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Workspace

Workspace setup and business profile

The business profile, hours, operating settings and team behind one workspace.

In this article

The business profileHours and operating settingsTeam

In the product

SettingsSetup

The business profile

Your industry, country, city, preferred language and a short description live in Settings. The Agent introduces the business from this profile, and a profile without an industry or a language leaves the Agent unable to state what the business is.

Hours and operating settings

Business hours decide when follow-ups may be sent and how the Agent behaves outside hours. Operating settings decide when the Agent hands a conversation to a person: on request, on missing information, on high intent, or outside hours.

Team

Invite colleagues from Settings with a link. Owners and admins manage the workspace; members operate inside it. See Roles and permissions for what each may do.

Verified against the product at PLC-7

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