Settings
At a glance
| Location | Bottom of sidebar → Gear icon |
| Plan | All plans, including the free tier |
| Related features | 10 |
Settings is the configuration hub for your Spun workspace, arranged in five sections down the left side (on a phone: a list of pages, then one page with a back arrow). Some pages are admin-only. A team member can change only their own pages (General, Notifications, Menu & Features, Plan & Usage, the WhatsApp Message History preference and their own Gmail connection); the pages that configure the organization itself (Security & Sessions, Storage, SMS, Phone Calls, the sync and AI pages, Safety, SLA, Shabbat, the line's Proxy, Health and Business, the organization's email sender and SMS provider) are for managers only, on the server as well as on screen.
Account
- General - Interface language, date format, profile details, and your organization's Data region (for example Europe or United States), which is where your organization's data is stored. When more than one region is available, "Test speed" compares response time to each; if another region answers faster, a manager can press "Request move to" that region, which the Spun team reviews and schedules while the inbox stays available. The Daily Summary section lives here too.
- Notifications - Browser, mobile, and email notification preferences per event type, and a switch that stops pipeline automations from notifying you on WhatsApp whatever the automation itself asks for. Task notifications can also go out by WhatsApp or SMS; the WhatsApp rows, including that pipeline switch, appear only once the WhatsApp Channel extension is installed, and without it the card offers SMS only.
- Menu & Features - Simple/Power/Custom mode, per-feature on/off toggles grouped the same way as Spun Tools (features that come from an extension are listed once it is installed), which features are pinned to the sidebar (up to six, with the pinned list shown; trying to pin a seventh tells you to unpin one first), the "Show labels under sidebar icons" switch, drag-to-reorder, Momentum widget toggles, and Goals settings when Goals is installed.
- Presentation Mode - Fake names and blurred media for demos and recordings, with the keyboard shortcut that turns it on and off from anywhere in the app.
- Plan & Usage - Visible to all roles on the web (the page does not appear in the iOS and Android apps): current plan, AI token usage meter with reset countdown, burn rate and projection, by-feature usage breakdown with manage links (helper steps such as the grammar fix that cleans up a transcript are counted under the feature that triggered them, for example Auto Transcribe; a row made of several steps has an arrow that expands it to show each step's tokens), recent-periods chart. Admin-only within the page: upgrade/downgrade, billing history, payment methods, coupon codes, token pack purchases.
- Security & Sessions - Active session management and force logout.
- Storage - Storage usage breakdown, cleanup, pause/resume syncing, and "Auto-download videos": leave it on and arriving videos are downloaded and kept as usual; turn it off and each video waits in the chat as a thumbnail with "Tap to load video", is saved only when somebody opens it, and can be loaded for a limited time. It only affects what Spun keeps: videos never use your own internet connection. The same choice is also offered on the Self Proxy card.
WhatsApp - Message History (sync/backfill), Connection & Proxy, Health (connection status, QR code, reconnect, Change Channel, Self Proxy, sending health and the line's sending preferences), and Business (business profile).
Integrations
- Email - Connect Gmail so you can email contacts from your own address, set how long "Undo send" stays available after a send (or turn it off), and add a signature for each connected address. The same page holds the organization's Custom email sender (your own SendGrid or Mailgun account) used for task emails. The connections are independent: connecting one does not connect the other, and only the owner of a mailbox can disconnect it.
- SMS - SMS sending and receiving. An organization can send through a shared Spun number once the Acceptable Use Policy is accepted, or connect its own provider account for a dedicated number.
- Phone Calls - VoIP provider config, caller ID, recording settings (with the Phone Calls extension).
- Google Calendar & Meet - Google Calendar and Meet integration.
- Google Sheets - Sync/export inbox data to Google Sheets.
- CRM Sync - HubSpot integration (OAuth connect, field mapping, sync direction; with the CRM Sync extension).
- File Sync - Media backup toggle, file type selection, storage usage (with the File Sync extension).
