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The Workspace Settings page

Written by , Founder, AskVault · Reviewed by Aashiq
Last updated: · 4 min read

What lives in Workspace Settings

A single page with seven sections, each collapsible:

  1. General. Workspace name, slug, default language, time zone.
  2. Branding. Logo, accent color, favicon. Used by widget, hosted chat page, email.
  3. Custom domain. Map chat.yoursite.co to your hosted chat page via CNAME.
  4. Identity verification. HMAC secret for verifying logged-in visitors.
  5. Audience tags. Define which content shows to which visitor segments.
  6. Member access. Workspace-scoped team roles (separate from account-level).
  7. Danger zone. Archive, transfer, or delete the workspace.

Different from Account Settings, which controls your login and billing across all workspaces.

General settings

Three fields you'll touch on day 1:

  • Workspace name. Visible in the dashboard and on the hosted chat page header. Editable any time.
  • Slug. The URL portion (askvault.co/c/{slug} for hosted chat). Changeable once per 7 days to avoid breaking inbound links.
  • Default language. Bot replies in this language unless the visitor's message clearly uses another. 35 languages supported.

Time zone affects analytics rollups (daily/weekly buckets) and SLA policy time-of-day rules.

Branding

The branding section controls everything customer-facing:

  • Logo. 1:1 aspect, recommended 256 to 512 px. Used in widget header, hosted page header, transactional emails.
  • Accent color. Hex string. Drives buttons, links, focus states across customer surfaces.
  • Favicon. 32 by 32 px for the hosted chat page browser tab.
  • Welcome message. Visitor-facing greeting on widget and hosted page first-load.

Brand DNA auto-detection (run during onboarding) pre-fills these from your site's CSS. Override here. Changes propagate within 30 seconds.

Custom domain

By default the hosted chat page lives at askvault.co/c/{slug}. For a branded URL, point a CNAME:

  1. Choose a subdomain like chat.yoursite.co or support.yoursite.co.
  2. In Workspace Settings > Custom Domain, enter the subdomain.
  3. Copy the CNAME target AskVault shows (something like hosted.askvault.co).
  4. Add the CNAME at your DNS provider.
  5. Wait for propagation (typically 5 to 60 minutes).
  6. Confirm the SSL certificate auto-provisions (Let's Encrypt, no action needed). Growth+

Custom domain available on Growth and above. Wildcards and apex domains supported on Business and above.

Identity verification (HMAC)

For logged-in visitors on your own site, identity verification prevents impersonation:

  1. Generate an HMAC secret under Workspace Settings > Identity Verification > Generate Secret. Copy and store; you can't view it again after the page reload.
  2. On your site backend, compute hmac_sha256(visitor_email, secret) per logged-in visitor.
  3. Pass the HMAC + visitor email to the widget's identify() method.
  4. AskVault verifies and treats the visitor as authenticated.

Authenticated visitors can see audience-restricted content, trigger identity-gated skills (subscription_manager, internal_helpdesk), and skip CAPTCHA. Setup takes about 10 minutes for a typical backend.

Audience tags

Tag content for specific visitor segments. Three common patterns:

  • paid_users. Detailed product docs visible only to authenticated paying customers.
  • internal. HR or IT runbooks visible only to your own employees (verified via SSO email domain).
  • public. Marketing-friendly content visible to anonymous visitors.

Apply audience tags under Knowledge Hub > [document] > Audience. Define tag taxonomy here (max 20 tags per workspace).

Audience-restricted content matches only when the visitor's claims satisfy the tag rule. Anonymous visitors see only public-tagged or untagged content.

Member access (workspace-scoped roles)

Workspaces have their own role model on top of account-level roles:

  • Owner. Full control including delete. One owner per workspace.
  • Admin. Configure settings, integrations, skills. No delete.
  • Editor. Knowledge Hub + Conversations write access. No settings.
  • Viewer. Read-only across the workspace.

Different from account roles (which control billing and team-wide settings). A user can be account-Admin but workspace-Viewer if scoped that way.

Danger zone

Three irreversible actions, gated behind a typed-name confirmation:

  • Archive workspace. Read-only mode. Conversations stop. Billing pauses. Knowledge and history retained for 90 days. Reversible within 90 days.
  • Transfer ownership. Move to another account user. Requires recipient's acceptance.
  • Delete workspace. All data wiped within 30 days. Backups purged at 90 days. Not reversible after 30 days.

Archived workspaces don't count against your plan's workspace cap. Useful for seasonal campaigns.

API for workspace settings

Some settings are scriptable:

Terminal window
curl -X PATCH https://api.askvault.co/v1/workspaces/ws_xxx \
  -H "Authorization: Bearer ak_xxx" \
  -H "Content-Type: application/json" \
  -d '{"name": "Acme Support", "default_language": "en", "accent_color": "#0EA5E9"}'

Custom domain, identity verification, and audience tags also have API endpoints. See the workspace API reference.

Limits

  • Workspace count. 1 (Free), 2 (Starter), 5 (Growth), 15 (Business), unlimited (Enterprise).
  • Audience tags per workspace. 20.
  • Custom domains per workspace. 1 on Growth, up to 5 on Business and Enterprise.
  • HMAC secret rotations. No hard limit; rotate as often as your security policy requires.

Common pitfalls

Custom domain CNAME not resolving. DNS propagation takes time. Wait 60 minutes. If still failing, recheck the CNAME target string under Custom Domain.

HMAC verification fails on the widget. Wrong secret, wrong hash algorithm, or wrong input order. Test with the verification debugger under Identity Verification > Test.

Audience tags don't filter content. Tags applied to documents but not enforced. Confirm audience routing is enabled under Knowledge Hub > Audience Settings.

Branding change doesn't show on widget. Browser cache. Hard-refresh or wait 5 minutes for the widget CDN cache to expire.

FAQ

Can I have multiple workspaces under one account?

Yes. Workspace count varies by plan: 1 (Free), 2 (Starter), 5 (Growth), 15 (Business), unlimited (Enterprise). Each workspace has its own knowledge, channels, and analytics.

How do I move content between workspaces?

Export from the source workspace under Knowledge Hub > Export, then import into the destination. Cross-workspace move via API on Business and above.

Yes for the display name. The slug change rewrites the /c/{slug} URL, which breaks bookmarks. Use a 7-day cooldown to avoid accidental rapid changes.

Does deleting a workspace also delete its conversation history?

Yes. All conversations, leads, knowledge, and analytics tied to the workspace are removed within 30 days. Export first if you need the data.

Can I clone a workspace as a template?

Yes via Danger Zone > Duplicate (on Business and above). Copies knowledge, skill configs, and branding to a new workspace.

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