> ## Documentation Index
> Fetch the complete documentation index at: https://proply-rm-lead-list-docs.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.