Settings in the sidebar. Four tabs, and they differ in who they affect.
Workspace
Company name, logo, URL slug and currency.
The URL slug is permanent. It is set when the workspace is created and cannot be changed
afterwards. Everything else on this tab can.
Currency affects how deal values are displayed and totaled across reports, so set it before
people start entering values.
Layout & look
Personal preferences: theme (light, dark or follow system), sidebar behavior, and layout
density. Changing these affects nobody else — an admin switching to dark mode does not
darken the workspace.
Notifications
Sound on new message, whether to play it only when the tab is visible, and a test button.
Also personal.
For the fuller set — which categories notify you and through which channels — see
Notifications.
Inbox
The workspace-wide behavior that matters most:
- Chat assignment — the five distribution toggles.
See How assignment works.
- Agent presence — idle threshold, auto sign-out, offline grace period.
See Presence.
- Shifts — rotas, admin-only. See Shifts.
These are the settings to read about before changing. Everything else on this page is
cosmetic or personal; these change who receives which conversation.
Channels
Settings → Channels is a separate page rather than a tab — see
Channels overview.