Configuration

MeetLoyd can be tailored to your organization's needs through the Dashboard settings. This page covers the key configuration areas.

Agent Settings

Every agent has settings you can adjust from its detail page.

Core Settings

Setting	Description	Default
Name	Display name for the agent	Required
Role	The agent's job title within its team	Required
Description	What this agent does	Optional
Model	Which LLM powers this agent	Claude Sonnet (latest)
Temperature	Controls response creativity (0 = deterministic, 1 = creative)	0.7
Max Tokens	Maximum response length	4096

Model Selection Guide

Choose the right model for each agent's role:

Model	Best for	Speed	Relative cost
Claude Sonnet (latest)	General tasks, balanced performance	Fast	Medium
Claude Opus (latest)	Complex reasoning, high-stakes decisions	Slower	Higher
Claude Haiku (latest)	Simple tasks, triage, high volume	Fastest	Lowest
GPT-4.1	General tasks (OpenAI ecosystem)	Fast	Medium
Gemini 2.5 Pro	Long documents, analysis	Fast	Medium
Mistral Large	European data residency preference	Fast	Medium

Mix models within a team

Different agents in the same team can use different models. Use a fast model for the triage agent and a powerful model for the specialist.

Advanced Agent Settings

Setting	Description	Default
Memory Enabled	Allow agent to remember context across conversations	Enabled
Streaming	Stream responses in real-time	Enabled
Tools Enabled	Allow agent to use assigned tools	Enabled

Workspace Settings

Configure your workspace from Settings in the left sidebar.

General

Setting	Description
Workspace Name	Your organization's display name
Timezone	Default timezone used for schedules and audit logs
Language	Primary language for the Dashboard UI

User Roles

Manage who can do what in your workspace:

Role	What they can do
Owner	Full access including billing, workspace deletion, and user management
Admin	Manage agents, teams, integrations, and settings
Member	Use agents, view conversations, and access the Openspace
Viewer	Read-only access to conversations and analytics

To manage users, go to Settings then Users & Roles. You can invite new users by email and assign roles from this page.

Workspace Briefing

The Workspace Briefing tells your agents about your organization -- its goals, priorities, and context. It cascades through the team hierarchy so every agent stays aligned.

1. Navigate to your workspace detail page (click the workspace name in the sidebar)
2. Open the App Briefing tab
3. Write or paste your briefing
4. Click Save

When you update the briefing, it automatically propagates to all running teams in the workspace.

Briefing versioning

Every time you save a briefing, MeetLoyd keeps the previous version. You can view the version history and see what changed.

Security Settings

Authentication

Configure sign-in options from Settings then Security:

Option	Description
Password Policy	Set minimum password requirements
MFA Required	Enforce two-factor authentication for all users
Session Timeout	Automatically sign out users after inactivity

SSO / SAML (Enterprise)

For Enterprise plans, configure single sign-on:

1. Go to Settings then Security then SSO
2. Select your identity provider
3. Enter the SAML metadata URL or upload the metadata XML
4. Test the connection
5. Enable SSO for your workspace

Supported identity providers:

Provider	Protocol
Okta	SAML 2.0
Azure AD (Entra ID)	SAML 2.0 / OIDC
Google Workspace	OIDC
OneLogin	SAML 2.0
Custom provider	SAML 2.0

Audit Logging

All actions in your workspace are logged automatically. View them from Settings then Audit Logs.

Growth+ feature

Full audit logging with SIEM export is available on Growth and Enterprise plans. Starter plans have basic event logging only.

Events tracked include:

• User sign-ins and sign-outs
• Agent creation and modification
• Team starts and stops
• Configuration changes
• Integration connections

Enterprise SIEM integration

Enterprise plans can forward audit events to Splunk, Datadog, Elastic, or SumoLogic. Configure this in Settings then Audit Logs then SIEM Integration.

Integration Settings

Connect your business tools from Settings then Integrations.

Google Workspace

1. Click Connect next to Google Workspace
2. Authorize with a Google admin account
3. Select which services to enable (Gmail, Calendar, Drive, Admin, and more)
4. Test the connection

Microsoft 365

1. Click Connect next to Microsoft 365
2. Authorize with a Microsoft admin account
3. Grant the requested permissions in Azure AD
4. Test the connection

Other Integrations

Integration	How to connect
Slack	Requires an external MCP server. Add the Slack MCP server URL in Settings > MCP Servers
MCP Servers	Add the server URL and authentication details
Webhooks	Provide your endpoint URL and select which events to receive

Governance Settings (Growth and Enterprise)

Autonomy Levels

Control how much independence your agents have:

Level	Behavior	Best for
Proactive (default)	Agents propose actions, humans approve	Production teams where trust is being built
Reactive	Agents wait for explicit instructions	Testing and debugging
Autonomous	Agents act freely within their boundaries	Fully automated workflows with established trust

Autonomy is set per team from the team settings page.

Governance Packs (Enterprise)

Enterprise customers can enable compliance modules:

Pack	What it enforces
GDPR	PII detection, data retention, right-to-erasure
HIPAA	PHI protection, access controls, audit trails
SOX	Four-eyes approval, separation of duties
EU AI Act	Transparency, human oversight, risk classification

Enable packs from Settings then Governance.

Approved Model List (Enterprise)

Restrict which LLM models agents can use:

1. Go to Settings then Governance then Approved Models
2. Add the models your organization has approved
3. Choose an enforcement mode: Audit (log only), Warn (allow with warning), or Enforce (block unapproved models)

Enforcement modes

Start with Audit to understand your model usage patterns before switching to Enforce. This avoids accidentally blocking running agents.

LLM Key Management

Manage your provider keys from Settings then LLM Keys.

Action	How
Add a key	Click Add Key, select provider, paste key, save
Rotate a key	Add the new key, verify it works, remove the old one
Remove a key	Click the delete icon next to the key (agents using this key will stop working)

Supported providers:

Provider	Models available
Anthropic	Claude Opus, Sonnet, Haiku
OpenAI	GPT-5 Mini, GPT-4.1, o3, o1
Google	Gemini 2.5 Pro, Gemini 2.5 Flash
Mistral	Mistral Large, Mistral Small, Codestral
Groq	Llama 4 Scout, Llama 3.3 (fast inference)

Next Steps

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Security Center

Centralized security management for your workspace

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Governance Packs

Compliance modules for regulated industries

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Integrations

Connect Google, Microsoft, Slack, and more

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Platform Hierarchy

Understand workspaces, teams, and agents