What’s set at the workspace level
A workspace is a connection to one customer platform account, plus the list of channels you’ve added inside it. The workspace itself stores:
Provider. Whether the workspace points to Intercom or HubSpot. This is set when you connect and can’t be changed afterwards — to switch, you connect a new workspace.
Linked account name. For Intercom, this is the Intercom workspace name. For HubSpot, this is the HubSpot portal ID, displayed as “Portal ID #” followed by the number.
Added by. The admin who originally connected the workspace.
Connection status. Shown as the Active badge on the Connected Workspaces page.
You don’t rename, edit, or otherwise reconfigure the workspace itself from within Octopods. The name and identifier come from the connected customer platform — if you rename your Intercom workspace inside Intercom, the new name is what appears in Octopods.
Where channel settings live
Most of what you might think of as “workspace settings” actually lives on individual channels inside the workspace. Open a workspace from the Connected Workspaces page and pick a channel to manage:
Welcome messages, out-of-office replies, and signatures — set per channel.
Templates — managed per channel (for example, WhatsApp templates).
Phone numbers, bot tokens, and other channel credentials — entered when you set the channel up.
Channel-specific routing — for HubSpot workspaces, the inbox each channel routes to is set per channel during setup.
See the Channels section for the settings available on each individual channel.
Where account settings live
A few settings that apply across all your workspaces live on your Octopods account, not on any single workspace:
Team members and roles. Adding teammates and choosing who can connect workspaces or manage channels.
Billing and subscription. Plan, payment method, and invoices.
Personal profile. Your own name, email, and notification preferences.
See the Team Management section for adding teammates and the Billing section for subscription details.
Where customer platform settings live
Some things you might expect to manage from Octopods are owned by the customer platform itself:
Inbox layout, automations, and routing rules. Set inside Intercom or HubSpot.
Contact records and conversation history. Stored in the customer platform.
Team member roles inside the customer platform. Managed from Intercom or HubSpot.
When you change settings on the customer platform — for example, renaming your Intercom workspace, or changing which inbox is the default — Octopods picks up the change automatically.
Reconnecting a workspace
If the connection between Octopods and your customer platform falls out of sync — for example, a token expires or someone removes Octopods from the customer platform’s authorized apps — start the connection flow again from the Connected Workspaces page. Octopods walks you back through the customer platform’s authorization screen and restores the link.
You don’t lose your existing channels by reconnecting. The workspace and its channels stay in place; reconnecting only refreshes the underlying authorization.
Removing a workspace
To remove a workspace from your Octopods account, contact Octopods support. Removing a workspace also removes all the channels inside it, so consider whether you actually need to disconnect a single channel instead — that’s something you can do from within the workspace.
What’s next
See the Channels section for per-channel settings like welcome messages, out-of-office, and signatures
See the Team Management section for inviting teammates and assigning roles
See the Billing section for plan and subscription management