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How-to guide
Set workspace name, logo, language, currency, and time zone for everyone.
Click Settings at the bottom of the left sidebar, then General under Company.
Change your personal language and notification preferences.
Click Settings, then Profile under You.
Protect your account with two-factor authentication and manage active sessions.
Click Settings, then Security under You.
Store legal and billing details that appear on invoices and official documents.
Click Settings, then Company profile under Company.
See your plan, usage, and send requests when you need a change or more capacity.
Click Settings, then Billing & plan under Company.
Add people, choose how they sign in, and control what each person can open.
Click Settings, then Members & invites under Team.
Set spending approval limits and understand where per-person app access is managed.
Click Settings, then Permissions under Team.
Turn apps on or off and open each app's own settings.
Click Settings, then Apps under Apps.
Tune how Sales shares data with other apps and when someone becomes a client.
Click Settings → Apps, find Sales, click Open settings (or open Settings → Apps → sales).
Control email tracking and whether Marketing shares contacts with other apps.
Click Settings → Apps → marketing.
Choose Finance experience and how money data connects to other apps.
Click Settings → Apps → finance.
Decide whether Projects shares tasks and links with other apps.
Click Settings → Apps → saga-pm.
Control whether HR shares employee data with other apps.
Click Settings → Apps → hr.
Set stock rules, currency for valuation, and low-stock alerts.
Click Settings → Apps → inventory.
Choose whether Retail runs standalone or shares catalog and sales with other apps.
Click Settings → Apps → retail.
Configure appointment reminders and clinic-specific booking and waiting room options.
Click Settings → Apps → clinic.
Open Recruitment preferences and channel links (no module-wide toggles yet).
Click Settings → Apps → recruitment.
Open Spreadsheet app settings and assistant channels.
Click Settings → Apps → spreadsheet.
Open Lead Intelligence settings (minimal preferences today).
Click Settings → Apps → lead-intelligence.
Connect Google, HubSpot, Telegram, and WhatsApp so calendar, contacts, and messages stay in one workspace.
Click Settings, then Connections under Connected services.
Connect Telegram bots so teammates can talk to workspace and app assistants.
Click Settings, then Telegram under Connected services.
Connect WhatsApp Business numbers for patient or customer messaging.
Click Settings, then WhatsApp under Connected services.
Add your own AI provider, paste your API key, pick a model, and control how the assistant works.
Click Settings, then AI Assistant under Connected services, or AI settings inside Saga AI.
Manage Access keys, read the audit log, and handle workspace data exports.
Click Settings, then Advanced under Advanced.
Export a copy of your workspace or schedule deletion if you leave Saga.
Click Settings, then Data & privacy under Advanced.
Turn public booking on, set services, and choose ID scan and reminders.
Settings → Apps → Clinic → Online booking.
Choose what the lobby TV shows: welcome, tips, weather, Wi-Fi.
Settings → Apps → Clinic → Waiting room (board).
Set clinic stamp, overbooking, and paper templates.
Settings → Apps → Clinic → Clinical OS.
Ask how to do a job
Ask how to set something up. When you finish a step, type done.