General - organization name, website, timezone, industry.
Branding - logo upload and primary color.
White-label (Pro and Agency) - your logo and colours on the client portal and portal emails. The client portal itself is on every plan.
Connections - Smartlead API key (guide) and Make.com webhooks (guide).
Corty Core - agency-wide AI guidelines that apply across all workspaces: language rules, forbidden words, preferred CTA styles, industry knowledge. Corty Core is versioned, so every change is traceable.
Notifications - per-user email notifications, including instant HOT lead alerts.
Plan - your current plan, feature availability, and upgrades.
API (every plan, including the trial) - API keys and webhook secrets. Full API reference: docs.saleslobe.com.