Settings
Settings
Configure workspace data, team structure, templates, billing, and audit logs.
The Settings area is where administrators configure the workspace objects used by operators and automations.
Use it to manage:
| Page | What it controls |
|---|---|
| Tags | Labels used to classify chats and clients. |
| Custom Fields | Extra client fields that can be shown, edited, and used in variables. |
| Templates | Reusable operator messages, media replies, and video notes. |
| Staff | Operator and manager profiles. |
| Groups | Operator groups connected to integrations. |
| Usage & Billing | Current subscription plan and available credits. |
| Logs | Audit records for important actions in the workspace. |
Recommended Setup Order
- Create the tags your team will use to segment chats.
- Add custom fields for client data that operators need to see or update.
- Create template categories.
- Add message templates and enable the ones operators can use.
- Create groups and connect them to integrations.
- Add staff profiles and assign them to groups.
- Review subscription credits before large automated or bulk workloads.
- Review audit logs when you need to investigate activity.
Access
Open Settings from the main sidebar. Available pages and actions depend on your permissions.