SiftDocs
Configure

Configure

Configure is the admin layer of Sift: organization settings, user and role management, queues, tags, workflows, and all the controls that shape how conversations are routed and handled.

At a glance

Manage org identity and members✅
Role-based access control✅
Queue setup and routing✅
Tag management✅
Custom statuses and fields✅
Saved responses and automation✅
Moderation and blocked users✅
CSAT and feedback✅

What's in here

Find a setting

Use the same groups as Settings in the app:

If you need to manage...Open
Users, roles, integrations, audit history, org preferences, or API accessOrganization
Business context, voice and reply rules, knowledge, triage, or MCPAI
Queues, workflows, macros, statuses, action management, or CSATAutomation
Tags, channels, custom fields, rubrics, moderation, forms, or blocked usersContent Management
Your account, notifications, preferences, or Help & DocsAccount & Help

Who uses this

Admins. Agents and managers read and act on conversations - admins configure the rules, routing, and access controls that govern how everything works.

On this page