Workspace Settings

Learn how to track and manage Contacts throughout your sales process on our platform.

Learn how to import, review, and manage data in the platform.

Export data from the Workspace to perform in-depth analyses.

Learn how to manage and store files on the respond.io platform.

Learn about adding and deleting Tags from the Settings module.

Create and manage canned responses to effortlessly reply to frequently asked questions.

Learn how to add, edit and delete Closing Notes. These are optional after a conversation is closed.

Learn about Respond AI prompts and settings.

Learn about about connecting and managing all available integrations with respond.io.

Create and manage Contact Fields to save additional information about your contacts.

Create and manage widgets that can be embedded on your website so site visitors can contact you via your preferred channel(s).

Under the Channel workspace settings section, you can edit and manage Channels connected to your Workspace.

Under the Team Workspace settings, you can add, delete or manage Teams belonging to the Workspace.

Under the User Workspace settings section, you can manage the Users that have access to your Workspace.

Under General Workspace settings, configure your workspace name, timeout settings and timezone.

Get a general overview of available Workspace settings and how to use them.