Business & General Settings
Update business profile details and general workspace settings
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Business & General Settings
Keep your business profile and general workspace options up to date.
Business settings
/docs/en/workspace/account/business.png
What you can do
- Edit basic business information (name, contact details, description, …)
- Review general settings that affect chat / platform behavior in your workspace
- Save changes so agents and customer-facing surfaces stay consistent
Update business details
- Open Settings Account
- Open the Basic / business details tab
- Update the fields you need
- Save
General settings
- Open the General tab (or equivalent container in settings)
- Review options related to chat / platform behavior for your workspace
- Change only what your team needs
- Save
Some settings affect all agents immediately. Communicate changes before enabling strict access or workflow options.
Tips
- Use the legal / public business name customers recognize
- Keep phone and support contacts accurate
- Manage people under Team, not only in business profile fields