Managing workspace settings (name, logo, org profile) Guide

Every workspace has its own identity: a name, a logo, and an organization profile that tells the assistant who you are and what your business does. Getting these right helps the assistant respond with the right context, tone, and voice.

Where workspace settings live

Workspace settings are managed on the Workspace page, which has side tabs for the different areas you can configure — General, Channels, Phone, Email, and Team. The General tab is where you set the workspace name, logo, and organization profile.

Open the account menu at the bottom of the sidebar and go to your workspace settings to reach this page. Each workspace has its own settings, so make sure the workspace you want to edit is the one you're currently in before you make changes.

Note: Only workspace admins (the owner or a team admin) can edit the name, logo, and organization details. If you're a member of someone else's workspace, these fields will be view-only.

Setting the workspace name

The workspace name identifies the workspace in the account menu and helps you tell your workspaces apart when you switch between them.

1. Open the Workspace page and go to the General tab.
2. Update the workspace name field.
3. Save your changes.

Choose a clear, recognizable name — for example the business, brand, or client the workspace represents. If you manage several workspaces, distinct names make switching between them much faster.

Uploading or removing a logo

A workspace logo gives the workspace a visual identity that's easy to recognize at a glance.

1. On the General tab, find the logo option.
2. Upload an image to set the logo, or remove the current one if you'd like to clear it.
3. Save your changes.

For the cleanest result, use a square image with your mark centered.

Filling in the organization profile

The organization profile is the most useful part of this page for day-to-day work. The assistant reads these details to understand your business, so it can write and respond with the right context and voice — instead of guessing.

On the General tab, fill in the organization details:

• Website — your organization's main web address.
• Industry — the field or market you operate in.
• Size — roughly how large the organization is.
• Location — where the organization is based.
• Description — a short summary of what your organization does.

The description carries the most weight. A few clear sentences about what you do, who you serve, and how you like to sound gives the assistant the context it needs to match your tone. For example, note whether your voice is formal or casual, and mention anything that regularly comes up in your communications.

Tip: Revisit the organization profile as your business evolves. Keeping the description current keeps the assistant's output aligned with how you actually present your brand.

How these settings are used

Once saved, the workspace name and logo appear wherever the workspace is shown, and the organization profile becomes part of the context the assistant draws on when it works for you.

These settings apply to the current workspace only. If you run more than one workspace, each one keeps its own name, logo, and organization profile, so you can give every business or client its own distinct identity and voice.