- Facebook Lead Ads - Facebook Lead Ads integration (with the extension).
- Developer - Developer tools and API access.
AI
- AI - AI model preferences, system prompts, token usage dashboard, and the AI Compose summary style. The AI Features list shows every AI capability the org has, even ones with no toggle here: Contact Summaries (hourly background contact memory notes, toggleable) sits alongside informational rows for AI Intent and AI Auto-Labeling, which link out to Automations and the Labels manager where their real controls live.
- AI Assistant (MCP) - Connect external AI apps to the inbox via MCP, manage connected apps and the general REST API and integration credentials. Connected AI reads (one read = one tool call that reads data) are included in each plan: Starter includes 2,000 reads per billing period, Pro and Max include Connected AI with no cap, and the trial includes 300 reads for the whole trial. Reads never use AI credit. Housekeeping calls (permissions, usage summary, business overview, delivery status) never count and keep working even while reads are paused; a failed call never counts either; calls that change data follow their own rules. The first time a Starter organization reaches its allowance, reads keep working for a one-time 7-day grace period (once per organization, never renewed); after the grace has been used, reaching the allowance pauses reads at once with a plan_limit_reached answer that names the Connected AI add-on ($25 a month) and the date the allowance starts again. Managers are emailed when the allowance is reached ("Your Connected AI reads have reached your plan limit. You have a 7-day grace period before reads pause, or you can add Connected AI for $25 a month.") and again two days before the grace ends; both follow the budget alerts setting. The add-on is bought on Settings → Plan & Usage, or move to Pro or Max. The panel's tool usage section shows this period's read count against the allowance, and a connected AI can ask get_usage_summary for the same numbers plus the state (allowance, grace, paused, included or addon), the grace end and the reset date. Reading a prepared chat digest answer (get_chat_summary) is one read however many messages it covers. A connected AI whose key can read both contacts and groups also sees who sent each WhatsApp group message (the member's number and matching contact name, or "hidden" when WhatsApp hides the number, plus a stable per-organization key for a hidden member so the AI can group that member's messages without ever seeing WhatsApp's internal id), the same attribution Weave uses; the organization's AI privacy level for Weave, when set to full, withholds the numbers there too, and a key without contact or group access gets the messages without it. A key that can read conversations, contacts and groups can also call get_staff_activity for per-employee group activity and response times over up to 92 days (counts only, never message text), with the numbers shown or withheld by the same privacy level. Linking a hidden member to a contact once in Spun puts that contact's name on the member's messages for the connected AI too, past messages included. Step-by-step help is the guide Connect ChatGPT, Claude or another AI assistant to Spun (docs.spun.com/guides/connect-ai-assistants-mcp).
- Voices - TTS voice selection for translation rooms and voice features.
- Safety & Privacy - PII redaction presets (Maximum/Balanced/Full AI), cross-org connection toggles, data export, account deletion, the admin-only meeting recording policy for the whole organization, and outbound report toggles such as whether pipeline activity is included in the daily summary.
Team
- Response Targets - First-response SLA policy: target minutes, business-hours gating (shared with Auto Reply's schedule), warn-at threshold, assignee/team notification list.
- Shabbat & Holidays - With the Shabbat & Holidays extension installed, a manager switches Shabbat and holiday awareness on or off for the organization and picks the Israel or diaspora calendar.
- Daily Summary - A link to the Daily Summary section in General.
Pages that only make sense with WhatsApp (WhatsApp, Google Sheets, Phone Calls, AI Assistant (MCP) and Response Targets) appear once the WhatsApp Channel extension is installed. Not in Settings any more: Digests and AI Logs are Spun Tools workspaces under Insights, and Lead Games is under Grow. Ctrl/Cmd+K opens a search over every tool and every Settings page.
