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Admin settings

Turn the AI assistant on or off and load sample data. Admins only.

Last updated September 20, 2026

Admins open this page from Admin Settings in the sidebar, or with the gear icon in the top bar.

Turn the AI assistant on or off

  1. Open Admin Settings.
  2. In the Foldspace Agent card, flip the switch. The label next to it shows Enabled or Disabled.

The setting applies to everyone who uses the CRM, and takes effect for other users the next time they load a page. While the assistant is disabled, the ask bar is not shown and assistant-only features (CSV import, meeting preparation, and at-risk analysis) are unavailable.

Load sample data

Database Seeding fills the CRM with realistic demo data: 1 company profile, 6 accounts, 23 contacts, 12 opportunities, 15 meetings with 33 attendees and 23 notes, 11 support cases, and 20 activity records.

  1. Open Admin Settings.
  2. In the Database Seeding card, click Seed Database.
  3. Wait for the Database Seeded Successfully message, which lists what was created.

Seeding first deletes ALL existing accounts, contacts, opportunities, meetings, support cases, and activities, and it starts as soon as you click the button — there is no confirmation step. This cannot be undone. Users are not deleted.

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