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Getting started3 min read

Set up your account and workspace

Your profile and sign-in, your workspace's name and icon, and the business hours your team works.

Use this guide right after sign-up to get your account in shape, and revisit it whenever your team's business hours change. Settings has two parts: the first, under your workspace's name, is for the business, and Account is for you.

Open Settings

Profile and sign-in

Settings → Profile is about you, whichever workspace you're in.

  • Sign-in: every way you can log in (email and password, Google, and so on).
  • Name: how you appear to people in your workspaces. Type it and press Enter, or click away, to save.
  • Email: the address you sign in with. Choose Change to move to another; it takes a confirmation from both addresses.
  • Password and two-factor: in Settings → Security. The password row appears only if you sign in with email and password.

Your workspace

Your bots, conversations, contacts and plan belong to a workspace, shown at the top of the sidebar. Settings → General holds its name and icon. Owners and admins can change those, and the business hours.

  • Name: what the workspace menu shows. Your business's name works well.
  • Icon: click the square to upload a PNG, JPEG or WebP. It's cropped to a square.

Define business hours

Business hours have their own page in Settings — they describe when your team is generally available, and they're what the business-hours urgency mode waits for. They are separate from per-bot calendar availability.

  • Pick the time zone the schedule should follow. This is what every weekday window is interpreted in.
  • For each day, toggle it on or off and set a single open and close time. Days that are off do not count as business time.
  • Click Save business hours when you are done. Saving is blocked if any enabled day has an end time before its start time.

Business hours vs. bot calendar

Use the workspace's business hours for general team availability. Use a bot's Calendar settings when the bot itself takes bookings — they have their own per-resource weekly hours and overrides.

The Business hours tab with weekday toggles and time range inputs

Danger zone

Deleting your account is in Settings → Profile, at the bottom. It deletes the workspaces only you are in, with their bots. If you're the only owner of a workspace other people are in, make someone else an owner first, or delete that workspace.

Deletion is permanent

There is no recovery once an account is deleted. Export anything you need first and confirm in the dialog only when you are sure.

Related guides

Continue with the next part of the setup once this step is stable.