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Administration & Settings: overview

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Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

Overview

The Administration & Settings area brings together everything that governs your ConversaLabs account: who has access, with which permissions, in which teams, with which business hours, integrations, audit logs, branding and notification preferences. It is the control panel of your operation.

Think of this category as the place where you set the rules of the game — before you start handling conversations. Each product module (CRM, Payments, Calendar, Follow-ups and others) has its own settings, documented in the matching categories of this Help Center; here you find what is shared across all of them.

Prerequisites

  • An active ConversaLabs account.
  • A user with the Administrator role (most screens in this category are admin-only).
  • Some features are optional and depend on your plan or a specific enablement: custom roles and audit logs, for example, are premium features and may not appear if they are not enabled for your account.

Step by step

  1. Open the account Settings from the left sidebar.
  2. Start with the Account tab: company name, language, time zone and branding.
  3. Invite your Agents and organize them into Teams.
  4. Define roles and permissions (default roles or, if available, custom roles).
  5. Configure business hours, labels and custom attributes.
  6. Connect the integrations you need (Slack, webhooks, API and more).
  7. Review audit, notifications and, where applicable, whitelabel and Custom Scripts.

Settings & options

  • Account: identity, language, time zone and basic branding.
  • Agents and teams: who handles conversations and how work is distributed.
  • Roles and governance (RBAC): what each person can see and do.
  • Business hours, labels and attributes: the structure that organizes conversations and contacts.
  • Integrations: connections to external tools and the API.
  • Audit, whitelabel, scripts and notifications: governance, branding and advanced customization.

Use cases

  • Standardize permissions for a growing team.
  • Make sure each agent only sees what concerns them.
  • Connect the platform to Slack, an external CRM or your own automation via webhooks/API.
  • Track who did what with audit logs.

Tips, limits & best practices

  • Configure account, teams and permissions before inviting many agents.
  • Prefer roles over per-user tweaks: easier to maintain and audit.
  • Periodically review integrations and API tokens that are no longer in use.

Troubleshooting

  • I can't see a settings tab: it may require the administrator role or a premium feature that is not enabled — talk to the account owner.
  • A change had no effect: confirm you saved and that the feature depends on an enablement (flag/plan).

See also