Overview
This document catalogs every configuration surface in the platform — every settings page, configuration panel, and administrative control that affects platform behavior.1. Company Settings
Company-level settings are managed from the Settings area in the admin panel.Company Details
| Setting | Description |
|---|---|
| Company name | Organization display name |
| Company slug | URL-friendly identifier |
| Logo | Company logo image |
| Branding | Brand colors and custom styling |
Admin Management
Manage the team of company administrators:| Field | Description |
|---|---|
| First name, last name, email | Admin identity (all required) |
- Create new admins
- Resend invite (for admins who haven’t accepted)
- Copy invite link
- Delete admin accounts
API Key Management
Generate and manage API credentials for external integrations:| Action | Description |
|---|---|
| Generate key | Creates a new API key with a name; the key value is shown only once |
| Revoke key | Permanently disables an active key |
Tags
Create and manage categorization labels that can be applied to applications and used in automations and compliance rules.Email & SMS Templates
Manage communication templates with:- Dynamic variable support (referencing candidate and application data)
- Rule-based text rendering
- Multiple template types for different communication scenarios
Preset Options
Manage reusable option lists that can be referenced in form elements (e.g., custom dropdown options):| Setting | Description |
|---|---|
| Scope | Company-specific or Global (platform-wide) |
| Options | Array of label/value pairs |
Integrations
Connect third-party services to the platform:| Integration | Configuration |
|---|---|
| Hotjar | Tracking ID |
| Google Tag Manager | Container ID (GTM format) |
| Sterling | Username and password |
| Veriff | Name, API key, and private key |
| Google Calendar | OAuth authorization |
| Google Sheets | OAuth authorization |
| Google Gmail | OAuth authorization |
Billing Export
Export billable event data:| Setting | Description |
|---|---|
| Companies | Select companies to include |
| Date range | Start and end dates |
| Services | Select which billable services to export |
Billable Services
| Service | Description |
|---|---|
| Application Stage Change | Stage transitions in hiring flows |
| Document OCR Extraction | Document processing with OCR |
| AI Agent Execution | Browser automation runs |
| LMS Enrollment | Course enrollments |
| Document Signing | Review & Sign completions |
| Queue Enrollment | Meeting queue entries |
| Calendar Booking | Scheduled appointments |
| AI Caller | AI voice bot calls |
2. Hiring Flow Settings
Each hiring flow has its own settings panel:Recollection Configuration
| Setting | Description |
|---|---|
| Reminder schedule | Set reminders at specific idle-day intervals |
| Post-recollection landing | Choose where candidates go after re-submitting: a success page or their current application page |
| Re-evaluate rules | Optionally re-run compliance rules after recollection |
| Block form progress | Prevent candidates from continuing until recollection is complete |
Recollection Templates
Define templates that specify which form elements trigger recollection, the reasons for re-collection, and the email/SMS notification content. Templates can be scoped to the platform, a company, or a legal entity.Stage Groups
Group stages together for analytics and funnel visualization. Each group has a name, description, and selected stages.Multi-Application Settings
When enabled, configure which form fields determine whether a candidate’s application is unique (allowing the same person to submit multiple applications).3. Form Builder Configuration
The Form Builder provides configuration at multiple levels:Per-Page Settings
| Setting | Description |
|---|---|
| Single element per page | Display only one question per page |
| Hide page title | Remove the title from the candidate’s view |
| Minimum time before submit | Set a minimum number of seconds the candidate must spend on the page |
Per-Question Settings (by type)
| Question Type | Configurable Options |
|---|---|
| Text | Format (default, uppercase, lowercase, title case), paragraph mode, regex validation with custom error message |
| Number | Type (default, currency, percentage, days, months, years), currency code, minimum/maximum values |
