Estimated read time: 3 minutes
Overview
Workspace settings are the foundation of how your team experiences AskElephant. These settings control everything from how your AI agents understand your business to how meetings are recorded and who stays logged in. Think of workspace settings as the control center for your entire AskElephant environment—the place where you define what your workspace knows about your company and how it should operate.
Key Terms
Company Context: Information about your business that helps AskElephant's AI understand your industry, location, and communication style—so responses are tailored to your needs.
Auto Log-Out: A security feature that automatically signs out team members after 12 hours of inactivity.
API Keys: Secure credentials that allow your workspace to integrate with other tools and systems.
Where to Find Workspace Settings
To access your workspace settings, select your name in the top right corner, then navigate to Workspace. You'll find all the settings covered below in one central location.
Set Up Your Company Context
Your company context tells AskElephant who you are and how you work. This information shapes how the AI responds across your entire workspace.
What you can define:
- Your industry and business focus (for example: tech sales for dentists, B2B SaaS, etc.)
- Headquarters location
- Time zone
- Communication preferences and tone
By providing this context, you ensure that AskElephant's AI understands your business better and delivers responses that match your industry and culture. This context applies to all AI features throughout your workspace.
Configure Your Notetaker Settings
Your notetaker is the AI agent that joins your meetings to record and transcribe conversations. You can customize how it behaves to fit your workflow.
Notetaker name: Set a name for your notetaker (for example: "AskElephant Bot" or "Team Recorder").
Join timing: Control when the notetaker arrives on your call:
- Up to 5 minutes before the meeting starts
- At the exact start time
- Up to 5 minutes after the meeting begins
Recording options: Choose what gets recorded:
- Audio only
- Gallery view (all participants visible)
- Speaker view (active speaker highlighted)
When to start recording:
- When the notetaker joins the call
- When participants join the call
- When participants start speaking
Which meetings to record:
- All meetings
- Meetings with internal team members only
- Meetings with external participants only
- No meetings
Bypass host approval: When enabled, the notetaker automatically joins Zoom meetings without waiting for host approval. This prevents missed recordings due to host restrictions. When disabled, the host must approve the notetaker's entry each time.
Individual team members can override notetaker settings with their own personal preferences. This means each person can customize their notetaker experience without changing the workspace defaults—giving your team flexibility while maintaining consistency across the board.
Security Settings
Auto Log-Out: Toggle this feature on to automatically sign out team members after 12 hours of inactive time. This helps keep your workspace secure by ensuring only active team members remain logged in.
API Keys
Your workspace has dedicated API keys for integrations with external systems. You can view all API keys associated with your workspace in the settings panel.
Next Steps
Once your workspace settings are configured, your team will have a customized AskElephant experience that matches your business needs. Review these settings periodically to ensure they still align with your team's workflow and security requirements.
Have questions about your workspace settings? Reach out to the Herd in our community forum for support.
Need Additional Help?
If you have questions or need further assistance, the AskElephant support team is here to help!
You can reach our support team in several ways:
- click the chat button in the bottom right corner of your screen,
- email us at support@askelephant.ai
- or use @askelephant support in your dedicated Slack channel.
We're committed to getting you the answers you need as quickly as possible.