Why the checklist exists
The dispute loop touches mail, AI, and money. Each of those needs to be configured before a round can run end to end. The checklist in Settings tells you exactly what is still missing instead of letting you discover it halfway through a client’s first round.
The badge reads "Ready to run" once every required item is satisfied. Until then it shows how many of the required items are done.
Items you can fix yourself
These are all in Settings:
- Your brand — name, colors, and logo. Your clients see this in their portal.
- A subscription — start one under Subscription. You can use Stripe or PayPal.
- A custom domain, if you want your own. Optional; see "Connect your own domain".
- At least one client. Add one from the dashboard with "New client intake".
Items only we can fix
Mail delivery and outbound email are configured at the platform level, not per workspace. If the checklist says a mail or email key is missing, that is on us, not you — contact support and we will enable it. You do not need to do anything, and nothing you can change in Settings will satisfy those items.