Workspace Settings
Configure your workspace's core behaviour — identity, business hours, voice defaults, escalation, email, and configuration backup. These settings apply across all channels and workflows.
Go to Settings → Workspace to access these tabs. You'll need workspace management permissions to make changes.
Tabs
| Tab | What's Inside |
|---|---|
| General | Workspace name, slug, language, timezone, signup code, default assistant. |
| Business Hours | Weekly schedule of when the workspace is open. Drives is_business_hours, escalation routing, and phone work modes. |
| Phone | Default phone number, audio recording, and voicemail detection on AI-initiated outbound calls. |
| Escalation | Pause-on-escalate, online/offline message templates, and notification rules for AI→human handoff. |
| HTML footer appended to every outbound email. | |
| Import / Export | Back up, migrate, or share workspace configuration as a portable JSON file. |
Tips
- Set business hours and timezone first. Many other features (escalation, phone work modes, CEL conditions) reference them.
- Configure escalation early. Even if you plan to let the AI handle everything, have a notification path ready for edge cases.
- Export before risky changes. A quick export gives you a rollback path if a configuration change goes sideways.
- Per-channel configuration lives elsewhere. Per-phone-number settings, per-inbox settings, and individual notification rules live on their own pages — this section is workspace-wide defaults only.
Related
- Phone & Voice — Per-number phone settings (work modes, brand, signup, anonymous callers).
- Email Inboxes — Per-inbox email settings.
- Notification Preferences — Per-member notification opt-outs.
- Organizations — Organization-level settings, billing, and provisioning.