Settings
Configure your Wexio workspace
The Settings panel lets you configure every aspect of your Wexio workspace - from general preferences to security, team management, and integrations.
Settings Sections
General
Workspace name, logo, address, and danger zone
Team
Members, roles (Owner/Admin/Editor/Agent), invitations
Security
SSO/SAML, webhooks, and security policies
Inbox
Chat statuses, auto-responses, AI settings, and spam protection
Messages
Message behavior and preferences
Billing
Plan management, payments, and usage tracking
People
Contact management and custom fields
Labels
Create and manage conversation labels
AI Settings
AI assistants, providers, and knowledge base
Integrations
Messaging channels, CRM, and AI providers
Database
Dedicated database and BigQuery export
Access
Settings are available from the sidebar. Click the gear icon or navigate to Settings.
Most settings require Admin or Owner role. Editors and Agents cannot access workspace settings.