Settings

Settings is a two-column page: the Settings menu on the left and the selected page on the right. It opens on Account. On a narrow window the menu turns into a dropdown above the page. Groups can be folded, and the app remembers which ones you folded in this browser.

Everything in Settings

You

Account

Settings → Account has two pages:

• Profile: your name, profile picture and email addresses.
• Security: your password and sign-in options.

These belong to you, not to a workspace, so they apply in every organization you belong to.

Appearance

Settings → Appearance sets how the app looks for you:

• Mode: System, Light or Dark. Shortcut: ⌘⇧L (Ctrl+Shift+L). The command palette also has Toggle dark/light mode.
• Colour: Add colour to pick an accent from 18 presets (Cream, Pink, Purple, Red, Orange, Yellow, Green, Blue, Slate, Rose, Lavender, Mint, Sky, Teal, Sand, Olive, Indigo, Graphite), or Remove colour.
• Intensity slider and Grain dial.
• Reset returns to the defaults.

Appearance is saved to your account and follows you across organizations.

Notifications

Settings → Notifications has three rows, each with an on/off switch, saved per person:

Details, including when the low-credit email is sent and who gets it, are on Notifications.

Organization

Organization

Settings → Organization manages the workspace you are in:

• General: the name (admins edit it and click Save), the organization’s @handle, Leave organization and, for admins, Delete organization.
• Try it budget per Try: the most credits one Try it run can spend, 60 credits unless changed. Admins edit it and click Save; members see it read-only. Shown on plans that include Agents.
• Members: everyone in the workspace with their role (Admin or Member). Admins see Invite member, Manage seats (on paid seat plans) and a menu on each member with Promote to Admin / Demote to Member and Remove from team.
• Pending invitations: invitations not accepted yet. Admins can revoke them.
• Create organization (top of the page): starts a new, separate workspace.

Members who aren’t admins see: “Only an admin can invite members or change roles.”

Full walkthrough: Organizations and teams.

Plans & billing

Settings → Plans & billing opens app.clugtm.com/plans (the browser tab reads “Billing & Plans”). Sections:

• Current plan: your plan and renewal date, Change plan, the credits left, your members and seats, and two rows for admins:
  • Credit packs: “Top up anytime. Packs never expire.” Buy credits sells one-time packs of 500, 1,000, 2,500 or 5,000 credits. During the trial it reads “Available once your plan starts.”
  • Auto top-up: Set up (or Edit) buys a pack on your card when credits run low. Not shown during the trial.
• Billing: the card on file and Manage billing, which opens Stripe’s portal for the card, invoices and billing details.

Below them, admins see Cancel plan on a paid plan, or Cancel trial during the Pro trial. A plan that’s set to end shows Renew plan at the top instead. Members who aren’t admins see the plan and credits but not the buttons: “A workspace admin manages billing, credit packs and the card on file.”

You can also reach it with Buy more next to your credit balance in the sidebar. Plans and prices: What’s included by plan and Credits and pricing.

Calling

Settings → Calling sets up CluGTM’s built-in dialer. Admins click Turn on calling, give reps numbers under Team numbers, and set Call rules and Verified caller ID. Every member sees Your number (with a microphone test and a callback phone) and their recent calls. It appears only when your plan includes calling. See Calling from CluGTM.

Memory

Settings → Memory lists what Clu remembers, in three tabs:

• Company: notes and skills shared with the whole workspace.
• Mine: your personal notes.
• Review: what Clu learned and wants to save, with Approve and Decline.

You can edit or forget a saved item from its row. Memory isn’t shown on AppSumo Tiers 1 to 4, which don’t include Clu.

Reports

Opens the Reports page (you leave Settings), the same one as Reports in the sidebar.

Sequencing

Shown only when your plan includes Sequences (Starter, Pro, Enterprise and the Pro trial). Each item opens its own page. Only admins can change Sending and Replies and tasks.

• Mailboxes: connect a Gmail or Outlook mailbox with Connect mailbox (and, on Pro and Enterprise, a LinkedIn account), share an address with the team, set your Signature and Sending limits.
• Sending: Hours (the sending window new sequences start with), the Footer, Advanced rules, Do not contact and Stop all sending.
• Replies and tasks: Bounces, Replies, Tasks and Call dispositions, the outcomes reps pick when they finish a call task, from CluGTM’s list or a CRM field.

How to use them: Build a sequence and Inbox and Tasks.

Connections

API keys

Settings → API keys has two sections:

• Create API key: Name (optional), Expiry (optional), the This key may also boxes, then Create API key. The new key appears once under “New API key” with a copy button. Copy it now; it won’t be shown again.
• Your API keys: each key shows Active or Revoked, how many requests it made, View requests / Hide requests, Permissions and Revoke. Revoke all revokes every key.

Sends, CRM writes and deletes are off on every key unless you tick them, under This key may also or later in a key’s Permissions: Send email and LinkedIn, and change sequences, Write to your CRM, and Delete lead lists and leads. Everything else your account can do, the key can do. Keys created before these boxes existed have none of them ticked. Only a person signed in to CluGTM can change them, not an API key or the MCP.

API keys need Pro or Enterprise (and AppSumo tiers 5 to 9). They aren’t available during the Pro trial. Without API access the page shows “The CluGTM API.” with an upgrade button. Next step: API quickstart. Connecting Claude through MCP doesn’t need an API key: see Claude and MCP.

Integrations

Opens the Integrations page, the same one as the Integrations row in the sidebar. It has three tabs: Integrations, Browser Extension and MCP (Beta). See Integrations.

Secrets

Settings → Secrets stores values such as tokens that an agent’s Webhook step uses to authenticate. Only organization admins see it, and only on plans that can build agents.

• Add secret (top of the page): Name, Value, then Save secret. The value is hidden after saving.
• Each saved secret shows the last characters of its value, who added it and when it was last used. Delete (then Delete secret) removes it from Webhook steps; a secret a saved play uses can’t be deleted until you remove it from those plays.

Where old settings went

Related

• Finding your way around CluGTM
• Organizations and teams
• Notifications
• What’s included by plan
• Integrations
• Troubleshooting