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Workspace Setup

Your workspace is the central hub for your team. Configure it properly to get the most out of tldr.work.

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What is a Workspace?

A workspace is your organization’s container in tldr.work. It includes:
  • All prospects and campaigns
  • AI monitoring projects
  • Team members (coming soon)
  • Billing and usage data
  • Settings and preferences
One workspace = one billing account. Create separate workspaces for different businesses/clients (coming soon).

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Accessing Workspace Settings

Go to Settings (sidebar) > Workspace
Workspace settings page

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Basic Settings

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Workspace Name

What it is: Display name for your workspace (e.g., “Acme Inc”, “John’s Agency”) Where it appears:
  • Dashboard header
  • Email sender name (if not customized)
  • Billing invoices
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name
string
required
Your company or personal brand name
Example: Change from default “User’s Workspace” to “Acme Marketing”

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Email Settings

Configure how your campaigns appear to recipients.

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From Name

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fromName
string
Sender name in emailsDefault: Your account name. Customize for better personalization.
Examples:
  • “John from Acme” (personal touch)
  • “Acme Sales Team” (company brand)
  • “Marie - Marketing Expert” (personal brand)
Personal names (“John”) get 30% better open rates than company names (“Acme Inc”).

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From Email

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fromEmail
string
Sender email addressMust be a valid address you control. Default: your account email.
Requirements:
  • Must be a real email you own
  • Will receive replies from prospects
  • Should match your domain for best deliverability
Using a different email than your signup email requires verification. Check your inbox for verification email.

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Campaign Settings

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Daily Email Limit

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dailyEmailLimit
number
default:50
Maximum emails sent per dayRange: 10-500. Default: 50 emails/day.
Why limit emails?
  • Prevents spam filters from flagging your domain
  • Maintains sender reputation
  • Gradual warm-up for new accounts
Recommendations:
Account AgeRecommended Limit
New (< 1 week)20-30/day
Medium (1-4 weeks)50-100/day
Established (> 1 month)100-200/day
Warm domain (> 6 months)200-500/day
Start low and increase gradually. Sudden spikes trigger spam filters!

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Tracking Enabled

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trackingEnabled
boolean
default:true
Enable open and click trackingTracks when recipients open emails and click links.
How it works:
  • Opens: 1x1 pixel image loaded when email opened
  • Clicks: Links rewritten to track clicks before redirecting
Privacy note: Some email clients block tracking pixels. Real open rate is typically 10-20% higher than tracked.
Disable tracking for personal/sensitive campaigns to avoid seeming “salesy”.

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Infrastructure and Reliability

tldr.work handles technical providers and infrastructure internally. What this means for you:
  • no external API setup required
  • no provider account switching
  • one simplified credit balance inside Billing
  • one consistent experience across features
You only need to configure product settings in tldr.work. Infrastructure dependencies are abstracted by default.

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Notification Preferences

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Email Notifications

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notifications.email
object
Configure email alerts
What you’ll receive:
  • ✅ Campaign completed
  • ⚠️ Low credit balance (< 10%)
  • 📊 Weekly performance summary
  • 🔔 Prospect replies detected
Frequency options:
  • Instant: Real-time alerts
  • Daily digest: One email/day with summary
  • Weekly digest: One email/week
  • Off: No email notifications
Use “Daily digest” to avoid inbox clutter while staying informed.

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In-App Notifications

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notifications.inApp
boolean
default:true
Show notifications in dashboard
Appears in:
  • Activity console (bottom-right)
  • Notification bell (top-right)
  • Toast messages for important events

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Team Management (Coming Soon)

Future features:
  • Invite team members: Share workspace with colleagues
  • Role-based access: Admin, Manager, Viewer permissions
  • Activity log: See who did what and when
  • Advanced admin controls: Fine-grained workspace permissions

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Saving Changes

1

Make your changes

Update any settings on the workspace page
2

Click Save

Blue “Save Changes” button at bottom
3

Confirmation

Green toast: “Workspace settings updated successfully”
Changes apply immediately. Existing campaigns use old settings until relaunched.

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Best Practices

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Email Settings

  • ✅ Use your real name for personal outreach
  • ✅ Use company name for brand awareness campaigns
  • ✅ Match sender email to your domain ([email protected], not gmail.com)
  • ❌ Don’t use no-reply@ addresses (kills engagement)

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Daily Limits

  • ✅ Start low (20-30/day) for new accounts
  • ✅ Increase gradually (10-20% per week)
  • ✅ Monitor bounce rate (should be < 5%)
  • ❌ Don’t send 500 emails on day 1 (instant spam flag)

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Common Questions

Yes! Update anytime in Settings > Workspace. Takes effect immediately.
No. Old campaigns keep their original sender name. New campaigns use the updated name.
Billable actions pause when credits are exhausted.
You can upgrade your plan in Billing or wait for your next cycle reset.
Not yet. Multi-workspace support coming soon. Contact [email protected] if you need this now.
Settings > Workspace > Delete Workspace (bottom). WARNING: This deletes ALL data (prospects, campaigns, analyses). Cannot be undone!

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Next Steps

Billing & Credits

Understand plans, credits, and usage

Find Prospects

Start building your lead database

Create Campaign

Send your first automated campaign

AI Monitoring

Track brand visibility on AI engines
Workspace configured! You’re ready to start using tldr.work at full capacity.