Workspace Settings
Everything you can configure in Settings — accessible from the gear icon in the sidebar.
Only workspace admins can change most of these settings.
Team & Members
Settings → Team
| Action | How |
|---|---|
| Invite a team member | Enter their email → they receive an invite link |
| Change a member's role | Click their name → change role (viewer/editor/admin) |
| Remove a member | Click their name → Remove from workspace |
| View pending invites | Listed at the bottom of the team page |
Roles:
- Viewer — can see everything, cannot create or edit
- Editor — can create, edit, and delete their own records
- Admin — full access including settings, billing, and other members' records
Channels (Email, SMS, Phone)
Settings → Channels
Connect communication channels used by the Inbox.
| Channel | Setup |
|---|---|
| Gmail | OAuth → Grant access |
| Outlook | OAuth → Grant access |
| SMTP | Enter host, port, credentials |
| Twilio SMS | Enter Account SID, Auth Token, phone number |
| Twilio Voice | Enter Account SID, Auth Token, phone number |
Each channel can be assigned to one or more Inboxes.
Inboxes
Settings → Inboxes
An Inbox is a named queue for conversations from a specific channel.
Create multiple inboxes for different teams (e.g., "Support", "Sales", "Billing").
Per-inbox settings:
- Name and email address
- Auto-assignment rules (round-robin, load-balanced, or manual)
- SLA policy
- CSAT survey (enable/disable, customise question)
- Out-of-office reply
Pipeline Stages
Settings → Pipeline
Customise deal stages for your sales process.
- Click + Add Stage
- Enter stage name
- Set win probability (0–100%) — used in forecast reports
- Drag to reorder stages
- Click Save
Default stages: Lead → Qualified → Proposal → Negotiation → Won / Lost
Custom Fields
Settings → Custom Fields
Add fields to Contact, Company, or Deal records.
Field types: Text, Number, Date, Dropdown, Multi-select, Checkbox, URL
Custom fields appear on record profiles and are available in filters, workflows, and reports.
Integrations
Settings → Integrations
Connect external tools.
| Integration | What it does |
|---|---|
| HubSpot | Two-way contact/deal sync |
| Salesforce | Two-way contact/deal sync |
| Google Calendar | Sync meetings |
| Outlook Calendar | Sync meetings |
| Activepieces | No-code automation workflows |
Click Connect next to an integration to start the OAuth or config flow.
AI Platform
Settings → AI Platform
Configure which AI model powers Prerak features.
See AI Platform guide for full details.
API Keys
Settings → API Keys
Create and manage API keys for:
- MCP server connections (ChatGPT, Claude Desktop)
- External scripts and integrations
- M2M service-to-service access
Scopes: read-only, read-write, or admin.
Keys are shown once at creation — copy and store them securely. Lost keys must be revoked and recreated.
Notifications
Settings → Notifications
Configure which events trigger notifications (in-app, email, or both):
- New conversation assigned to me
- Conversation replied to
- Task due today
- Deal stage changed
- Sequence step failed
- Agent run completed
Billing
Settings → Billing
- View current plan and usage
- Upgrade or downgrade plan
- Download invoices
- Update payment method
Plans: Starter, Professional, Enterprise. Contact sales@prerak.io for Enterprise pricing.
Workspace Settings
Settings → General
| Setting | Description |
|---|---|
| Workspace name | Displayed throughout the app |
| Workspace slug | Used in URLs — changing this breaks existing links |
| Timezone | Affects scheduled sends, sequence timing, and reports |
| Logo | Appears in emails sent from Prerak |
| Date format | DD/MM/YYYY or MM/DD/YYYY |