Workspaces & Team
Workspaces keep your work organised, and team members let you collaborate. This page covers both.
Workspaces
A workspace is a self-contained area that holds its own contacts, conversations, connected channels, chatbots, automations and campaigns. Use separate workspaces for separate brands, clients or departments.
Location: the workspace switcher in the top bar.
📸 Screenshot: The workspace switcher dropdown.
Switching workspaces
Click the workspace name in the top bar and pick another. Everything in the app — your inbox, contacts, reports — instantly reflects the selected workspace.
Creating a workspace
From the switcher, choose Create workspace and give it a name. Your plan may limit how many workspaces you can have.
When to use multiple workspaces
Agencies managing several brands, or businesses with distinct product lines, benefit from separate workspaces so data never mixes. If you're a single brand, one workspace is plenty.
Team members
Location: Settings → Team (/team)
Invite colleagues so your whole team can handle conversations and work together.
📸 Screenshot: The Team page with members and the invite form.
Inviting a teammate
- Go to Team.
- Click Invite and enter their email and role.
- They receive an email invitation to join and set their password.
Roles
| Role | Can do |
|---|---|
| Administrator | Full access — manage team, billing, settings and all tools. |
| Staff | Use the day-to-day tools (inbox, contacts, campaigns) without billing/team admin. |
Managing members
- Edit a member's role.
- Remove a member who's left.
- Revoke a pending invitation before it's accepted.
Plan limits apply
The number of team members (and inbox agents) you can add depends on your subscription plan. If you hit the limit, you'll be prompted to upgrade. See Billing.
Notifications & presence
Team collaboration is real-time: when a teammate replies, assigns a conversation or marks something resolved, everyone sees it instantly. Each member controls their own notification preferences in Account settings.
➡️ Next: build your customer database in Contacts.