Settings
The workspace's own controls: identity, channels and team.
At a glance
- Workspace name, language and currency
- Channel connections — phone, WhatsApp, email, web chat
- Team invitations and roles
- Notification preferences per event and channel
Workspace
The name, language and currency every screen inherits — set once, read everywhere.
Channels
Phone numbers, WhatsApp, email and web chat each get a connection card with its own setup and state.
Team & Roles
Invite teammates and give each a role; the role decides what its holder may see and do, enforced at the server.
Billing
The plan, the usage against it and the invoices, in one tab.
Data & Retention
How long recordings and transcripts are kept is yours to set; retention windows apply on their own once chosen.
Audit Log
Who changed what and when — an append-only trail of the workspace's own actions.
- Workspace basicsName, language and currency — what every screen inherits.
- Connect the channelsPhone numbers, WhatsApp, email and web chat each get a connection card.
- Bring the teamInvite teammates and give each a role that fits.