> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kordless.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings

> Configure business facts, quote handling, and connections — a control sheet, not a settings maze.

The Settings page is the control sheet for your workspace. It assembles five permanent groups of configuration into one view, each row pointing to the surface that owns it. You never configure the same thing in two places.

## What you see

The page has a readiness banner at the top, followed by six tabs:

1. **Overview** — A natural-language instruction field and evidence-based suggestions.
2. **Business** — Identity, contact, location, and service area facts.
3. **Quote handling** — Stop conditions, deposit defaults, hold defaults, and approval mode.
4. **Customer surfaces** — Domains, embeds, and hosted quote paths.
5. **Connections** — Provider credentials and integrations (Stripe, Google Business Profile).
6. **People & access** — Team members, API keys, and billing.

## The readiness banner

The banner at the top of the page tells you whether your workspace is commercially ready:

| Readiness       | What it means                                                                                   |
| --------------- | ----------------------------------------------------------------------------------------------- |
| Ready           | You have a published Live Settings version and no open conflicts.                               |
| Needs attention | Something requires your input — a missing display name, an open conflict, or pending proposals. |
| Inactive        | Live execution is paused or the subscription is not active. Configuration is preserved.         |

The banner also shows the current Live Settings version number and a next-action button when one is available.

## The instruction field

The Overview tab contains a natural-language instruction field. You can type a plain instruction — for example, "Change our deposit to 20%" or "Set our service area to 25 miles" — and Kordless interprets it into a structured proposal.

Proposals are never auto-applied. Each one appears as a suggestion you review and accept or reject. This keeps the control sheet honest: every change is traced to a source and approved by a person before it reaches the Live Settings version.

## The five groups

Each group collects rows from the system that owns them. The row's status chip tells you its current state:

| Status          | Meaning                                        |
| --------------- | ---------------------------------------------- |
| Ready           | Configured and verified.                       |
| Needs attention | Something has changed or is missing.           |
| Setup           | Not yet configured.                            |
| Live            | In use on the published Live Settings version. |
| Unavailable     | Not included on the current plan.              |

### Business

Facts about your business that customers and the evaluator rely on:

* **Display name** — The name customers see.
* **Legal name** — Optional. Used on contracts.
* **Description** — A short description of your business (up to 4,000 characters).
* **Logo** — HTTPS URL to your logo image.
* **Year founded** — Optional.
* **Public phone** — E.164 format.
* **Public email** — The address customers can reach.
* **Address** — Street address, city, region, postal code, country.
* **Service area** — Radius, places, or polygon.
* **Opening hours** — Opening-hour rules.

### Quote handling

Policies that govern how the evaluator and commitment mechanics behave:

* **Stop conditions** — When to require inspection, owner review, or mark unavailable.
* **Deposit default** — The default deposit kind (none, fixed, or percent) and amount.
* **Hold default** — The default hold duration and expiry action.
* **Price book** — A link to the Book workspace, which owns the pricing model.
* **Approval mode** — A link to the rollout policy for Live quotes.

### Customer surfaces

Where your Book is published and how customers reach it:

* **Domains** — Your hosted quote domain.
* **Embeds** — Quote embed installations on your own pages.

### Connections

External provider credentials that your workspace depends on:

* **Stripe** — Connected for deposits and payouts.
* **Google Business Profile** — Connected for review sync and business verification.

### People & access

Who can operate this workspace and the credentials they use:

* **Team members** — Manage who can access this business.
* **API keys** — Machine credentials for quoting.
* **Billing** — Active-book usage and plan.

## Publishing Settings

Settings are published the same way the Book is published: you compile verified Test facts and business-owned policies into one immutable Live Settings version. Publishing performs a compare-and-swap on the Live head and rejects open blocking conflicts.

The published snapshot contains only registered customer-runtime fields and stable references to externally owned configuration — never credentials, raw evidence, or private notes.

## What Settings is not

* Settings is not a CRM. Customer records are contextual to Quotes and Commitments, not an independent module.
* Settings is not a billing portal. Plan and payment management lives in Usage & billing.
* Settings is not a second write authority for the Book. The Book workspace owns pricing; Settings projects a link to it.
* Settings does not store secrets. Credentials live with their adapter and are referenced, not copied.