set_workspace_profile

Agent-driven onboarding — set the workspace’s name, website, business type, and a sentence on the ideal customer, in conversation instead of a web wizard.

Onboard the workspace by talking to the user, not by clicking through a wizard. Ask for their company name, website, whether they sell a service or software, and a sentence describing their ideal customer, then write them here. This seeds the GTM context and the ICP scoring model. Call get_workspace_status first to see what’s already set, and send only the fields you’re changing.

Parameters

Name	Type	Required	Description
name	string		The company / workspace name.
website	string		The company website — seeds the GTM context.
business_type	"service" | "software"		Sets the CRM’s buyer terminology and default signup stage.
plan_model	"free_plan" | "free_trial" | "both" | "paid_only"		Software only — how they package.
default_signup_stage	string		Stage a new signup lands in (defaults sensibly from business_type).
icp	string		A sentence or two describing the ideal customer — seeds the ICP model.

Returns

Workspace profile saved. name=Acme · site=acme.com · type=software · ICP recorded.
Next: call get_workspace_status to see what to set up next (usually the GTM playbook).

When to call it

• When get_workspace_status shows onboarding incomplete (a new workspace).
• To update the profile later (the business changed names, moved to software, etc.) — send only the changed fields.

Backed by

POST /v2/workspace/onboarding — the agent setup surface. Logged to the Ops page.