> ## Documentation Index
> Fetch the complete documentation index at: https://docs.watx.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace settings

> Fields and tags, canned replies, deals and currency, phone number formatting, and the appearance of the app.

The **Workspace** group in Settings holds the configuration everyone in the
workspace shares. Appearance is here too, although it is yours alone — it is
saved to your device, not to the workspace.

## Workspace name and logo

These live on **Settings → Your profile**, on the card below your own details.
Admins and the owner can change them; the name appears in the sidebar, in the
header and on every invite link.

The logo accepts a PNG, JPEG or WebP.

## Fields & tags

Three cards, all about the shape of a contact.

### Tags

A **tag** is a colour-coded label on one contact — `vip`, `wholesale`,
`needs-callback`. Add one by typing a name, picking a colour swatch and pressing
**Add**; delete one through a confirmation.

Tags are for facts about a person. If you want a named audience with a purpose
("March webinar attendees"), use a **segment** instead — see
[Segments](/contacts/segments).

### Custom fields

Extra fields on every contact — ZIP code, lead source, account number. They
appear on every contact record and in the **Update Contact Field** automation
step, so an automation can write to them.

<Note>
  This card is **admin-only** and does not appear for Agents or Viewers. Editing
  is refused at the database level as well, so there is nothing to work around.
</Note>

Field types and where custom fields show up are covered in [Fields and
tags](/contacts/fields-and-tags).

### Phone number formatting

Contacts are stored in canonical international form — `+919791766444` — on every
channel. A number typed without a country code has to be resolved against
something, and that cannot be guessed globally: the same ten digits are an
Indian mobile in one workspace and a US one in another.

Pick the **default country**; the card shows a live sample of how a locally
typed number will be stored and displayed. Everyone can see the setting; only
admins and the owner can change it.

## Canned replies

Saved answers your team drops into a chat by typing `/shortcut` in the inbox
composer.

They are **shared by the whole workspace** — the point is that everyone answers
the same question the same way, so there are no private libraries. Any member
who can send messages can add, edit and delete them.

Each reply has:

| Field        | Notes                                                                                                                                                                                      |
| ------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Name**     | What you see in the picker, for example `Refund policy`                                                                                                                                    |
| **Shortcut** | What you type after `/`. Lower-cased, spaces become hyphens, other characters dropped, 32 characters maximum. Derived from the name if you leave it blank, and unique within the workspace |
| **Message**  | Up to 4,096 characters                                                                                                                                                                     |

Using them in a conversation: [Canned replies](/inbox/canned-replies).

## Deals & currency

One **default currency** per workspace. It seeds new deals and formats every
pipeline and dashboard total.

<Note>
  Existing deals keep the currency they were saved with. Changing the default
  does not rewrite history.
</Note>

Everyone can see the setting; only admins and the owner can change it. See
[Pipelines and deals](/contacts/pipelines-and-deals).

## Appearance

Two independent controls, both applying the moment you pick them — there is no
save button.

* **Mode** — light or dark. Light is the default.
* **Accent colour** — Watx Green (the default), Violet, Emerald, Cobalt, Amber
  or Rose.

<Note>
  Appearance is saved **to this device**, not to your profile or the workspace.
  Your teammates are unaffected, and the same login on another browser starts
  from the default until you set it there too.
</Note>

The same mode and accent controls also sit in the user menu at the bottom of
the sidebar.

## Related

<CardGroup cols={2}>
  <Card title="Members and roles" icon="user-group" href="/settings/members-and-roles">
    Who can change any of this.
  </Card>

  <Card title="API keys" icon="key" href="/settings/api-keys">
    Credentials for the public REST API.
  </Card>

  <Card title="Contacts" icon="users" href="/contacts/overview">
    Where fields and tags are actually used.
  </Card>

  <Card title="Integrations" icon="plug" href="/integrations/overview">
    Stores, payments, Google, Zapier, n8n and sales documents.
  </Card>
</CardGroup>