Configuration
Settings
Per-client configuration.
General
Appearance (light / dark / system) and other per-browser preferences.
Business profile
What you sell, to whom, and how you position it. Once reviewed, Wave briefs its content AI with this.
Email brand & templates
Your brand kit (logo, colours, fonts, voice) and the email templates Wave builds from it. Every template carries the legal footer.
Taxonomy
Themes, personas, funnel stages, and industries used by content extraction.
Thresholds
Extraction text cap and max tags per category applied by the pipeline.
Channel rules
Map UTM + referrer signals to canonical channels for Channel Affinity.
Content Intelligence
Toggle the post-sync auto-crawl orchestrator for this tenant.
Content formats
Define the content-format allowlist used by Content Intelligence extraction (webinar, blog post, whitepaper, etc.).
Sync control panel
Opt this tenant in to the per-connector sync control panel (kill switches, writeback toggles, sync-now, history).
Custom fields
Typed fields of your own on the person record. Wave holds every source to the type you declare.
Custom objects
Record types of your own, such as a subscription, with typed fields and records linked to a person or an account.
Activity types
The kinds of activity Wave records on a person's history, and which of them count as engagement.
Campaign governance
The shape each kind of campaign name must have, and who may open each campaign folder.
Consent
The rule that decides who may be contacted on each channel, and who it would hold today.
Buying groups
Per-Opportunity Buying Groups setup: HubSpot custom association type, kill switches.
Business units
Host and path rules for which pages belong to a sibling business unit, so their engagement doesn't count toward this unit's curriculum.
Notifications
Slack alerts and email digest for this tenant's Wave notifications.
Tooltips
Verbose vs concise tooltip mode for the in-product data dictionary. Per-browser preference.
Users
Invite teammates, manage roles, and audit Tidal Wave operator access for this tenant.
Agents
AI agents that have connected to read this workspace's data. Read-only — access is granted and withdrawn in your identity provider.
Agent engagement
Compare each model with and without the agent engagement you opted in, and let a workspace admin promote one once it beats the live model on its bar.
Usage
Per-day consumption for this tenant — assets crawled, syncs run, predictions written, writeback pushes — plus AI use against its allowance and caps, where workspace admins set their own limits.
AI models
Choose which model runs each Wave AI task: Tidal Wave's Claude, Claude on your own key, or your own OpenAI-compatible endpoint. Workspace admins manage connections and routing.
AI data handling
What Wave sends to an AI model, what it keeps and for how long, and who can read it, for each way this workspace can run AI.
Lifecycle
Lifecycle state (active / suspended / archived) and transition history. Read-only here; flip state from the TMC.