Settings (in the sidebar under Administration) is where you manage the workspace itself — its details, business profile and members. It’s split into three tabs, opening on Account.
Only workspace admins can change settings. Members with the User role see just the Business profile tab, read-only.
Account
At the top is Your customer reference — your client number and your account number, shown read-only. Quote them if you get in touch with us; your client number is also on your invoices, and your account number is the one that tells us which of your accounts you mean if you hold more than one. Older accounts set up before we started numbering won’t have them, and the card is simply not shown.
Below that, the Workspace name (what the sidebar and your workspace list show) and the Account contact — who we talk to about this account. Set the contact’s first name, last name and phone number. Changes save automatically.
This isn’t your billing contact — that’s managed with your payment details on the Billing tab of Usage & Billing.
Last on the tab is One of our receptionists — the receptionist queues your account holds, and the one place that answers which of your agents hands callers to each. Every queue names the agents using it and links to each one, or says plainly that none do yet; a queue we’re still setting up says nothing can use it until we’ve finished. A working queue says when it started — “Set up on 20 August 2026.” — and one we’re still setting up says who asked us for it and when, the same wording the agent’s own Transfers tab uses, minus the promise of an email. Each also has a link that opens what we agreed for it — how we greet your callers, the reason we give, anything extra we take down and where your messages go — labelled What you asked us for on a queue we’re still setting up, because nothing has been agreed yet. So you can see what a change would affect before you ask for one.
Three things you can do from here, all the same as on an agent’s Transfers tab and all showing in both places: ask us to set a receptionist up, rename a queue — which takes effect at once — and ask us to change what we agreed, which takes one of our team and is why the answers are read back here beside the agents a change would affect.
There’s deliberately no picker here. Choosing which queue an agent uses stays on that agent’s own Transfers tab, beside the journeys that depend on it — the agent names in each row take you straight there.
Business profile
Everything Moneypenny AI knows about your business, one card per section: About your business (your business name, primary sector and a summary of what your business does), What you offer, your Opening hours, and your Details — website, country, time zone, address, phone and email. It’s built during setup and yours to edit any time — change any field and it saves automatically a moment later; a caption below the cards confirms with “All changes saved.”
The profile is live for every agent, as the note on the About your business card says: “Every agent reads this profile at the start of each call, so a change here reaches them all.” Agents don’t hold a business name or opening hours of their own — they read them from here — so there’s nothing to copy across and nothing to publish: change your hours on this tab and every agent, whether you built it with AI or from a template, uses the new hours on its next call. You can’t leave the Business name blank, because every agent introduces itself with it.
You can also change the profile without leaving an agent: tell it on the Train your agent tab and it shows you exactly what it will change, then waits for you to agree before saving — because the change reaches every agent at once.
Members
Who’s in the workspace and what role they hold. See Members and roles for inviting colleagues, changing roles and removing members. 
