The eight settings tabs, split between what is yours and what is shared with your team.
Workspace settings are organised by blast radius: some things affect only you, the rest affect everyone in the workspace.
The tabs
Yours alone
| Tab | What is there |
|---|---|
| Account | Your name, password, your email notification preferences, and the terms you accepted |
| Activity | Your own audit trail — what you changed and when |
Shared with the workspace
| Tab | What is there |
|---|---|
| Workspace | Name, default timezone, canned responses, delete workspace |
| Members | Invite, remove, and change roles — see Team and roles |
| Billing | Plan, usage meters, invoices, payment method — owners only |
| Developer | API keys, webhooks, and secrets — owners only |
| Privacy | Data-subject erasure requests — owners only. See Privacy and data |
| Connections | Apps you authorize once for the whole workspace |
Timezone, in three places
The word appears three times and they are genuinely different:
- Workspace timezone (here) is the default for new agents and decides when daily and weekly summary emails go out.
- Agent timezone (agent settings) overrides it for one agent, and is what handoff availability hours are read in.
- Booking availability timezone is set inside the Book a meeting tool.
None of them affect billing. Every usage window — conversations, voice minutes, action calls — is the UTC calendar month, no matter what any timezone is set to.
Notifications
Each person controls their own, on the Account tab. Five kinds:
- Lead alerts when a lead is captured
- Handoff alerts when a visitor asks for a human
- Booking alerts when a meeting is booked
- Daily digest summarising the day
- Weekly analytics each Monday
Defaults: owners get lead, handoff, booking and weekly on, daily digest off. Members get the three instant alerts — lead, handoff and booking.
Every recurring email has one-click unsubscribe, and empty periods are skipped so you are never sent a report of nothing.
Canned responses
Saved replies your team drops into the Inbox by typing /. They live on the Workspace tab, and any member can edit them — it is an inbox tool, so gating it to owners would take it away from the people who use it.
A canned response can carry placeholders like the visitor's name, which fill in automatically. An unknown or empty placeholder is left visible rather than silently collapsing, so you fix it instead of sending "Hi there,".
Connections vs Integrations
Two similarly-named surfaces doing different jobs:
- Connections (here, workspace level) is where you authorize an app once — Shopify, HubSpot, Slack, Google. Inbound.
- Integrations (on each agent) is where you route that agent's activity — which Slack channel, which store. Outbound.
Connect once, route per agent.