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Workspace settings

SettingsGeneral holds the basics about your business. These show up in navigation, on invoices and in team invitations.

Who can do this

  • Owner
  • Admin

Agents can open Settings › General but the fields are read-only.

What you can change

FieldRequiredWhere it shows
Workspace nameYesNavigation, invoices, team invitations
IndustryNoThe workspace header
WebsiteNoThe workspace header, as a link
LogoNoNavigation and the workspace switcher

Select Save changes when you are done.

Select Upload logo (or the tile itself when empty). JPEG, PNG or WebP.

To remove it, hover the tile and select the small bin icon in the corner.

More than one workspace

A workspace is one business: one WhatsApp connection, one contact list, one team, one subscription. Use separate workspaces when you genuinely run separate businesses.

You do not need a second workspace to run a second phone number. Enable extra numbers on the same WhatsApp Business Account instead, which keeps one inbox, one contact list and one bill. See phone numbers.

To create another workspace, use the workspace switcher in the sidebar. Each new workspace needs its own plan and its own payment before it can send.

Team and roles
Who gets in and what they can do.
Billing
Plans, seats, GSTIN and invoices per workspace.