Settings & administration

Account

Name, email, password and personal timezone. If you belong to more than one workspace, switch between them here.

Team and roles

Invite colleagues to the workspace. Owner and Admin manage settings, providers, exports and automation; Member works with leads, clients and the inbox.

Company

The verified facts the AI uses. Keep them accurate; the AI never uses anything else about your company.

Appearance

Choose the workspace template:

• Classic: clean and quiet.
• Bauhaus Mix: Bauhaus geometry with graffiti, mixed-media and pop-art touches.
• Neo: futuristic glass over a slow aurora with cyan and violet light and subtle motion.

The template applies to everyone in the workspace. Light and dark mode are personal to each device.

Messaging

Default channel, AI mode (Manual, Copilot, Autopilot), working hours, follow-up days, messages per hour/day and minimum spacing.

Automation

The browser extension (on/off, pairing, paired devices) and the Services list showing what the CNEX AI team has activated for your workspace: discovery and enrichment, the AI agent, the extension and Meta. Technical settings (provider keys, Actors, job limits) are not part of the workspace; they are managed by CNEX AI.

Social accounts

Meta connections and their status.

Audit log

Every important action (logins, settings changes, sends, deletions, AI decisions) with who, when and from where.

Security in brief

• Each workspace is isolated; nobody outside it can see its data.
• Provider tokens and AI keys are encrypted at rest.
• Sessions are stored as hashes; sign-in is rate limited.
• Webhooks from Meta are signature-checked.
• Uploaded files are stored outside the web root and served only to members.
• Do-not-contact and opt-out are enforced by the server, not just the interface.