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Settings is the plumbing for your workspace: sender accounts, calendars, sending rules, the block list, your team, billing, enrichment defaults, and workspace identity. Open it from Workspace settings at the bottom of the sidebar. Some rows are visible only to org admins. Everyone else sees Sender accounts, Calendars, and Team.
Settings: every area of your workspace in one list (the admin view). Open it from Workspace settings in the sidebar

Settings: every area of your workspace in one list (the admin view). Open it from Workspace settings in the sidebar

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Sender accounts

The LinkedIn, email, and WhatsApp accounts Guhan sends from. Connect, reauthorize, edit active hours, and reassign owners here. Every license includes one sender slot; extra senders are an add-on. See Sender accounts and Sending safety.

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Calendars

Booking calendars and scheduling links, plus workspace-level meeting defaults. Individual team members can also connect their own calendar from Profile → My calendars. See Calendar integrations.
Settings, Calendars: connected calendars and the workspace meeting defaults

Settings, Calendars: connected calendars and the workspace meeting defaults

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Sending & Reply Rules

Admin only. Set working hours and time zone per channel. This page is also where you choose how Guhan handles replies when a sequence has no AI reply step:
  • Escalate to a user — every reply becomes a task in the Inbox.
  • AI drafts — user approves before sending — Guhan drafts a reply for you to approve, edit, or reject.
  • AI drafts and auto-sends — Guhan sends without approval. Use this only once you trust the tone.
Meeting requests always go to a person, whichever you choose. See Sending safety and Handle replies.
Settings, Sending & Reply Rules: working hours per channel, with reply handling further down

Settings, Sending & Reply Rules: working hours per channel, with reply handling further down

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Do-Not-Contact list

Admin only. Blocked email addresses and domains. See Do not contact.
Settings, Do-Not-Contact list: paste entries to add them, and search or remove existing ones

Settings, Do-Not-Contact list: paste entries to add them, and search or remove existing ones

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Team

Members, invites, and roles. See Roles and permissions.
Settings, Team: invite a teammate and see the members

Settings, Team: invite a teammate and see the members

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Billing

Admin only. Your plan, licenses, credit balance, credit packs, sender add-ons, and where credits went. See Plans and credits.
Settings, Billing: your plan, licenses, credits this cycle and active prospects

Settings, Billing: your plan, licenses, credits this cycle and active prospects

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Enrichment settings

Admin only. The workspace defaults for which enrichment steps run on newly added prospects: profile, recent posts, work email, phone, company profile, company posts, and research brief. Each shows its credit cost. A List can override these defaults. See Enrichment.
Settings, Enrichment settings: the workspace defaults for each enrichment step

Settings, Enrichment settings: the workspace defaults for each enrichment step

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Workspace & advanced

Admin only. Rename the workspace, change its URL slug (old links keep working), and edit workspace identity. Org admins can also turn on multiple workspaces here and create or delete workspaces.
Deleting a workspace is permanent. Members lose access, and its campaigns, lists, and messages are removed.
Settings, Workspace & advanced: the workspace name and URL slug, then your company identity

Settings, Workspace & advanced: the workspace name and URL slug, then your company identity

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Elsewhere

  • API keys live under Profile → API keys, not Settings. See API and MCP.
  • Brand & Voice and Products have their own sidebar pages. See Brand & Voice.

Plans and credits

Pricing, credit costs, and packs.

Roles and permissions

Who can do what.