Workspace General Settings

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The Workspace Settings page (Settings → Workspace) is where you set your company profile, the meeting window used for scheduling, the business context that powers AI features, your logo, and import/export of your workspace configuration.

Getting started

Open Workspace Settings

Go to Settings → Workspace. The page opens on the General Information card.

Fill in your company profile

Set your Company Name and Workspace Slug (both required), plus Domain and Employee Count.

Set your working hours

Define the Working Hours (Meeting Window) and Calendar Settings so scheduling reflects your team’s availability.

Describe your business for AI (optional but recommended)

In Settings → AI → Business knowledge, say what you sell, who to and how, and add your website so every AI feature can read it.

Save

Click Save Changes at the bottom of the General Information card. The logo and workspace template actions save separately (see below).

General Information

The General Information card is a single form. Click Save Changes at the bottom to persist everything in it.

Company profile

Field	Notes
Company Name	Required. Your organization’s display name.
Workspace Slug	Required. Your workspace identifier.
Domain	Your company domain (e.g. `example.com`).
Employee Count	Number of employees.

Working Hours (Meeting Window)

Field	Notes
Starts At	Start of your working day. Format `HH:mm` (24-hour), e.g. `09:00`.
Ends At	End of your working day. Format `HH:mm` (24-hour), e.g. `17:00`.

These hours define the meeting window used when scheduling. Enter them in 24-hour HH:mm format.

Calendar Settings

Field	Options
First Day of Week	Sunday or Monday.

About your organization

Field	Type	Notes
Industry	Select	Technology, Real Estate, Finance, Healthcare, Education, Other.
Primary Use Case	Select	Full Cycle, Sales CRM, Project Management, Customer Support, Internal Tools, Other.
Current Tools	Multi-select (searchable)	Tools you use today, grouped by category (CRM, Sales & Outreach, Support & Success, Communication, Productivity & Docs, Project Management, Dialers & Phone, Marketing, Other).
Biggest painpoints	Multi-select (searchable)	Common pain points such as manual data entry, data silos, poor reporting, etc.
Timezone	Text	Your workspace timezone (e.g. `UTC`).

AI context

What you sell, who you sell to, how you sell, your value proposition and your custom AI instructions live in Settings → AI → Business knowledge, beside the websites Custral scans. Prefill from website on this card fills your company name, industry, use case and pain points. Default AI model is the model used when a chat, agent, or request does not pin a specific model. Choose Catalog default or a specific model from the list.

Workspace Logo

In the General Information card, the Workspace Logo section shows your current logo. Click Edit Logo to open the logo editor, where you:

Select a new logo

Click Select new logo and choose an image file.

Crop it

Adjust the crop in the preview.

Save the logo

Click Save Logo. The logo is uploaded immediately. It does not require the Save Changes button.

The workspace logo is displayed in the sidebar and in emails.

Workspace Templates

The Workspace Templates card lets you export and import your workspace configuration as a .cst file.

Action	What it does
Export Workspace	Downloads your workspace schema as a `.cst` file (named after your slug) to share or back up.
Import `.cst` file	Applies a pre-built `.cst` (or `.json`) configuration. On success, Custral reports how many objects and sections were created (and how many were skipped).

Importing only accepts a valid .cst configuration. An invalid or unparseable file is rejected with an error and nothing is applied.

Troubleshooting

Symptom	Likely cause	What to check
Save Changes does nothing / shows an error	A required field is empty or the value was rejected	Company Name and Workspace Slug are required; confirm working-hours fields use `HH:mm` format.
Working hours don’t apply to scheduling	Times entered in the wrong format	Re-enter Starts At / Ends At as 24-hour `HH:mm` (e.g. `09:00`, `17:00`).
Prefill button is greyed out	No URL entered	Type your company URL in Prefill from website first.
Prefilled values disappear after reload	Prefill only fills the form, it does not save	Click Save Changes after reviewing prefilled fields.
Logo doesn’t update	Logo saves separately from the form	Use Edit Logo → Save Logo; the main Save Changes button does not upload the logo.
Logo editor won’t let you save	No new image selected	Pick a file under Select new logo before Save Logo.
`.cst` import fails / “Invalid file”	File isn’t a valid `.cst`/`.json` configuration	Re-export from a Custral workspace and import that file; confirm it wasn’t edited into invalid JSON.

Connect channels & calendars

Link email, calendar, video, and communication providers.

Calendar & scheduling

How the meeting window drives availability.

Migration

Move your existing data into Custral.

Get started

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Best Practices

Workspace General Settings

Getting started

General Information

Company profile

Working Hours (Meeting Window)

Calendar Settings

About your organization

AI context

Workspace Logo

Workspace Templates

Troubleshooting

Connect channels & calendars

Calendar & scheduling

Migration

Get started

​Getting started

​General Information

​Company profile

​Working Hours (Meeting Window)

​Calendar Settings

​About your organization

​AI context

​Workspace Logo

​Workspace Templates

​Troubleshooting

​Related

Connect channels & calendars

Calendar & scheduling

Migration

Get started

Getting started

General Information

Company profile

Working Hours (Meeting Window)

Calendar Settings

About your organization

AI context

Workspace Logo

Workspace Templates

Troubleshooting

Related