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Admin

Workspace Settings

Configure workspace behavior such as business type, workflow, rewards, documents, and templates.

What settings control

  • General workspace information.
  • Business type.
  • Workflow templates and customization.
  • Contact and record visibility and shared edit behavior.
  • Reward settings.
  • Document settings.
  • WhatsApp message templates.

Workflow customization

System templates are defaults. Workspace admins can customize their own workflow copy if available. Normal users do not need to configure workflows.

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