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The Settings page is your workspace control center. Access it from the sidebar or by navigating to Settings directly.

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Integrations

Connect and manage your sales, marketing, and CRM tools. Each integration card shows its connection status and lets you authenticate, re-authenticate, or disconnect. See Integrations Overview for the full list of supported tools and setup instructions.

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Notifications

Configure how and when your team is notified about new signals.
  • Slack notifications: control message format, direct messaging, and account owner tagging.
  • Email digests: enable or disable daily signal summary emails for your workspace.
See Notifications for detailed settings.

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Contact Filtering

Define rules to exclude contacts from your signal pipeline. Use contact filters to:
  • Block internal employees from appearing as signal leads
  • Exclude competitors or known non-prospects
  • Filter out contacts by domain, title, or other attributes

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ICP & Personas

ICP & Personas configuration is available on the Growth plan and above.
Define and tune your Ideal Customer Profile (ICP) to control how Avina scores and prioritizes accounts. Configure:
  • Target industries: the verticals your product serves
  • Company size: employee count and/or revenue ranges
  • Geography: countries and regions you sell into
  • Key personas: job titles and roles you typically sell to
  • Additional firmographic criteria
See ICP & Fit Scoring for a detailed explanation of how scoring works, and the Qualification Agent for how signals are evaluated against your ICP.

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Product Info

Tell Avina about your product so AI-generated content (signal summaries, email drafts, account research, qualification) is accurate and relevant. When you first set up your workspace, Avina scans your website to auto-populate:
  • What your product does: core functionality and use cases
  • Key features: the capabilities that matter most to buyers
  • Who you sell to: target buyers and personas
  • Differentiators and value propositions: how you position against alternatives
You can review and edit every field. The more accurate your Product Info, the better Avina’s AI performs at messaging, summarizing signals, and qualifying leads.

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Web Tracking

Register the website domains where your SDK is installed. Only registered domains contribute data to your signal pipeline. See Domain Validation for setup and troubleshooting.

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Team Management

Invite teammates, manage user roles, and control workspace access.
  • Invite members by email
  • Assign roles: Admin or Member
  • Remove users who no longer need access
See Roles & Permissions for details on what each role can do.