General

Settings holds your workspace's configuration, split into tabs down the left of the page. This page covers the General tab and points you to where the other tabs are documented.

Open Settings in the sidebar. Only owners and admins can save changes. The Notifications, Developers and Privacy & Data tabs appear only for them.

The General tab

The General tab holds workspace-wide settings. Some fields appear only once the help desk they apply to is connected. Each field has its own Save button.

Field	What it does
Default mailbox ID	Shown when Help Scout or FreeScout is connected. Scopes reports and analyses to one mailbox. Open the mailbox in your help desk and take the number from the address bar, or leave it blank to cover every mailbox.
Default view ID (Zendesk only)	Shown when Zendesk is connected. Scopes reports and analyses to one saved Zendesk view. Open the view in Zendesk and take the number from the address bar, or leave it blank to cover every ticket.
Allowed inboxes	Decides which inboxes Overdesk's scheduled jobs may work in: drafting, tagging, triage and follow-ups. See Allowed inboxes before you change it.
Timezone	Sets the time of day your scheduled reports and daily jobs run. Write it as Region/City, for example America/New_York or Europe/Amsterdam. Leave it blank and everything runs on UTC.

A schedule keeps the timezone it was created with. If you change Timezone after your schedules exist, set the time again on the Schedules page for any schedule whose time of day matters: a new schedule for the same job replaces the old one. See Schedules.

The other tabs

Tab	What it holds	Where it is documented
AI	Your Anthropic API key, Ask Overdesk in Slack and the Weekly insights email switch	Add your Anthropic API key, Ask Overdesk, Weekly insights email
Knowledge base	How much conversation history to sync, your documentation sites and your WordPress.org forums	Knowledge base overview, Documentation sites, WordPress forums
Notifications	Which destination receives each kind of message	Notifications
Developers	Webhook endpoints and signing secrets for real-time updates	Developers
Privacy & Data	Erasure requests, excluded senders and deleting the workspace	Privacy and data

Settings that live elsewhere

• Tone, custom instructions, workspace context and report guidance are on the Customize AI page. See Customize AI.
• Help desks, Slack and every other connection are on the Integrations page. See Connect your help desk and Connecting Slack.
• Your plan and payment details are on the Billing page. See Plans and pricing.
• How Overdesk protects your data is covered in Security.