Members
The Members page controls who reaches your project and what they can do inside it. Navigation: Project -> Settings -> Members The page lists every project member with their name, email, role, and join date. Select Add Member to grant access to an existing workspace member, then assign a role. Removing a member revokes their access at once rather than at their next sign-in.Project roles
A role bundles the permissions a member holds everywhere in the project. Assign the narrowest role that still lets someone do their job, since the roles differ less in what they can see than in what they can change.API keys
The API Keys page issues and revokes the credentials that carry programmatic access to the project runtime. Navigation: Project -> Settings -> API Keys
Select Create Key, name it descriptively, and optionally set an expiration date. Each entry shows the key name, a masked prefix, and the date something last used it. The last-used date is the field that matters during an audit, because it identifies keys you can revoke without breaking anything.
Deleting a key revokes it permanently and immediately. Anything still presenting that key stops working, so confirm the last-used date before you delete.
Issue a separate key for each environment and rotate them on a schedule. A single shared key means one compromise forces you to rotate everywhere at once.
Models
The Models page decides which models this project can use and which model serves each platform feature. It carries two tabs: Model Configs sets the pool, and Feature config routes work within that pool. Navigation: Project -> Settings -> ModelsModel Configs
This tab defines the project’s selected models. Selection is an allowlist rather than a preference. Only selected models appear in the project’s model pickers and feature routing, so nothing downstream can reach a model you haven’t selected here. Two counters at the top compare the models you selected with the models your workspace makes eligible. The gap between them tells you how much of the workspace catalog this project deliberately excludes. Each selected model shows its provider, whether the workspace shares it, and a readiness status. A model reports ready once its connection resolves, and a model that stops being ready takes every feature bound to it down with it. Project default. The default applies to this project only and doesn’t change the workspace. Features that don’t carry a tier binding or an override resolve to it, which makes it the fallback for the widest set of operations on the page. Select Add models to bring eligible models into the project, and Save selection to apply the change. Model access rollout. A banner appears while the project still holds references to models outside the selected set. Until you resolve those references, the project can’t move to enforcing selection only. Treat the count in the banner as work remaining before enforcement, not as an error in the current configuration.Feature config
This tab routes individual platform features to models. It exists because a project runs many different operations, and matching each to a model sized for it costs less than sending everything to one capable model. Per-operation routing switches the page between two ways of working. With tier routing, each feature runs on the model bound to its tier, so changing one tier moves every feature on it. Per-operation routing lets features diverge from their tier. Start with tiers and reach for per-operation routing only where a specific feature justifies it, since divergence you set once is easy to forget later.Tier bindings
Four tiers draw from the project’s selected models. The tier names describe the trade the model makes rather than a fixed capability level, so rebind them as your model pool changes.
A tier with no model bound leaves every feature on it unresolved. The page warns you before release when a binding is missing or a connection needs repair, because an unresolved feature fails at runtime rather than falling back silently.
Feature table
Features group by the part of the platform they serve: authoring and diagnosis, live conversation runtime, knowledge processing, conversation insights, evaluation, and ingestion pipelines. Each row carries the feature’s stable key, which is the identifier to use when you discuss routing with support rather than the display name.
Select Why this model? on a row to see the resolution path that produced the result. Select Save feature config to apply changes.
Runtime configuration
The Runtime Configuration page holds the behavioral controls that govern how the project’s agents read input, handle multiple requests in one turn, fill in unstated values, occupy callers during waits, expose their own activity, protect personal data, and bound their own tool use. Navigation: Project -> Settings -> Runtime Config Changes here apply to every agent deployment in the project, so treat this page as project-wide policy rather than per-agent tuning. Each group appears as a collapsible card. Select Save to apply changes, or Reset to defaults to return every setting on the page to its factory value.Extraction pipeline
This section decides how the runtime turns a raw user message into structured field values.Multi-intent recognition
This section handles messages that ask for more than one thing at once. Without it, the runtime acts on the first request it recognizes and the rest of the message goes unanswered.
