Set up your workspace

This guide is for admins setting up a new Default workspace. You’ll connect your shared tools, stand up routing so inbound leads reach the right person, and invite your team. Once they’re in, each member finishes their own setup with Member onboarding.

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1. Connect your shared tools

Connect the workspace-level tools first, so routing and scheduling have data to work with. Open Settings from the Dock, then select Integrations under Workspace Settings and Connect each provider you use:

• A CRM (Salesforce or HubSpot), so Default can read and write records and trigger automation when records change. Salesforce needs the Default managed package installed in your org first; see Salesforce.
• A conferencing tool (Zoom, Google Meet, or Microsoft Teams), connected once for the whole workspace, so booked meetings include a video link.

For example, connect your company’s Salesforce org and Zoom. Individual calendars are connected per person, so your team handles those during Member onboarding, not here. See Integrations for the full provider list.

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2. Create a routing policy

A routing policy holds the rules a queue runs: the distribution rule, the tiebreaker, and crediting behavior. Policies are reusable, so one policy can drive many queues. Open the Routing app from the Dock, select the Policies tab, and select Create Policy. On the General tab, name the policy and choose whether it routes meetings, objects, or both. Then, on the Assignment tab, choose a distribution rule (Take turns equally, Most available calendar time, or Least recent assignment) and a tiebreaker. For example, create Inbound Demo Policy that routes both meetings and objects, takes turns equally (round robin), and breaks ties by recency. See Policies for every rule and option.

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3. Create your first queue

A queue is a named group of people that points at a policy. The routing engine scores the queue’s active members and picks who gets each lead or meeting. In the Routing app, open the Queues tab and select Create Queue. Give it a name, choose the policy you just created, then add members. For example, create West AE Round Robin, point it at Inbound Demo Policy, and add three AEs. Turn the queue on, and Default starts routing to it immediately. See Queues for managing members, weights, and calibration.

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4. Invite your team

Open Settings from the Dock, then select Users under Workspace Settings and select Invite People. Enter each teammate’s email address, then Send the invitation or use Copy link to share it through Slack or another channel. Select Done when you’re finished; new members appear in the table once they accept. For example, invite newrep@acme.com, send the email, and add them to your queue from step 3.

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Next steps