Workspace Settings

Managing a Workspace

Get a general overview of available Workspace settings and how to use them.

Susan Swier
Updated 2 years ago by Susan Swier

Workspace Settings: General

Under General Workspace settings, configure your workspace name, timeout settings and timezone.

Susan Swier
Updated 11 months ago by Susan Swier

Workspace Settings: Users

Under the User Workspace settings section, you can manage the Users that have access to your Workspace.

Susan Swier
Updated 8 months ago by Susan Swier

Workspace Settings: Teams

Under the Team Workspace settings, you can add, delete or manage Teams belonging to the Workspace.

Susan Swier
Updated 1 month ago by Susan Swier

Workspace Settings: Channels

Under the Channel workspace settings section, you can edit and manage Channels connected to your Workspace.

Susan Swier
Updated 1 month ago by Susan Swier

Workspace Settings: Growth Widgets

Create and manage widgets that can be embedded on your website so site visitors can contact you via your preferred channel(s).

Joshua Lim
Updated 6 months ago by Joshua Lim

Workspace Settings: Contact Fields

Create and manage Contact Fields to save additional information about your contacts.

Susan Swier
Updated 1 month ago by Susan Swier

Workspace Settings: Integrations

Learn about about connecting and managing all available integrations with respond.io.

Susan Swier
Updated 1 year ago by Susan Swier

Workspace Setting: Respond AI

Learn about Respond AI prompts and settings.

Sana
Updated 1 month ago by Sana

Workspace Settings: Closing Notes

Learn how to add, edit and delete Closing Notes. These are optional after a conversation is closed.

Susan Swier
Updated 2 months ago by Susan Swier

Workspace Settings: Snippets

Create and manage canned responses to effortlessly reply to frequently asked questions.

Susan Swier
Updated 1 month ago by Susan Swier

Workspace Settings: Tags

Learn about adding and deleting Tags from the Settings module.

Sana
Updated 3 months ago by Sana

Workspace Settings: Files

Learn how to manage and store files on the respond.io platform.

Susan Swier
Updated 4 months ago by Susan Swier

Workspace Settings: Data Export

Export data from the Workspace to perform in-depth analyses.

Susan Swier
Updated 1 month ago by Susan Swier

Workspace Settings: Data Import

Learn how to import, review, and manage data in the platform.

Susan Swier
Updated 1 year ago by Susan Swier

Workspace Settings: Lifecycle

The Lifecycle feature helps you track and manage Contacts throughout every stage of your sales process, from the first interaction to conversion. By organizing your Contacts into different Lifecycle…

Shing-Yi Tan
Updated 2 weeks ago by Shing-Yi Tan

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