How to Set Up respond.io: Personal, Organization & Workspace Settings

This video walks through the respond.io Configuration Module — covering Personal, Organization, and Workspace Settings — so admins and team leads can configure user roles, channels, and AI features correctly from the start. Key takeaways: -Personal Settings are account-level only — language, 2FA, dark mode, and profile changes won't affect how teammates see their own settings. Organization Settings use four roles (Organization Admin, Billing Admin, User Admin, Member) with hard permissions boundaries — no role can exceed what's defined at setup. Organization Admins have full access including cancellation rights; Billing Admins manage invoices but cannot cancel; User Admins can only add or remove Member-level users. Workspace Settings are scoped to a single workspace — covering local roles, channels, integrations, AI tools, and data management independently of other workspaces. AI Assist generates replies from your connected knowledge sources; AI Prompts let agents adjust tone, translate, or simplify messages without leaving the conversation. Ideal For: Admins onboarding a new respond.io account and setting up user access for the first time Team leads managing multiple agents who need role-specific conversation restrictions Ops managers connecting CRM integrations and configuring AI Assist for high-volume B2C chat teams FAQ: Q: What's the difference between Organization Settings and Workspace Settings? A: Organization Settings control company-wide access and billing across all workspaces; Workspace Settings are scoped to a single workspace and cover channels, teams, local roles, AI tools, and data tools. Q: Can a User Admin manage all roles in the organization? A: No — User Admins can only add or delete users at the Member level and cannot promote or demote roles, which prevents unauthorized permission changes. Chapters: 00:00 What is the Configuration Module? 00:15 Personal Settings 00:55 Organization Settings 01:20 User roles and permissions 01:51 Workspace Settings 02:54 Channels and integrations 03:57 AI Assist and AI Prompts 05:15 Data tools and wrap-up Learn more about respond.io → https://rspd.link/vO8s