You’ll see branches called Workspaces in settings and Branches in the top navigation. They’re the same thing. (See Workspaces explained.)
The three levels
Think of your AI settings as living on three levels, from widest to narrowest.- Account-wide — one setting for your entire company. Change it once and it applies everywhere.
- Per-workspace (per branch) — separate settings for each branch. What the AI knows lives here.
- Per-channel (per inbox) — separate settings for each connected channel. Whether the AI is switched on, and when, lives here.
What’s scoped where
Account-wide: how the AI speaks and behaves
These settings define your AI’s personality and ground rules for the whole company. There’s one set, shared by every branch.- AI Rules set the tone (friendly, neutral, matter-of-fact, professional, or humorous) and length (short, standard, or long) of every reply. See Setting your AI’s tone and length.
- Advanced AI instructions are your written guidance — communication style, when to escalate, and any other directions in your own words. See Advanced AI instructions.
Change the tone, length, or advanced instructions once and every branch picks it up. There is no separate copy per branch to keep in sync.
Per-workspace: what the AI knows
This is where each branch differs. The AI’s knowledge is kept separate per workspace, so the Sukhumvit branch quotes Sukhumvit’s prices and the Chiang Mai branch quotes Chiang Mai’s.- Knowledge Base — the documents and notes each branch has uploaded. See Build your Knowledge Base.
- FAQs — each branch’s own question-and-answer pairs. See Adding FAQs.
- Services and prices — each branch’s own treatment list, prices, and promo prices. See Adding services and prices.
- Workspace details — location, timezone, and contact details the AI shares. See Workspace settings.
Per-channel: whether the AI is on, and when
Switching the AI on or off — and deciding its hours — is done per channel, not for the whole company or the whole branch.- Master AI switch turns the AI on or off for a single channel. You might let the AI handle your LINE channel while you reply to Instagram by hand. See The Master AI switch.
- AI schedule sets the days and hours the AI replies on that channel. Outside those hours, messages wait for your team. See The AI schedule.
A quick mental model
- Changing how the AI sounds? That’s account-wide — it affects every branch.
- Changing what the AI says about services, prices, or policies? That’s per-branch — it affects only the branch you edit.
- Changing whether the AI answers, or when? That’s per-channel — it affects only that one channel.
