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Platform Settings

Platform Settings is where you tune system-wide configuration. The settings area is organized into modules — AI models, rate limits, SMTP, email logs, database topology, and maintenance mode — reachable from the Admin → Settings navigation. Most values are persisted as feature flags, so changes apply across the platform.

AI models and routing​

Choose which providers power completions and embeddings.

  1. Navigate to Admin → Settings → AI Models (/admin/settings/ai-models).
  2. Set the Primary LLM (used for all primary completion requests) and the Fallback LLM (used when the primary provider is unavailable). Options include Anthropic Claude and OpenAI GPT-4o / o3 variants.
  3. Set the Embedding Model and Vector Database (Pinecone or Qdrant), and enter the Vector DB Connection String.
  4. Click Save Settings.
📷 ScreenshotAI model and routing configuration/admin/settings/ai-models
Provider credentials live in environment variables

Selecting a provider here routes requests to it, but the API keys themselves (ANTHROPIC_API_KEY, OPENAI_API_KEY, and so on) are configured as environment variables on the API server, not in this UI.

Global rate limits​

Control per-role request throttling.

  1. Navigate to Admin → Settings → Rate Limits (/admin/settings/rate-limits).
  2. Set requests per minute for Person, Company, and Admin roles.
  3. Choose an Enforcement Mode: Strict returns a 429 immediately when a caller exceeds the limit; Soft logs and warns with a header but does not block.
  4. Click Save Settings.
📷 ScreenshotPer-role request rate limits and enforcement mode/admin/settings/rate-limits

SMTP configuration​

  1. Navigate to Admin → Settings → SMTP (/admin/settings/smtp).
  2. Enter the SMTP Host, Port, Username, Password, and From Address.
  3. Click Save Settings to persist the configuration. The Send Test Email button on this page is a placeholder that does not dispatch while SMTP is inactive — to send a real diagnostic message and confirm delivery, use the Email delivery logs page below.
Resend is the active provider

SMTP values are stored as feature flags for future routing. The live email provider is Resend, which reads RESEND_API_KEY on the API server. The password field is write-only and is never displayed back.

📷 ScreenshotSMTP server configuration/admin/settings/smtp

Email delivery logs​

Monitor outbound mail and verify your provider is working.

  1. Navigate to Admin → Settings → Email (/admin/settings/email).
  2. Use Send Test Email to enqueue a diagnostic message to any address and confirm RESEND_API_KEY is configured correctly.
  3. Review Recent Emails — each row shows status (queued, sending, sent, delivered, failed, bounced, complained), recipient, subject, template, attempt count, and timestamps.
  4. Filter by status, page through history, or Refresh. The list auto-refreshes every 30 seconds while any message is still queued or sending.
📷 ScreenshotOutbound email delivery log with status badges/admin/settings/email

Database topology​

  1. Navigate to Admin → Settings → Database (/admin/settings/database).
  2. Review the read-only shard topology — total shards, primaries, replicas, and per-shard region and host health.
  3. Click Trigger Re-index to rebuild the search index.
Read-only display

The shard topology is an informational view; live connection-health checks are not wired in.

📷 ScreenshotRead-only shard topology and search re-index control/admin/settings/database

Maintenance mode​

Take the platform offline to non-admin users while you perform system operations.

  1. Navigate to Admin → Settings → Maintenance (/admin/settings/maintenance).
  2. Edit the Maintenance Message — the live preview shows exactly what users will see.
  3. Toggle Maintenance mode ON, then click Apply.
  4. When finished, toggle it OFF and Apply to bring the platform back online.
Maintenance mode locks out all non-admin users

While maintenance mode is active, every non-admin user sees the maintenance page and cannot use the platform. Admin access is preserved so you can complete your work. Confirm your message and timing before enabling it, and remember to turn it off afterward.

📷 ScreenshotMaintenance mode toggle with live user-facing preview/admin/settings/maintenance