Workspace settings

Open Settings from the left rail (on a phone, from the menu in the top bar). On a computer the pages are listed down the left, grouped under You, Workspace, Selling, Channels & automations and Data & privacy. On a phone Settings opens as a list of the same groups: tap a row to open that page, and tap Settings at the top to come back to the list. This article walks through You and Workspace and says where the rest lives.

You

On a phone this is the Profile & alerts row. What is yours alone: your profile and photo, the language your mic listens in, the voice Ask AI speaks with, signing out of every device, deleting your account — and your alerts:

• Notifications on this device — turn on the bell for this browser, even when KretaOS is closed.
• Your alerts — mute what you don't need, just for you: AI signal alerts, Relationship cooling, Morning brief and Monthly report.
• Workspace policy · applies to everyone — an admin can switch an alert off for the whole team.

Everything that belongs to the team is on Workspace, the first page under Workspace.

Workspace

• Name — the name your team, invites and billing mail use. An admin clicks it to rename.
• Plan — the plan you are on, with a link to Billing.
• Timezone — your team's home zone. See Timezones.

Team and Channels

They have their own pages: Team (under Workspace) lists everyone with their role, and admins invite from there. Channels (under Channels & automations) connects Google and WhatsApp Business, your notetaker (see Meeting notes from other apps), Slack (see Use KretaOS in Slack) and outside AI assistants such as Claude or ChatGPT (see Use KretaOS from Claude or ChatGPT). Who can read synced mail, calendar, WhatsApp and recorded meetings is set by KretaOS for your workspace by agreement — see Who sees synced mail.

AI autonomy

How much KretaOS does before you step in. An admin picks one:

• Suggest only — KretaOS only suggests; nothing is sent without you.
• Draft & wait — the default. Drafts are written and wait for your approval.
• Auto-send — approved automations can send on their own, within your rules.

Respect quiet hours stops anything going out at night in the client's own timezone; when it is on, an admin picks the hours (Quiet from … to …). Daily limit sets how many messages one person can get from your team in a day, from 1 to 20. Members see these settings marked Set by your admin.

Data & consent

• Consent center — the opt-outs on record, honoured on every send. Manage it in Compliance.
• Your data — admins can export everything as JSON, or one Excel-ready CSV per table (Clients, Contacts, Deals, Messages, Tasks, Memory, Promises).
• Grievance officer — where data-principal requests go.

The other pages