Settings

Overview

As an admin, you can view and edit organization details, manage Staff Access, and customize system email templates.

1. Log in as an admin.
2. From the left navigation menu, select Organization Settings at the bottom.

About Organization

This page summarizes your org details (Id, Name, Domain, Created By/At) and Staff Access control. Below that are three quick-edit links: Customize Email Templates, Manage Resource Tags, and Filtered Content Response (see below).

Update Organization

1. Click Edit on Organization Settings.
2. Update Name and Domain. Optionally toggle Staff Access.
3. Set up or update the owner’s info if prompted.
4. Click Save.

Editing Org Settings

Toggle Staff Access to allow the ai12z Support Team to access projects for troubleshooting. You can manage this at the parent org and for each sub‑organization.

Assign who is the Owner, this is the user that will receive notifications such as account ballance.

Customize Email Templates

Use HTML templates and tokens to customize system emails (verify email, invites, password reset, support ticket, invoices, etc.).

1. Go to Organization Settings → Customize Email Templates
2. Choose a template type from the list
3. Click Edit from the action menu
4. Update Subject and Message (HTML is supported). Available tokens are listed on the right.
5. Save

AI-Powered Email Design

Use the Instruction field to generate or modify email templates with natural language:

• Describe the design changes you want (e.g., "Add a header with our company logo")
• Request specific layouts or styling (e.g., "Make the button larger and change to green")
• Attach an image to match a specific design aesthetic or extract exact branding elements
• The AI will generate professional HTML email templates based on your instructions

You can also use Available Tokens (shown on the right) to personalize emails with dynamic content like user names, verification links, and organization details.

Common templates

• Verify Email, User Invite, Invite Existing User
• Support Ticket notifications
• Reset Password
• Join Request (Request, Approved, Rejected)
• Invoice

Tokens (examples)

• userFirstName
• verifyLink

Filtered Content Responses

Customize the message shown to users when a message is blocked by content safety rules — and optionally get an email alert every time it happens.

1. Go to Organization Settings → About Organization
2. Click the edit icon next to Filtered Content Response

Custom Response Messages

These are organization-level overrides — leave any field blank to fall back to the platform default. Whatever you set here is shown to users and agents across every project in the organization, not per-agent.

Category	Field	Shown For
Self-Harm / Crisis	selfHarm	Messages indicating suicidal ideation or self-harm intent
Jailbreak / Prompt Injection	jailbreak	Attempts to override instructions or extract the system prompt
Active Threat / Violence Emergency	violence	Explicit statements about an active physical emergency
Default / Other Policy Violation	filterDefault	Any other blocked content that doesn't match a more specific category

Each field allows up to 2,000 characters. For example, a Self-Harm / Crisis response might read: "It sounds like you may be going through something really difficult. Please reach out to a crisis line — in the US you can call or text 988 (Suicide & Crisis Lifeline) any time, 24/7. You deserve support."

Content Filter Reporting

Below the response messages, Content Filter Reporting sends an email alert whenever a selected filter blocks a message:

1. Toggle Enable content filter reporting
2. Under Report these content filter types, check which categories should trigger an alert — Self-Harm / Crisis, Jailbreak / Prompt Injection, Active Threat / Violence Emergency, and/or Default / Other Policy Violation
3. Enter a Reporting email address
4. Optionally customize the Email subject — the default is ai12z Content Filter Alert: {{contentFilterType}}, where {{contentFilterType}} is replaced with whichever category triggered the alert

Alerts contain sensitive data

Each alert includes the filter type, the user's IP address, the conversation ID, and the full conversation transcript. Point the reporting email address at a monitored internal mailbox, not a shared or unmonitored inbox — this is user-submitted content and PII, not just a notification.

Domain

Please use the appropriate domain. The system uses the domain to create a default prompt when a new Agent is created in the organization.