Settings, Customization, Integrations & Security – Sapience

Getting Started
- The Basics
  - Welcome to Sapience
  - Sapience Objects & Resources
  - Sapience Glossary
  - Frequently Asked Questions (FAQ)
  - 30 Tips & Tricks to Supercharge Productivity
Videos & Tutorials
- Feature Videos
  - Sapience Notes
  - Sapience Files
  - Sapience & Email
Features
- Interface
  - Dashboard
  - Chat
- Search
  - Search
- Agents & Chat
  - Agents
  - Agent Skills/Features & Tools
  - Chats & Conversations
  - Modes: Deep Research and more
  - Email: send Sapience emails & have it email you
  - Creating Custom Agents
- Built-in Agents
  - Data Analyst Agent
  - File Chat Agent
  - Project Agent
  - Web Research Agent
- Projects
  - Projects
  - Tasks & Goals
  - Eisenhower Matrix
  - Kanban View
  - Customizing Project Agents
  - Create Project Note via Project Agent
- Notes & Voice
  - Voice
  - Notes
  - Note Templates
  - Voice Settings
  - Version History, Audit Trails & Rollback
- Files
  - Working With Files
  - Attaching Files To Chat
  - Using Sapience Vision on Images & Drawings
  - Using Coding Agent For Visualization & Business Intelligence
- Collaboration
  - Multiplayer & Sharing
  - What can I share?
- Advanced
  - Shortcut Keys
  - Custom Instructions
  - Sapience Memory System & Architecture
  - Scheduled Jobs & Agents
Settings, Customization, Integrations & Security
- Account
  - How do I change my profile settings?
  - How do I delete my account?
  - I forgot my password!
- Customizing Sapience
  - Customizing Agent Knowledge & Behaviour
  - Create Re-usable Workspaces with Templates
- Integrations & Security
  - Integrations: Systems Sapience Integrates with
  - Sapience Data Security, HIPAA, GDPR
Release Notes
- 2026
  - Jan 2026 Release Notes
- 2025
  - Earlier Notes
Troubleshooting
- Common Issues
  - I lost my password - how can I reset it?
  - How do I delete my Account?
  - Voice isn’t reliable… what should I do?
Desktop Apps
More

Account

How do I change my profile settings?

Learn how to change your profile settings

How do I delete my account?

Learn how to delete your account

I forgot my password!

Customizing Sapience

Customizing Agent Knowledge & Behaviour

Make Sapience Agents your own

Create Re-usable Workspaces with Templates

"Templates” under-sells the power of this system. Make Sapience yours.

Integrations & Security

Integrations: Systems Sapience Integrates with

Full list of paltforms Sapience plays nicely with.

Sapience Data Security, HIPAA, GDPR

Details of how we handle data.