Overview
Organization Settings is where you control everything about how your Zudo workspace is configured — from your organization’s profile and business hours to integrations, custom account traits, and request options. To get there, click Settings in the main navigation. The settings area is organized into tabs: Settings, Connections, Requests, Traits, and Members.Organization Profile
The Settings tab lets you update your organization’s core details.- Organization name — the display name used throughout the app.
- Domains — the email domains associated with your organization (e.g.,
acme.com). Zudo uses these to distinguish inbound customer emails from internal team replies when calculating email response times in health scoring. Make sure your domains are accurate so response time data reflects your team’s activity correctly.
Business Hours
Business hours tell Zudo when your team is expected to be working. This affects how email response times are measured — only hours within your configured business window count toward response time calculations. Set your working days and hours in the Settings tab under Business Hours.Custom Traits
Custom traits let you define account properties beyond the built-in fields. Use them to track anything specific to your business — contract tier, product line, onboarding status, or any other attribute you want to store and report on. To create a custom trait:- Go to Settings → Traits.
- Click + Add Trait.
- Give the trait a name, key, and data type (text, number, date, boolean).
- Save — the trait is now available on all account pages and in custom reports.
Connections
The Connections tab is where you manage all your integrations. Each integration has its own configuration panel and can be enabled or disabled independently. Supported integrations include:| Integration | What it does |
|---|---|
| Vitally | CRM sync — accounts, traits, and webhook automations |
| Linear | Engineering issue tracking linked to customer requests |
| Fireflies.ai | Automatic meeting recording and transcription |
| Gmail | Email thread sync and conversation tracking |
| HelpScout | Customer support integration |
| HubSpot | Sales and marketing platform sync |
| Slack | Team notifications and alerts |
Requests Settings
The Requests tab controls how feature requests behave in your organization. Configure options like default status values and other request-related preferences here.Related Settings
Health Score Config
Adjust factor weights, tier labels, and scoring thresholds.
Members
Invite teammates and manage roles.
Webhook Actions
Automate trait updates with custom JavaScript triggered by Vitally Playbooks.
Integrations
Browse all available integrations and how to connect them.