Administration
System configuration and management settings.
Access: Nav rail → Settings
Settings Panel
The settings panel is organized into categories:
┌─────────────────────────────────────────────────────────┐
│ Settings │
├─────────────────────────────────────────────────────────┤
│ │
│ Categories: │
│ • General ← Current │
│ • LLM Providers │
│ • Channels │
│ • Data Retention │
│ • Security │
│ • Advanced │
│ │
└─────────────────────────────────────────────────────────┘
General Settings
System Configuration
General Settings
System Name
[My AI Workforce ]
Default Language
[English ▼]
Time Zone
[America/New_York ▼]
Date Format
[MM/DD/YYYY ▼]
Display Preferences
Display
Theme
○ Light ● Dark ○ Auto
Density
○ Comfortable ● Compact
Sidebar
☑️ Show Live Feed by default
☑️ Auto-collapse completed tasks
☐ Show agent avatars in lists
Notifications
Notification Preferences
In-App Notifications
☑️ Enable desktop notifications
☑️ Play sound on alert
☐ Show notification count in title
Email Notifications
☐ Send daily summary
☐ Notify on system errors
☐ Weekly analytics report
LLM Provider Settings
Configure which AI models to use.
Provider Priority
LLM Provider Priority
When CapiBot needs AI, it tries providers in this order:
1. 🥇 Anthropic Claude
2. 🥈 Google Gemini
3. 🥉 Kimi (Moonshot)
4. GLM (Zhipu AI)
5. MiniMax
6. Ollama (local)
[Add Provider] [Reorder]
How Failover Works:
- Primary provider (Claude) attempts request
- If fails, automatically tries the next configured provider
- Continues until success or all fail
Provider Configuration
Anthropic:
API Key: [sk-ant-******************************** ]
Model: [Claude 3.5 Sonnet ▼]
Max Tokens: 4096
Temperature: 0.7
[Test Connection]
Ollama (Local):
Base URL: [http://localhost:11434 ]
Model: [llama3.1:latest ▼]
[Refresh Models]
Google Gemini:
API Key: [************************************ ]
Model: [Gemini 1.5 Pro ▼]
[Verify Key]
Model Override
Per-agent model selection:
Morgan (CEO) → Claude (default)
Nova (Engineer) → Gemini (faster coding)
Scout (Research) → Claude (better analysis)
Channel Settings
Configure messaging channels.
Telegram
Telegram Bot Configuration
Bot Token: [123456789:ABCdefGHIjkl... ]
Status: ✅ Connected
Bot Username: @MyCapiBot
User Allowlist
☑️ Enable allowlist
Allowed users: @username1, @username2
☐ Allow any user (not recommended)
Features
☑️ Voice message transcription
☑️ File handling
☑️ Typing indicators
[Save] [Test Connection]
WhatsApp Business API
API Key: [******************************** ]
Phone Number: +1 (555) 123-4567
Status: ✅ Connected
Webhook URL: https://your-domain.com/webhooks/whatsapp
Verify Token: [******************************** ]
Media Handling
☑️ Download images
☑️ Download documents
☐ Download audio (requires storage)
Maximum file size: 16 MB
[Save] [Test Message]
Slack
Slack App Configuration
Bot Token: [xoxb-1234-5678-... ]
Status: ✅ Connected
Workspace: MyWorkspace
Channels
#general — ✅ Active
#engineering — ✅ Active
#marketing — ⏸️ Paused
Features
☑️ Thread-aware messaging
☑️ Rich formatting
☑️ File sharing
[Save] [Invite to Channel]
Data Retention
Control how long data is kept.
Data Retention Policies
Auto-cleanup automatically removes old data.
Activities Keep for [30 ▼] days
Notifications Keep for [7 ▼] days
Audit Logs Keep for [90 ▼] days
Comms/Messages Keep for [15 ▼] days
Webhook History Keep for [30 ▼] days
Traces Keep for [30 ▼] days
Files Keep for [90 ▼] days
Completed Tasks Keep for [365 ▼] days
☑️ Enable auto-cleanup
☐ Archive before delete
[Save Changes]
Why Auto-Cleanup?
