Configuration Reference

This document covers the key settings available in SyteOps and their effects.

Admin Tab

The Admin tab is the primary configuration surface. It contains:

SyteOps Modules

Toggle modules ON/OFF. Modules must be uploaded as ZIP packages before they can be enabled. When toggled OFF, FlowMattic variables are cleaned up but all settings data is preserved for easy re-activation.

Configuration Management

• Export Master — Export all settings as a master configuration file
• Export Scoped — Export settings for a specific tab or area
• Import — Import a configuration file (master or scoped)
• Full Backup — Create a complete ZIP backup including all settings, module data, and licensing records (secrets excluded)

Other Options

• Debug Mode — Enables the Debug Tool and structured logs under wp-content. Required for destructive wipes.
• Label FlowMattic variables with a description — Off by default. When on, every variable the plugin writes carries a short "… Setting/Variable" label in FlowMattic's Variables screen. Leaving it off keeps that Description column blank so the list is easier to scan. Only these auto-generated labels are added or removed — any description you wrote yourself is left alone.
• REST API Restriction — See REST API Restriction

Users Tab

Manage users with 31+ fields per user:

• Identity (name, email, phone)
• Contact information
• CRM IDs (15 supported CRM systems)
• Profile pictures
• Role assignments
• Module data (when modules are enabled)

System Roles

Single-assignment roles (only one user per role):

Role	Purpose
Site Owner	Primary site owner/administrator
Technical Contact	Primary technical contact
Marketing Contact	Primary marketing contact

Custom Roles

User-defined roles with flexible assignment. See User Management.

CRM Tab

Centralized CRM system configuration. See CRM Management.

• CRM count selector (0–15 systems)
• Per-CRM fields: name, code, URL, admin-only flag, encrypted API credentials
• Platform selection: Primary Communication Platform, Primary Booking Platform
• CRM Variables (RSVS) with FlowMattic sync

General Tab

• FlowMattic quick links and workflow access
• Theme customization settings
• Clickable code values for copying variable names

Company Information

This is where you tell SyteOps who your business is. Every field here becomes part of your site's shared business identity — used across automations, the Review Portal, and (where applicable) AI-facing surfaces.

• Company Name and Agency Name
• Company Address — Street Address 1 and 2, City, State, Zip / Postal Code, and Country. International postal formats are accepted, so UK, Canadian, Japanese and other non-US codes save exactly as you type them.
• Business Profile:
  • Description — one or two sentences describing what the business does. This feeds single-line AI surfaces, so keep it short; line breaks are collapsed on save.
  • Entity Type — Organization, or Person for a personal brand. Leave it unset if you'd rather not specify.
  • Business Hours — free text, e.g. Mo-Fr 09:00-17:00.
• Social & public links — Home Page, Blog, Facebook, Instagram, TikTok, YouTube, LinkedIn, X (Twitter), Trustily, Proof of Insurance, Logo Image, and Image Storage.

Where this is used

• FlowMattic automation variables — every field above syncs to a FlowMattic variable your workflows can reference, so a change here reaches your automations automatically.
• Review Portal branding — if a reviewer's branding override doesn't set its own company name, the Review Portal falls back to the Company Name set here.
• Answer-engine publishing (LLMS Amplifier) — if the LLMS Amplifier integration is installed and active, your business profile (name, description, entity type, logo, address, social links, and hours) can be published into Amplifier's own AI index file, so AI agents reading it learn who the site belongs to. This is a separate on/off switch located under Content Pipelines → Review Portal settings → Answer-engine publishing → "Business identity in the LLMS Amplifier index." Anything already configured directly in LLMS Amplifier's own settings always takes priority — SyteOps only fills in what's missing.
• Contact emails and phone numbers are never published by any of the above — they are excluded from this shared identity entirely and stay private no matter how these settings are configured.

Integrations Tab

• Integration toggles (enable/disable individual integrations)
• Team communication (Slack)
• Booking platform integration (Fluent Booking)
• Code injection textareas with CodeMirror syntax highlighting

System / API Tab

A per-integration configuration surface organized as collapsible cards — one card per integration or feature that needs credentials, endpoints, or AI configuration. Cards only appear for integrations that are currently toggled ON, so the page stays focused on what you're actually using.

Each card contains sections:

• Credentials / API keys — provider tokens, secret keys, webhook tokens. All secrets are encrypted at rest and masked after save.
• Endpoints / Webhook URLs — copy-ready URLs your external services should call.
• Feature-specific settings — link density, keyword matching mode, enrichment tier, etc. Varies by integration.
• AI Providers (for AI-using features) — the per-feature AI provider, model, and max-tokens selectors described on the AI Providers page.

There is also a top-level API Keys tile that lists all six AI providers side-by-side with live balance display and per-provider refresh.

Navigate via the admin menu: SyteOps → System / API.

Backup Tab

Full backup and restore surface. See Backup and Restore.

Variable Set Tabs

Custom tabs for managing variable collections. See Variable Sets.

REST API Settings

Logging, access control, and allowlist configuration. See REST API Restriction.

FlowMattic Sync

All configuration changes made in SyteOps are automatically synced to FlowMattic variables for use in automated workflows. This happens transparently — no manual sync is required.

A Resync All Variables button is available for manual synchronization if needed.