# Settings
Settings is accessed from the **gear icon** at the bottom of the left sidebar. It's where admins configure how Sift works for the entire organization — from platform integrations and AI behavior to queues, workflows, and moderation rules. Regular team members can access their own account preferences and help documentation.
The page uses a sidebar menu on the left, organized into collapsible categories. Click any item to open its configuration page on the right.
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#### Organization (Admin only)
Configuration for your workspace identity, connected platforms, and org-wide defaults.
* **Organization** — View and edit your org name, logo, and manage team members. Switch between organizations if you belong to more than one.
* **Integrations** — Connect and manage third-party platforms (Discord, Slack, X, Instagram, Facebook, WhatsApp, Reddit, Telegram, TikTok, YouTube, LinkedIn, etc.). View connection status and configure platform-specific settings.
* **Notifications** — Connect Sift to Slack so your team receives notifications about important events directly in your Slack workspace.
* **Org Preferences** — Set your organization timezone, enable URL shortening, configure default dashboard themes, enable AI-assisted replies with custom guidance, and manage API keys.
#### AI (Admin only)
Control how Sift's AI understands your brand and responds to customers.
* **Sift AI Context** — Define your brand identity, tone of voice, and customer profile so the AI understands your business. Configure auto-close strategies to let AI automatically close irrelevant or non-actionable conversations.
* **Auto-Reply Bots** — Build automated reply bots using a visual builder. Create multiple bots, set their priority order with drag-to-reorder, and define conversation flows powered by your knowledge base.
* **AI Responses** — Manage the knowledge base contexts and saved responses that AI references when generating replies. Two tabs: Context Management (upload documents and data sources) and AI Response Context Selection (choose which context powers automated replies).
#### Automation (Admin only)
Workflows, queues, and rules that power your team's day-to-day operations.
* **Roles** — Create and manage team roles with granular permissions. Use preset templates or build custom roles from scratch. Assign roles to team members to control what they can access.
* **Queues** — Create message queues to organize how customer inquiries are routed and prioritized. Link queues to roles so the right team members see the right work.
* **Workflows** — Design automation workflows with a visual builder and define triggers (events that kick them off). Drag-to-reorder sets workflow priority.
* **Saved Responses** — Build a library of reusable response templates — shared across the org or personal to each agent. Search, filter, and insert them into replies with one click.
* **Action Rules** — Configure support automation, post-conversation CSAT/feedback surveys, and custom forms for data collection.
#### Content Management (Admin only)
Organize and classify your content with tags, scoring rubrics, moderation rules, and custom data fields.
* **Tag Groups** — Create and organize tags into groups for categorizing conversations. Add descriptions and keywords to each tag, and enable AI auto-tagging to have Sift apply them automatically.
* **Rubrics** — Define QA evaluation criteria for scoring the quality of customer support interactions. Create, duplicate, or customize rubrics to match your team's standards.
* **Moderation Rules** — Configure AI-powered spam and content moderation. Enable stock spam detection (built-in rules) and AI spam detection (ML-based), set confidence thresholds, add safe/spam keywords, and test the classifier with sample messages.
* **Custom Fields** — Extend Sift's data model with organization-specific fields for Actions (tickets), Users (customer profiles), and Agents (team members).
#### Account & Help (All users)
Personal settings and reference documentation available to every team member.
* **Account** — Manage your personal profile, email, and security settings.
* **Agent Identities** — Link your Sift account to your platform-specific usernames (e.g., Discord handle, X username) so Sift can associate your activity across platforms.
* **Notifications & Identity** — Configure your personal notification preferences.
* **Preferences** — Set your UI language (English, Spanish, French), text size, and create a custom message signature with agent name placeholders.
* **Help** — Reference documentation including keyboard shortcuts, metrics definitions, query syntax guide, and API documentation.
