Settings and Configuration

Customize SuccessBridge to match your workflow and connect with external systems through the Settings area.

Accessing Settings

Team Settings

Configure settings for your team:

1. Select your team from the team selector
2. Navigate to Settings in the sidebar
3. Choose configuration category

Personal Settings

Manage your individual preferences:

1. Click your profile icon
2. Select "Settings"
3. Update personal preferences

Settings Categories

Workspace Settings

General team configuration:

• Team Information: Name, description, avatar
• Team Members: Manage member access
• Preferences: Default behaviors and options

Central Support Settings

Configure Case Reports and CS Analytics:

• Support Portal Connection: Link to your support system
• Data Sync: Configure refresh frequency
• Custom Fields: Map your custom case fields
• Escalation Rules: Define escalation triggers

Signals Settings

Community analytics configuration:

• Khoros Community Connection: API credentials and endpoints
• Data Collection: Select metrics to track
• Refresh Schedule: How often to update data
• Customer Mapping: Link community instances to customers

Deck Studio Settings

Presentation generation configuration:

Tokens

Manage API access:

• Ephor AI Tokens: Brainlift/Ephor API keys
• Google OAuth: Google Slides access tokens
• Community API: Khoros API credentials

Theme Carriers

Configure presentation branding:

• Add Google Slides theme presentations
• Map layouts to template blocks
• Maintain brand consistency
• Update themes globally

Templates

Manage presentation templates:

• View all templates
• Create custom templates
• Edit existing templates
• Set default templates

Email Integration Settings

Email provider configuration:

• Provider Selection: Choose Resend, SMTP, or other
• API Keys: Provider authentication
• Sending Domain: Verify domain for deliverability
• Default Sender: From name and email address
• Reply-To: Where replies should go

Integration Setup

Connecting Khoros Community

Prerequisites

• Khoros Community Admin access
• API credentials or OAuth token
• Community instance URL

Setup Steps

1. Go to Settings > Signals
2. Click "Add Community Connection"
3. Enter community URL
4. Provide API credentials
5. Test connection
6. Save configuration

Multiple Communities

Connect multiple instances:

• Add separate connection for each community
• Label connections clearly
• Map to different customers if applicable

Google Account for Deck Studio

Authentication

Connect Google Workspace:

1. Navigate to Settings > Deck Studio > Tokens
2. Click "Connect Google Account"
3. Authorize SuccessBridge
4. Grant access to Google Slides
5. Confirm connection

Permissions

Required Google permissions:

• Create presentations in Google Slides
• Read presentation data
• Share presentations
• Create folders in Google Drive

Email Provider Setup

Using Resend (Recommended)

1. Sign up for Resend account
2. Generate API key
3. Verify your sending domain
4. Add API key in Settings > Integrations
5. Test email sending

Using SMTP

Configure custom SMTP:

1. Collect SMTP credentials from provider
2. Go to Settings > Integrations
3. Select "SMTP" as provider
4. Enter host, port, username, password
5. Test connection

Ephor AI Configuration

Connecting Brainlift

Link your Ephor AI project:

1. Obtain Ephor API key from Brainlift
2. Go to Settings > Deck Studio > Tokens
3. Add "Ephor API Key"
4. Select your Ephor project
5. Configure custom instructions

Custom Instructions

Tailor AI analysis:

• Define analysis perspective (growth-focused, risk-aware, etc.)
• Set tone and style
• Provide company context
• Specify output preferences

Account Security

Authentication

Secure access to SuccessBridge:

• Password Requirements: Strong password policies
• Multi-Factor Authentication: Optional 2FA
• Session Management: Auto-logout settings

Access Control

Manage who sees what:

• Role-Based Permissions: Control by role
• Team Isolation: Data separated by team
• Personal Data: Private to individual users

Audit Logs

Track platform activity:

• Member actions
• Data access
• Configuration changes
• Security events

Notification Preferences

Email Notifications

Control what emails you receive:

• New team invitations
• Campaign completion
• Deck generation complete
• System updates
• Weekly activity digests

In-App Notifications

Real-time alerts:

• Mentions and comments
• Assigned tasks
• System announcements
• Integration status

Data Management

Data Retention

Configure how long data is stored:

• Campaign history
• Generated presentations
• Analytics data
• Exported files

Data Export

Download your data:

• Export all campaign data
• Download Signals metrics
• Backup presentation templates
• Extract contact lists

Data Privacy

Control data handling:

• Review data access policies
• Manage third-party integrations
• Configure data sharing preferences

Advanced Configuration

API Access

For custom integrations:

• Generate API keys
• View API documentation
• Configure webhooks
• Monitor API usage

Custom Fields

Extend data models:

• Add custom contact fields
• Create custom case attributes
• Define custom metrics
• Use in templates and filters

Automation Rules

Set up automatic behaviors:

• Auto-tag campaigns
• Scheduled data refreshes
• Automatic exports
• Alert triggers

Troubleshooting

Common Issues

Integration Connection Failures

• Verify API credentials are correct
• Check network/firewall settings
• Ensure sufficient API permissions
• Review integration logs

Email Sending Issues

• Confirm domain verification
• Check API key validity
• Review bounce reports
• Verify recipient addresses

Data Not Updating

• Check last sync time
• Manually trigger refresh
• Verify integration health
• Review error logs

Getting Help

If you encounter issues:

1. Check documentation
2. Review error messages
3. Test integrations
4. Contact platform administrator

Next, explore API and Advanced Features for power users.