Workspace Settings

Managing a Workspace

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

Susan Swier
Updated 1 month ago by Susan Swier

Workspace Settings: General

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

Susan Swier
Updated 1 year 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 2 days 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 4 months 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 3 months 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 8 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 week 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 3 months 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 4 months ago by Susan Swier

Workspace Settings: Snippets

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

Susan Swier
Updated 3 months ago by Susan Swier

Workspace Settings: Tags

Learn about adding and deleting Tags from the Settings module.

Sana
Updated 5 months ago by Sana

Workspace Settings: Files

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

Susan Swier
Updated 7 months ago by Susan Swier

Workspace Settings: Data Export

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

Susan Swier
Updated 1 day ago by Susan Swier

Workspace Settings: Data Import

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

Susan Swier
Updated 2 years ago by Susan Swier

Workspace Settings: 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

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