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Settings Reference

The Settings screen is organized into collapsible sections. Access it from the sidebar or with Ctrl+3.

Settings screen

Appearance

Theme -- choose between three modes:

  • Light -- always use the light color scheme
  • Dark -- always use the dark color scheme
  • System -- follow your operating system's preference

The theme applies immediately and is saved to config.toml.

Keyboard Shortcuts

A reference table of all keyboard shortcuts:

Action Shortcut
Go back Esc
Focus search Ctrl+F
Dashboard Ctrl+1
Accounts Ctrl+2
Settings Ctrl+3

Panels

Action Shortcut
Toggle sidebar Ctrl+B
Toggle actions panel Ctrl+Shift+A

Account Detail

Action Shortcut
Next tab Ctrl+Tab
Previous tab Ctrl+Shift+Tab

Note

On macOS, use Cmd instead of Ctrl for all shortcuts.

AI Assistant

  • AI binary -- dropdown to select the AI CLI tool. Options include auto-detect (scans PATH for known binaries), any detected binary, or a custom path.
  • Your Name -- used in first-person AI-generated content such as CXM sentiment entries. Enter your full name as you want it to appear in Salesforce.

Known binaries that auto-detect scans for: claude, gemini, and others.

Clipboard

  • Clipboard tool -- dropdown to select the clipboard tool used for copy operations. Auto-detect finds wl-copy (Wayland) or xclip (X11) on your PATH. You can override with a specific tool if auto-detect selects the wrong one.

Salesforce CLI

  • SF binary -- dropdown to select the sf CLI binary. Works the same as the AI binary selector: auto-detect, detected paths, or custom.
  • Auth status -- shows whether the CLI is authenticated and which org is connected.

See Salesforce Integration for detailed setup instructions.

Todoist Integration

  • API Token -- enter your Todoist API token to enable the Todoist integration. Tokens are stored in your OS keyring (not in config.toml).
  • Link individual Todoist projects to accounts via the Account Setup dialog.

Product Catalog

Manage the global list of products that appear in the product adoption grid on account detail screens.

  • Add products with a name, category, and optional group name
  • Products with the same group name appear as a single tile in the adoption grid
  • Categories organize products into rows (Platform, Components, etc.)
  • Toggle products as active or inactive

Infrastructure Catalog

Similar to the product catalog, this manages the list of infrastructure items available for tracking on accounts.

  • Add infrastructure items with a name and category
  • Toggle items as active or inactive

Data Backup & Restore

  • Export -- create a zip archive of your database, config, prompt overrides, and win wire PDFs
  • Import -- restore from a previously exported backup

See Backup & Restore for details.

Sync

Shows the current sync status:

  • Session file path
  • Current session holder (hostname and start time)
  • Heartbeat status

See Multi-Machine Sync for setup instructions.

Paths

Displays the resolved file paths for:

Path Description
Config Location of config.toml
Database Location of upsight.db
Session Location of upsight.session

Default paths follow XDG conventions:

Platform Config Data
Linux ~/.config/upsight/config.toml ~/.local/share/upsight/upsight.db
macOS ~/Library/Application Support/upsight/config.toml ~/Library/Application Support/upsight/upsight.db

Both $XDG_CONFIG_HOME and $XDG_DATA_HOME are respected when set.

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