Documentation
Governance and models
On this page
Governance is where a workspace admin decides what the assistant may do within the plan. You switch features on or off — guest access, human handoff, actions, branding — choose whether customers pick a model or get one default from your allowed list, and set your limits. The controls live in your Console and apply to your workspace only.
Features within your plan
Your plan sets a ceiling; within it, you turn features on or off for your workspace:
- Guest access — let anyone chat without signing in, or require sign-in.
- Human handoff — let customers reach a person, and give your team the Inbox. Off by default until you turn it on. See Human handoff.
- Actions — whether the assistant can do things through your connected systems, and which. See Connecting your systems.
- Branding — your name, logo, colors, and welcome copy.
Think of it as two layers: your plan is the ceiling the platform sets; your settings are where you land inside it. You can move freely up to the ceiling, never past it.
Model choice: who picks the model
You control which model answers your customers, with two settings:
| Setting | What your customers see | Use it when |
|---|---|---|
| Customers pick | A model choice in the composer; each customer picks from the models you allow. | You want to offer a range and let power users decide. |
| One default | One model, pinned. The assistant stays on it and won't switch. | You want consistent cost and behavior for everyone. |
You also set an allowed list — the models available under either setting — so "customers pick" still means your shortlist, never the entire catalog.
The setting is enforced end to end: under one default, a request to switch models is refused, so a customer can't route around your choice. The picker only ever offers models on your allowed list.
Rolling out. Under a one-default setting the composer will show the pinned model as a plain label with no picker at all — a small visual refinement. The setting itself is already enforced today; the picker just doesn't offer other models to switch to.
Limits
Your plan carries a usage limit. You can see how close you are on the Usage and analytics page, per AI provider and over time, so a busy month never surprises you.
Where these live
All of the above sit in your Console — a governance panel for model choice and limits, a branding panel, a connections panel, and a usage panel — each scoped to your workspace. Platform-wide settings (creating workspaces, verifying domains) stay with the platform team; your controls are your own workspace's.
Next
- Usage and analytics — track usage against your limit.
- The assistant experience — what your rules look like to a customer.
- Managing from chat — the same controls, conversationally.
Questions
Can a customer switch models under one default?
No. The setting is enforced end to end: a request to switch is refused, so nobody routes around your choice.
What is the allowed list?
Your shortlist of the catalog. Under "customers pick" the picker offers only those models; under one default the pinned model must be on it.
Who can change these settings?
Your workspace admins, for your workspace only. Platform-wide settings — creating workspaces, verifying domains — stay with the platform team.
How do I turn on human handoff?
Here, in Governance, then staff the Inbox — the steps are in Set up human handoff.