Manage your organization

Configure organization-level settings that apply to your entire account before going live.

Organization settings affect all campaigns, agents, and users in your workspace. The most important setting is the time zone, which controls when calls are placed. Make sure these settings are correct before activating any campaign.

Update your organization

Access and update your organization settings.

Follow these steps:

1. Click the Settings icon in the top navigation.
2. Select the Organization tab.
3. Click Edit Organization.
4. Update any of the following fields:

   • Organization name: The name used across the workspace and reports.
   • Description: Optional context about the organization.
   • Website: Your company or project website.
   • Logo URL: A link to your organization logo.
   • Timezone: The time zone used for scheduling.

     Time zone affects call scheduling Agentalk uses your organization time zone for all scheduling. If it is incorrect, agents may call contacts at the wrong hours. Make sure the selected time zone matches where your contacts are located before launching any campaign.
5. Click Save to apply your changes.

Verify your configuration

After saving your settings, confirm everything is set correctly before going live.

Open any campaign and check the time zone shown in the campaign overview.

If you run campaigns across multiple countries, choose the time zone that matches most of your contacts, or create separate organizations for each region.

Next steps

Here are the recommended next steps after completing this guide:

• Create an outbound campaign: Start calling contacts using your configured settings.
• Manage team members and organizations: Add teammates and control access.
• Setup checklist: Complete the full setup process before going live.