Westmore Partners

Settings

Workspace identity, customer-system connections, notifications, and security policy. Changes apply to every agent in this workspace.

Workspace

Identity, ownership, and the basics every agent inherits.

Workspace nameWestmore Partners

Workspace URLwestmore-synth-xx4i.plainsight.work

IndustryStrategy & Implementation Consulting

Team size30

TimezoneAmerica/New_York · UTC−4

Account ownerEduard Cristea · eduard@holofy.io

CreatedApril 14, 2026 · 30 days ago

Integrations

Customer systems humans.ai composes against. Connections are scoped to the agents that need them.

Gmail
OAuth
Connected · Sarah Chen, Wei Zhang, Maya Patel
Last sync 12 min ago
Scope
Read · draft · search
Notion
OAuth
Connected
Last sync 4 hours ago
Scope
Read · write
Slack
Workspace install
Connected
Last sync 2 min ago
Scope
Post · read DMs (opt-in)
Microsoft 365
Microsoft Graph · SharePoint + Outlook + Teams
Connected
Last sync 9 min ago
Scope
Read · write polish_me/ · calendar (read) · Teams DM (post)
QuickBooks
OAuth
Connected
Last sync 1 hour ago
Scope
Read transactions
Bill.com
Custom MCP wrapper
Connected
Deployed 2 days ago
Scope
Read invoices
Salesforce
OAuth
Not connected — partner CRM decision pending
Scope
—
Linear
OAuth
Not connected — invite the engineering team to connect
Scope
—
HubSpot
OAuth
Not connected
Scope
—
Stripe
OAuth
Not connected
Scope
—

Notifications

What we tell you, when, and where it lands.

Daily digest
Sent at 9am ET to account owner
ON
Weekly map summary
Every Monday · partners only
ON
Pending approval reminder
If stale > 24h
ON
Model upgrade alerts
When a node's model gets a new version
ON
On-call escalations
Critical agent failures · paging via Slack + SMS
ON

Notification channels

Email
Slack
SMS (opt-in)

Security & Data

Identity, retention, and data residency for this workspace.

SSOConnected to Westmore Okta · enforced

2FARequired for all members · TOTP + WebAuthn

Audit log retention90 days · upgradeable to 1 year

IP allowlistDisabled — recommended for VPN-only access

Data residencyUS East · NVIDIA NIM hosted in us-east-1 · Anthropic API global

Data exportOn-demand via account team · contact your build engineer

Danger zone

Delete workspace

Deleting permanently removes all interview data, transcripts, agent compositions, and logs. This cannot be undone. Contact your account team to initiate.