Your workspace is the top-level container for all campaigns, contacts, sequences, and reporting inside Lead Gen AI Suite. Configuring it correctly before launching your first campaign prevents data hygiene issues later.
Step 1 — Set Your Company Profile
Navigate to Settings → Company Profile. Fill in:
- Company name — used in email footers and CAN-SPAM compliance
- Physical address — required for CAN-SPAM/CASL. Must be a real deliverable address.
- Primary industry — sets default ICP signal weights for your vertical
- Time zone — all send-time optimization uses this as the base
- Default "From" name — shown to recipients. Use a real person's name, not a company name.
Step 2 — Configure Team Members
Roles available
- Admin — full access including billing and workspace settings
- Campaign Manager — create and edit campaigns, sequences, audiences. Cannot access billing.
- Viewer — read-only access to reporting
Add team members under Settings → Team. Each seat on your plan can hold one user. Plan capacity: Lead Gen (3 seats), Growth (5), Suite (8), Scale (15).
Step 3 — Notification Preferences
Go to Settings → Notifications and configure:
- Reply alerts — instant email/SMS when a prospect replies
- Hot signal alerts — triggered when a prospect visits your microsite 2+ times in 48 hours
- Weekly digest — campaign summary sent every Monday 8am in your time zone
- Usage limit warnings — alerts at 80% and 95% of monthly capacity
Step 4 — Data Retention Settings
Under Settings → Data & Privacy, set how long contact records are retained after inactivity. Default is 24 months. For financial services and healthcare, consult your compliance officer before adjusting.
✓ Once your company profile, team, notifications, and retention are set, you are ready to move to CRM integration.