Workspace Settings

Managing a Workspace

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

Susan Swier
Updated 3 weeks ago by Susan Swier

General info (previously General)

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

Susan Swier
Updated 3 weeks ago by Susan Swier

User settings (previously Users)

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

Susan Swier
Updated 3 weeks ago by Susan Swier

Teams (previously Team Settings)

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

Susan Swier
Updated 3 weeks ago by Susan Swier

Channels

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

Susan Swier
Updated 3 weeks ago by Susan Swier

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 3 weeks ago by Joshua Lim

Contact Fields

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

Susan Swier
Updated 3 weeks ago by Susan Swier

Integrations

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

Susan Swier
Updated 3 weeks ago by Susan Swier

Respond AI

Learn about Respond AI prompts and settings.

Sana
Updated 3 weeks ago by Sana

Closing Notes

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

Susan Swier
Updated 3 weeks ago by Susan Swier

Snippets

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

Susan Swier
Updated 3 weeks ago by Susan Swier

Tags

Learn about adding and deleting Tags from the Settings module.

Sana
Updated 3 weeks ago by Sana

Files

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

Susan Swier
Updated 3 weeks ago by Susan Swier

Data Export

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

Joshua Lim
Updated 3 weeks ago by Joshua Lim

Contact Import

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

Joshua Lim
Updated 3 weeks ago by Joshua Lim

Lifecycle

Learn how to track and manage Contacts throughout your sales process on our platform.

Shing-Yi Tan
Updated 1 week ago by Shing-Yi Tan

Can't find what you're looking for? 🔎

Talk to an expert here!

Contact Support
Status Security
Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)