Workspace Settings

Workspace configuration, member management, and plan changes

Managing Workspace Settings

How to manage workspace basic settings, member management, AI agent, integrations, security, and billing

4 min read

Plan and Billing Management

How to check and change your plan and manage billing information

2 min read

Setting Up Slack Integration

Starter〜

How to integrate Slack with Terasu to automatically send Room activity notifications to a Slack channel

2 min read

Setting Up LINE Integration

How to connect a LINE Official Account with Terasu to receive 1:1 chats with customers and Room notifications

3 min read

Managing Webhooks and API Keys

How to configure Webhook subscriptions and API keys used for integration with external systems

2 min read

MCP Connection (AI Tool Integration)

A setup guide for MCP connections that let you operate Terasu from AI tools such as Claude.ai, Claude Code, and ChatGPT

6 min read

Theme and Usage

How to configure the workspace appearance theme and check resource usage per plan

2 min read

Audit Logs

Enterprise

How to review the history of member, file, and room operations within a workspace

2 min read

Notification Settings

How to turn in-app and email notifications on or off for each type

2 min read

AI Settings

Business〜

How to manage AI summary prompts, the default AI provider, models, and per-skill settings

3 min read

CRM Integration

Business〜

How to integrate with HubSpot, Salesforce, and kintone to automatically record customer activity data

3 min read

Agent Policy

Business〜

How to manage the AI agent's autonomy level, enabled skills, web search, rules, and glossary

4 min read

Custom Skills

Business〜

How to add your company's own sales judgment logic and prompts as AI agent Skills

3 min read

Deal Progression Settings

Business〜

Settings that let the AI agent suggest concrete actions based on deal phases, completion criteria, customer requests, and sales commitments

4 min read
Workspace Settings | Help center