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Organization settings

Configure your LogAI organization: profile and logo, currency and language, record numbering and financial year, invoice templates, custom lead fields, lead assignment strategies, and GST tax codes.

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Settings (the gear in the sidebar footer) is now a small tree: General → Organization holds your identity (name, logo, brand colours, timezone, currency, address); Integrations connects Razorpay, Google Analytics, Vercel, WhatsApp and Twilio; Mail holds SMTP and email templates; Templates holds invoice templates; API Keys issues tokens. Lead behaviour moved next to the automations it drives: custom fields, assignment rules and scoring live under Workflows → Leads (Custom Fields, Assignment, Scoring), and GST tax codes live under Catalog → Tax Rules. How your records are numbered is set on the Organization page too — see Record numbering.

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.

Record numbering & financial year

The Record numbering card at the bottom of the Organization page sets the format of every numbered record — orders (ORD-42-00001), invoices (INV/26-27/0001), returns, payments, leads, customers, deals, employees, expense claims and leave requests — plus the month your financial year starts (April by default in India, January elsewhere). Changes apply to new records only. Full guide: Record numbering.

Invoice templates

Settings → Templates → Invoice Templates (/settings/templates) is a full-screen designer for how invoices look on screen, in print and as PDF: eight starter designs, colours, fonts, sections and wording, with one default template for all invoices. It uses the logo uploaded on this page. Full guide: Invoice templates.

Custom lead fields

Workflows → Leads → Custom Fields 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 Assignment. Go to Workflows → Leads → Assignment 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 (Catalog → Tax Rules)

Catalog → Tax Rules 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 (Update); custom fields and tax codes need Settings (Update). 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 Workflows → Leads → Assignment 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 (Catalog → Tax Rules) — the wizard links you to whichever is missing.

Where did invoice templates go?

They have their own section: Settings → Templates → Invoice Templates (/settings/templates). Old links — /settings/invoice-templates and the Invoice templates tab of Settings → General — redirect there. Settings → Mail now holds just SMTP and Email Templates.

How do I change the invoice number format?

Use the Record numbering card at the bottom of Settings → General → Organization: pick the Invoices row and set prefix, separator, year, digits and yearly restart. Existing numbers never change.

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