Configure Studio

Your studio profile is the identity layer of Salesably. The name, logo, and description show up in the navigation, on sign-in pages, and in the emails your team receives, so getting them right makes the platform feel like an extension of your company instead of a third-party app. A few of these fields also feed Salesably's AI: the website URL, for example, is used to discover relevant videos and company resources for your content library.

Where to find it: Open the Admin menu, choose Studio then Studio Settings (the sidebar labels the same destination Configure Studio). This opens the Configure your studio page. Only studio admins can edit it. The page is organized into four tabs: General, Notifications, Sales language, and Connections. Profile fields live on the General tab under Studio profile.

What each field is for

Field	What it does	What good looks like
Company name	Displayed across the studio and in emails. Required.	Your company or team name as reps would recognize it.
Custom subdomain	A friendly entry point to your studio (for example app.salesably.com?subdomain=yourstudio).	A short, lowercase identifier. Subdomains must be unique, so you'll be prompted to pick another if it's taken.
Website URL	Powers resource discovery (finding relevant videos and company pages) and gives AI context about what you sell.	Your real company homepage, including https://. Leaving this blank disables resource discovery.
Description	A short summary of your studio.	One or two sentences on who your company is and what it sells.
Reply-to email	The address recipients see when they reply to studio emails.	A monitored inbox so replies reach a real person.

The page also shows a Setup progress ring in the top corner. It tracks how many profile and sales-language fields you've filled in. A fuller profile gives the AI more to work with, so aim to complete as much as is accurate for your business.

After editing the General tab, click Save changes at the bottom.

Security settings protect both your account access and the sensitive details that can surface inside practice and analysis. They live on the General tab under Features & settings, and they apply to every member of the studio, so a single toggle sets policy for the whole team.

Require two-factor authentication

Turning this on forces every member to set up 2FA before they can use the studio. It is the single highest-impact control here: even if a password leaks, an attacker still cannot sign in without the second factor. Enable it if your team handles real customer data or if your organization requires 2FA as a baseline.

Always redact sensitive information

When this is on, On-the-Fly practice and Conversation Analysis automatically strip out personal and health details before they are processed, and members cannot turn redaction off for themselves. Use it when reps may paste or speak real prospect information and you want to keep that data out of stored transcripts and analysis. Leave it off only if your content is purely fictional or already scrubbed.

Both settings save as part of the General tab. Make your changes, then click Save changes.

This setting decides whether knowledge tests behave like a learning tool or a graded assessment. It is the Show correct answers toggle on the General tab under Features & settings, and it applies to every test in the studio.

When it's on, after someone submits a test they see the correct answer for any question they got wrong. This turns each attempt into a teaching moment and is the right choice for onboarding, product knowledge drills, and anything where the goal is learning.

When it's off, results show the score but not the answers. Choose this for certification-style assessments or anytime revealing answers would let people memorize a key instead of learning the material, or would compromise the integrity of a graded checkpoint.

A related control sits just below it: Let users retake tests on their own. When enabled, a member who fails a test can reset it and try again immediately. Turn it off if you'd rather have an admin or supervisor reset failed tests, for example to enforce a waiting period or to review the failure first.

Both toggles save with the rest of the General tab. Click Save changes when you're done.

OKRs (Objectives and Key Results) let your team set goals and track measurable progress against them inside Salesably. Because OKRs add a whole area of the product (goal pages, progress tracking, and a set of dedicated reminders), they are off by default. You turn them on only if your team actually runs an OKR process.

Where to find it: General tab, under Features & settings, the OKRs enabled toggle.

Enabling OKRs does two things. It surfaces the objectives and key results features for your studio, and it unlocks the OKR reminders section on the Notifications tab so you can nudge people about goals that are coming due or running late. Until OKRs are enabled, that reminder section stays hidden. If your team does not use OKRs, leaving this off keeps the interface focused.

The OKRs enabled toggle saves with the General tab, so click Save changes after switching it. See the OKR Reminder Settings section below for how to schedule the reminders it unlocks.

Sales language settings teach Salesably your vocabulary so that AI customers, scoring, and conversation analysis all speak and judge the way your company does. Without this, the AI falls back on generic sales language. With it, practice sessions sound like your market and feedback rewards the words you actually want reps to use. These live on the Sales language tab.

The five controls

• Key words and phrases. Terms your reps should use, such as product names, signature methodology language, or positioning phrases. Feeding these in keeps everyone consistent and helps the AI recognize them. A good list is specific to your product and your category.
• Banned words and phrases. Language to avoid in customer conversations, for example a competitor's trademark, an off-message claim, or a discouraged filler phrase. The AI flags these so reps learn to drop them.
• Questions buyers ask. The real questions your buyers raise during the sales process. These prime AI customers to ask realistic questions and prepare reps to answer them confidently.
• Conversation topics control. Topics the AI customer should not raise on its own unless the rep brings them up first. Use this to keep scenarios on track and avoid the AI wandering into areas you'd rather reps drive.
• Lexicon of risk. Phrases that signal a deal may be at risk when they appear in a conversation (for example tentative language like "it feels like" or "hopefully"). The analyzer flags these expressions and semantically similar variations, so you do not need to list every wording. Enter one phrase per line. A Load defaults button fills in a starter set you can edit.

How to update

Add or remove entries in each section, then click Save changes at the bottom of the tab. Good answers are concrete and drawn from how your team really sells, not generic sales jargon. Revisit these lists as your messaging and product evolve.

Reminder emails keep assignments and learning paths from slipping through the cracks without you having to chase people manually. You choose the days of the week reminders go out, which lets you build a rhythm (say, a Monday nudge and a Thursday follow-up) that keeps people on track without flooding their inbox. These settings are on the Notifications tab.

