SettingsOrganizationProfile
Organization Name
Update your organization's display name and description.
Your Organization Name is the display name for your workspace and appears throughout the application.
Updating Organization Name
- Go to Settings → Organization → Profile.
- Find the Organization Name field.
- Edit the name to your desired value.
- Click Save to apply changes.
Where Organization Name Appears
Your organization name is used in:
- Dashboard headers and navigation
- Email notifications
- AI context (helps AI understand your business)
- Reports and analytics
- User interface elements
Organization Description
You can also add or update a description for your organization:
- Go to Settings → Organization → Profile.
- Find the Description field.
- Enter a brief description of your business.
- Click Save to apply changes.
The description helps:
- AI understand your business better
- Provide context in automated responses
- Onboard new team members
Best Practices
- Use Your Business Name: Use your actual business or company name
- Keep it Consistent: Use the same name format across all platforms
- Be Descriptive: In the description, include what your business does
- Update When Needed: Keep your name and description current if your business changes