Organization Settings

Organization Settings control your workspace identity, availability, team access, and connected channels. Everything lives under Settings → Organization in the left sidebar:

• Profile — Workspace name, description, ID, and auto-resolve behavior
• Business Hours — When your team is available
• Members — Who has access and what role they have
• Teams — Group members into named teams and enable shared team inboxes
• Channels — Manage connected channels (overview)

Related preset settings live under Settings → Presets:

• Custom Fields
• Labels
• Documents
• WhatsApp Templates
• Canned Responses

The sections below are a quick reference. Follow any link above for full detail.

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Profile

Path: Settings → Organization → Profile

• Workspace Name & Description:
  • Update the workspace name and a short description of your business.
  • Cloodot uses these across the app, including as context for AI.
• Organization ID:
  • View your unique organization ID.
  • Click copy when you need it for support or integrations.
• Auto Resolve:
  • Set how many days a conversation can stay open before Cloodot auto-resolves it.
  • Enter a number of days in the Days (0–90) field (0 disables auto-resolve).
  • Click Save to apply changes.

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Business Hours

Path: Settings → Organization → Business Hours

Define when your team is available:

• Timezone:
  • Pick the primary timezone for your business (for example: "Asia Dubai", "Europe London", "America New York").
  • Cloodot uses this to interpret opening and closing times.
• Per-day schedule:
  • For each weekday, set:
    • Open / Closed toggle.
    • Opening time (e.g., 09:30).
    • Closing time (e.g., 18:00).
• Save your changes:
  • Click Save Changes after adjusting times or timezone.
  • Cloodot and the AI agent use these hours to know when your team is online.

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Members

Path: Settings → Organization → Members

Control who can access your workspace and what they can do.

• Members tab:
  • See current members with:
    • Name & Email
    • Role (Owner, Admin, Member)
    • Joined date
  • Use the Actions menu on each row to:
    • Transfer ownership to another member (owners only).
    • Remove a member from the workspace (if your role allows it).
    • Leave organization for your own user.
• Invitations tab:
  • Pending invites that haven't been accepted yet.
  • Select pending invites and click Remove in the action bar to revoke ones sent by mistake or no longer needed.
• Invite Member:
  • Click Invite member to open the invite dialog.
  • Enter the teammate's email address and pick a role (Member or Admin).
  • Send the invite — the user gets an email with a link to join.
  • Once they accept, they appear under the Members tab with their role.