The Settings area is where you configure your account and tailor the workspace to your team.
Watch the walkthrough
Pages are grouped in the navigation column on the left:
- Workspace — account details like name, language and support email, plus your agents, teams and security.
- Inboxes & Routing — connect channels like website live chat, WhatsApp, Facebook and email, and control how conversations reach your team.
- Automation & AI — automation rules, macros, canned responses, agent bots and message sequences.
- Data & Integrations — labels, custom attributes and connections to your other tools.
- Account — billing and the partner programme.
