Settings reference
Open Settings in the sidebar. The pages are grouped down the left side.
| Page | What it's for |
|---|---|
| Profile | Your name, photo, password and personal preferences |
| Organization / Workspace | Your business name, address and workspace preferences |
| WhatsApp profile | The business profile customers see on WhatsApp: description, address, website, hours, photo |
| Phone numbers / Channels | Your connected WhatsApp number(s) and connection status |
| Team | Shortcut to Agents & Team |
| Agent Routing | Routing pools that share new chats among agents. See Team. |
| AI Features | Turn specific AI capabilities on or off for your workspace |
| AI business profile | Business details the AI uses, alongside the Business Brain |
| Contact Data | Manage custom fields and global tags |
| Lead Sheets | Connect Google Sheets of leads. See Lead Sheets. |
| Integrations | Shopify, WooCommerce, HubSpot, Google Sheets, Salesforce. See Integrations. |
| Payment Gateways | Link Razorpay or PayU to accept payments in WhatsApp |
| Catalog | Your product catalog. See Commerce. |
| Templates / WA Forms | Defaults for templates and forms |
| Notifications | Which alerts you get. See Notifications. |
| Branding | Your company logo (PNG or JPG, square, up to 2 MB), font and corner style, shown on the sidebar, the login page and across the app |
| Localization | Language, timezone and number formats |
| Security | Password rules and sign-in security |
| Privacy | Data and privacy controls. See Data and privacy. |
| Audit | A log of important changes made in your workspace and who made them |
Note
Some pages are visible only to admins, and some depend on your plan.