Channel Configuration — General
The General page is the entry point of the Channel Configuration. Here you define the channel's basic master data: the name, the responsible team, the linked email inbox, and the processing time before Workist.
These settings are largely product-independent — they affect every channel the same way, whether it is an order, invoice, or price inquiry channel.
Prerequisites
- Access to the channel whose configuration you want to change.
- At least one team created that you can assign the channel to. Teams are managed under Settings → Teams.
Step 1 — Open the "General" section
Open the Channel Configuration and, in the middle navigation under General, select the entry of the same name. The form with the four basic settings appears.
Step 2 — Configure the fields
| Field | Required | Meaning |
|---|---|---|
| Channel name | Yes | The name of the channel visible to users (e.g., "Orders DE", "Incoming Invoices Collective Account"). Appears in the sidebar and in the overview. |
| Team | Yes | Which team processes documents from this channel. Only members of this team see the channel in their overview. |
| Email inbox address | No | The address assigned by Workist to which emails for this channel can be sent. This field is not editable — it is derived automatically from the inbox name in the email configuration. |
| Time per document before Workist (in seconds) | No | How long, on average, an employee needed per document before Workist was introduced. Used in the statistics to show the time savings. Leave empty if no comparison figure is known. |
If you change the team, employees of the old team will no longer see the channel in their list. However, documents already in assistance or processing remain in their workflow — the assignment only takes effect for newly incoming documents.
Step 3 — Save
Click Save in the bottom right. On success, a confirmation appears briefly ("The channel was updated successfully."). If channel name or team is left empty, the form blocks saving and displays a corresponding notice.
Frequently Asked Questions
Can I change the email inbox address? Not in this section. The inbox address is controlled via the inbox name in the Incoming Documents → Email section and is assembled automatically.
Where do I create new teams? Under Settings → Teams. Only teams created there are available for selection in the Team field.
Why do I need "Time per document before Workist"? Solely for evaluating the time savings in the statistics. This value has no effect on the processing of the documents themselves.
Help and Support
If the channel name appears incorrectly in overviews, employees cannot see the channel, or the email inbox is not working, contact your Workist contact person and provide:
- the channel name,
- the desired and the currently configured team,
- for email issues, the inbox name from the Incoming Documents → Email section.