The settings tabs
Workspace
The workspace Name (only the Owner can rename it), its slug, and its ID.Timezone
The workspace timezone decides what a “day” means in every report, on the Dashboard, in the client portal and in the API. Change it and the numbers shift with it. It is separate from each sender’s own timezone, which governs when that sender works.Behaviour
Only the Owner can change these.Platform setup
Owners see a checklist of the services the platform depends on: the account connector and its webhook, cookie encryption, scheduling, AI for reply classification and drafts, email notifications, and billing. Each shows configured, missing or not set.- Re-check runs the checks again.
- Register webhooks connects the provider’s events to your workspace, if they aren’t connected yet.
Plan
Your current plan (Trial, Team, Agency, Agency Plus or Suspended), the days left on a trial, and a Manage billing link for the Owner. See Billing.Exports
Owners and Managers can download CSV files:
Each file opens through a link that’s valid for one hour. Every export is recorded in the audit log. You can run up to 10 exports per 10 minutes, with about 200,000 rows per file. Lead exports can also be run for a single client from the Leads page.
Every table on the Reports page has its own Export CSV, which exports the rows as shown with your filters applied.