Settings

Workspace preferences for Northbeam. Changes apply to every agent.

Workspace

How Northbeam appears to members and in links.

Agent defaults

New agents start with these. Each agent can override them.

USD
Approve CRM writesPause before an agent creates or updates HubSpot and Salesforce records.
Retry failed runsUp to 2 retries with backoff for timeouts and rate limits.

Notifications

Where Halyard tells you about runs.

Weekly digestRuns, spend and failures every Monday at 8:00.
Review requests by emailIn addition to the review queue and Slack.

Integrations

4 of 9 connected apps shown. Tokens are stored encrypted.

  • HubSpotConnected by Maya Ruiz · Sep 2 Connected
  • SalesforceConnected by Dana Okafor · Aug 19 Connected
  • Slack3 channels · Connected by Maya Ruiz · Jul 30 Connected
  • Google SheetsToken expired Oct 26 · 3 runs failed Expired

Danger zone

These actions affect every member of Northbeam.

Transfer ownershipBilling and admin rights move to another admin.
Delete workspaceRemoves 6 agents, 18,204 runs and all connections. This cannot be undone.

Delete Northbeam?

All 6 agents stop immediately and 18,204 runs are erased. Connected apps keep their own data.