Lumo features
Reference
Inventory table of every Lumo surface — Today, Chat, Codex, lists, leads, LinkedIn, settings — and where to configure each.
By Sebastian StreiffertPublished May 31, 2026Updated May 31, 20265 min read
Product feature inventory
Lumo is not only Chat. It also powers the Feed, Codex, list and leads automation, LinkedIn signals, and workspace configuration. Use this table as a map of what exists and where to configure it. Start with the Lumo overview if you are new.
Lumo prioritizes and drafts. It does not run your day or send outreach automatically. You review Feed recommendations and confirm every Chat write action.
| Feature | Where | What it does | How to set up |
|---|---|---|---|
| Feed & recommendations | Feed page | Live action stream — prioritized contacts, recommendations, and message drafts using CRM data plus Codex + list scope, surfaced as they arise. | Setup guide |
| Chat | Dashboard Lumo module; global search follow-up | Conversational assistant over workspace data — answers, charts, and approved writes. | Setup guide |
| Codex co-create | Lists → Codexes | Playbooks per list: scope, tone, qualification, LinkedIn monitoring, and recommendation preview. | Setup guide |
| List auto-classification | Lists → list settings | Keeps list membership in sync via Lumo instructions or a deterministic contact filter. | Setup guide |
| Leads kanban auto-move | Leads pipeline | Classifies leads into columns using per-stage Lumo prompts on each leads column. | Setup guide |
| LinkedIn activity signals | Codex + browser extension | Polls LinkedIn posts/shares for contacts on monitored lists; feeds Today and LinkedIn Monitor. | Setup guide |
| Task playbooks & bundles | Task playbook editors | Lumo context on bundles so recommendations stay aligned with list/column links. | Setup guide |
| Company description | Settings → Company → Profile | Workspace positioning text Lumo uses for industry and tone in outputs. | Setup guide |
| Lumo personality | My Settings → Preferences | Per-user tone preferences for drafts and chat (workspace gate may apply). | Setup guide |
| Lumo settings hub | Settings → Workspace Settings → Lumo | Surface gates, utilization snapshot, credits, Leads kanban toggle, and deep links. | Setup guide |
Workspace admins should open Settings → Workspace Settings → Lumo for a live checklist of which features are active and links to each area. See Settings & credits.
How features connect
Most Lumo outputs combine CRM data with Codex + list scope. The Feed and Chat read the same guardrails; list auto-classification and leads kanban run on schedules or triggers without opening Chat. LinkedIn monitoring depends on the browser extension plus Codex switches.
Quick reference
Feed & recommendations: Feed page
Chat: Dashboard Lumo module; global search follow-up
Codex co-create: Lists → Codexes
List auto-classification: Lists → list settings
Leads kanban auto-move: Leads pipeline
LinkedIn activity signals: Codex + browser extension
Task playbooks & bundles: Task playbook editors
Company description: Settings → Company → Profile
Lumo personality: My Settings → Preferences
Lumo settings hub: Settings → Workspace Settings → Lumo
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