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Guide

Configure your workspace

Manage business preferences and check each change before saving.

Updated October 4, 2026For: Owners

Manage business preferences and check each change before saving.

Owner controls

Use the available settings for workspace identity, language, templates, team access and billing. Restricted controls require the Owner role; contact your Owner if a control is unavailable.

Language and customer content

The interface language changes navigation and labels. It does not translate customer-entered notes or messages. Check the customer’s language and review message text before sending.

Save carefully

Review the change, save and check the confirmation. AI drafts still require human review; settings are not a promise of autonomous sending. Review billing warnings before changing a plan, and contact support if saving fails.

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