What Is In Workspace Settings?

Dec 11 2023

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 What Is In Workspace Settings?

Open CX Genie, and choose “Workspace Settings”.

 

1. General 

1.1. Workspace information

  • Set up general information for Workspace (name, service, description)
  • After filling in all information, click “Save changes” to finish. 
  • Click the Delete Workspace button to delete the workspace.

 

workspace-screen-cxgenie-tutorial

 

1.2. Documents

  • Click "+ Add document" to add a new article.
  • Note: All information in the articles will be used by the entire bot of this workspace.

 

documents-workspace-cxgenie-tutorials

 

1.3 Working hours

  • Select Time Zone and Working Hour.
  • Note:  Working hours can now add two time frames in one day to accommodate flexible schedules and different time zones.

 

Working hours in Workspace

 

The default setting for Auto-reply is off, you can turn it on to automatically activate the auto-reply configuration when working hours are over.

 

auto-reply-cxgenie-tutorial

 

2. Membership & Permission

Member list of the workspace. You can add, remove, or change the permission of a member.

 

membership-cxgenie-tutorial

 

  • Choose a role for the member added.

 

membership-role-cxgenie-tutorial

 

3. Subscription

This is where you can manage workspace & add-on subscriptions.

 

This article has guided you on effectively organizing your workspace. We hope you find this information helpful!

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