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Settings & Integrations

Settings & Integrations

The Settings page is divided into several sections accessible from the sidebar.

Profile

View your name, email, and role. Toggle dark mode to switch between light and dark themes.

Organisation

Admins can update the organisation name and slug. The SSO / IDP section lets you configure SAML/OIDC single sign-on so team members can log in with your identity provider.

Team Members

Invite team members by email. Roles:

  • Admin — Full access including settings.
  • Member — Access to all workspace content but not settings.

Sales roles (SE, AE, SE Manager, etc.) are auto-populated from Okta profile titles and control which manager views are visible. Admins can update them per user.

Integrations

  • Google Calendar — Sync calendar events to enable the Calendar page and Gong intelligence matching. Connect in Settings → Integrations → Google Calendar.
  • Zoom — Connect your Zoom account to pull meeting recordings and transcripts automatically.
  • Slack — Connect your Slack workspace to enable the Slack Monitor and Gong Summary Channel sync. Connect in Settings → Integrations → Slack.

Preferences

Configure your Manager Email for the Weekly SE Digest agent. Every Friday at 4 PM, the agent drafts a weekly activity summary for your SE Manager and places it in the Agent Inbox for review before sending.

AI Prompts (Admin)

Admins can override the default AI system prompts for any agent. Go to Settings → AI Prompts to view and edit the prompt templates used by agents like Meeting Analysis, COM Synthesis, TechQual, State Analysis, and Presales. Changes apply org-wide immediately.

MCP — Connect Claude Code

senSEi runs a Model Context Protocol (MCP) server at sensei.oktademo.app/api/mcp. When you connect Claude Code to this endpoint, your laptop becomes the AI compute layer — all analyses run through the latest Claude models on your machine.

To connect: go to Settings → MCP, generate an API key, then add the server URL and key to your Claude Code MCP settings (~/.claude/settings.json). Full instructions are shown on the page.

Once connected, Claude Code gains 45 tools to read and write your workspace — accounts, opportunities, meetings, contacts, pipeline cards, and the analysis queue.

Agent Automation

The Settings → Agent Automation section controls how the analysis queue drains when you start a Claude Code session.

  • Auto-run on session start — Claude Code checks the queue at session start and runs pending analyses without being asked.
  • Prompt before running — Shows the queue and asks for confirmation first.
  • Max opps per session — Caps how many opportunities are processed per session (1–50).
  • Minimum transcript size — Only queues opportunities with enough transcript content for meaningful analysis.
  • Analyses to run — Choose which types run: COM, Three Whys, State, Presales.
  • Deal stage filter — Restrict automatic analysis to specific stages.

What's New

The What's New section shows all senSEi release notes, newest first. Check here after any update to see what changed.

Gong Summary Channel (Slack Integration)

The Gong Summary Channel integration lets senSEi read Gong call summaries from a Slack channel and index them alongside your deal data for AI context.

How to configure

  1. In Gong, go to Settings → Integrations → Slack and configure Gong to post call summaries to a Slack channel.
  2. In senSEi, go to Settings → Integrations → Slack and connect your Slack workspace.
  3. Open the Gong page in the sidebar. Use the channel picker to select the same Slack channel Gong posts to.
  4. Click Sync Gong from Slack. senSEi reads the last 200 messages, parses the Gong summaries, and indexes them. Future syncs fetch only newer messages.

Public vs. private channels

Both public and private Slack channels work — for private channels, the Slack app must be invited into the channel first. In Slack, open the channel and type /invite @YourSlackApp. Once invited, the channel appears in the search and syncs succeed.

Troubleshooting

  • Channel not appearing in search — For private channels, invite the Slack app first.
  • Sync returns 0 synced — Messages may not match the expected Gong summary format. Append ?debug=1 to inspect raw message content.
  • Auth expired — Reconnect in Settings → Integrations → Slack and re-run the sync.
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