---
title: "Workspace settings"
description: "Set your workspace name, website, timezone, booking link, ideal customer and Outreach / AI instructions so AI drafts sound like your team."
url: https://prosyo.com/docs/billing/workspace-settings/
section: "Plans, team and billing"
updated: 2026-11-06
---

# Workspace settings

**Settings → Workspace** holds the details Prosyo uses across campaigns and AI, in three parts: **General**, **Ideal customer** and **What you sell**. Owners and admins can change them; everyone else can read them.

![Settings → Workspace → General with the workspace name, timezone, company website, primary outreach goal and ideal customer profile](https://prosyo.com/wp-content/uploads/prosyo-docs/builds/20261105-205402-lvcu5rib/assets/assets/settings-workspace.webp)

| Setting | Used for |
|---|---|
| **Workspace name** and **Company website** | The name in the workspace menu (and on invoices, unless you add a legal company name), and the website AI uses for company research |
| **Timezone** | Default for working hours and sending schedules |
| **Primary outreach goal** | The tone of AI drafting and SalesGPT |
| **Ideal customer profile** | A short description that personalizes AI messages and enrichment |
| **Ideal customer** tab | The detailed rules that score prospects by fit, for AI sequence writing, enrichment and Intent. See [Define your ICP](https://prosyo.com/docs/prospects/define-your-icp.md). |
| **What you sell** | The offers and buyer words Intent uses to find people asking for them. See [Intent](https://prosyo.com/docs/prospects/intent.md#what-you-sell). |
| **Outreach / AI instructions** | Tone and rules for AI writing |
| **Booking link** | The `{{calendar_link}}` variable |
| **Team members** (Agency / Team) | Invite and remove teammates. See [Team seats](https://prosyo.com/docs/billing/team-seats.md). |

Click **Save changes** after editing **General**.

## Booking link

Paste your Calendly, Cal.com, HubSpot Meetings, Google Calendar booking page or Microsoft Bookings link into **Booking link**. Then use `{{calendar_link}}` in messages:

```
Would a quick chat help? Grab any time here: {{calendar_link}}
```

## Outreach / AI instructions

This is the most important setting for AI quality. Write it like a brief to a new SDR:

```
We sell: LinkedIn + email outreach software for B2B teams.
Our customers: founders and sales leaders at 10–200 person B2B companies.
Proof: customers book 10–30 meetings a month.
Tone: friendly, direct, peer-to-peer. Short sentences. No hype.
Never: use "I hope this finds you well", fake urgency, or emojis.
LinkedIn messages: under 60 words, end with a question.
Emails: under 120 words, plain text, one call to action.
```

These instructions guide personalized lines (**Generate with AI** in the prospect panel and **Enrich with AI → Write personalized line** on Prospects), **Write with AI** on campaign steps, campaigns written with AI, AI comments on posts, and Intent's research and first messages. More examples are in the [AI prompt library](https://prosyo.com/docs/ai/ai-prompt-library.md#1-workspace-ai-instructions).

## Other settings pages

| Page | What it's for |
|---|---|
| **Settings → Accounts** | [LinkedIn and email accounts](https://prosyo.com/docs/connect-accounts/linkedin.md) |
| **Settings → Profile** | Your own name, photo, mobile number and country, shown across your Prosyo workspaces |
| **Settings → Clients** | [Client workspaces](https://prosyo.com/docs/billing/client-workspaces.md), in an agency workspace whose plan includes them |
| **Settings → Templates** | [Message templates and one-click campaigns](https://prosyo.com/docs/campaigns/templates.md) |
| **Settings → Custom fields** | [Custom prospect fields](https://prosyo.com/docs/prospects/lists-tags-custom-fields.md#custom-fields) |
| **Settings → Billing** | [Plan, seats and add-ons](https://prosyo.com/docs/billing/manage-billing.md), plus **Credits**, **Invoices** and **Transactions** |
| **Settings → Billing → Credits** | [Credit balance and packs](https://prosyo.com/docs/ai/credits.md) |