Walkthrough · Page 7 of 7

Settings

Five tabs that control where emails go, who gets Telegram messages, which integrations are connected, and what intake channels are active. Most of these you set once and never touch again.

The five tabs

Health

A live status check of the platform. Shows whether the server, the database, and the n8n workflow engine are all responding. Green means everything is up. If you ever see a red indicator, this is the first place to check.

Email routing

The most important setting in this whole page. Controls whether client emails go to the actual client or to a test inbox. Read the section below before changing this.

The numeric chat ID for the Telegram conversation where worker notifications are sent. Change this if you want notifications to go to a different chat or group.

API keys

Shows which integrations are configured: Gemini, Gmail, Telegram, Slack, and Google Sheets. You can see whether each one is active, but the actual secret values are never shown here.

Sources

Which intake channels are currently active: the dashboard form, the Google Sheet watcher, and the n8n workflow. Also shows the link to the intake sheet so you can open it directly.

Email routing: the most important toggle

When the platform was first set up, email routing was put into dev mode. That means every client email goes to a safe test inbox instead of the real client address. This is intentional: it stops you from accidentally emailing real clients while you are testing, demoing, or checking that the form works.

When you are ready to go live, you flip it to production mode. From that point, emails go to whatever address was entered in the form.

Dev mode (default)

All client emails are redirected to your test inbox, regardless of what email address was entered. Safe for demos and testing.

Production mode

Client emails go to the actual email address in the form. Use this when you are placing real workers with real clients.

Be careful when switching to production

Once you are in production mode, every placement you submit sends a real email to a real client. Make sure you only switch when you are ready to go live. If you are still testing, stay in dev mode.

How to flip from dev to production

1
Open Settings
Click Settings in the sidebar.
2
Go to the Email routing tab
It is the second tab across the top of the Settings page.
3
Switch the mode to Production
Click the toggle or select Production from the dropdown. The UI will show you the current mode clearly.
4
Confirm
The page saves the change immediately. No separate save button is needed.
5
Test with a real placement
Submit one placement with a known address to confirm the email arrives. Check the Activity log to see the delivery status.

API keys and rotating them

The API keys tab shows you which integrations are connected. A green indicator means the key is configured and the connection is working. The actual key values are hidden for security.

If you ever need to rotate a key (because it was exposed, or because a service asked you to refresh it), that is an admin task: the key gets updated in the server configuration file and the platform restarts. You do not do this from the dashboard. Ask whoever manages the server.

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