Why it matters
General organization settings control the core identity and high-level defaults for your Whippy workspace. Keeping these settings accurate helps users identify the right organization, supports safer account access, and keeps AI and VoIP defaults aligned with how the team works.
Key Concepts
Organization profile: The organization logo, name, organization ID, and industry shown or stored for the current workspace.
Organization ID: A unique identifier for the workspace. Support or integration teams may ask for it when troubleshooting.
Security settings: Organization-level controls such as enforcing two-factor authentication for users.
AI settings: Controls for whether Whippy stores AI-detected contact language on contact records.
VoIP seat settings: Controls for whether new users should automatically receive a VoIP seat when they are added to the organization.
Step-by-Step: Configure general organization settings
Open Settings from the sidebar.
Select General.
Upload or replace the organization logo if the visible workspace branding needs to change.
Update the organization Name when the workspace name changes.
Copy the Organization ID when Whippy Support or an integration setup asks for it.
Select the Industry values that best match the organization.
Use Security settings to enforce two-factor authentication for users when required.
Use AI Settings to control whether AI-detected contact language is saved on contact records.
Use VoIP seat settings to decide whether new users automatically receive a VoIP seat.
Tips and Best Practices
Keep the organization logo and name recognizable so users can tell which workspace they are using.
Copy the organization ID instead of typing it manually to avoid mistakes.
Tell users before enforcing two-factor authentication so they can complete setup smoothly.
Enable AI-detected contact language only if storing detected language matches your contact data policy.
Review VoIP seat auto-granting before adding many users, especially if seats affect billing or access.
Troubleshooting
Issue | Possible Cause | Fix |
Users cannot find messaging or call controls on General | Messaging and Calls now have their own Settings pages | Open Settings > Messaging for opt-out, link tracking, and SMS cost controls, or Settings > Calls for call handling and voicemail |
A logo or name change is not visible | The update did not save or the page has not refreshed | Save the change if prompted, then refresh the page |
Users are not prompted for two-factor authentication | Organization enforcement is not enabled or users have not started a new login session | Confirm Security settings are enabled and ask users to sign out and sign back in |
New users receive unexpected VoIP access | Auto-grant VoIP seat for new users is enabled | Turn off the VoIP seat setting before adding users who should not receive calling access |