Settings
Control, not clutter.
Tune workflows, integrations, and automation rules.
Profile
Personal details
Keep your name, company, and role up to date.
Account
Session & security
Update your password or sign out of the app.
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Automation
AI email task creation
Decide whether Zolli AI should auto-create tasks from actionable emails or ask for approval every time.
Automatically add AI-detected tasks
When enabled, Gmail sync creates AI-detected tasks without showing the approval modal. When disabled, AI asks for permission on every sync that finds new task suggestions.
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Profile & license
Agent profile
License verification
Team permissions
Broker assignment
Primary brokerage
Compliance contacts
Office routing
Integrations
MLS sync
E-sign providers
SMS + email
Notification rules
Deal alerts
Seller updates
Escalation thresholds
AI automation toggles
Auto-summarize threads
Draft disclosures
Auto task follow-up