Workspace Settings Overview
Configure your workspace name, logo, members, billing, and tool settings
Workspace settings control things that affect everyone in the workspace. Changes you make here apply to all team members.
What You Can Change Here
The left menu shows these pages under "Workspace":
- General - Workspace logo, name, workspace color, and delete workspace
- Members - Invite people and manage their roles
- Billing - View your plan, credits, and manage your subscription (Owners only)
- Cold Email Agent - Configure sending schedule, AI campaign management defaults, credits, and contact capacity
- AI SDR Agent - Configure reply automation, call assignment, knowledge base, and follow-up resources
- Sales Call Analyzer - Configure call analysis frameworks and transcription preferences
- Your Niche & Offer - Edit the niche and offer the AI uses across all tools
- Cold Email Blocklist - Block specific email addresses or domains from outreach. See Cold Email Blocklist.
- Email Templates - Manage reusable email templates
- CRM Custom Fields - Add custom fields for People, Companies, and Deals
Some items only show up if your workspace has the related feature turned on.
Who can see these settings?
Owners and Admins can edit most workspace settings. Members can see settings but cannot change them. Client users do not see workspace settings at all.
How to Get to Workspace Settings
- Click your workspace name in the top-left corner.
- Click Settings in the menu that opens.
- Click General under "Workspace" in the left menu.
Getting Started
Set up your workspace look and name
Upload a logo, pick a brand color, and name your workspace.
Configure Cold Email Agent defaults
Set your default sending schedule, AI campaign management preference, and review credits/contact capacity.
Quick Look: Who Can Do What
| Action | Owner | Admin | Member | Client |
|---|---|---|---|---|
| Use AI tools and create campaigns | Yes | Yes | Yes | No |
| Manage CRM (contacts, deals) | Yes | Yes | Yes | No |
| Edit workspace settings | Yes | Yes | No | No |
| Invite and manage members | Yes | Yes | No | No |
| View and manage billing | Yes | No | No | No |
| Delete workspace | Yes | No | No | No |
Tool-Specific Settings
Some tools have their own settings pages. These show up in the left menu under "Workspace" if the feature is available to your workspace:
| Tool | Left Menu Label | What You Set Up |
|---|---|---|
| Cold Email Agent | Cold Email Agent | Sending schedule, AI campaign management defaults, credits, and contact capacity |
| Cold Email Agent | Cold Email Blocklist | Blocked email addresses and domains |
| Workspace | Email Templates | Reusable email templates for the workspace |
| CRM | CRM Custom Fields | Custom fields for People, Companies, and Deals |
| AI SDR | AI SDR Agent | Knowledge base, call assignment, call types, and follow-up resources |
| Sales Call Analyzer | Sales Call Analyzer | Call analysis frameworks and language settings |
Your Niche & Offer
The niche and offer saved in this workspace can be changed at any time:
-
Click Your Niche & Offer in the left menu under "Workspace".
-
Use the Niche tab for niche details.
-
Use the Offer tab for offer details.
These settings affect the AI-generated content in all tools (emails, growth plans, ads, and more).
Common questions about Workspace Settings
Have a specific question? Check the Workspace Settings FAQ for quick answers.