Workspace

Workspace settings let you manage your workspace details, team members, billing, and subscription plans. You can access these settings from Settings in the sidebar.

Workspace

Manage your workspace name and URL settings.

Updating Workspace Details

To update your workspace:

1. Go to Settings → Workspace
2. Update the following fields:
   • Workspace Name: Your workspace display name (3-80 characters)
   • Workspace URL Slug: The URL identifier for your workspace (3-32 characters, lowercase letters, numbers, and dashes only)
3. Click "Save Changes"

Your workspace URL will update if you change the slug. For example, if your slug is my-workspace, your URL will be https://app.leadjot.com/w/my-workspace.

Deleting Your Workspace

To permanently delete your workspace:

1. Go to Settings → Workspace
2. Scroll to the "Danger Zone" section
3. Click "Delete Workspace"
4. Type your workspace name exactly as shown to confirm
5. Click "Delete"

This action permanently deletes:

• All chatbots and their data
• All knowledge bases and documents
• All conversations and leads
• All team members and invitations
• All workspace settings

Members

Manage who has access to your workspace and what they can do.

Understanding Roles

LeadJot has three role levels with different permissions:

Owner

• ✅ Full access to everything
• ✅ Can manage billing and subscriptions
• ✅ Can delete the workspace
• ✅ Can manage all settings and members
• ✅ Can invite and remove members
• ✅ Can change member roles

There is typically one Owner per workspace (the person who created it).

Admin

• ✅ Can manage workspace settings
• ✅ Can create and manage chatbots
• ✅ Can create and manage knowledge bases
• ✅ Can invite new members
• ✅ Can change member roles (Member ↔ Admin)
• ❌ Cannot access billing information
• ❌ Cannot delete the workspace
• ❌ Cannot change Owner role

Member

• ✅ Can create and manage chatbots
• ✅ Can create and manage knowledge bases
• ✅ Can view workspace data and usage
• ❌ Cannot change workspace settings
• ❌ Cannot invite or manage members
• ❌ Cannot access billing information
• ❌ Cannot delete the workspace

Inviting Members

To invite someone to your workspace:

1. Go to Settings → Members
2. Scroll to the "Invite Members" section
3. Click "Invite Member"
4. Enter their email address
5. Select their role (Member or Admin)
6. Click "Send Invite"

The person will receive an email invitation. Once they accept, they'll have access to your workspace based on their assigned role.

Managing Existing Members

In the "Manage Members" section, you can:

View all members

See everyone who has access to your workspace, including their roles and when they joined. You can see both active members and pending invitations in separate tables.

Change member roles

You can update a member's role between Member and Admin. Here are the restrictions:

• Members can be promoted to Admin
• Admins can be demoted to Member
• Owners cannot have their role changed
• You cannot change your own role

Remove members

Removing a member immediately revokes their access to the workspace. They will:

• Lose access to all chatbots and knowledge bases
• No longer see workspace data or conversations
• Need to be re-invited to regain access

Managing Invitations

In the "Invite Members" section, you can:

• View pending invitations: See who has been invited but hasn't accepted yet
• Cancel invitations: Remove pending invitations if needed

Billing

View and manage your subscription details.

Viewing Billing Information

The Billing page shows:

• Current Plan: Your active subscription plan name and status
• Plan Limits: Your current limits for messages, chatbots, knowledge bases, and workspace seats
• Billing Period: When your current billing cycle started and ends
• Payment Method: The card on file for payments
• Credits Refill Date: When your message credits will reset (if applicable)

Subscription Status

Your subscription can have different statuses:

• Trialing: You're in a trial period (if applicable)
• Active: Your subscription is active and working normally
• Canceled: Your subscription has ended

Managing Your Subscription

Click "Manage" to:

• Update your payment method
• View detailed payment information

To cancel your subscription: Contact support at support@leadjot.com. Cancellations take effect at the end of your current billing period, so you'll keep access until then.

Plans

Choose or change your subscription plan to match your needs.

For full pricing information, see the Pricing page.

Viewing Available Plans

Go to Settings -> Plans to see:

• All available plans: Starter, Pro, Business, and Enterprise (if applicable)
• Pricing: Monthly and yearly options (yearly plans save 20%)
• Plan features: What's included in each plan (messages, chatbots, knowledge bases, seats)
• Add-ons: Optional features you can purchase (like Branding removal)

Choosing a Plan

To subscribe to a plan:

1. Go to Settings -> Plans
2. Review the available plans and their features
3. Select monthly or yearly billing using the toggle (yearly saves 20%)
4. Click "Get Started" or "Choose Plan" on your preferred plan
5. Complete the checkout process

Changing Your Plan

To upgrade or downgrade your plan:

1. Go to Settings → Plans
2. Select your new plan
3. Complete the checkout process

Upgrading Your Plan

• ✅ Takes effect immediately
• ✅ You'll be charged a prorated amount for the remaining billing period
• ✅ Higher limits apply right away
• ✅ All new features are available immediately

Downgrading Your Plan

• ⚠️ Takes effect at the end of your current billing period
• ✅ You'll keep access to current plan features until then
• ⚠️ Make sure you're within the new plan's limits
• ⚠️ If you're over the new limits, you may need to delete resources first

Add-ons

Add-ons are optional features you can add to any plan:

• Extra Message Credits: Add more message credits to your plan.
• Extra Chatbot & Knowledge Base: Add more chatbots and knowledge bases to your plan.
• Branding Removal: Remove LeadJot branding from your chatbots (requires a base subscription plan)

Add-ons can be purchased or removed at any time from the Plans page.