Access workspace settings
1
Navigate to workspace
Select the workspace from the workspace switcher in the top left.
2
Open settings
Click Settings in the left sidebar to access workspace configuration.
3
Select a settings section
Use the left sidebar to navigate between different settings sections: General, Slack, SLAs, Business Schedules, Automation, Statuses, Tags, Tasks, Fields, API Keys, Webhooks, and Categories.
Workspace settings require workspace admin or member role. cannot access settings.
General
Configure basic workspace information, defaults, and preferences.Workspace details
- Icon and name: Set a display name and icon with custom color for the workspace. Select any icon from the full Lucide library, or search by name in the icon picker.
- Workspace URL: The URL identifier for your workspace. Changing it redirects old URLs automatically.
- Description: Describe the purpose of the workspace and the type of requests it handles. The agent uses this description for intelligent request routing. When users submit requests, the agent analyzes the description to determine which workspace should handle the request.
- Private workspace: Toggle whether the workspace is private (accessible only by workspace members) or public (accessible to all organization members).
Default channel
Select the default for the workspace. When a default is set, tickets that don’t match a specific channel are routed here.Default form
Select the default for the workspace. When a default is set, new tickets use this form unless the submitter selects a different one.Workspace settings
Assignee options
Assignee options
Configure who can be selected as the assignee on tickets in this workspace.
- Organization members: Any member of the organization can be picked as an assignee.
- Workspace members: Only members of this workspace can be picked as an assignee.
This setting controls who appears in the assignee picker. It does not grant the ability to assign tickets. Performing an assignment still requires workspace membership, so a user with requester access cannot assign tickets even to themselves.
Bot users
Bot users
Control whether third-party Slack bot users (e.g., Claude, Jira, GitHub bots) can interact with your workspace. When enabled:
- Message sync: Messages sent by third-party bots in Slack threads are synced into the corresponding Ravenna tickets.
- Mentions: Bot users appear in mention and tag dropdowns across tickets, workflows, and rules.
Portal
Portal
Enable Portal to list this workspace in the and allow its agent to answer questions there. When enabled, the workspace appears as a card on the organization portal home, and requesters can open its forms and chat.When disabled, the workspace does not appear in the Portal.Default: Disabled
Learn more about the Portal and how to brand it.
Workspace ID
A read-only identifier for your workspace used in API integrations and support requests.Danger zone
- Leave workspace: Remove yourself from the workspace and lose access to its data. You cannot leave if you are the last member or last admin.
- Delete workspace: Permanently delete the workspace and all of its data, including tickets, channels, settings, and member access. This action requires workspace admin permissions and cannot be undone.
Slack
Connect and configure Slack integration for your workspace. Slack settings are organized into four tabs: Connections, Mirrors, Appearance, and Emoji Actions.For Microsoft Teams, channel and tenant connection is managed in the workspace’s Microsoft Teams settings. The current beta does not yet expose per-channel mirror, appearance, or emoji customization. See the Microsoft Teams integration overview.
Connections
Configure which Slack channels are connected to your workspace and control visibility settings. Triage channel: Connect a Slack channel to use as your triage channel for reviewing and managing incoming requests. Request channels: Connect one or more Slack channels where users can submit requests. Messages in these channels can automatically create tickets.Learn how to set up Slack integration in .
- Show in Slack: Display this workspace in Slack workspace selectors.
- Show in Slack Assistant: Allow users to select this workspace when starting a conversation in the .
Mirrors
Control which fields appear on in Slack channels and the order they display. These settings apply workspace-wide across all channels. Field ordering: Drag fields to reorder how they appear on ticket mirrors in Slack. The order you set here determines the top-to-bottom layout of fields on every ticket mirror in the workspace. Field visibility controls:Status
Status
Display the status field on ticket mirrors.Default: Shown
Priority
Priority
Display the priority field on ticket mirrors.Default: Shown
Description
Description
Display the description field on ticket mirrors.Default: Hidden
Assignee
Assignee
Display the assignee field on ticket mirrors.Default: Shown
Requester
Requester
Display the requester field on ticket mirrors.Default: Shown
Approvers
Approvers
Display the approvers field on ticket mirrors.Default: Shown
Source
Source
Display the source field on ticket mirrors.Default: Shown
Custom Fields
Custom Fields
Display custom fields from forms on ticket mirrors.Default: Shown
These settings control field visibility in channel mirrors. Ticket mirrors in Slack Home and flexpane views always display all fields regardless of these settings.
Appearance
Customize how the Ravenna bot appears in your Slack workspace.- Bot icon: Upload a custom image for the Ravenna bot avatar in Slack. Accepts PNG, GIF, or WebP format (max 1MB, 512px).
- Bot username: Set a custom display name for the Ravenna bot in Slack messages.
Emoji actions
Customize the emoji reactions used to trigger ticket actions in Slack. Each action has a default emoji that you can change to match your team’s preferences.Learn more about emoji actions.
SLAs
Define and monitor service level agreements for your workspace tickets. SLA configuration:- Create response time targets
- Set resolution time commitments
- Configure closure deadlines
- Set up early warning alerts before breaches
- Filter SLAs by ticket properties (priority, category, form)
- Track SLA compliance through visual indicators
- Attach a business schedule so timers respect working hours
- Select pause statuses that stop the timer while waiting
Learn about SLA targets and monitoring in .
