Workspace Settings
Navigate to Settings → Workspace to manage organization-level settings.
General
- Business Name — Appears in the cockpit, wrap-ups, and email notifications to your staff.
- Timezone — Used for call timestamps, business-hours rules, and scheduled reports.
- Industry — Determines which playbook templates are shown first.
- Website — Optional; shown in caller-facing disclosures if recording is enabled.
Business Hours
Set your standard operating hours in Settings → Business Hours. After-hours routing rules and after-hours playbooks use these settings to determine which playbook to activate.
Branding
Upload your business logo for the cockpit header and any outbound notifications. Accepted formats: PNG, JPG, SVG. Max 2 MB. The logo appears in:
- The top of the live cockpit
- Wrap-up summary emails sent to staff
- The caller disclosure screen (when recording is enabled)
Danger Zone
The Danger Zone section contains irreversible actions: deleting the workspace, exporting all data, or transferring ownership. These actions require Owner-level access and confirmation via email.