The organization's timezone is the Timezone row in Settings > General. A new account starts on the zone of its sign-up device or country; the row shows the current zone with its UTC offset and where it came from (from your sign-up country, set here, or the old default when nobody set it yet). Managers pick another zone from a searchable list grouped by region; everyone else sees the value only. It decides digest schedules, the daily summary, the staff, group and Google Sheets reports and the times connected AI apps see, for everyone in the account. Each feature that runs on a clock also has its own Timezone field: Auto Reply business hours (which Response Targets also uses), check-in rules, Goals settings, Classes, and the working hours of each round-robin team member. Weave reports times in the timezone of the device you are using.
Workflows - Not a Settings page: Workflows is a Spun Tools workspace under Insights (Ctrl/Cmd+K finds it as "workflows"). It lists, in one place, every workflow you can see that runs on its own: scheduled digests, group monitors, check-in reminders and bot trigger rules. Each row shows the name, the type, the schedule in the timezone of the device you are using, whether it is running or paused (with the reason a paused one stopped, such as paused by you, paused when the plan changed, or a digest paused after days without being opened), and when it last ran. The top of the list shows how many of the plan's workflow slots are in use, for example "3 of 5 workflows", or that the plan runs unlimited workflows. Pause frees the slot at once. Resume runs it again when a slot is free; when none is free, the row names the workflow that could not start, states the plan's limit and offers See plans, which opens Settings > Plan & Usage (the iOS and Android apps offer only pausing another workflow). Selecting a row opens that type's own screen (Digests, Group Intelligence, Check-ins or Proactive Bots), where it is edited. In the monitor wizard, the Staff response time type carries a Max badge: on a plan without it, creating one shows the same panel naming the monitor and pointing at Max.
How to use
- Click the gear icon at the bottom of the sidebar.
- Pick a page from the sections on the left (on a phone, tap a page; the back arrow returns to the list). Some pages appear only for admins or when the related extension is installed.
- Use Menu & Features to switch between Simple, Power or Custom, choose which features are on, and pin up to six of them to the sidebar.
- Toggle dark/light theme from the moon/sun icon at the bottom of the main sidebar.
- Press Ctrl/Cmd+K anywhere to jump to a tool or a Settings page by name.
- Timezone: a manager opens Settings > General, finds the Timezone row, searches for a city or region and picks the zone; it saves at once and applies to digests, the daily summary, reports and connected-AI times for the whole account. Weave chat answers keep using the timezone of your own device. Features with their own Timezone field keep it: Auto Reply business hours (also used by Response Targets), check-in rules, Goals settings, Classes, and the working hours of each round-robin team member.
- Getting started: once your number is connected, the getting-started checklist offers three workflow cards, a daily digest, a group monitor and a check-in reminder (check-in is for managers). Each opens three short steps (which chats or groups, when, where the result goes); nothing runs until you press Activate, Save for later keeps it paused, and Skip hides the cards in one click.
Related features
- Sidebar, Spun Tools and Go to (Ctrl/Cmd+K)
- WhatsApp Setup
- Team Members
- Plans & Billing
- PII Redaction / Safety Settings
- CRM Sync
- Smart Links (Entry Links)
- Google Sheets Integration
- SMS Channel
- Self Proxy
FAQ
- Where are my settings?
- How do I change notifications?
- How do I switch to dark mode?
- What is Simple Mode vs Power Mode?
- How do I hide features from the sidebar?
- How do I reorder sidebar features?
- Where are billing settings?
- How do I manage sessions?
- Where is the AI log?
- Where do I set a first-response target?
- Where do I see my chat digests?
- Where do I connect my Gmail account?
- Where do I set the meeting recording policy for my organization?
- How do I stop videos from downloading automatically?
- Where is my data stored?
- Can I move my account to another region?
- Where did Lead Games, AI Logs and Digests go?
- How do I hide the labels under the sidebar icons?
- How many features can I pin?
- Where do I set an email signature?
- Can I undo an email after sending?
- Where are the Shabbat settings?
- Why can I not see Plan & Usage in the app?
- Where do I set my timezone?
- How do I change the timezone of my account?
- Where do I see all my running workflows?
- How do I pause a workflow to free a slot?