Workspace settings

Access Settings from the gear icon at the bottom of the sidebar (or the user menu). Settings is organized into tabs — here’s what each one does.

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General

• Workspace name — how your workspace shows in the sidebar and on invites
• Workspace slug — the URL fragment (e.g., guhan.ai/acme where “acme” is the slug)
• Time zone — used for sending windows, sweep schedules, and Meetings display
• Delete workspace — permanent; contact support to restore

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Members

Manage who has access.

• Invite — send an email invite; pick a role
• Change role — promote / demote a teammate
• Remove — offboard a teammate (their sender accounts stay but need reassignment)
• Pending invites — resend or revoke

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Roles

Beyond the 3 built-in roles (Workspace Admin, Campaign Manager, Sales Rep), you can create custom roles with granular permissions. Built-ins:

• Workspace Admin — full access
• Campaign Manager — create + edit + launch agents; can’t delete workspace records or manage billing
• Sales Rep — see + reply to assigned prospects only

See Roles and permissions for details.

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Sender accounts

Every LinkedIn / email / WhatsApp account Guhan uses to send.

• + Connect — add a new sender
• Reauth — re-authorize when OAuth expires
• Schedule — set the sender’s active hours + timezone + weekdays
• Quotas — adjust per-action daily caps
• Owner — reassign to a teammate
• Disconnect — remove; pauses any in-flight sequences using this sender

See Sender accounts for concept + safety detail.

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Calendars

Connect your calendar for meeting bookings.

• Google Calendar — native OAuth
• Outlook Calendar — native OAuth
• Cal.com — paste your booking URL
• Calendly — paste your booking URL

Configure meeting duration, buffer time, meeting title template, available hours. See Meetings for the full flow.

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Do Not Contact (DNC)

The workspace-wide block list.

• Emails — specific email addresses to never message
• LinkedIn URLs — specific people to never message
• Domains — every prospect at this domain gets auto-blocked (add your own domain here so you don’t outreach yourself)
• Companies — LinkedIn company URLs; auto-blocks all their employees

Enforced globally across every agent.

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Data sources

Third-party integrations for enrichment + discovery.

• Crustdata — the LinkedIn-adjacent database Guhan uses for company + person enrichment (managed for you)
• HarvestAPI — LinkedIn discovery + engagement (managed)
• Unipile — sender-account OAuth layer (managed)

Nothing to configure here in most cases — it’s status + connection info.

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Billing

Manage your plan + credits + payment method.

• Current plan — Starter / Growth / Scale + current billing cycle
• Credit balance — monthly grant + top-up pool + last 50 ledger entries
• Buy credit pack — top up with a 200 / 1,000 / 2,000 credit pack
• Change plan — upgrade (immediate) or downgrade (at cycle end)
• Payment methods — cards + billing address
• Invoices — download past invoices
• Cancel subscription — takes effect at cycle end

See Plans and credits for the full pricing overview.

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Notifications

Configure how Guhan pings you.

• Real-time — new Inbox task, meeting request, sender reauth needed
• Daily digest — 8am summary
• Weekly summary — Monday morning stats
• Channels — email / in-app / SMS / WhatsApp (if you enabled Ask Guhan on WhatsApp)

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API keys (Advanced)

For programmatic access — currently limited to a few internal use cases. Contact hello@guhan.ai if you need API access.

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