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Organization settings

Configure your LogAI organization: profile and logo, currency and language, custom lead fields, round-robin and score-based lead assignment strategies, and GST tax codes for invoicing.

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Settings → General (behind the gear icon in the sidebar footer) holds your organization's identity and CRM behavior across tabs: Organization, Additional fields, Lead assignments, Lead scoring, Templates, and API Keys. Settings → Pricing And Taxes adds your GST tax codes.

Profile & preferences

  • Inline editing — click any value to change it; each field saves instantly. Name (max 50 chars), industry, contact, email, cascading Country → State → City, address, currency, language, GST/TIN numbers. This address is required before invoicing works.
  • Logo — hover the logo square and upload a JPEG/PNG/WebP up to 5 MB. The logo also appears on public forms and feeds the AI Studio Brand toggle.
  • Auto-assign toggles — Lead Auto-Assign and Task Auto-Assign round-robin new unassigned leads and tasks across the team.

Custom lead fields

The Additional fields tab defines your own lead fields: name, label (max 45 chars), type (Text, Number, Date, Boolean, Dropdown with comma-separated options), and a Required flag. Fields appear on lead records, as optional table columns, as mapping targets in forms, and in lead scoring rules. Drag to reorder; toggle Active to retire a field without deleting its data.

Lead assignment strategies

  1. Open Lead assignments. On the General page, open the Lead assignments tab and click Create Strategy.
  2. Pick the strategy type. Percentage-Based splits new leads across users to match target shares (they must total exactly 100%). Hierarchy-Based routes by lead score bands — e.g. hot leads to senior reps — with non-overlapping Min/Max score ranges per level.
  3. Keep the fallback on. Fallback to Round Robin (checked by default) ensures no lead goes unassigned when the strategy can't decide.
  4. Watch the Analytics tab. Per-user actual percentages, today/month counts, and a Deviation marker that turns red past 5%.

Tax codes (Pricing And Taxes)

The Tax Settings page holds your HSN tax codes, used on invoices and storefront shipping charges. Indian-type codes take SGST (%) and CGST (%) with IGST auto-computed as their sum; type “Others” takes a single flat rate. These must exist before the invoice wizard will run.

Access

Seeing Settings needs the Settings permission; editing the org profile needs Organization (Editor); custom fields and tax codes need Settings (Editor). Connected services live separately under Integrations, and your plan under Subscriptions & billing.

Frequently asked questions

Where do I turn on automatic lead assignment?

Two levels: the simple Lead Auto-Assign checkbox on the Organization tab round-robins new leads, while the Lead assignments tab builds Percentage-Based or Hierarchy-Based strategies with a round-robin fallback.

Why won't my percentage strategy save?

User percentages must total exactly 100% — the Total badge turns from red when they do. Hierarchy strategies need non-overlapping score bands.

What are the logo requirements?

JPEG, PNG, or WebP up to 5 MB, uploaded by hovering the logo square. It takes effect immediately and shows on public forms and AI-branded images.

Can I delete a custom field?

Fields are deactivated rather than deleted — toggle Active off to hide one everywhere while preserving historical data. Names must be unique.

Why is IGST greyed out when adding a tax code?

For Indian-type codes IGST is calculated automatically as SGST + CGST. Choose type “Others” for a single flat percentage.

Why does invoicing say “Configuration Required”?

Invoices need both your organization address (on this page) and at least one tax code (Pricing And Taxes) — the wizard links you to whichever is missing.

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