> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace General Settings

> Configure your company profile, working hours, AI context, logo, and workspace templates.

<Info>Reach out to [Support](mailto:hello@custral.com) for more help!</Info>

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

<Steps>
  <Step title="Open Workspace Settings">
    Go to **Settings → Workspace**. The page opens on the **General
    Information** card.
  </Step>

  <Step title="Fill in your company profile">
    Set your **Company Name** and **Workspace Slug** (both required), plus
    **Domain** and **Employee Count**.
  </Step>

  <Step title="Set your working hours">
    Define the **Working Hours (Meeting Window)** and **Calendar Settings** so
    scheduling reflects your team's availability.
  </Step>

  <Step title="Add AI context (optional but recommended)">
    Describe your business so AI features have accurate context. You can
    **Prefill from website** to auto-fill these fields, then review and save.
  </Step>

  <Step title="Save">
    Click **Save Changes** at the bottom of the General Information card. The
    logo and workspace template actions save separately (see below).
  </Step>
</Steps>

## 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`.   |

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

### 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

This section feeds AI features such as playbook generation, live suggestions,
and conversation analysis. You can fill it manually or auto-fill it.

<AccordionGroup>
  <Accordion title="Prefill from website">
    Enter your company URL in **Prefill from website** and click **Prefill**.
    Custral fetches your site and fills in the fields below. Review and save.
    The button is disabled until you enter a URL.
  </Accordion>

  <Accordion title="Free-text business fields">
    * **What does your company sell?**: product or service description.
    * **Who do you sell to?**: your ideal customer (industry, size, titles).
    * **How do you sell?**: your sales process (inbound/outbound, call
      structure, deal cycle).
    * **Key value proposition**: why customers choose you over competitors.
  </Accordion>

  <Accordion title="Custom AI instructions (advanced)">
    Additional instructions included in all AI prompts. Use this for tone,
    terminology, or rules specific to your team.
  </Accordion>

  <Accordion title="Default AI model">
    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.
  </Accordion>
</AccordionGroup>

<Tip>
  After a **Prefill**, the fetched values are only applied to the form. Click
  **Save Changes** to persist them.
</Tip>

## 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:

<Steps>
  <Step title="Select a new logo">
    Click **Select new logo** and choose an image file.
  </Step>

  <Step title="Crop it">
    Adjust the crop in the preview.
  </Step>

  <Step title="Save the logo">
    Click **Save Logo**. The logo is uploaded immediately. It does not require
    the **Save Changes** button.
  </Step>
</Steps>

<Note>
  The workspace logo is displayed in the sidebar and in emails.
</Note>

## 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). |

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

## 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.   |

## Related

<CardGroup cols={2}>
  <Card title="Connect channels & calendars" icon="plug" href="/integrations/overview">
    Link email, calendar, video, and communication providers.
  </Card>

  <Card title="Calendar & scheduling" icon="calendar" href="/comms/calendar/overview">
    How the meeting window drives availability.
  </Card>

  <Card title="Migration" icon="right-left" href="/start/onboarding/migration">
    Move your existing data into Custral.
  </Card>

  <Card title="Get started" icon="rocket" href="/start/quickstart">
    The full quick-start path.
  </Card>
</CardGroup>


## Related topics

- [Settings](/start/settings/overview.md)
- [File](/data/properties/general/file.md)
- [Image](/data/properties/general/image.md)
- [Playbooks](/comms/playbooks/overview.md)
- [Workspace Audit](/data/audits/workspace.md)