Administrator Guide
Workspace Setup
Set up your workspace identity, confirm basics, and prepare YouEx.ai for your team.
Workspace Setup
Start in Workspace Settings.
Confirm the basics:
- workspace name
- workspace short ID
- current access state
- invite readiness
- integration status
Why the workspace short ID matters
The workspace short ID is used in certain public-facing and identity-related flows, so set it carefully and avoid casual changes later.
First-day admin checklist
- Confirm you are in the right workspace.
- Check the workspace name and short ID.
- Review whether any team members should be invited immediately.
- Note the current integration state, especially around Gmail and calendar workflows.
Workspace Email and Executive Agent
Configure workspace email fallback, custom domains, mailbox aliases, and the Executive Agent.
Product Offerings
YouEx.ai Engage is available in plans designed for individual sellers through enterprise teams. All paid plans include a free trial. No implementation partner required.