---
title: "Workforce Settings"
description: "Configure team-wide Workforce settings in UltraCart—agent statuses and default timezone under Status & Timezone, plus AI Agent spending caps and allowed actions under AI Budgets and AI Capabilities."
doc_type: reference
audience: merchant
sidebar_position: 4
# Provenance — do not edit by hand; used by re-run diffing and redirects.
confluence_page_id: "4391927826"
confluence_url: "https://ultracart.atlassian.net/wiki/spaces/ucdoc/pages/4391927826"
last_updated_in_confluence: "2026-05-05T18:55:20.857Z"
---
Workforce Settings holds the shared configuration that applies across your entire team. This includes the agent statuses available to everyone, the account default timezone, and the AI Agent budget and capability controls that govern all AI Agents on the account.

## Overview

Settings is organized into three sub-pages:

-   **Status & Timezone** -- define the agent statuses your team uses and set the account default timezone for reporting.
-   **AI Budgets** -- daily and monthly token-spend caps that apply collectively to all AI Agents.
-   **AI Capabilities** -- the actions and data access that AI Agents are allowed to use.

The Status & Timezone page is available to PBX and Chat administrators. AI Budgets and AI Capabilities are available to users with the AI Agents permission.

:::tip

AI Budgets and AI Capabilities used to live under **AI Agents > Settings**. They now live under **Workforce > Settings**, alongside agent status configuration. The settings themselves are unchanged -- only the location moved.

:::

## Status & Timezone

This page configures the statuses your agents can choose from and the timezone used for reports.

### Agent statuses

UltraCart ships with a set of built-in parent statuses for both PBX (calls) and Chat:

| Channel | Built-in statuses |
| --- | --- |
| PBX | Available, On Call, Wrap Up, Unavailable |
| Chat | Available, Busy, Unavailable |

Each built-in status has a fixed **routing effect** that controls whether the agent receives new work:

| Routing effect | Behavior |
| --- | --- |
| Available | Agent is eligible for new calls and chats. |
| Busy | Agent stays connected to existing work but does not receive new work. |
| Unavailable | Agent is removed from routing entirely. |

You can add custom statuses (for example, "Lunch", "Training", "Coaching", "Meeting") and choose:

-   **Channel** -- PBX, Chat, or Both.
-   **Parent status** -- which built-in status this custom status falls under, which determines its routing effect.
-   **Color** -- one of the curated palette colors, used in the Dashboard, Timeline, and Daily Summary.
-   **Icon** -- a Material icon from the curated palette, used to make statuses visually scannable.
-   **Sort order** -- how this status appears in the agent's status picker.

There is a cap on the number of active custom statuses to keep the picker manageable.

### Default timezone

The account default timezone is used for:

-   Daily rollup boundaries in [Daily Summary](./daily-summary.md).
-   Time-of-day labels in [Timeline](./timeline.md) when an agent has no explicit timezone.
-   Heatmap and date filters across the Workforce views.

Choose a timezone that reflects the bulk of your operation. Individual agents can override this with their own timezone preference.

## AI Budgets

AI Budgets cap how much you spend on AI Agent token consumption per day and per month. Caps apply to **all AI Agents collectively**, not per agent. When a cap is reached, AI Agents stop picking up new conversations until the cap resets or you raise it.

For full guidance on planning daily and monthly budgets, including pricing and reset behavior, see [Budgets](../ai-agents/budgets.md).

## AI Capabilities

AI Capabilities control what actions your AI Agents can perform and what customer data they can access. Capabilities apply to all AI Agents on your account.

For the full list of capabilities and what each one enables, see [AI Agent capabilities](../ai-agents/ai-agent-capabilities.md).

## Related pages

-   [Dashboard](./dashboard.md)
-   [Timeline](./timeline.md)
-   [Daily Summary](./daily-summary.md)
-   [AI Agents overview](../ai-agents/index.md)
-   [Budgets](../ai-agents/budgets.md)
-   [AI Agent capabilities](../ai-agents/ai-agent-capabilities.md)