Workspace settings

Maintain approved business profile, FAQs, price facts, AI credentials and role-scoped settings.

These guides describe the documented product workflow. Confirm the visible role, connection and permission state in the App before live use.

Task index

02 · Safe sequence

Do not paste secrets into public content or analytics. Restricted access must leave recovery and logout usable.

1
Open Settings and confirm workspace name and your role before editing.
2
Change one approved business fact at a time; never enter secrets, tokens or customer messages.
3
For AI settings, keep confidence, policy and human fallback as separate controls.
4
Save, reload and verify the visible persisted value; restricted access must remain read-only.

03 · Expected result

Save, reload and verify the visible persisted value; restricted access must remain read-only.

Maintain approved business profile, FAQs, price facts, AI credentials and role-scoped settings.

04 · If the expected state does not appear

Stop before repeating a provider or mutation action. Record route, time and safe visible state—never message content, tokens or customer data.

Reviewed 24 August 2026