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Set responsibilities and access for your team.

Decide who manages Replofy, maintains knowledge, reviews AI assistance, and handles customer requests.

IN THE WORKSPACE

Configure your workspace and Aura

In Settings → Company Profile, update the company name and support contact. Save using the unsaved-changes bar.

SettingsDemo support workspace
Company ProfileIntegrationsCustom FieldsWidget BuilderAccountAppearanceDeveloper

Company Profile

Your company name and contact details.

Company details

How customers can reach your team.

Use the controls yourself, or watch the cursor.

Example data. These controls demonstrate the Helpdesk workflow without changing your workspace.

Configure the essentials.

  1. Team access:

    Give each teammate the access needed for their role.

  2. Conversation ownership:

    Agree on who handles new requests and escalations.

  3. Knowledge ownership:

    Name the people responsible for source updates.

  4. Aura settings:

    Review its instructions, allowed actions, and human review requirements.

  5. Connections:

    Confirm who manages channels and setup changes.

Check after a team change.

  • Review access when someone joins, changes role, or leaves. Confirm that waiting conversations and knowledge updates still have an owner.