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Agent Settings

Configure preferences, privacy, and compliance options

Preferences

Auto-Run Analysis
Automatically run market analysis on property lookup
Email Notifications
Get notified when agent tasks complete
Dark Mode
Use dark theme for agent interfaces

Redaction & Privacy

Auto-Redact PII
Automatically remove personal info from outputs
Mask Phone Numbers
Hide phone numbers in agent outputs
Anonymize Owner Names
Replace names with IDs in reports

Consent & Compliance

Require Explicit Consent
Block outreach without verified consent
Two-Step Approval
Require manager approval for bulk outreach
Audit Logging
Keep detailed logs of all agent actions

Rate Limits

100
Queries / Hour
500
Outreach / Day
85%
Current Usage
You're approaching your daily outreach limit. Upgrade for higher limits.
Universal CRM
Sovereign • Directory‑Bound • Portable
Active
Citizen CRM
Your personal workspace. Always yours.
Active
Inbox People Pipeline
Company CRM
Company‑wide CRM for your business.
Directory
Open Company CRM
Work Bridge
Link your Citizen CRM to a company (Directory only).
Disconnected
Connect to Company