- Reduces database size
- Improves performance
- Maintains privacy
- Controls costs
Important Data is Never Deleted:
- Active tasks
- Agent memories
- Knowledge base
- Company information
- Settings
Security Settings
Authentication
Authentication
API Key Authentication
Master API Key: [CAPIBOT_************************ ]
[Regenerate] [Copy]
Session Settings
Session duration: [7 ▼] days
☑️ Require secure cookies
☑️ Validate IP address
☐ Allow multiple sessions per user
Dev Mode
☐ Enable dev mode (⚠️ Not for production)
Access Control
Access Control
IP Allowlist
☐ Enable IP restrictions
Allowed IPs: 192.168.1.0/24, 10.0.0.5
User Allowlist (Telegram)
@username1, @username2, @username3
☐ Allow any Telegram user
Host Allowlist
localhost, capibot.io, *.internal.com
Content Security
Content Security Policy
☑️ Enable CSP headers
☑️ Block inline scripts
☑️ Restrict object sources
☑️ Validate form actions
Shell Security
☑️ Block dangerous shell patterns
☑️ Restrict to workspace
☑️ Timeout commands (default: 30s)
Maximum shell output: ~10KB per call
Advanced Settings
System Performance
Performance
Connection Pooling
Max database connections: [10 ▼]
Connection timeout: [30 ▼] seconds
Caching
☑️ Enable response caching
Cache duration: [60 ▼] seconds
Rate Limiting
API rate limit: [100 ▼] requests/minute
Webhook rate limit: [100 ▼] requests/minute
Logging
Logging
Log Level
[Info ▼] (Debug, Info, Warn, Error)
Log Destinations
☑️ Console
☐ File: /var/log/capibot/
☐ External (syslog)
Sensitive Data
☐ Log API keys (not recommended)
☐ Log full prompts
☑️ Mask sensitive data
Backup & Recovery
Backup Settings
Automatic Backups
☑️ Enable daily backups
Backup time: [02:00 ▼]
Retention: [7 ▼] days
Backup Contents
☑️ Database
☑️ File storage
☑️ Configuration
☐ Logs
Manual Backup
[Create Backup Now]
Last Backup: Dec 14, 2024 02:00 AM
Status: ✅ Success (245 MB)
[Download] [Restore]
User Management
If running multi-user CapiBot:
User Management
Current Users: 3
┌─────────────────┬──────────────┬────────────┐
│ User │ Role │ Last Active│
├─────────────────┼──────────────┼────────────┤
│ [email protected]│ Admin │ 2 min ago │
│ [email protected]│ User │ 1 hour ago │
│ [email protected]│ User │ 1 day ago │
└─────────────────┴──────────────┴────────────┘
[Invite User] [Export Users]
User Roles
Admin:
- Full system access
- Manage settings
- Manage users
- View audit logs
User:
- Create/manage companies
- Manage assigned agents
- View own tasks
- Limited settings access
Import / Export
Export Data
Export Your Data
What to Export
☑️ Companies and teams
☑️ Agents and configurations
☑️ Tasks and history
☑️ Knowledge base
☐ Logs and traces
Format
● JSON (machine readable)
○ Markdown (human readable)
○ CSV (spreadsheets)
[Export Data]
Import Data
Import Data
⚠️ Import will merge with existing data.
Conflicting items will be skipped.
Select file: [Browse...]
Supported formats: .json, .zip
[Preview Import] [Import Data]
System Information
View system status:
System Information
Version: CapiBot v1.2.3
Build: 2024.12.15-abc123
License: MIT (Open Source)
Runtime
Node.js: v20.10.0
Uptime: 14 days, 3 hours
Memory: 2.3GB / 8GB
Database
PostgreSQL: 16.1
Size: 1.2 GB
Connections: 3 / 10
Check for Updates
Current: v1.2.3
Latest: v1.2.3 ✅ Up to date
Best Practices
Configuration
- Document Changes — Note why you changed settings
- Test First — Try changes in dev environment
- Backup First — Before major changes
- Start Conservative — Tighten gradually
- Review Regularly — Monthly settings audit
Security
- Strong API Keys — Use auto-generated keys
- Rotate Regularly — Every 90 days
- Least Privilege — Minimum required access
- Monitor Logs — Watch for unusual activity
- Keep Updated — Latest version for security patches
Performance
- Right-size Pool — Match DB connections to usage
- Cache Wisely — Don't cache dynamic content
- Clean Regularly — Auto-cleanup old data
- Monitor Resources — Watch memory and disk
- Optimize Queries — Check slow query logs
Troubleshooting
Settings Not Saving:
- Check permissions
- Verify values are valid
- Review error messages
- Try refreshing page
Connection Test Fails:
- Verify API keys
- Check network connectivity
- Review firewall rules
- Check service status
Performance Issues:
- Lower connection pool size
- Reduce cache duration
- Enable auto-cleanup
- Check database size
Security Alerts:
- Review audit logs
- Check access patterns
- Verify allowlists
- Rotate compromised keys
Next Steps
- Review Security Best Practices
- Learn about Agent Performance
- Explore Tool Categories