Workspaces
A workspace groups a set of agents together with everything they draw on — knowledge, templates, voices, campaigns, forms, and the calls they make. Most accounts start with one and never need another.
Reach for a second workspace when two sets of agents should not share material: separate clients, separate brands, or a sandbox you want kept away from what is live.
Switching workspaces
The workspace switcher in the app shell shows the workspace you are in. Select it to move to another one. Everything in the sidebar — agents, knowledge base, insights, appointments — then refers to the workspace you switched to.
If your account has only one workspace, the switcher simply shows its name.
Creating a workspace
- Open Workspaces and select Create Workspace.
- Give it a name — something you will recognise in the switcher later, such as the client or brand it serves.
- Save. The new workspace opens empty; create an agent in it to get started.
Creating workspaces is limited to Owners and Admins. If you do not see the option, ask an Owner on your account.
What is scoped to a workspace
| Scoped to one workspace | Shared across the account |
|---|---|
| Agents and their settings | Your profile and sign-in |
| Knowledge base, templates, voices | Plan, billing, and usage |
| Campaigns, lead forms, appointments | Do Not Call list and compliance attestation |
| Calls, transcripts, and insights | Members and their roles |
This split is worth remembering: moving an agent's material between workspaces means recreating it, while adding a person to the account gives them access according to their role rather than per workspace.
Deleting a workspace
From Workspaces, deleting one asks you to confirm. The confirmation is worth reading: deleting permanently removes every agent and all data belonging to that workspace, and it cannot be undone. Move anything you want to keep into another workspace first.