Mailboxes
🧪 Autonomy test lead
An address you own. Its mail runs the
real pipeline — classification, deals, the chain — as a genuine prospect, but every deal is
badged TEST, kept out of your numbers, and every alert prefixed [TEST]. Never test on a
live client.
| Display name | Connector | Status | |||
|---|---|---|---|---|---|
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Departments
| Name | Type | Status | |
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Users
| Name | Role | Status | ||
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Access Permissions
Grant a capability to a role, a department, or one specific person — without changing their
role. This controls what shows up in the /home dashboard tabs immediately, no restart
needed. A role already gets everything its tier normally does; use this to give someone
more than their role alone would, or a whole department a shared capability.
| Who | Type | Capability | |
|---|---|---|---|
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Data Scope (advanced)
How much data someone can SEE within a capability they have — their own records only, their
whole department's, or the entire tenant. Directors/admins always see everything; this is for
narrowing staff/managers below that. Leave unset to keep today's behaviour (tenant-wide).
| Who | Type | Can see | |
|---|---|---|---|
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Spam & Threat Protection
Define explicit, enterprise-grade rules for what constitutes noise, spam, or phishing within this tenant. The engine evaluates these directives before applying global baseline heuristics.
💬 Website Chat
Put Crystal on your own website so visitors can talk to her — the same Crystal who handles
your email and WhatsApp, with the same customer-safe limits. She answers from your website,
your pricelist and your stock, never your costs or margins, and she says she is an AI.
Comma-separated. The chat only works on these addresses — if this is empty the
chat will not appear anywhere, which is deliberate: it stops an unfinished setup
becoming an open, billable endpoint for the whole internet. Include both the www and
non-www forms.
After this she asks for their details and hands to a person.
Every visitor who gives details becomes a contact in your CRM.
Abuse brake. Each conversation costs AI time.
Your install code
Paste this once into your website, just before the closing
</body> tag.
WordPress: Appearance → Theme File Editor → footer.php, or any
"header & footer scripts" plugin, or a Custom HTML block. Nothing else to install.
No install code generated yet.
Generating again replaces the old code — any site still using the previous
one stops working. Use that if the code ends up somewhere it should not be.
🌐 Website Knowledge
Crystal reads your own website so she can answer "what do you offer?" and hand customers a
real page link. She syncs once a day; the URL is worked out from your letterhead, your
branding domain, or your staff email domain — you only fill the override in if it is
somewhere else.
What she carries into every conversation
The compacted briefing, rebuilt on each sync. This is injected into every chat, email and
WhatsApp turn — the full pages below are only read when she needs the detail.
—
Cached pages
| Page | URL | Size | Synced | |
|---|---|---|---|---|
| — | ||||
Integrations & API Keys
WhatsApp (Meta Cloud API)
This tenant's own number/WABA/token. Secrets show masked — leave a masked field unchanged to keep it.
SMS (MyMobileAPI — fallback channel)
Payfast (your own merchant)
Each tenant uses its own Payfast account; secrets are never shown back — leave blank to keep the current value.
Tenant Settings
General
Days back the daily digest reports on. Leave blank to use the global platform default.
Popup/mobile reminder lead time for meetings Crystal schedules. Leave blank to use the global platform default. Users can override this individually in their profile.
Exchange / EWS
Default server for EWS mailboxes in this tenant.
Microsoft 365
Your Microsoft 365 directory (tenant) ID.
Branding
✉️ What Crystal may do on email
On an email thread she can always reply to whoever wrote in. Sending to
someone else — "email Robert about the book-in fee" — is different, and used to be
blocked outright: she would draft it and, worse, sometimes say she had sent it.
With this on, an instruction from a staff address is treated as the authority it is.
A customer emailing in can never trigger a send either way, and issuing invoices,
paying suppliers or raising POs stay blocked on email regardless.
✨ Crystal's Identity
What she calls herself with your team and your
customers — used in every reply she writes, her email signature, and the chat and voice-call
screens. Select her user account profile and primary operational mailbox above. Saves take
effect on her next reply — nothing restarts.
🤖 AI Intelligence Context
This text is injected into every Gemini prompt so it understands your business context. Be specific about who is a customer vs. a supplier to eliminate false positive lead classifications.
↺ Re-Analysis
Re-analysis re-runs Gemini on every stored email using the current business description and department context — no mail is re-fetched from Exchange.
Run this after saving a new business description to reclassify existing records. Records without a stored body are skipped automatically.
Re-classifies every email this tenant has stored. May take several minutes for large inboxes.
Brand Backgrounds
Upload images your staff can select as their dashboard background. JPG, PNG and WebP supported — max 8 MB each.
Upload New Background
🧾 Invoice & Quote Letterhead
All settings below drive the generated PDFs for your tenant.
