General

Basic workspace identity and defaults that new members inherit.

Go to Settings → Workspace → General. You'll need workspace management permissions to make changes.

Settings

Setting	What It Does
Workspace Name	Display name shown in the app and on outbound communications.
Slug	URL-friendly identifier (max 64 chars). Used in workspace URLs and API paths — changing it can break existing links and integrations.
Language	Default locale for new members who haven't picked their own.
Timezone	Default timezone for new members. Drives scheduling, business hours, and event timestamps for accounts that haven't set a personal timezone.
Signup Code	Optional code new members must enter to self-serve sign up. Leave empty to disable code-gated signup.
Public Workspace	When on, the workspace can appear in public directories and anyone can request to join. Default off.
Default Assistant	The agent used when a workflow or task doesn't specify one. Leave as None if every workflow assigns its own agent.

Pick the slug carefully. Slug changes propagate into share links, embedded sites, and API paths. Treat it as semi-permanent.
Set timezone and language before inviting members. New members who don't customise their account inherit the workspace defaults.
Use signup code + Public together. A public workspace with a signup code is discoverable but gated; a private workspace ignores the code (admins invite directly).

Define when your workspace is open. Drives escalation routing, phone work modes, and the is_business_hours variable.

Workspace-wide voice defaults — default phone number, audio recording, and voicemail detection on AI-initiated outbound calls.

Pause behaviour, message templates, and notification rules used when AI hands a chat to a human.

Browse all available guides