A screenshot-led walkthrough of every Settings tab, what it controls, and when to check it.
Settings holds the workspace-level decisions: the things that apply across every funnel and campaign rather than to only one of them. Most tabs are set once. Ad Guardrails, AI, and Activity deserve regular attention once an agent has write access.The tabs are grouped below by the job they do. Each step tells you where to go, what to check, and why it matters.
What to do. Open Settings → Domains to see every custom domain, its connection status, and its domain-level configuration.Why it matters. A funnel published to an unverified domain will not resolve. This is where you catch that before paid traffic reaches it. Per-domain logos, legal links, custom scripts, and CSP settings also live here.
Settings, then Domains: every connected domain and its status
What to do. Open Settings → Brands when one workspace contains more than one brand or client. Each brand gets its own products, ICPs, angles, funnels, and brand kit.Why it matters. A Brand is the boundary that stops one strategy library, palette, or tone from bleeding into another. The active brand in the sidebar scopes what Strategy shows you.
Settings, then Brands: one strategy library and brand kit per brand
See Strategy and Brand kits for the records that sit inside this boundary.
3
Review plan and usage under Billing
What to do. Open Settings → Billing to review the plan, payment method, invoices, and metered add-ons such as extra AI credits, storage, and SMS verification packs.Why it matters. This is the single place to check how a usage increase affects the bill before it becomes a surprise.
Billing is not pictured because it is a straightforward plan, payment method, and invoice screen.
These are the two settings to confirm before you give an agent real autonomy: what it may spend, and what data granvl’s hosted analysis may use.
1
Set the Ad Guardrails
What to do. Open Settings → Ad Guardrails and set the workspace-wide maximum daily budget. Add tighter per-account caps when one ad account needs a lower limit.Why it matters. These limits apply to anything created through granvl or your agent. They are human-only settings, so an agent cannot loosen its own leash.
Settings, then Ad Guardrails: the ceiling no agent can raise
Layer
What it is
Who can change it
Platform ceiling
A hard $200/day cap on any campaign or ad-set budget granvl creates
Nobody. It is a product decision, not a setting
Workspace cap
Max daily budget across every ad platform. It can only lower the effective cap
Owner or Admin
Per-account caps
Maximum daily spend and maximum percentage budget raise per change
Owner or Admin
There is no MCP tool that reads or writes these settings. Every agent-driven budget write passes through them.
The per-account daily cap uses the account’s highest actual single-day spend over the trailing seven days plus the new budget being added. Paused drafts count as 0untilahumanactivatesthem.Amaximumraisepercentagelimitsonechange,soa100 budget with a 10% limit can move to $110 in one edit.Keep a separate spending limit in the platform’s own ads manager as a second backstop.
2
Confirm AI credits and data policy
What to do. Open Settings → AI to review the workspace’s monthly credit pool, the feature-by-feature usage breakdown, and the hosted AI analysis setting.Why it matters. Every AI feature and teammate draws from one shared pool. This is where you see what is consuming it and decide whether granvl’s hosted analysis may read funnel data.
Settings, then AI: the shared pool behind every agent run
Credits are the display unit at 1 credit = $0.01, and the pool resets at the start of each UTC month.
The breakdown includes funnel analysis, daily brief, analytics summaries, funnel summaries, insights, agent chat, and research.
Hosted AI analysis is off by default. It requires an explicit opt-in and acceptance of the current third-party AI data policy. A material policy update causes the workspace to be prompted again.
What to do. Open Settings → Tracking and review the status for each domain and platform. Open a platform configuration and send a test event before launching traffic.Why it matters. A badly wired pixel usually does not throw an obvious error. It under-reports quietly, so this screen is the fastest way to confirm the numbers are trustworthy.
Settings, then Tracking: status per domain and per platform
Open a platform configuration and send a test event
What to do. Open Settings → Integrations to connect a CRM, ESP, store, webhook, or lead network as a destination for form submissions.Why it matters. A lead form posts directly from the visitor’s browser to the destination. granvl routes the request but never stores or reads the lead itself.
Settings, then Integrations: CRM and store connections
What to do. Open Settings → API to generate and manage the keys that connect a headless MCP client to the workspace.Why it matters. A key is shown once, belongs to the workspace where it was created, and may have an expiry. Treat it like a password: copy it when it is created and revoke it immediately if you suspect a leak.
Settings, then API: keys are shown once at creation
What to do. Open Settings → Storage to review the shared asset pool and see which store is using space. The default workspace quota is 1 GB.Why it matters. Every uploaded ad creative and page asset draws from the same workspace pool. Check it before a large upload rather than after that upload fails.
Settings, then Storage: one pool, split by what is filling it
Published page HTML does not count toward this pool. Baked pages have a separate cap.
2
Audit Team access and roles
What to do. Open Settings → Team to review everyone with workspace access and the role each person holds.Why it matters. Roles gate guardrails, billing, secrets, and ad-account connections. Review access periodically, just as you would for any shared business account.
Settings, then Team: who has access and what each person can do
What to do. Open Settings → Profile to review your name, email, role, status, password controls, sign-out controls, and shortcut to API keys.Why it matters. This is your account, not the workspace. Use it to confirm your access, rotate your password, or reach your keys without searching through workspace settings.
Settings, then Profile: your own account rather than the workspace
4
Review the Activity log
What to do. Open Settings → Activity and filter the combined human-and-agent audit log by person or funnel. Repeated actions are grouped together.Why it matters. This is the literal answer to “why did this change?” Every agent edit appears beside teammate edits, using the agent’s own description of what it did.
Settings, then Activity: one audit log for teammates and agents
A useful entry says “Generated two variants for the spring offer” instead of “Done.” Your agent can read the same feed with get_activity_log.
Once an agent can act on the workspace, make Activity part of the routine. Check it the same way you would check a teammate’s changelog.
