Admins only. Only workspace admins can change these settings. If you’re not an admin, you can still see them, but you can’t edit them.
Before you begin
- You need the admin role in your Parker workspace. See Manage members and roles.
- Have a Salesforce login that can authorize connected apps for your org.
- All of these settings live in one place. To open it, select Settings at the foot of the sidebar.
Your first-hour checklist
1
Connect Salesforce
Go to Settings > Connections and select Salesforce. Connect your Salesforce login and approve access. See Connect Salesforce.
2
Add your team
People join your workspace through Parker support. See Manage members and roles.
3
Write Parker's instructions
Go to Settings > Agent > Instructions. Describe what Parker does for your team, and pick a tone. See Write Parker’s instructions.
4
Decide how much Parker does on its own
Go to Settings > Agent > Autonomy. Review means every reply is a draft for a person to check. Stay on it until you trust what Parker writes. See Set Parker’s autonomy.
5
Choose what Parker starts by itself
Go to Settings > Agent > Proactive to turn nudges, scheduled work, and deep analysis on or off. See Control proactive work.
6
Add knowledge
Go to Settings > Knowledge. Upload your playbooks and product documents, add your help center, and upload spreadsheets Parker can query. See Add knowledge.
7
Add house rules
Go to Settings > Rules and add the rules Parker must always follow, such as “Never quote a discount above 10%”. See Set house rules.
8
Set up your brand
Go to Settings > Branding to add your logos, colors, and fonts for the reports and pages Parker creates. See Branding.
9
Check compliance
Go to Settings > Compliance and add the regulations your business answers to. See Compliance.
10
Optional: connect other apps and channels
Add apps such as Linear, Notion, or Asana under Settings > Connections. To use Teams, connect your tenant under Settings > Channels. See Connections and apps and Channels.
Check it worked
Open a new chat and ask Parker a question about your own Salesforce data. If Parker answers with your records, Salesforce is connected for you.Confirms Parker can read your Salesforce data
Confirms Parker can find your uploaded knowledge
What to tell your team
Send your team the Quickstart. Each person connects their own Salesforce login and mailbox under Settings > Connections.Related
Connect Salesforce
Connect Salesforce and choose how Parker works in it.
Write Parker's instructions
Identity, instructions, and voice.
Settings reference
Every setting in one table.
Permissions
What admins and members can each change.