Documentation Index
Fetch the complete documentation index at: https://docs.ideaboxai.com/llms.txt
Use this file to discover all available pages before exploring further.
Settings are accessible from the profile menu in the bottom-left navigation. All settings are per-user unless noted as admin-controlled.
Profile
The Profile section manages your personal information and platform identity. The following settings are available.
| Setting | Description |
|---|
| Avatar | 8 colour options. The selected colour is shown with a checkmark. The default is an initials-based avatar. |
| Display Name | Editable. Used in greetings and references throughout the platform. |
| Personas | Multi-select pill UI. Active personas are highlighted in blue. Drives starter prompts and knowledge-base scope. Available personas are configured by your administrator. |
| Language | Dropdown. Default: English. Drives AI response language. |
| Last Active | Read-only timestamp. |
Connections
The Connections section manages all tool integrations, APIs, and database connections. A summary count of active connections is shown at the top. The following table describes the connection management interface.
| Setting | Description |
|---|
| Filter Tabs | All | MCP Integrations | APIs | Databases. Includes a search bar for name lookup. |
| Connected | Card shows Reconfigure and Disconnect actions. Examples: Salesforce (API), Gong (API), Confluence (MCP), Data Warehouse (Database). |
| Available to connect | Full-width Connect button. Examples: Google Drive (MCP), Gmail (API). |
| Type | Integrations |
|---|
| MCP Integrations | Confluence, Google Drive, Slack, Notion, Jira, Linear. |
| APIs | Salesforce, Gong, Gmail, HubSpot, Stripe, GitHub. |
| Databases | Data Warehouse, PostgreSQL, MySQL. |
