1. Understand and create workspaces

Use a workspace when a team, service or channel needs its own setup. Each workspace brings together agent settings, members, business hours and a webchat widget, and connects to one knowledge base.

An Admin creates workspaces in Settings → Workspaces.

Workspace creation

1. Select New workspace.
2. Enter Name.
3. Choose Share an existing knowledge base and select a base, or Start a new knowledge base and enter New knowledge base name.
4. Select Create. Cancel closes the form without creating it.
5. Open Edit to add members and review operational settings.

A knowledge base is required. When creating a new one without a separate name, the workspace name is used. A webchat channel is created automatically. Add WhatsApp separately through Channels.

Plan limits

Free includes one workspace. Paid plans present unlimited workspaces, subject to the application's operational ceiling of 1,000. At the plan limit, See plans replaces the normal route to adding more.

Shared resources

Some resources stay at business level:

• Contacts, tags and contact-attribute definitions.
• The credit allowance.
• Knowledge bases that you choose to share.

For example, sales and support workspaces can use the same product knowledge while keeping different agent guidance and team membership. They do not receive separate credit balances or duplicate customer records.

Related guides: Edit a workspace, Members, Channels, Permissions.