What You Can Configure
- Workspace name and branding
- Workspace logo
- Timezone for scheduling and timestamps
Prerequisites
- You must be a workspace Owner or Admin to modify settings
Step-by-Step Configuration
Update Workspace Name
1
Navigate to Settings
Go to Settings → General in the sidebar.
2
Edit Workspace Name
Enter your new workspace name in the Workspace Name field.
3
Save Changes
Click Save Changes to apply.
Upload Workspace Logo
1
Go to Logo Section
Scroll to the Workspace Logo section.
2
Upload Image
Click the file input and select your logo image.Requirements:
- Format: JPEG or PNG
- Max size: 2MB
- Recommended: 200×200 pixels
3
Save
Click Save Changes to update your logo.
Set Timezone
1
Find Timezone Setting
Locate the Time Zone dropdown in Regional Settings.
2
Select Your Timezone
Choose your timezone from the dropdown list.
3
Save
Click Save Changes.
The timezone affects how timestamps appear in activities, analytics, and scheduled actions.
Settings Reference
| Setting | Description | Example |
|---|---|---|
| Workspace Name | Display name for your workspace | ”Acme Support” |
| Logo | Visual identifier (JPEG/PNG, max 2MB) | Company logo |
| Timezone | Used for timestamps and scheduling | ”America/New_York” |
Danger Zone
Delete Workspace
Permanently deletes your workspace and all associated data:- All agents
- All conversations and activities
- All knowledge base sources
- All integrations and channels
1
Click Delete
In the Danger Zone section, click Delete.
2
Confirm
Review the warning and click Delete Permanently to confirm.
Best Practices
Use a descriptive workspace name
Use a descriptive workspace name
Choose a name that clearly identifies the purpose, like “Customer Support” or “Sales Team”.
Upload a recognizable logo
Upload a recognizable logo
Use your company logo so team members can easily identify the workspace.
Set the correct timezone
Set the correct timezone
Ensure your timezone matches your primary operating region for accurate timestamps.
Troubleshooting
Logo not uploading
Logo not uploading
- Check file size is under 2MB
- Ensure format is JPEG or PNG
- Try a different browser
Changes not saving
Changes not saving
- Ensure you have Admin or Owner permissions
- Check your internet connection
- Refresh the page and try again