BOS

Business Operating System

Business Growth, Made Simple

Menu

Workspace setup

Settings

Configure workspace labels, branding, appearance, communication, AI providers, approvals, cost controls, Google Workspace, Smart Tools, and future team permissions.

BOS Settings Assistant

Use this assistant to find the right settings page, connect providers, manage cost controls, and understand setup in plain language.

Smart Tools ▾

Smart Tools

Open tools assigned to this page or choose from your saved tools.

On this page

No Smart Tools are selected for this page yet.

Choose from saved toolsOpen ▾

No saved Smart Tools are available yet.

Manage Smart ToolsOpen ▾

Add new tools, edit saved tools, or manage page assignments in the full Smart Tools settings area.

Open Smart Tools Settings
Usage Summary This Month

1

Total actions

1

Builder drafts

0

AI actions

$0.00

Estimated cost

Monthly Budget

$25.00

Paid AI Approval

Required

Bulk Search Approval

Required

Builder Draft Limit

100

Open AI Approvals & Cost Controls
Page Labels

Rename visible CRM pages like Leads, Contacts, Tasks, and other workspace labels.

Open Page Labels
Workspace Branding

Plan company logo, workspace identity, and future BOS/product naming controls.

Open Workspace Branding
Appearance

Customize theme mode, accent colors, workspace branding, and future logo settings.

Open Appearance
AI Settings

Configure providers, models, BOS Assistant behavior, and safe AI defaults.

Open AI Settings
AI Approvals & Cost Controls

Manage budgets, usage caps, bulk research approvals, enrichment approvals, and cost history.

Open AI Approvals & Cost Controls
Google Workspace

Prepare Gmail, Calendar, Drive, Meet, Sheets, and Slides setup guidance.

Open Google Workspace
Smart Tools

Choose which outside tools are available as Smart Tools inside BOS page assistants.

Open Smart Tools
Communication Settings

Connect email, phone, SMS, calendar, meetings, files, and team tools.

Open Communication Settings
Team & Permissions

Invite users, assign roles, and manage access later.

Planned
Learning Center

Use tutorials, setup guides, API key help, and troubleshooting before opening support tickets.

Open Learning Center