How do I manage general organization settings in Whippy?

Last updated: November 5, 2026

Use General organization settings to manage your workspace profile, security settings, AI language behavior, and VoIP seat defaults.

Before you start

  • Confirm you have permission to manage organization settings.

  • Tell users before enforcing two-factor authentication so they can complete setup smoothly.

  • Review seat and billing impact before automatically granting VoIP seats to new users.

Steps

  1. Open Settings from the sidebar.

  2. Select General.

  3. Upload or replace the organization logo if the visible workspace branding needs to change.

  4. Update the organization name when the workspace name changes.

  5. Copy the organization ID when Whippy Support or an integration setup asks for it.

  6. Select the industry values that best match the organization.

  7. Use Security settings to enforce two-factor authentication for users when required.

  8. Use AI settings to control whether AI-detected contact language is saved on contact records.

  9. Use VoIP seat settings to decide whether new users automatically receive a VoIP seat.

Tips

  • Keep the organization logo and name recognizable so users can identify the right workspace.

  • Copy the organization ID instead of typing it manually.

  • Enable AI-detected contact language only if storing detected language matches your contact data policy.

  • Review VoIP seat auto-granting before adding many users.

Troubleshooting

  • If users cannot find messaging or call controls on General, open Settings > Messaging or Settings > Calls instead.

  • If a logo or name change is not visible, save the change if prompted and refresh the page.

  • If users are not prompted for two-factor authentication, confirm enforcement is enabled and ask users to sign out and back in.

  • If new users receive unexpected VoIP access, turn off the VoIP seat setting before adding users who should not receive calling access.