settings

Configure workspace and personal settings for the SuperAGI Sales CRM.

1|Updated Mar 24, 2026
One-click install
npx skills add https://github.com/superagi/skills --skill settings-superagi
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: settings
Source: https://github.com/superagi/skills/tree/main/settings
Command: npx skills add https://github.com/superagi/skills --skill settings-superagi

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Managing and configuring Personal and Workspace CRM settings across teams can be error-prone and slow. This guide provides a structured approach to access, organize, and govern user preferences, security controls, and integration settings to keep teams aligned.

Core Features & Use Cases

  • Centralized Settings Structure: Personal vs Workspace categorize user-level vs team-wide preferences for consistent adoption.
  • Integrations & Security: Guidance on connecting email, SSO, DNS verifications, API keys to enable secure workflows.
  • Quick Onboarding & Compliance: Step-by-step workflows to enable required connections before dependent features (e.g., email, LinkedIn, domains).

Quick Start

Navigate to Settings > Personal Mailboxes and connect your email, then verify sender domains in Email Campaign Settings.

Frequently Asked Questions about settings

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I configure SSO and domain verification for a Sales CRM?

Sales CRM settings centralize SSO configuration and DNS verification procedures to secure workspace access. You can provision users and verify sender domains through the Workspace and Personal settings tiers.

What is the difference between Personal and Workspace settings in a CRM?

Personal and Workspace settings categorize user-level versus team-wide CRM preferences. This two-tier taxonomy ensures individual configurations remain separate from organization-wide security controls and integration workflows.

How do I connect my email and LinkedIn integrations for CRM workflows?

Email and LinkedIn integration workflows are configured within the CRM settings interface. Navigate to Personal Mailboxes to connect your email, then enable required connections before dependent features activate.

Do I need DNS verification to enable email campaigns in my CRM?

DNS verification is required to validate sender domains before launching email campaigns. The settings workflow mandates completing domain verification in Email Campaign Settings to ensure secure email delivery.

Can I manage API keys and user provisioning through CRM settings?

CRM settings support API key management and user provisioning across Workspace areas. These security controls are centralized to govern access and enable secure automated workflows.

What's the best way to onboard a team to Sales CRM security settings?

Team onboarding utilizes structured step-by-step workflows to establish required connections. Configure SSO, verify domains, and provision users sequentially to maintain compliance before activating dependent features.