Settings

Admins manage workspace configuration from Settings in the sidebar. The settings area is divided into several sections.

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Company settings

Go to Settings → Company to update: Click Save after making changes.

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WhatsApp setup

Go to Settings → WhatsApp Setup to manage your WhatsApp Business API connection — credentials, webhook URL, and phone number info. See WhatsApp setup for the full guide.

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Team

Go to Settings → Team to:

• View all workspace members
• Invite new members
• Change a member’s role
• Deactivate members

See invite your team.

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Roles

Go to Settings → Roles to create and manage custom roles with granular permissions. See roles & permissions.

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Tags

Go to Settings → Tags to create and manage the tag catalog used for labeling contacts. Tags must exist in the catalog before they can be assigned to contacts. Deleting a tag from the catalog removes it from all contacts.

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Quick replies

Go to Settings → Quick Replies to manage the library of saved message snippets available to agents. Each quick reply has a title (used for search in the / picker) and a message body.

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Custom fields

Go to Settings → Custom Fields to define additional fields for contact records. See custom fields.

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Modules

Go to Settings → Modules to toggle optional feature modules on or off for your workspace: Disabling a module hides it from the sidebar. Existing data is preserved — re-enabling the module restores access to it.

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Data management

Go to Settings → Danger zone for irreversible workspace actions. Delete all workspace data — permanently deletes all contacts, conversations, messages, broadcasts, templates, leads, and settings for the workspace. The workspace account itself is not deleted, but it is reset to a clean state.