Workspace settings

Open Settings to manage your workspace. The top of the page identifies the organization and lets you switch the active organization — that choice sets the lens for every other tab, so agents, calls, and billing all scope to the workspace you pick. Below that you'll find your billing / contact details (the email and address shown on your invoices), and a row of tabs for everything else.

Notification preferences

Choose how the workspace is alerted — by email, SMS, or Slack — for things like handoffs, outages, and daily summaries.

Sender domains

Verify a domain you own so your agents can send reminder and confirmation emails from your own address (for example noreply@yourcompany.com) instead of a shared platform address.

Team members

Invite teammates to the workspace and give each one a role that controls what they can do:

• Owner — full control of the workspace.
• Admin — manage most settings and configuration.
• Member — day-to-day operational work.
• Viewer — read-only access.

Contact fields

Define custom fields that appear on your contacts. These flow through the whole app — the Add-contact form, the CSV importer, and each contact's Details tab in the Inbox — so a booking workspace and an inventory workspace can each capture what they need.

Privacy & memory

Set your caller-memory policy: whether the workspace remembers callers, the consent posture, the default scope of what's remembered, and how sensitive details are handled.

Security

Manage the allowlist that controls where your look-up skills are allowed to reach. With no entries, a look-up can only point at a public address; add an entry to permit a specific private or on-prem destination (a hostname, IP, or address range). This is a setting you manage as the operator — add only the destinations you intend your agents to use.