Settings reference

This page lists every page in Settings, grouped the way the Settings menu groups them. Use it to find a setting fast.

How do I open Settings?

In the sidebar, select Settings (the gear button next to your name), and then select Settings. Settings opens over the page you’re on, so you don’t lose your place. To close it, select Close. For other ways to open it, see Account settings.

Which pages are admin-only?

In the Settings menu, Compliance and Reply notes carry an Admin label. Some other pages also hold admin-only parts, such as the Teams tenant card on Channels and the Admin section on the Salesforce page. For more, see Permissions.

You

Page	What’s in it	Read more
General	Account (email, time zone, password and sign-in), Notifications (Share emails, Quiet hours, Alert me about), and Appearance (Theme and Density).	Account settings
Writing style	How Parker writes when it writes as you: what it learned from your sent mail, Does this sound like you?, and your sign-off.	Writing style

Parker

Page	What’s in it	Read more
Agent > Instructions	Identity (name, role, agent email, and status), Instructions (What it does), Charter, and Voice (Tone and Follow-up timing).	Agent instructions
Agent > Autonomy	Send mode (Review, Auto when confident, or Auto all), the send threshold, and Sender identity.	Autonomy
Agent > Proactive	Switches for Message people first, Scheduled work, and Deep analysis.	Proactive

Knowledge & rules

Page	What’s in it	Read more
Knowledge	Knowledge library (documents and websites) and Datasets (CSV and spreadsheet files).	Knowledge
Memories	What Parker has learned. Review, add, edit, mute, or delete memories.	How memory works
Rules	Everything Parker must follow, most important first, and Advisory notes.	Rules
Oversight	Enforcement, rule enforcement, quality checks, reviewers, safety, and evaluations.	Oversight
Compliance (Admin)	Regulations, Safety checks, Subject-line policy, Coverage, and Compliance evidence.	Compliance
Reply notes (Admin) Beta	Stale records: when Parker flags a Salesforce record it cites as out of date.	Oversight: Reply notes

Connections

Page	What’s in it	Read more
Connections	Every connection, with Connected and Browse tabs and a Status for each row, such as Connected or Partly connected.	Connections and apps
Channels Beta	Link your phone for Messages or WhatsApp, and Microsoft Teams.	Channels

Salesforce, Email, and Calendar aren’t in the Settings menu. Open them from their rows on the Connections page:

Salesforce: your connection, How Parker works in Salesforce (including Agent mode), and, for admins, Admin. See Connect Salesforce.
Email: select the Microsoft 365 row. Connect Outlook or Gmail. See Connect your mailbox.
Calendar: on Browse, select the Google Calendar row. Connect a calendar and set scheduling defaults. See Calendar and meetings.

Workspace

Page	What’s in it	Read more
Branding	Your brand kit for everything Parker generates: logos, colors, chart palette, typography, and footer.	Branding
Tools Beta	The tool catalogue Parker can use in your workspace.	Tools

Classifications doesn’t appear in the Settings menu while your workspace has no classifications. See Classifications.

Permissions

How to tell what’s admin-only.

Account settings

Change your own account, notifications, and appearance.

Admin quickstart

Set up your workspace in the right order.

Troubleshooting

Fix common problems.

Reference

What's new

Settings reference

How do I open Settings?

Which pages are admin-only?

You

Parker

Knowledge & rules

Connections

Workspace

Permissions

Account settings

Admin quickstart

Troubleshooting

​How do I open Settings?

​Which pages are admin-only?

​You

​Parker

​Knowledge & rules

​Connections

​Workspace

​Related

Permissions

Account settings

Admin quickstart

Troubleshooting

How do I open Settings?

Which pages are admin-only?

You

Parker

Knowledge & rules

Connections

Workspace

Related