Business schedules
Define the timezone and weekly working hours that SLAs use to measure response, resolution, and close times. Schedule configuration:- Set a timezone (IANA, for example
America/New_York) - Define weekly working hours per day, in 24-hour
HH:MMformat - Mark one schedule as the workspace default
- Share a schedule across multiple SLAs
- Archive schedules that are no longer in use
Learn how schedules combine with SLA targets in .
Automation
Configure automated actions that run per workspace, including reminder policies and intelligent ticket reopens.Reminder policies
Each reminder policy has an enable toggle, a reminder interval, a maximum reminder count, and an optional business schedule.- Approval reminders: nudge pending approvers when an approval round has been waiting too long.
- Assignment reminders: nudge the current assignee when an assigned ticket has been sitting in an open status.
Learn how to configure cadence, business-hours behavior, and escalation in approval reminders and assignment reminders.
Re-Open Tickets
Intelligent Reopen automatically moves a resolved ticket back to Open when the requester or a follower sends a new message that reads as a genuine request. This works across every channel Ravenna supports — email, Slack, Microsoft Teams, the Admin, and the Portal — so tickets do not stay closed while someone is still asking for help. The setting is on by default. Toggle it off from the Re-Open Tickets card if your team prefers to leave reopens fully manual. A reopen only fires when all of the following are true:- The ticket is currently in a terminal status group (Done or Closed, including any custom sub-statuses under those groups).
- The new message was sent by the ticket’s requester. Messages from agents, other collaborators, or unrelated users do not reopen the ticket.
- The sender is a real user. Bot-authored messages (including replies from other integrations) never trigger a reopen.
- Ravenna’s classifier determines the message is a request rather than a “thanks”, an acknowledgement, or an out-of-office reply.
- Moves the ticket to Open.
- Posts a private system note on the ticket explaining that the ticket was reopened automatically because a new message arrived after it was resolved. The note is only visible to agents.
Inactivity auto-close
Configure rules to automatically close tickets when requesters stop responding. Auto-close prevents stale tickets from accumulating in your queues. To set up inactivity auto-close:1
Open automation settings
In workspace settings, select Automation from the left sidebar.
2
Enable inactivity auto-close
Toggle on the inactivity auto-close policy in the Inactivity Auto-Close card.
3
Set the inactivity threshold
Configure how long to wait after the last requester message before closing the ticket.
4
Configure assignee nudge notifications (optional)
Enable nudge notifications to alert the assignee before a ticket is auto-closed, giving them a chance to intervene.
- The timer starts after the last message from the requester.
- Agent messages and internal notes do not reset the timer.
- Before closing, Ravenna can notify the assignee so they can intervene.
- When the threshold is reached, the ticket is automatically moved to a closed status.
- Requesters receive a notification that their ticket was closed due to inactivity.
- If the requester replies after auto-close, the ticket reopens automatically.
Auto-close only applies to tickets waiting on requester response. Tickets actively being worked on by agents are not affected.
Automation settings require workspace admin access.
Statuses
Configure ticket lifecycle statuses for your workspace. Status management:- Use five system statuses (Open, In Progress, Waiting, Done, Closed)
- Create custom sub-statuses under each system status
- Assign custom statuses to specific forms
Learn about status configuration in .
Tags
Create and manage flexible labels for organizing tickets. Tag configuration:- Create workspace-specific tags
- Set tag names, descriptions, and colors
Learn about tag management in .
Tasks
Configure task settings and subtask workflows. Task management:- Create task templates for recurring workflows
- Define task steps and requirements
- Apply templates to tickets
Learn about ticket tasks in .
Fields
Create and manage custom fields for ticket forms. Custom field configuration:- Create custom fields (text, dropdown, checkbox, date, etc.)
- Assign fields to specific forms
- Configure required vs. optional fields
Learn about custom fields in .
API keys
Generate and manage API keys for programmatic workspace access. API key management:- Create API keys for workspace integration
- Revoke API keys
API keys provide programmatic access to workspace data. Store keys securely.
Webhooks
Configure webhooks to receive real-time notifications about workspace events at an external HTTP endpoint. Create a webhook:1
Open webhook settings
In workspace settings, select Webhooks from the left sidebar.
2
Add a new webhook
Click Create to open the webhook dialog. Enter:
- Name — a friendly label used to identify the webhook in the list.
- URL — the endpoint where Ravenna sends event payloads.
3
Configure delivery
On the detail page, configure the following fields:
- URL — change the destination endpoint at any time.
- Secret key — optional shared secret used to sign requests so your endpoint can verify they came from Ravenna.
- Ticket events — toggle on to receive all ticket events.
- Message events — toggle on to receive all message events.
- Active — toggle off to pause delivery without deleting the webhook.
- Each webhook on the Webhooks list shows its URL and an Active or Inactive status badge.
- Click a row to open the detail page, or use the row actions to view, edit, or delete a webhook.
- Deleting a webhook stops event delivery immediately and cannot be undone.
Categories
Organize workspaces and content with categories. Category management:- Create categories for organizing tickets
- Assign tickets to categories
- Use categories for filtering and agent routing
- Set category colors, descriptions, and example utterances
- Add categories from templates
Learn about categories in .