Company identity
Colours
Logos & badges
Offices
Directors (one per line)
Banking details
Quote terms & numbering
🏷 Pricelists
Upload pricelist (Excel .xlsx)
The supplier label is stored as the item's brand. Re-uploading updates existing items by brand + SKU. Zero-priced rows are skipped. A summary appears after upload.
| Brand | SKU | Item | Price | Cur | |
|---|---|---|---|---|---|
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💰 Quoting Rules
Write your pricing rules — in plain English
Say what you add and to what, any minimum margin, how you round, and what happens to
everything you haven't specifically mentioned. If anything is unclear we'll ask rather than guess —
nothing goes live until you've seen worked examples and approved them.
Rules currently pricing your quotes
| # | Rule | Applies to | Price | Limits |
|---|---|---|---|---|
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Test a price
This is the exact calculation Crystal runs — what you see here is what a customer would be told.
Version history
| Version | Status | Rules | Updated | |
|---|---|---|---|---|
| — | ||||
🛠 Services & Prices
| Service | Price | Unit | Status | |
|---|---|---|---|---|
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What have we charged before?
Searches your real invoicing history — the same search Crystal runs before she answers a pricing question.
🙈 What Crystal Ignores
Crystal reads everything that arrives at a mailbox you've switched her on for, and decides
herself what to do with it — answer it, ask you first, or let the person know it's been seen
and hand it to someone. These rules are the only thing that makes her say nothing at all.
The Our own mailboxes rule is a safety rule, not a preference: our system emails these same mailboxes (daily digests, alerts about new clients), and every reply she sent would arrive as new mail for her to reply to. Removing it starts a loop that doesn't stop.
The Our own mailboxes rule is a safety rule, not a preference: our system emails these same mailboxes (daily digests, alerts about new clients), and every reply she sent would arrive as new mail for her to reply to. Removing it starts a loop that doesn't stop.
| Rule | Why | Ignored | On | |
|---|---|---|---|---|
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The kinds of mail she recognises
This is her vocabulary for sorting what arrives. When mail keeps turning up that doesn't fit
any of these, she'll propose a new one — you confirm it before she starts using it.
She never confirms her own.
| Kind of mail | What it means | Where from | |
|---|---|---|---|
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🙋 She's Asking
Crystal can change her own settings in the safe direction on her own — ignoring a
newsletter, taking work off her own plate, telling one more person about something.
Anything that gives her more reach comes here first, unless you asked for it
yourself in conversation. This is also the record of everything she has changed.
| What she wants | Why | Asked by | Kind | |
|---|---|---|---|---|
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🔔 Alert Defaults
The channels a new person is reached on for each kind of alert. Everyone can
change their own in My Account → Alerts, and what you set here does not touch
anyone who already has. Switching an event off stops it for the whole
organisation. The in-app 🔔 feed always keeps the record either way.
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📣 Who She Reports To
By default Crystal reports to the owner of the mailbox the email arrived at — set
on each mailbox, so nobody has to keep a list up to date. Add a rule below only where
that isn't right: send supplier accounts to whoever does the books, complaints to whoever
owns them.
Without any rules she falls back to every admin and director, which is fine for three people and a broadcast for twenty-five.
Without any rules she falls back to every admin and director, which is fine for three people and a broadcast for twenty-five.
An email always goes out, so there's a record and nothing is lost. WhatsApp/SMS is kept
for the things where someone is already waiting on us: a reply that failed to send, a
crash, a payment waiting on a signature, or her asking whether to take a lead.
| When | Tell | Note | On | |
|---|---|---|---|---|
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Try it
Nothing is sent — this just answers "if that happened now, who would hear about it?"
Mailbox owners — the default
| Mailbox | Reports to |
|---|
🤝 Sales Autonomy
This is the chain a sale runs through, in order. For each step choose how far Crystal may go:
Off — a person does it. Propose — she prepares it and a person approves.
Auto — she does it herself. Everything starts Off; turn a step on once you've
watched her do it on Propose for a while. Releasing money can never be automatic.
| # | Step | What Crystal would do | How far she may go |
|---|---|---|---|
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Supplier capabilities
Whether we collect or let the supplier deliver. If they deliver free and still meet what
the customer was told, that saves dispatching the driver — but only a profile you've
confirmed is used to make that call automatically.
| Supplier | Delivers | Lead | Cut-off | Confirmed |
|---|---|---|---|---|
| — | ||||
📄 Document Templates
Templates
Editor
Merge Fields
📑 Generated Quotes
| Quote # | Customer | Total | Source | Created | |
|---|---|---|---|---|---|
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📞 Crystal Usage
| User | Channels | Sessions | Messages | First used | Last used | |
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