Set up your workspace
Admins: connect your tools, set up routing, and invite your team.
Member onboarding
New members: set up your profile, availability, calendar, and booking link.
Migrating your workspace
Moving from a previous Default workspace: what carries over, and what you reconnect.
Routing
Build queues that distribute leads and meetings to the right people.
Scheduling
Create events and review the meetings booked across your workspace.
Settings
Manage your profile, availability, notifications, and workspace configuration.
Branding
Set your workspace logo, favicon, colors, and fonts.
Tables
Your workspace’s company and person records, and the data that fills them. Available
where enabled.
Workflows
Automate what happens when leads come in: route, enrich, notify, and book. Available
where enabled.
Forms
Capture inbound interest with forms and the website pixel. Available where enabled.
Agent
Ask questions about your workspace and review answers in a saved chat.
MCP server
Connect an MCP-compatible AI client to Default.