> ## Documentation Index > Fetch the complete documentation index at: https://docs.zudo.so/llms.txt > Use this file to discover all available pages before exploring further. # Organization Settings > Configure your Zudo organization — profile, business hours, integrations, custom traits, and request options. Click **Settings** in the main navigation. The settings area is organized into tabs: **Settings**, **Connections**, **Requests**, **Traits**, and **Members**. ## Organization Profile * **Organization name** — the display name used throughout the app. * **Domains** — email domains associated with your organization (e.g., `acme.com`). Zudo uses these to distinguish inbound customer emails from internal replies when calculating [email response times](/accounts/health-scoring). Make sure your domains are accurate. ## Business Hours Business hours control when your team is expected to be working. Only hours within this window count toward email response time calculations. Set your working days and hours in the **Settings** tab under **Business Hours**. ## Custom Traits Custom traits let you define account properties beyond the built-in fields — contract tier, product line, onboarding status, or anything else you want to store and report on. 1. Go to **Settings → Traits**. 2. Click **+ Add Trait**. 3. Set a name, key, and data type. 4. Save — the trait is now available on all account pages and in [custom reports](/reporting/custom-reporting). ### Trait types | Type | Description | | ------- | -------------------------------- | | Text | Free-form string | | Number | Numeric value | | Date | Date picker | | Boolean | True/false toggle | | Select | Dropdown with predefined options | | URL | Clickable link | | Email | Email address | ### Smart traits Smart traits are formula-based computed fields. Define a JavaScript-like expression (e.g., `traits.mrr / traits.employeeCount`) and Zudo recalculates the value on a schedule. Smart traits support number, text, and boolean result types with optional formatting (decimals, prefix, suffix). Smart traits appear read-only on account pages and are available in [Segments](/accounts/segments) and [Custom Reporting](/reporting/custom-reporting). All traits also appear as writable targets in [Webhook Actions](/settings/webhook-actions) for automatic updates via Vitally Playbooks. ## Connections The **Connections** tab is where you manage integrations. Each has its own configuration panel and can be toggled independently. See the [Integrations overview](/integrations/overview) for details on each one. ## Requests Settings The **Requests** tab controls how feature requests behave in your organization — default status values and other request-related preferences. ## Email Summaries Zudo can send daily and weekly summary emails to organization members. Summaries include active alert counts, open requests, tasks opened and closed, internal emails sent, accounts with activity, meetings held, and time spent in meetings. * **Daily summaries** cover the last 24 hours (sent at 5:30 PM) * **Weekly summaries** cover the last 7 days (sent Fridays at 4:00 PM) Toggle these on or off from the organization settings — this is an **org-wide kill switch**. When off, no one in the org receives that email. When on, each member can additionally opt out from their [Profile](/settings/profile) page. If a recipient is the CSM on at least one account, their summary is scoped to those accounts. Members who aren't a CSM on any account get the org-wide view. ## CSM Assignment Each account can have a designated CSM (customer success manager). The CSM gets the alert and notification emails for that account, has the account's tasks routed to them by default, and sees the account's activity reflected in their personal summary emails. ### Auto-assignment rules In **Organization Settings → CSM Assignment**, define rules that auto-assign newly created accounts to a CSM. Each rule has a single condition — over the account's name, MRR, or source (`vitally`, `manual`, `csv_import`, `api`) — plus a target CSM. The first rule that matches wins. Rules apply to manual creation, CSV import, API creation, and Vitally sync (on the create branch only — re-syncing an existing account never clobbers a manually set CSM). ### Fallback CSM The fallback CSM receives notifications when an account has no assigned CSM. Without a fallback, alerts on unassigned accounts fall through to the integration owner (i.e., whoever connected Gmail). ### Bulk assign The **Bulk assign** action one-shot assigns existing accounts to a CSM: * **All accounts** — overwrite every account's CSM in this org. * **Only unassigned** — fill in just the accounts that don't have one. * Pick **Unassign all** in the picker to clear assignments instead. This action cannot be automatically reverted, so confirm carefully. ## Daily Follow-Up The **Daily Follow-Up** settings let you make the follow-up digest less noisy without losing the full in-app experience. * **Send daily follow-up digest emails** turns the digest on or off for the whole organization. * **Digest sensitivity** controls which lanes are emailed: * **Important only** emails the **Owe Them Something** and **Bring Them News** lanes. The **Stay Close** lane is hidden from email. * **Standard** and **Comprehensive** email all three lanes, including **Stay Close**. * **Accounts shown per email section** caps how many accounts appear in each email section so the message stays short and scannable. These settings only affect the email digest. The in-app **Daily Follow-Up** view on the Accounts page still shows the full sweep when a user opens it manually. ## Related Factor weights, tier labels, and scoring thresholds. Invite teammates and manage roles. Automate trait updates with custom JavaScript. All available integrations and how to connect them.