Documentation

Settings

Workspace

Settings

Settings show the workspace context Flo receives from Taskologic. Future settings should cover transcript defaults, recording consent behavior, retention, reminders, and AI controls.

Use it

Open the topic when you need the fastest path through this Flo workflow.

Confirm

Check the behavior against the bullets below before handing it to a teammate.

Next step

Move to the related topics at the bottom when the workflow crosses surfaces.

  • Review account identity.
  • Review workspace and role.
  • Check Flo access and compatibility flags.
  • Add transcript and capture defaults later.
  • Add retention, consent, notification, and AI controls later.

Related Workspace

Keep moving through this workflow