How to Configure Your Workspace Settings

In this article, we’ll guide you through the various settings that help you configure your workspace for optimal use.

To access your workspace settings, click the small drop-down arrow located in the top-right corner of your screen, then select Workspace Settings from the menu.

Once inside the workspace settings, you can easily switch between different sections using the sidebar located at the bottom left of the screen.

In this section, you can:

Deduplicate new profiles within workspace: This setting prevents duplicate prospect entries across social accounts within your workspace. For a detailed explanation, please see this article.

Verify prospects’ emails before sending: Control how thoroughly the system verifies email addresses before sending messages. Learn more in this article.

Require manual approval for all steps: Enable this toggle if you want to manually approve actions in your ongoing campaigns.

Don’t forget to click Save Changes to apply your updates!

The Members tab lets you view all workspace members and manage their permissions (if you’re an admin). Here, you can also invite new users or update existing members’ roles.

For detailed instructions, check out:

Labels allow you to organize and customize your workspace by tagging prospects, templates, and customers. You can review current labels or create new ones here.

Labels are also essential for setting up Zapier or Webhook automations. To learn more, see this article and our guide about the Zapier Integration.

Choose your preferred display layout: tabs on the left side or at the top of your screen. Feel free to try both and switch anytime based on what works best for you.

Create and manage your tracking domains in this section. Using tracking domains lets you replace generic links and video URLs in your emails with custom-branded links for better branding.

For setup and usage details, visit this article.

Here you can create, configure, edit, or delete your AI Employees.

Discover all the benefits of this feature by reading this article.

Auto Labels (AI-powered Labels) are automatically assigned to prospects based on their responses. You can activate or deactivate this feature in this section.

For explanations of each label and how they function, please refer to this article.

If you have any questions or need assistance configuring your workspace, our dedicated Customer Support team is here to help. Feel free to reach out anytime — we’re committed to ensuring you get the most out of your experience.