> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tldr.work/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace Setup

> Configure your tldr.work workspace with company information and preferences

# Workspace Setup

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

***

## 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

<Info>
  One workspace = one billing account. Create separate workspaces for different businesses/clients (coming soon).
</Info>

***

## Accessing Workspace Settings

Go to **Settings** (sidebar) > **Workspace**

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/tldr/images/workspace-settings.png" alt="Workspace settings page" />
</Frame>

***

## Basic Settings

### 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

<ParamField path="name" type="string" required>
  Your company or personal brand name
</ParamField>

**Example**: Change from default "User's Workspace" to "Acme Marketing"

***

## Email Settings

Configure how your campaigns appear to recipients.

### From Name

<ParamField path="fromName" type="string">
  **Sender name in emails**

  Default: Your account name. Customize for better personalization.
</ParamField>

**Examples**:

* "John from Acme" (personal touch)
* "Acme Sales Team" (company brand)
* "Marie - Marketing Expert" (personal brand)

<Tip>
  Personal names ("John") get **30% better open rates** than company names ("Acme Inc").
</Tip>

### From Email

<ParamField path="fromEmail" type="string">
  **Sender email address**

  Must be a valid address you control. Default: your account email.
</ParamField>

**Requirements**:

* Must be a real email you own
* Will receive replies from prospects
* Should match your domain for best deliverability

<Warning>
  Using a different email than your signup email requires verification. Check your inbox for verification email.
</Warning>

***

## Campaign Settings

### Daily Email Limit

<ParamField path="dailyEmailLimit" type="number" default={50}>
  **Maximum emails sent per day**

  Range: 10-500. Default: 50 emails/day.
</ParamField>

**Why limit emails?**

* Prevents spam filters from flagging your domain
* Maintains sender reputation
* Gradual warm-up for new accounts

**Recommendations**:

| Account Age              | Recommended 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       |

<Info>
  Start low and increase gradually. Sudden spikes trigger spam filters!
</Info>

### Tracking Enabled

<ParamField path="trackingEnabled" type="boolean" default={true}>
  **Enable open and click tracking**

  Tracks when recipients open emails and click links.
</ParamField>

**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.

<Tip>
  Disable tracking for personal/sensitive campaigns to avoid seeming "salesy".
</Tip>

***

## 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

<Info>
  You only need to configure product settings in tldr.work. Infrastructure dependencies are abstracted by default.
</Info>

***

## Notification Preferences

### Email Notifications

<ParamField path="notifications.email" type="object">
  Configure email alerts
</ParamField>

**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

<Tip>
  Use "Daily digest" to avoid inbox clutter while staying informed.
</Tip>

### In-App Notifications

<ParamField path="notifications.inApp" type="boolean" default={true}>
  Show notifications in dashboard
</ParamField>

**Appears in**:

* Activity console (bottom-right)
* Notification bell (top-right)
* Toast messages for important events

***

## 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

***

## Saving Changes

<Steps>
  <Step title="Make your changes">
    Update any settings on the workspace page
  </Step>

  <Step title="Click Save">
    Blue "Save Changes" button at bottom
  </Step>

  <Step title="Confirmation">
    Green toast: "Workspace settings updated successfully"
  </Step>
</Steps>

<Warning>
  Changes apply immediately. Existing campaigns use old settings until relaunched.
</Warning>

***

## Best Practices

### Email Settings

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

### 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)

## Common Questions

<AccordionGroup>
  <Accordion title="Can I change workspace name anytime?">
    Yes! Update anytime in Settings > Workspace. Takes effect immediately.
  </Accordion>

  <Accordion title="Will changing 'From Name' affect old campaigns?">
    No. Old campaigns keep their original sender name. New campaigns use the updated name.
  </Accordion>

  <Accordion title="What if I run out of credits?">
    Billable actions pause when credits are exhausted.\
    You can upgrade your plan in **Billing** or wait for your next cycle reset.
  </Accordion>

  <Accordion title="Can I have multiple workspaces?">
    Not yet. Multi-workspace support coming soon. Contact [support@tldr.work](mailto:support@tldr.work) if you need this now.
  </Accordion>

  <Accordion title="How do I delete my workspace?">
    Settings > Workspace > Delete Workspace (bottom). **WARNING**: This deletes ALL data (prospects, campaigns, analyses). Cannot be undone!
  </Accordion>
</AccordionGroup>

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Billing & Credits" icon="credit-card" href="/billing/plans">
    Understand plans, credits, and usage
  </Card>

  <Card title="Find Prospects" icon="magnifying-glass" href="/sales-automation/finding-prospects">
    Start building your lead database
  </Card>

  <Card title="Create Campaign" icon="envelope" href="/sales-automation/creating-campaigns">
    Send your first automated campaign
  </Card>

  <Card title="AI Monitoring" icon="chart-line" href="/ai-search/creating-projects">
    Track brand visibility on AI engines
  </Card>
</CardGroup>

***

<Check>
  **Workspace configured!** You're ready to start using tldr.work at full capacity.
</Check>