Multi-intent strategies
Unknown relationship strategies
Learn More
Field inference
This section lets the runtime infer values the user hasn’t stated, which shortens conversations at the cost of occasionally guessing wrong.Currency conversion
This section decides where exchange rates come from when an agent quotes or converts an amount. Agents that never handle money can leave it alone.Reasoning pipeline
The reasoning pipeline runs a lightweight classifier ahead of each reasoning turn so the runtime can route programmatically and narrow the tool set before the main model call.Tool call policy
This section bounds the deterministic CALL actions that tool lifecycle hooks invoke. The limits apply only to those hook-driven calls. Side-effecting target tools still run through the normal confirmation flow, so this section doesn’t weaken confirmation.Streaming safety
This section decides what the runtime does when a safety check fires on a response it has already begun sending. It’s the one safety control where timing matters as much as outcome.Output item analytics
Runtime responses often carry repeated structures such as a list of results. Analytics rows don’t store raw response JSON, so you have to declare anything you want to query later here first. A mapping tells the runtime which array to capture and which scalar fields inside it to record. Mappings are project-scoped and additive, and they only take effect for responses produced after you add them. Declare a dimension before you need it, because you can’t recover a field retrospectively.While the caller waits
This group configures what a caller experiences while the agent thinks or works: spoken filler phrases, background hold audio, or both together. The settings interact, so read the whole group before you change any one part.Filler settings
Fillers are transient status messages the runtime emits while work is in progress. They exist because silence during a long turn reads as a failure, particularly on voice.Background audio
Background audio is looped hold music the voice gateway plays during compute waits. It covers silence without the agent having to say anything.Greeting audio
Greeting clips play as soon as a call connects, ahead of the agent’s first turn. They cover the gap between answer and first response, which is the moment a caller is most likely to think the line is dead.Activity updates
This section sets the visibility policy for what the runtime reveals about its own work. The policy is a ceiling rather than a guarantee, because channels apply only what they support. The exposure settings deserve particular care. Tool, workflow, and agent names describe your internal architecture, and a name that helps an internal user diagnose a problem tells an external user how your system is built.Voice no-input defaults
This section sets what happens when a voice caller goes silent. Silence is ambiguous, since it can mean the caller is thinking, has walked away, or didn’t hear the prompt, and these settings decide how long the agent waits before treating it as a problem.Voice speech recognition
These are project-wide defaults. A channel connection can override them, so check the connection before you conclude the project value is what’s running.PII redaction
This section controls how the runtime handles personally identifiable information in conversations. Baseline credential and secret scrubbing protects logs and read APIs whether or not PII protection is on, so the settings here extend that protection rather than establishing it.Lookup tables
Lookup tables are the reference data the runtime uses to validate field values and perform fuzzy matching during extraction.Project lookup tables defined here are the canonical source for gather validation and fuzzy matching. Agent-local
LOOKUP_TABLES remain available only as an experimental compatibility lane, so build new work on project tables.Data retention
The Data Retention page sets how long evaluation and scoring data stays available to this project. Navigation: Project -> Settings -> Data Retention Retention is a deletion policy rather than a storage preference. Once a window passes, the data is gone and no longer available for trend analysis, so set these values around the longest comparison you expect to run rather than the storage you expect to use.
The Retention Windows section below the summary sets the time-to-live in days for each category. Select Save to apply changes or Reset to restore defaults.
Config variables
The Config Variables page defines key-value pairs that the platform resolves at compile time through{{config.KEY}} syntax.
Navigation: Project -> Settings -> Config Variables
Use config variables for values that several agents share and that change between environments, such as endpoints, feature flags, and persona-specific content. The alternative is repeating the value in each agent, which turns an endpoint change into an audit.
Add a variable
Each variable is one key the platform substitutes wherever your agents reference it. The fields below define the key, its value, and the context a later reader needs. Select Add Variable, then complete the fields.Config variables resolve at compile time rather than at runtime, so a changed value reaches your agents only after recompilation.