All workspaces

Central place for shared settings like connections, contacts, and account preferences.

Overview

All workspaces is the main area for settings and data shared across Marketing, Customer service, and Website. Use it to connect integrations, manage contacts, and adjust account preferences that apply everywhere.

What lives here

Connections: Link Refly to external providers and platforms.
Contacts: People and identifiers available across workspaces.
Profile and Company settings: Account details and preferences.

Quick links

Contacts

Centralize people and identifiers used across workspaces for personalization.

Connections

Connect providers like Klaviyo or platform accounts. Manage access in one place.

Profile settings

Update your profile details and preferences.

Company settings

Manage company information, team access, and organization-wide preferences.