What a workspace is, and how to create and switch one

What is a workspace?

A workspace holds everything for one business: agents, conversations, knowledge base, requests, integrations, members and plan. If you run several businesses or brands, open a separate workspace for each; no data is shared between them.

Creating a new workspace

1. Click the workspace switcher at the top of the menu.
2. Choose “New workspace”.
3. Type a name, optionally pick a business type, and click “Continue”.

The new workspace opens right away, without a payment step; no sample agents are added. Whoever creates it is its owner.

The free trial is only in your first workspace. A workspace you open while you're already a member of one (a workspace you joined by invitation counts too) starts on the Free plan: 3,000 credits once, 1 agent and 1 member. For more, choose a plan in that workspace.

Switching between workspaces

The workspace switcher lists every workspace you belong to, with a check mark next to the current one. When you pick one, the same section opens in that workspace.

Plan and members are per workspace

Plan, credits and member count are kept separately for each workspace. Changing one workspace's plan doesn't affect another. See plan and billing for details.