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Settings has two halves:
  • AI Configuration at the top — pick which AI brain runs the natural-language search across the app, and edit the prompt that tells it how to behave.
  • Audit Logs at the bottom — every action anyone has taken in the app, with timestamps, user emails, and IP addresses.
Super Admin only. If you don’t see Settings in the sidebar, your role doesn’t include it.

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AI Configuration

This controls the AI used by every “Search with AI” or natural-language query in the app — Customer Profile search, Loan Applications search, etc.

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What you see

  • AI Model dropdown — six Gemini models to choose from:
    • gemini-flash-latest — fastest, cheapest. Good for short queries.
    • gemini-pro-latest — slower, more accurate. Better for complex questions.
    • Plus other Gemini variants.
  • System Prompt — a 15-line text box. This is the instruction sheet for the AI: how to convert “show me high-income customers” into a database query. Most teams leave this alone unless they want to change the AI’s behavior.
  • Reset button — discards your edits and reloads the saved version.
  • Save Changes button — applies your edits. Effective immediately for all users.

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How to switch the AI model

1

Open the AI Model dropdown

2

Pick a model

gemini-flash-latest for speed, gemini-pro-latest for accuracy.
3

Tap 'Save Changes'

Every user’s next search uses the new model.

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How to edit the AI prompt

Changing the prompt affects every user immediately. Test in low-stakes hours and have someone double-check.
1

Click in the System Prompt text area

2

Edit carefully

The prompt tells the AI how to translate plain English into database queries. If it’s wrong, all AI searches will return weird results.
3

Tap 'Save Changes'

4

Test in Customer Profile or Loan Applications

Run a known query and check the results.
5

If something's broken, tap 'Reset'

It reverts to the last saved version.

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Audit Logs

A scrollable record of every important action your team has done — sign-ins, role changes, data exports, field edits, AI queries, etc.

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What you see

  • Action filter dropdown — narrow the log to one event type (e.g., leads_exported, user_access_changed).
  • Refresh icon — reload the latest entries.
  • Log table with columns:
    • Time — when it happened
    • Action — what happened, colour-coded:
      • 🔴 Red — deletes
      • 🟠 Orange — auth (sign-in, sign-out, OTP)
      • 🔵 Blue — admin actions
      • 🟣 Purple — AI queries
      • 🌊 Teal — exports
      • 🟢 Green — creates
    • User — the email of who did it
    • Target — what was affected (e.g., a field name, a customer ID)
    • Details — extra context (sometimes empty)
    • IP — the user’s IP address (or ”—” if not recorded)
  • Pagination at the bottom — Previous / Page X / Next.

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Common workflows

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Find what an admin did today

1

Open the Action filter

2

Pick 'admin_user_updated' or 'user_access_changed'

3

Browse the rows for today's date

Each shows who changed what.

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Investigate a failed export

1

Open the Action filter

2

Pick 'leads_exported'

3

Find the user and timestamp

4

Read the Details column

If something failed, the message will be there.

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Verify someone signed in successfully

1

Filter by 'otp_verified' or sign-in events

2

Find the user's email

3

Confirm the timestamp matches what they told you

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Common things people ask

No. Logs are append-only by design — once written, they can’t be tampered with. This is for compliance.
All the way to the start of your team’s account. The Audit Logs section paginates 50 entries at a time, so use the filter to narrow down.
Some events don’t record an IP (especially older ones). Recent events should have it.
Tap Reset in the AI Configuration section to discard your unsaved changes. If you’d already saved a bad prompt, paste back a known-good prompt from a backup and Save again.
Default to gemini-flash-latest for everyday use — it’s fast and good enough for most queries. Switch to gemini-pro-latest if your team’s queries are getting wrong results often.