Workspace Settings

Workspace settings define the identity and default behavior of your OmniBots tenant. These settings apply globally across all bots, users, and integrations within your workspace.

General Settings

The General section controls foundational workspace properties.

Setting	Description	Default
Workspace Name	Display name shown in the portal and notifications	Set during onboarding
Default Timezone	Used for scheduling, analytics timestamps, and log entries	UTC
Default Language	Fallback language for bots when no user language is detected	English (en)

To update these values, navigate to Settings > Workspace > General, make your changes, and click Save.

TIP

The default language setting determines the fallback for all bots in the workspace. Individual bots can override this in their own configuration.

Branding

Customize the visual identity of your workspace. Branding settings affect the operations portal header and can be inherited by the chat widget.

• Logo -- Upload your company logo (PNG or SVG, max 2 MB). The logo appears in the top-left corner of the portal.
• Primary Color -- Sets the accent color used for buttons, links, and highlights throughout the portal.
• Secondary Color -- Used for secondary UI elements and hover states.

To update branding, go to Settings > Workspace > Branding, upload your logo or adjust colors using the color picker, and click Save.

imageWorkspace settings form showing general settings fields, logo upload area with preview, and primary and secondary color pickers for branding

Workspace settings with branding controls

Session Timeout

Control how long a user session remains active before requiring re-authentication.

Option	Duration
Short	15 minutes
Standard	1 hour
Extended	8 hours
Custom	Set any value between 5 minutes and 24 hours

WARNING

Shorter session timeouts improve security but may inconvenience users who work in the portal for extended periods. Choose a duration that balances security requirements with your team's workflow.

Data Retention Policy

Define how long OmniBots retains conversation transcripts, analytics data, and audit logs.

Data Type	Configurable Range	Default
Conversation Transcripts	30 days -- 7 years	1 year
Analytics Data	30 days -- 7 years	1 year
Audit Logs	90 days -- 7 years	2 years

To configure retention, go to Settings > Workspace > Data Retention, select the desired duration for each data type, and click Save. Data beyond the retention window is permanently deleted during the next scheduled cleanup.

WARNING

Reducing retention periods causes irreversible data deletion. Verify compliance requirements with your legal team before shortening any retention window.

API Keys

API keys allow external systems to interact with OmniBots programmatically. You can create multiple keys and assign each a descriptive label.

Creating an API Key

1. Go to Settings > Workspace > API Keys.
2. Click Generate New Key.
3. Enter a label (e.g., "CI/CD Pipeline" or "CRM Integration").
4. Copy the generated key immediately -- it will not be shown again.

Managing API Keys

Action	How
View active keys	Listed in the API Keys table with label, creation date, and last used date
Rotate a key	Click Rotate next to the key to generate a new value and invalidate the old one
Revoke a key	Click Revoke to permanently disable the key

imageAPI key management table showing key label, creation date, last used date, and action buttons for rotate and revoke operations

API key management

TIP

Rotate API keys on a regular schedule (e.g., every 90 days) as a security best practice. Revoking a key takes effect immediately and cannot be undone.

Next Steps

• Set up users and roles for your team
• Configure integrations to connect AI models and external services
• Enable languages for multilingual bot support