On the workspace settings screen, you can manage basic information such as the workspace name, icon, and time zone, along with the AI agent, tracking, and API keys all in one place. Most settings are designed so you can leave the work to the agent and adjust manually only when needed.
What is a Workspace?
A workspace is the working space where you run marketing with Lumo. Your connected LINE Official Account, Friends, Message Broadcasts, Members, and more are all managed per workspace, and the AI agent acts based on the information in this workspace.
If you want to run multiple businesses or brands separately, manage them in separate workspaces. The identifier for a workspace is its Lumo ID.
Opening the Workspace settings screen
You change a workspace's basic information and various settings together from the settings screen.
- Open "Settings" from the navigation menu.
- Select "Workspace Settings".
When you change a setting, press "Save" at the bottom of the screen to confirm it. If you try to move to another screen without saving, you will see a confirmation that there are unsaved changes.
Basic Information
Under basic information, you can review and change the workspace's display name, icon, Lumo ID, and time zone.
| Item | Description |
|---|---|
| Workspace name | The display name of the workspace. Set a name that makes the business or brand clear. |
| Workspace icon | An icon image used to identify the workspace. You can set, change, or delete it. |
| Lumo ID | The unique identifier of the workspace. You can copy it to the clipboard with "Copy ID". |
| Time zone | The time zone used as the basis for broadcast schedules and the date and time display in Reports. |
You can choose the time zone from nine cities: Tokyo, Taipei, Bangkok, Jakarta, Singapore, Sydney, London, New York, and Los Angeles. Scheduled broadcasts and the aggregated dates and times in Reports are displayed based on the time zone you select here.
Using AI features
"Use Lumo's AI features" is the master switch that turns Lumo's AI features on or off across the entire workspace. Even companies with a policy of not using AI can stop everything with this single setting.
When off, all AI features on Lumo (AI agent, chat reply generation, customer agent, knowledge base AI processing, and more) are disabled and no data is sent to external AI services. If your internal rules restrict sending data to external AI services, run with this setting turned off.
AI Agent settings
Under AI agent settings, you enable or disable the AI agent used across the entire workspace, and you configure the business information the agent references as it advances your marketing along with the tools it can use. The settings you configure here apply commonly to all Members in the workspace.
Enabling and business information
When you enable the AI agent, the Marketing Agent can support planning, broadcast preparation, and analysis.
In "Business information", enter your company URL and a description of who your business serves and what it offers. By giving the agent these business basics, it can propose Goals and broadcast drafts more accurately.
Available tools and models
You can configure the tools the AI agent can use for the entire workspace in one place. The available tools include referencing the Lumo Knowledge Base, web search, database access, image generation, and external service integration (HubSpot and Shopify).
You can also choose the LLM model used across the entire workspace. Choose it with a balance between cost and response quality in mind.
The tone and role settings for each individual Member are configured from the AI agent settings under "Personal Settings". It helps to remember that workspace settings manage the shared basics for the whole workspace, while personal settings manage each person's preferences.
Customer information shown on the chat screen
With the HubSpot integration, you select the contact properties (customer information items) shown on the chat screen not here, but under "Lumo Inbox" in each LINE Official Account's HubSpot integration settings. In the same place, "Lumo standard fields to display" lets you choose which of Email, Phone, Assignee, and LINE display name appear on the chat screen. Workspaces without the HubSpot integration don't have this setting.
Tracking
When you set up tracking, you can measure which pages LINE friends view on your own site, and you can use that behavior to inform Segments and broadcast decisions.
Installing the tracking code
Copy the tracking code and paste it on each page of the site you want to measure. Copy the code shown on the screen and place it immediately before the </body> tag on each page.
Sites to track and custom domains
If you want to track only specific sites, you can specify the URLs of the sites to track. To target multiple sites, enter the URLs separated by commas.
If you want to use your own domain for tracking, you can set a custom domain. It is used in the new tracking URL generated after you configure it.
If you are integrated with a Shopify store, don't install the tracking code manually; use the integration feature on the Shopify side instead. For setup steps, see the Shopify integration article.
Auto-tag UTM parameters
When you turn on "Automatically add UTM parameters", UTM parameters are added automatically to in-message links and tracking links sent from LINE. You can measure traffic from LINE in analytics tools such as GA4.
- You can set utm_source and utm_medium separately for in-message links and tracking links (Rich Menu). Leave them blank to use the default values (utm_source=line, utm_medium=message/richmenu)
- utm_campaign is set automatically from the broadcast name, workflow name, or Klaviyo Flow name (the tracking link name for tracking links). It isn't set automatically for sends from HubSpot workflows
- Changes may take up to 10 minutes to take effect
The details are explained in Automatic UTM Parameters.
API Key
An API key is a key that allows external services and programs to access Lumo's data. You can manage issuing, copying, and regenerating keys from the settings screen.
| Action | Description |
|---|---|
| Issue API key | Issues a new API key. The issued key is shown only once, so save it in a safe place right away. |
| Regenerate | Disables the current key and issues a new one. Once you regenerate, the previous key stops working immediately. |
| Copy | Copies the API key to the clipboard. |
If an API key becomes known to a third party, it may be used improperly. Store it in a safe place and don't share it. If you suspect it may have leaked, regenerate it right away.
Privacy
Settings for how personal data is handled. Today, an admin can choose whether "Permanently delete personal data" is available on a friend's page. It is off by default.
| Item | Description |
|---|---|
| Enable permanent deletion of personal data | When enabled, "Permanently delete personal data" appears in the "…" menu on a friend's page, and only admins can run it. While disabled, it is not shown. |
"Permanently delete personal data" is for when a person asks for erasure (for example under GDPR): it physically deletes their personal data in Lumo and stops them from being registered again through a friend add or an import. It cannot be undone. Day to day, "Delete friend" is usually enough, so keep this off until you need it. For what gets deleted, see "Deleting data" in the security article.
Deleting a Workspace
Deleting a workspace stops access and external integrations right away, and after a 30-business-day grace period all data is permanently erased. During the grace period you can restore it by contacting support.
What happens right after you delete
The moment you carry out the deletion, the following happens.
- Every Member loses access
- Integrations with external services stop as well
- Billing stops at the time of your request (a final invoice may still apply depending on the billing cycle)
The 30-Business-Day grace period
You have 30 business days after deleting as a grace period. Contact support during that time and we can restore your workspace. Business days exclude weekends and Japanese public holidays.
When you restore a workspace, integrations that stopped because of the deletion reconnect on their own. Integrations you had disabled yourself before deleting stay off. Billing has stopped too, so we may ask you to register your payment details again after the restore.
After the grace period
Once the grace period passes, the workspace and all related data are permanently deleted. There is no going back from here. When the deletion finishes, we issue a deletion certificate.
The following data is permanently deleted.
- All LINE settings and message history
- All customer data and Segments
- All Members and chat history
What you need to carry out the deletion
Only a workspace administrator can delete a workspace. To prevent mistakes, the confirmation screen asks you to enter the "Lumo ID". Enter the displayed Lumo ID correctly and the deletion is accepted.
When things don't work
Here are common stumbling points with workspace settings and how to handle them.
| Symptom | What to do |
|---|---|
| You can't change or save settings | Check whether you have admin permissions for the workspace. Members without permission can't change some settings. |
| You can't upload an icon | Check whether the image file size is 30MB or less. If the size is too large, it can't be uploaded. |
| You no longer know your API key | An API key is shown only once when it is issued. If you did not record it, regenerate it. Once you regenerate, the previous key stops working. |
| Tracking is not being measured | Check whether the code is correctly installed on each page and whether the sites to track match the URLs you want to track. |