Every serious CRM was built decades ago and never fully rebuilt.

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Full-funnel CRM with lists, leads, deals, and accounts; Lumo AI for daily priorities and outreach; automations, lead scoring, forecasting, and integrations with Gmail, Outlook, Slack, LinkedIn, and more.

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    Lumenbase

    Lumo settings & credits

    Setup Guide

    Workspace Settings → Lumo hub, surface gates, lumenSub deep links, daily credits, and go-live checklist.

    By Sebastian StreiffertPublished May 31, 2026Updated May 31, 20265 min read

    Settings → Lumo hub

    Workspace admins open Settings → Workspace Settings → Lumo for one place to manage Lumo: surface gates, which lists use auto-classification, Codex LinkedIn monitoring status, company profile readiness, Leads kanban admin toggle, and credit usage.

    Super Admins maintain global models and prompt templates in admin Copilot configuration; the Lumo settings page is what your team uses day to day.

    Deep-link tabs (lumenSub)

    Append a query parameter to jump to an inner tab, for example: /settings?tab=company-settings&sub=lumen&lumenSub=analytics

    lumenSubTabContents
    featuresFeaturesToggles, utilization snapshot, feature checklist
    overviewUsage overviewSummary cards and quick links
    analyticsUsage AnalyticsCredit usage charts and trends
    historyCredit HistoryRecent Lumo usage log

    Workspace surface gates

    Each major Lumo experience can be enabled or disabled for the workspace. When a gate is off, that UI may hide Lumo entry points or block generation.

    SurfaceGate (settings copy)Where users work
    TodayToday — Lumo surface enabled/today
    ChatChat — Lumo surface enabledDashboard Lumo module; global search follow-up
    Codex co-createCodex co-create — Lumo surface enabledLists → Codexes
    PersonalityLumo personality enabledMy Settings → Preferences
    Leads kanbanAdmin: allow Leads Lumo auto-classificationLeads → user opt-in

    Credits and daily caps

    Workspace credits bar

    Lumo consumption is tracked per workspace with a shared daily allowance on your plan. The features tab shows a segmented bar: each member’s slice width matches their share of combined allowance; fill shows how much of their own allowance they used today (green / yellow / red).

    What consumes credits

    • Today briefing and contact recommendations
    • Chat messages (model + tool rounds)
    • Codex co-create and list classification runs
    • Leads kanban classification batches

    Remote outreach (MCP / Claude)

    On the Features tab, workspace admins can allow remote LinkedIn outreach for MCP agents. That is separate from surface gates: each user must also opt in under Settings → Integrations → LinkedIn before Claude can queue messages. See CRM interfaces for connector setup.

    When the daily cap is reached, new Lumo requests may be blocked until the next period. Check Analytics under the Lumo settings tab or your billing plan limits.

    Checklist before going live

    1. Fill company description under Settings → Company → Profile.
    2. Enable required surface gates for Today, Chat, and Codex.
    3. Link Codex to lists.
    4. Connect email for drafts and mail tools.
    5. If using leads auto-move: configure funnel stage rules and admin-allow Leads Lumo.

    Quick reference

    Hub path: Settings → Workspace Settings → Lumo
    Default tab: lumenSub=features
    Leads admin toggle: Features tab — Leads kanban Lumo
    Related: Lumo features inventory, Chat tools, Today guide

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