Modules

Choose which parts of Karmaflow.ai your workspace uses — switch a product area off to keep it out of menus, search and the dashboard.

Modules

Karmaflow.ai covers a lot of ground: voice, SMS and chat agents, campaigns, a sales pipeline, a helpdesk, web analytics and more. Most teams use some of these and never touch the rest. Modules let you switch off the parts your workspace does not use. They disappear from menus, search, the dashboard and Settings, so everyone sees a product shaped around the work you actually do.

Switching a module off never deletes anything. Switch it back on and every agent, record and setting is exactly where you left it.

What you'll need

• To switch modules: a workspace (tenant) admin.
• To read the Modules page: the Manage Settings permission. Workspace admins have it. People in a custom role with it can open the page and see what is on, but only an admin can change it.
• To switch a module on: it must be included in your plan. A module that isn't included shows Not included in your plan — contact Karmaflow, and its switch is disabled.

The modules

Every workspace always includes the core CRM (contacts, leads, companies, lists, views and forms), email sending and receiving, tasks and My Day, and the engine that runs workflows. These can't be switched off. The optional modules are grouped the same way as on the page:

Group	Module	What it covers
Agents & channels	Voice	Voice agents that answer and place phone calls, call history, the outbound dialer and calling from CRM records.
	SMS	SMS agents, text conversations, the Sent SMS report and texting from CRM records.
	Website chat	Chat agents and the website widget, chat and escalation explorations, and the live operator panel.
	Mail agents	AI-written outbound email programs and the Mail Campaign quick-start wizard. Sending and receiving email stays on either way.
	Task agents	Background AI agents that do internal work, and the task-agent step in workflows.
	Documents & e-signature	Document agents that draft contracts, proposals and quotes, the document library, and e-signature.
	Duty schedule	On-call rotations that voice and chat agents use to reach whoever is on duty. Needs Voice or Website chat.
Workflows	Workflows & automations	The workflow builder, CRM automations and agent reactions, and custom webhooks.
	Campaigns	One-off and autonomous email or SMS campaigns to a list, with their questions and handoffs.
	Group inboxes	Shared inbound email addresses with threads, replies and attachment intelligence.
Sales	Sales pipeline	Deals, pipelines, the forecast, CRM dashboards and the account graph.
	Meeting recordings	Imported meeting audio and transcripts, with the insights extracted from them.
Service	Helpdesk	Support tickets, the knowledge base, SLAs, the customer portal and AI ticket handling.
Knowledge & quality	Tenant Brain	Your business knowledge base that agents read from and propose to, with scheduled scans.
	Quality & training	Quality events, agent feedback and Train the AI. Needs at least one agent module.
Data & marketing	Web analytics	Website tracking, the tag manager and page analytics.
	Google Ads & Local Services	Ad spend through to booked work, and AI replies to Google Local Services message leads.
	Data Analyst	Questions about your conversation and inbox data, answered from a graph database, with scheduled analytics reports.

What switching a module off does

By default, switching a module off hides it:

• It leaves the top-bar menus, the New menu, Settings, tours, global search, dashboard cards and record timelines. A menu with nothing left in it disappears; with Helpdesk off, for example, the Helpdesk menu is gone.
• Its pages still work. Anyone who opens one by a bookmark, a shared link or a notification sees the page, with a banner that says the module is hidden in this workspace.
• Anything it runs keeps running. Hiding is about what people see: a hidden voice agent still answers its number, and scheduled texts still go out.
• Choices already made stay in place. A tool already given to an agent, a workflow trigger, or a saved view's column from a hidden module is kept, so nothing is dropped when you save. Tools and triggers are labelled as hidden.

Karmaflow.ai can also set a workspace so that switching a module off locks it instead: its pages and API stop, its background work is skipped and its live agents stop. The note at the top of the Modules page tells you which applies to your workspace. Either way, nothing is deleted.

Switch a module off or on

Settings (the gear icon) → Workspace → Modules (/settings/modules (sign-in required))

1. Select the gear icon in the top bar to open Settings. In the Workspace group, select Modules.
2. Read the note at the top. It says what switching a module off does in your workspace.
3. Find the module. Rows are grouped by the headings in the table above, and each row shows the module's state: On, Hidden or Locked.
4. Turn the module's switch off.
5. If the module has live work, such as agents answering calls or campaigns still sending, a panel lists what it affects, each item linked to where you can act on it. Review the list, then select Confirm, or Cancel to leave the module as it is.
6. The row's state changes and a line under it confirms the change, such as Voice is now hidden. Your menus update straight away, and other admins get a notification that names you and the module.

To bring a module back, turn its switch on. The line under the row reads, for example, Voice is back on.

Modules that depend on another

Duty schedule needs Voice or Website chat, and Quality & training needs at least one agent module. If you switch off the last module a dependent one relies on, the dependent one goes off with it, and the confirmation line says so (Also hidden: Duty schedule.). A dependent module switched on while what it needs is off shows Needs another module, and stays off until one of those is on.

What your team sees

• A banner on a hidden module's page. It reads, for example, Voice is hidden in this workspace. This page still works, but it is left out of menus, search and the dashboard. Admins get a Show it link that opens the Modules page at that module.
• A note in search and on record timelines when results from a hidden area were left out.
• A locked module's pages (only when your workspace locks modules) show is switched off and the date it was switched off. Admins also see who did it, and get an Open Modules button. Everyone else reads that a workspace admin switched it off.

New workspaces choose at sign-up

When you create a new organization, the sign-up form has a Modules list. Nothing is ticked at first: tick the parts you plan to use. Karmaflow.ai reviews each new organization before it opens, and can adjust the list during that review. If you sign up with Google or Microsoft, you pick your modules on the next step. Whatever you choose, you can change it later on the Modules page.

Troubleshooting

• A menu item or page link has disappeared. Open Settings → Workspace → Modules and check whether its module is off. If it is on, the item is probably gated by your role instead: ask a workspace admin which permissions your role has.
• The switches are greyed out. Only workspace admins can change modules. The page says Only workspace admins can switch modules when that is the reason. A module marked Not included in your plan can only be added by Karmaflow.ai.
• The panel says it could not check what is running. Nothing was changed. Select Check again. Karmaflow.ai won't switch a module without first confirming what it would affect.

Related

• Spend Limits: cap what the modules you use can cost.
• Transcript Retention: decide how long conversation records are kept.

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