Settings Overview

The Settings tab is where your organization configures everything that powers the rest of Sift - from connecting your social and support platforms, to teaching the AI about your brand, to building the automations and workflows that route, classify, and respond to incoming content.

Settings are organized into focused categories so admins can find the right control quickly, and individual team members can manage their own preferences without having to navigate the workspace-wide configuration. What you see depends on your role: admins see organization-wide settings, while every user has access to their personal account and help references

How the page is laid out

Settings uses a two-pane layout:

• Left sidebar - A grouped, collapsible navigation menu organized by category. Click a category header to expand or collapse the items below it; your collapse state is remembered between sessions.

• Right pane - The settings page you've selected. Each item in the sidebar opens its dedicated configuration screen, and pages with deeper sub-sections (such as Workflows or Integrations) have their own internal navigation inside the right pane.

Categories at a glance

Organization (Admin only)

Organization-level controls for the workspace itself -who is in it, what's connected to it, and how it appears.

• Organization - Org profile, branding, and identifying details.

• Integrations - Connect and manage every platform Sift listens to or replies on (X, Instagram, Facebook, WhatsApp, Discord, TikTok, YouTube, LinkedIn, Threads, Telegram, App Store, Google Play, and others), as well as CRM and support-tool integrations.

• Integration Health - Monitor the connection status and credential health of each connected integration so expired tokens or disconnected accounts don't go unnoticed.

• Notifications - Workspace-level notification routing.

• Org Preferences - Defaults that apply to the entire workspace.

• Invite Users - Invite teammates into the workspace and assign their roles.

AI (Admin only)

The AI category controls how Sift's intelligence layer represents your brand and acts on your behalf.

• Sift AI Context - Teach the AI about your brand, tone of voice, products, and any context it needs to understand the content it processes.

• Auto-Reply Bots - Configure the AI bots that draft or send responses on your behalf.

• MCP Connections - Manage Model Context Protocol connections that extend the AI with external tools and data sources.

Automation (Admin / Managers)

The mechanics of how work flows through Sift — who handles it, in what order, and under what rules.

• Roles - Define and manage permission roles for your team.

• Queues - The queues that group and route incoming actions to the right teams.

• Agent Identities - The identities agents use when responding on each connected platform.

• Workflows - Visual builder for the automations that classify, assign, tag, and respond to incoming content.

• Saved Responses - Reusable reply templates available to the team.

• Action Rules - Rule-based logic that decides what happens to actions based on their attributes.

Content Management (Admin only)

Configuration for the structure your team applies to content - how it's classified, evaluated, and moderated.

• Tag Groups - Define and organize the tags applied to records and actions.

• Rubrics - Custom evaluation rubrics used by AI quality scoring.

• Moderation Rules - Rules that catch spam, scams, and other unwanted content automatically.

• Custom Fields - Add fields to records, actions, or user profiles to capture data specific to your operation.

• Forms - Configure custom forms for capturing structured input.

• Taxonomy - Browse and edit the AI-generated topic taxonomy that powers Analytics.

Account & Help (All users)

Personal preferences and reference documentation. Every user sees this category, regardless of role.

• Account - Your profile and personal account settings.

• My Notifications - Personal notification preferences and channels.

• Preferences - Theme, language, and other personal app preferences.

• Keyboard - Reference for keyboard shortcuts available across the app.

• Metrics - Reference documentation explaining how Sift's metrics are computed.

• Query Syntax - Reference for the query syntax used in search and filters.

• API - Reference for the Sift API.

Permissions and what you'll see

The settings available to you depend on your role:

• Admins see Organization, AI, Automation, and Content Management in addition to Account & Help.

• Managers and Super Admins see additional Automation items such as Roles, Queues, and Agent Identities.

• All users see Account & Help.

• Some items are gated by feature flags and only appear when the underlying feature is enabled for your workspace (e.g. AI Responses, Forms).

If you don't see a setting referenced elsewhere in the docs, it's likely either gated to a higher role or not enabled for your workspace - contact your organization admin if you believe you should have access.