Workspace Settings
General info, members, inbox settings and data for one workspace.
Workspace settings apply to the workspace you have open. Find them under Settings > Workspace.
General Info
Configure:
- Workspace name: the name your team sees in the workspace switcher.
- Time zone: used for analytics, activity times, the weekly recap and bookings.
- Weekly recap: a weekly email that sums up the workspace's activity, sent to the addresses you add.
Team
Members is where you invite people and set their role. Teams groups people, for example Sales and Support.
Inbox Settings
The inbox group holds:
- Contact fields: the custom fields stored on each contact.
- Tags: rename or delete the tags your team uses.
- Snippets: saved replies with a shortcut such as
/hours. - Lifecycle: rename, reorder and restyle your lifecycle stages, set the default stage and describe when the AI should move a customer to each stage.
- Notes: how internal notes work in this workspace.
Data and Developer
Data management imports contacts from a CSV and exports them. MCP connections lists the AI assistants connected through MCP and lets you revoke them.
Was this article helpful?