General settings
The General settings shows information about the workspace and the current plan details. Here you can also upgrade or downgrade plans based on your requirements.
Menu location
The General settings can be created and or edited from the following menu:
Settings > General settings
Options
In the General settings you will see the current name of the workspace, this name can be changed as required. You also have the option to change the subscription type and the amount of seats you currently have in the workspace. If one of these options is selected you will be directed to the pricing page to select the new plan or change the amount of seats.
To change to Enterprise or to modify Enterprise workspaces, you will need to contact support.
There is the option to set the Domain
of the workspace. This essentially helps with the generation of content in the field selected.
Here is a list of the domains:
DEFAULT
CUSTOMER_SERVICE
EDITORIAL
FINANCE
HR
LEGAL
MARKETING
MEDICAL
SALES
SCIENCE
TECHNOLOGY
Default Chat Visibility
You can configure the Default Chat Visibility
setting for the workspace. This setting determines the default visibility for new chats created within the workspace:
- Incognito: Only the creator of the chat can see it. No feedback is allowed to prevent spillage of sensitive data.
- Private: The chat is private to the creator. However, administrators and AI engineers can also view private chats to allow for management of feedback for both agent instructions feedback and AI model training data generation.
- Public: The chat is visible to all users who have been invited to the workspace.
Chat visibility can be changed from private to public after creation, but cannot be changed from public to private. Administrators can see all chats regardless of visibility setting.
You also have the option to delete the workspace. If you select this option you will be given a confirmation window to confirm the deletion of the workspace.
Deleting the workspace is irreversable. All documents and configurations will be removed.