Workspace Settings

Settings holds your workspace's configuration. Two parts have their own guides - Account and Billing (your workspace details, plan, and billing) and Team and Permissions (team members and roles). This page covers the rest.

Emails from DeskClone

Open Settings > Emails from DeskClone (which emails DeskClone sends, and to whom; some people call these notifications, alerts, reminders or the digest) to control what reaches your inbox:

• New ticket alerts - get an email when a ticket is created.
• Setup reminder emails - a short series while you set up your agent (verify your email, add to your Knowledge Base, try it, add it to your website). They stop on their own once your agent handles its first real conversation. The toggle shows when you last changed it.
• Weekly learning summary - a weekly email of what your agent learned and what's waiting for your approval.
• Weekly business summary - a weekly report of your customer conversations: volume, resolutions vs handovers to a person, and the trend against the week before. Available on paid plans; Pro and above also get multi-week trends and open unanswered questions. On a week with no conversations you get a one-line "quiet week" note instead of silence.
• Milestone celebrations - a short note when your agent crosses a milestone: its first resolved conversation, conversation-count marks, and new records computed from your own data (your busiest support week, your fastest average resolution this quarter, your longest run of resolutions without a handover to a person). Each fires once.
• Founder check-in - one personal note from the founder a few weeks after your agent goes live, asking what to improve. Replies go straight to her inbox.
• Product updates - an occasional email when meaningful new features ship: what changed and what it does for you. Each one is written and approved by the founder before it goes out - no automated blasts.
• Who gets "running low" emails - by default, usage warnings at 80% / 95% / 100% of your monthly conversations go to your workspace admin. Here you can add up to 10 more email addresses so the right people hear about it before you run out. You can also ask Jarvis ("send running-low emails to finance@example.com too"): it shows a card listing every address, nothing changes until you press Save recipients, and Undo in its list of changes puts the old list back.

Prefer to ask? Jarvis can switch your own email preferences on or off, and Undo in its list of changes puts them back.

Security

Open Settings > Security for workspace safety and data controls:

• Change password - update your sign-in password.
• Ticket deletion policy - choose which ticket statuses your team is allowed to delete. Lock down everything except, say, resolved tickets to prevent accidental loss.
• Blocked chat attempts - times someone tried to trick or overload your chat, and what we did (some people call these attacks, abuse or spam), with a 7/14/30/90-day view. Details like card numbers are shown as Personal details hidden.

Add to Your Website

Open Settings > Add to Website for the support form you can add to your own website, with its copy-paste code:

• Support form - the same contact form covered in Where Tickets Come From, with a live preview.

Zapier, Make and API

Open Settings > Zapier, Make and API (for Zapier, Make, n8n, AI tools like Claude, or your developer) to connect your own tools to DeskClone. This is where you create private API keys, add webhooks that get told when a conversation starts or is handed to a person, and find what you need to use your agent inside AI tools such as Claude Code or Cursor. Every plan includes it. The Zapier, Make and API guide covers all of it, with examples.

Partner Businesses

Open Settings > Partner businesses (lets another business, such as your agency, work with your clients) if you work with another DeskClone workspace - for example, when you outsource part of your support or handle support on another company's behalf. Click Invite Partner and enter their admin's email: DeskClone emails them the invitation on your behalf, and the screen says the same thing whether or not that address uses DeskClone. Once they accept, each side's admins can give their people access to the other's clients. You can also ask Jarvis to invite, accept or end a partnership.

Coming Soon

A few settings are still being built and currently show a "coming soon" note: Email Settings (outbound email templates and sender identity - different from connecting an inbox, which lives under Where Tickets Come From), Appearance (dashboard theme and density), and additional security features like two-factor authentication and session management.

What's Next

If something is not working as expected, the Troubleshooting guide covers the common fixes.