Settings.

Settings sits at the bottom of the Mosaik sidebar. Owners and admins change settings. Members and viewers read most pages but cannot change them.

The Settings menu has these pages: General, Import & Export, Tracking & Analytics, Connections, Notifications, Currencies, Members, API Keys, Webhooks, and MCP. Import & Export and Connections have their own guides: Import and export and Connections.

General

• Workspace. Set the workspace name and website, and upload the company logo. The logo shows in the header, on the sign-in pages, in browser tabs, and on documents.
• Brand colors. Expand the section to see the colours found on your website. Select one, or enter a hex value or use the colour picker, then save. Primary buttons, sidebar accents, links, and focus rings use it. The default is blue.
• Image generation. Add the key for the image service that Marketing uses for branded images. Without it, agents cannot generate images.
• Company research. Add the key for the research service, and choose the research agent model. The agent uses the new model from its next session. The default is a low-cost model.
• Archived records. Set how many days archived companies, contacts, deals, and finance records stay before deletion. The default is 180 days. Imported finance records can return during a sync.
• Delete mailbox data. Remove every stored email message, thread, and calendar event. Connected accounts and records stay. The mailbox sync can store them again. This cannot be undone.

Tracking and analytics

Website tracking turns a form submission on your website into a contact, with the pages they visited before.

1. Add your website domains under Allowed domains. On any other domain, the script loads and records nothing.
2. Copy the script and paste it into the HTML of every page. If you use a tag manager, follow the tag manager steps on the page.
3. Enter a page address in Page to check and verify it. The result says whether the tag is found and working.
4. Watch Traffic sources fill with page views and sources.

Tracking rules set the cookie lifetime, secure cookies, subdomain limits, and whether to honour Do Not Track. Pause tracking stops recording within five minutes. Rotate site ID stops an old copy of the script. Paste the new tag after you rotate.

To add live chat, paste the chat widget tag after the tracking tag. A floating launcher opens a chat. Each visitor conversation becomes a chat thread in the Inbox. A visitor email matches an existing contact or creates one.

Notifications

The bell in the header shows your notifications. Events include a deal assigned to you, a signature completed, an agent run finished, a report sent or failed, a task assigned or due, and a contact email sent by another person.

On this page:

• Switch on Email alerts to get an email when a scheduled report fails.
• Set Report history: how long sent report details stay, 30, 90, 180, or 365 days. The default is 180 days. Owners and admins open View changes to see who changed it and when.

Currencies

Choose the reporting currency for pipeline totals and charts. Each deal keeps its own amount and currency, and converts to the reporting currency at a frozen rate. The page fetches exchange rates, and you can refresh them. Add a manual rate for a currency to override the fetched rate. A changed reporting currency converts every deal again. A deal without a rate is left out of totals, and the totals say how many.

The supported currencies are USD, EUR, JPY, GBP, CNY, AUD, CAD, CHF, HKD, SGD, and ZAR.

Members

Invite members by email and set their roles:

Remove a member to end their access at once.

Allowed sign-in

The Allowed sign-in accordion controls who can create an account without an invitation.

1. Add email domains, such as example.com, or exact email addresses.
2. Switch on Allow sign-up. The switch stays off until the list has one entry.

When sign-up is on, the sign-in page shows Create an account for allowed addresses. Invited people can always join. The workspace uses email and password sign-in. There is no single sign-on.

API keys

Settings → API keys holds your personal API keys.

1. Select New API key in the page header.
2. Copy the key and store it safely.
3. Revoke a key when you no longer use it.

A key acts as you, with your role. See the API overview.

Webhooks

Webhooks send events, such as record.created, to your own endpoint as signed requests.

1. Select New endpoint in the endpoints card.
2. Enter the URL and choose the events.
3. Copy the signing secret. It shows one time only.

Each endpoint shows its events, an enabled switch, and its newest deliveries with status and attempts. Rotating the secret shows the new secret one time. The Failures card lists events that were not queued, with the reason. Only owners and admins change endpoints.

MCP

Connect an AI client to your workspace over the Model Context Protocol. The page lists the endpoint and the tools. See MCP server.

Open it in your workspace

Open https://<your-portal>.example.com/<workspace>/settings to configure your workspace.