| Selection | Preset list (countries, currencies, yes/no, US states) or custom options, multi-select, quiz answer designation |
| Date Picker | Date range mode, block past dates or future dates |
| Document Upload | OCR processing, camera capture, document type |
| Description | Media layout (text first vs. media first), static media content |
| Shift | Configurable shifts and weekday mapping |
| Review & Sign | Signer configuration and PDF template |
| Integration | Integration type (AI Caller, sub-module, E-Verify), blocking behavior |
4. Automation Configuration
Each automation has these configurable settings:| Setting | Options |
|---|---|
| Name and description | Free text |
| Active/Inactive toggle | Enable or disable the automation |
| Context | Hiring Flow, People/Onboarding, or Check-in Form |
| Linked flow | The specific flow or form the automation is scoped to |
| Execution policy | Queue (sequential), Skip (ignore if running), or Continue (concurrent) |
| Slack alerts | Enable notifications on execution |
| Trigger configuration | Type-specific settings (see Automations) |
| Action configuration | Type-specific settings per action |
| Input variables | Name, type, and data source for each variable |
5. AI Caller Configuration
| Category | Settings |
|---|---|
| Conversation | System prompt, system instructions, input/output variables |
| Voice | Voice selection (10 options), voice speed |
| Call Limits | Maximum call duration |
| Summarization | Enable/disable, custom summary prompt |
| Data Access | Grant access to candidate data |
| Turn Detection | Voice activity detection (sensitivity, padding, silence duration) or Semantic detection (eagerness) |
| Transcription | Custom transcription instructions |
6. Scheduler Configuration
| Entity | Settings |
|---|---|
| Schedule | Name, description, availability windows |
| Event | Title, description, duration, location (virtual or in-person), timezone |
| Meeting Queue | Name, meeting link |
7. LMS Configuration
| Setting | Description |
|---|---|
| Course title | Display name |
| Cover image | Course thumbnail |
| Description | Rich-text course overview |
| Status | Draft, Active, or Inactive |
| Allowed languages | Languages available |
| Landscape prompt | Prompt mobile users to rotate device |
| Certificate validity | Duration in months or years |
8. AI Agent Configuration
| Setting | Description |
|---|---|
| Agent name | Display name |
| Scope | Company or Global |
| Instructions | Visual workflow of browser actions |
| Input variables | Name, type (text/file), description, mandatory, sensitive, dynamic |
| Output variables | Name and description |
| States | Named workflow checkpoints |
9. Custom Variables
| Type | Configuration |
|---|---|
| Aggregated | Function (count, sum, average, min, max), source field, scope (all applications or all contracts) |
| Annotated — Functional | Function (sum, min, max, mean, mode, median), source fields |
| Annotated — Rule-Based | Compliance rule, filter rule, associated form elements |
10. Data Connectors
Pre-fill form fields from existing data:| Setting | Description |
|---|---|
| Target field | The form field to pre-fill |
| Source | A static value or a dynamic reference to another data field |
| Required | Whether the pre-fill is mandatory |
11. Compliance Rules
| Setting | Description |
|---|---|
| Condition tree | Visual AND/OR logic builder with field comparisons |
| AI evaluation | Optionally use AI to assess data against the rule |
| AI model | Select which AI model to use |
| Web search | Optionally allow web search during evaluation |
| Summary | Generate an AI summary of the evaluation |
12. Locale Settings
| Setting | Default |
|---|---|
| Phone number country code | GB |
| Timezone | UTC |
| Date format | Configurable |
| Time format | Configurable |
13. Platform Staff Configuration
The following settings are managed by Firstwork platform staff:Feature Flags
Toggle platform features per company or application with allow/block lists. See Feature Flags for the complete catalog.Prompt Manager
Configure AI and OCR processing:| Setting | Description |
|---|---|
| LLM Provider | OpenAI, Gemini, or Vertex AI |
| Model | Specific model selection |
| Enable reasoning | Toggle AI reasoning |
| Text extraction | Extraction configuration |
| OCR rotation | Toggle document rotation for OCR |