What you can schedule

• Assignment reminders. Two separate schedules: upcoming assignment notifications (a heads-up before something is due) and overdue assignment notifications (a nudge after a due date has passed).
• Learning path reminders. The same upcoming and overdue split, applied to learning paths.

How it works

Each reminder type shows a row of weekday buttons (Mon through Sun). Click a day to turn reminders on for that day; click again to turn it off. Reminders are sent only on the days you highlight, and only to people who have a relevant upcoming or overdue item. Selecting no days turns that reminder off entirely.

These day selections save the moment you click them, so there is no separate Save button on this tab. A practical pattern is one or two upcoming days early in the week and one overdue day later, enough to stay visible without becoming noise.

OKR reminders nudge people about objectives and key results that are approaching their due date or already past it, so goals stay active instead of being set and forgotten. This section appears on the Notifications tab only when OKRs are enabled for your studio (see OKRs Configuration above). If you don't see it, turn on OKRs first.

What you can schedule

There are four independent schedules:

• Upcoming objective reminders (before an objective is due)
• Overdue objective reminders (after an objective is past due)
• Upcoming key result reminders (before a key result is due)
• Overdue key result reminders (after a key result is past due)

How the timing works

Unlike assignment reminders, OKR reminders are scheduled by how far from the due date the reminder should fire, not by day of the week. Each schedule offers presets (3 days, 1 week, 2 weeks, 1 month, 2 months, 3 months) and a custom field where you can enter any value from 1 to 90 days. You can stack several intervals on one schedule, for example a 2-week and a 3-day upcoming reminder so people get an early warning and a final nudge.

Selections save as you make them. Choose intervals that match how long your goals run: quarterly objectives benefit from longer lead times (a month or two out), while shorter key results may only need a few days' notice.

Daily reports are automated summary emails that keep admins and supervisors informed about team activity without anyone running a report by hand. They are useful when you want a steady pulse on progress, and easy to switch off for whatever you don't track day to day. You'll find them on the Notifications tab under Daily reports.

The three reports

Report	What it covers
Daily test report	Test assignments and completions.
Daily assessment report	Simulation assessments (scored practice sessions).
Daily learning path report	Learning path progress.

Each is an independent on/off switch, so you can run only the reports that matter to your team. They save the moment you toggle them.

A related option: Manager performance digest

Just below the daily reports is the Manager performance digest, a recurring email to admins and supervisors summarizing team performance metrics. When enabled it is delivered every Monday at 9am in each recipient's local timezone, and you can set its cadence to weekly or biweekly. Turn it on when managers want a rolled-up view of how the team is doing rather than day-by-day activity feeds.

If the Deal Clinic module is enabled for your studio, a Deal Clinic check-ins section also appears here for scheduling recurring deal-update prompts and per-rep one-on-one cadence.

Salesably's voice features depend on a cloud speech-to-text service. In most companies this works with no setup, but locked-down corporate networks (firewalls, proxies, or content filters) can block the connection and break voice practice. This section is for the IT teams who manage those networks. The fix is to allow two specific domains; nothing here is configured inside Salesably itself.

Domains to allow

Voice features need outbound access to these two endpoints over port 443:

Domain	Protocol	Why it's needed
api.assemblyai.com	HTTPS (https://)	Transcribes recorded audio (uploaded files and completed practice sessions) into text for scoring, feedback, and conversation analysis.
streaming.assemblyai.com	Secure WebSocket (wss://)	Provides the live transcription stream that turns a rep's voice into text in real time during voice simulations.

The WebSocket endpoint matters specifically: some firewalls allow regular HTTPS but block wss:// traffic, which lets recorded transcription work while live voice silently fails.

How to set it up

1. Send the two domains above to your IT or network team.
2. Ask them to allow outbound HTTPS and secure WebSocket (wss://) traffic to both, on port 443.
3. Have a member run a voice-based practice session to confirm both recorded and live transcription work.

Troubleshooting

Symptoms that point to a blocked domain include:

• Voice simulations fail to start or never respond to spoken input.
• Users see connection errors during voice exercises.
• Live transcription hangs or never appears, even though recorded uploads sometimes still transcribe (a classic sign that wss:// is blocked but https:// is allowed).
• Audio uploads succeed but never produce a transcript.

To diagnose: try the same exercise from a personal device on a different network. If it works there, the corporate network is the likely cause, and IT can check firewall and proxy logs for blocked requests to those domains.

What gets sent

The service only receives audio during active voice sessions and recording uploads. If your organization cannot allow these domains, contact Salesably support to discuss alternatives.

Branding is what makes Salesably look like it belongs to your company. Your logo and favicon appear in places people see constantly, so getting them right removes the "third-party tool" feeling and reinforces your brand every time a rep signs in. Both are managed on the General tab under Studio profile.

Logo

Your logo appears in the navigation menu, on the sign-in and sign-up pages, and in other prominent spots. Use a clean image that reads well at small sizes; a wide, horizontal logo works best here (recommended around 150x40px). Click the logo area to open the upload screen, where you can add or change it.

Favicon

The favicon is the small icon shown in browser tabs and bookmarks, and when someone saves your studio to their home screen. Use a square mark (recommended 32x32px, in PNG or ICO format). Click the favicon area to upload or replace it.

How to update

Click the logo or favicon tile to open the upload page, then add your image. A current logo or favicon shows a Change link so you can swap it later. Consistent branding across your logo, favicon, and studio name gives reps a seamless experience between Salesably and the rest of your company's tools.