Customize your workspace name, company name, logo, brand colors, and AI preferences from Settings.

General

• Workspace identity: set the workspace name, company name, and email domains that get automatic member access.

• AI context description: provide product and business descriptions that improve every AI-generated report, dashboard, and skill.

• Branding: upload a logo and set primary, secondary, and accent brand colors. Preview themes live, copy the generated CSS, or reset to defaults.

Navigation Updates:

The previous version of this doc bundled Integrations, Members, and Subscription under Workspace Settings. In the current app these have moved to their own top-level nav items:

• Integrations → now Connectors (own nav item — see the Connectors doc).

• Members → now Team (own nav item — see the Members & Roles doc).

• Subscription/Billing → click on the bottom left user account menu to view your current subscription.

Multi-Workspace (Pro)

Settings is scoped to a single workspace. If you belong to more than one workspace, use the workspace switcher (top of the left sidebar) to jump between them — each has its own Settings, Connectors, Skills, and Team. See the new Multi-Workspace doc for details.

Profile & Preferences

You can adjust context for your own preferences in all workspaces, or individual preferences and rules:

• Personal AI Preferences — applies to you specifically across every workspace you're a member of (chart style, tone, report formatting, etc.).

• Workspace AI Preferences — applies to you specifically in this workspace (your role/context for this business, house style rules, must-follow constraints).