Settings
The Settings section is where you configure how Hydra works for your workspace. It's a grid of tiles — each tile is one configuration surface, and most have a dedicated help article that goes deeper than this overview.
This page is a map. Use it to find the right tile, then jump to its article.
Where to find Settings
Click the Settings entry at the bottom of the left sidebar. Only Owners and Admins see Settings; Members see a reduced subset relevant to their role (mostly Profile + Notifications).
The tiles
| Tile | What it controls | Article |
|---|---|---|
| Profile | Your name, avatar, login email, password, and 2FA. | — |
| Billing | Plan, payment method, invoices, ownership transfer. | Billing, trials, and subscriptions |
| Company Profile | Tenant business description, classification, ICP, and onboarding regeneration. | Ideal customer profile (ICP) |
| Branding | Brand color used in dashboard accents and the customer portal. | — |
| Bots (under the Support sidebar group, not Settings) | Persona, behaviors, directives, knowledge bindings, widget bindings. | Bots — Persona, Behaviors, and Directives |
| Knowledge sources | URL crawls, pasted text, JSON Schema, OpenAPI specs powering bot RAG. | Knowledge base |
| Custom Fields | Add fields to Tickets, Contacts, Accounts, and Opportunities. | — |
| Routing | Map widgets to channels. | Team — Members, Roles & Channels |
| Inbound Adapters | External webhooks that fire your deployed Flows. | — |
| API Access | Mint and revoke MCP / REST API keys, view per-key usage. | API Keys |
| Webhooks | Subscribe an HTTPS endpoint to Hydra events. | Webhooks |
| Email Domains | Verify your own domain for outbound email channels. | Custom email domains |
| Business Hours | Weekly schedule + holidays. | Business hours and holidays |
| SLA Policies | First-response and resolution targets, per channel or tenant default. | SLAs |
| CSAT Survey | One-question post-resolution rating + free-text comment. | CSAT post-resolution survey |
| Notifications | Per-event-type delivery prefs (in-app bell + email). | Notifications |
| Canned Responses | Saved reply snippets the inbox composer can drop in. | Canned responses |
| Security & 2FA | Password rotation, two-factor authentication. | — |
| Privacy | Data-export shape, retention windows. | Data export |
| Sandbox | Safe environment for testing AI-generated config before publishing live. | — |
| Integrations | Connect Jira and ClickUp so flow actions can create issues / tasks. | — |
Team and Channels
Team management (members, roles, invitations) and Channels (named queues, routing, bot co-pilot) live under the Team entry in the left sidebar — not under Settings. See Team — Members, Roles & Channels for invites, role changes, channel creation, and routing.
Sandbox
The Sandbox is a safe environment for testing AI-generated configuration changes before they go live. Your live configuration and your sandbox configuration are separate. Changes made in the sandbox (via the AI admin chat or onboarding) don't affect your live dashboard until you explicitly publish them.
Use View Changes to see a side-by-side diff of live vs sandbox config. Click Publish to apply.
You can re-run onboarding at any time from the Sandbox page to regenerate your configuration from scratch — this only affects the sandbox copy and won't break anything live.
Integrations
Connect external tools to unlock additional Flow actions.
Jira
Enter your Jira base URL, email, and API token. Once connected, the Create Jira Issue action becomes available in Flows.
ClickUp
Enter your ClickUp API token and List ID. Once connected, the Create ClickUp Task action becomes available in Flows.
Credentials are stored encrypted per tenant and never exposed in the UI after saving.