address" means the page is not listed for ops users, but they can open it by its address. Client onboarding, Onboarding templates and Rep levels need the Pro plan. On Basic, opening one takes you to your board with an invitation to upgrade on Billing.
Pages for everyone
Three pages are open to every role. AI agents is where anybody connects their own AI agent; see AI agents. Account is where anybody changes their own password and sees their profile. Owners, admins and ops users also set the workspace name, currency, cash goal and phone country there. Digests lists the recurring answers PYLO sends to Slack or Discord. Everyone sees the ones sent under their own name and can turn them off, and owners, admins and ops users see all of them.
Workspace administration
The rest of Settings changes how the whole workspace works:
- What you sell and what you aim for: Programs, Targets and Rep levels.
- How you are billed: Billing.
- What your team fills in and how they are paid: End of day, Commission and the payment verification card on Tools.
- Where data comes from and goes: Integrations, Keys, Import, Internal bookings, Flows and Embedded apps.
- Changes proposed or made by agents and tools: Plans, Approvals, Layout, API tokens and the Audit log.
- What PYLO builds and sends in the client's own tools: Tool capabilities, Sequences, Stack and provisioning and Recipes.
- Base44 partner, for workspaces measured the way Base44 pays its partners.
Changes on these pages apply to everyone in the workspace, usually straight away. Each page's guide explains what changes elsewhere in PYLO when you save.