Switch workspaces and create one

A workspace keeps one team's, client's or project's agents, workflows, knowledge and keys apart from the rest, while the organization's balance pays for all of them.

Switch workspaces

1. 1

   Open the switcher

   Click the organization and workspace names at the top of the left menu.

2. 2

   Pick a workspace

   Each organization you're in lists the workspaces you can open, with your role in each. Choose one.

3. 3

   Carry on in it

   The app opens Home in that workspace. Agents, workflows, Conversations, the API keys page and Settings → Workspace now show its things, and the agent picked in the top bar is cleared, because agents differ per workspace. The credits at the bottom of the menu are the organization's.

Create a workspace

Organization owners and admins make workspaces.

1. 1

   Open New workspace

   Choose New workspace in the switcher, or Settings → Organization → Workspaces → New workspace.

2. 2

   Name it

   Name, up to 80 characters, one workspace with that name per organization (ignoring case), and an optional Description, up to 300.

3. 3

   Create it

   Choose Create workspace. The Workspaces page confirms "<name> is ready" with Open it.

What a new workspace comes with

• You as its admin. Organization owners and admins can open it too; add other people on its Members page. See Change roles and remove people.
• The three environments, Development, Staging and Production, with the usual rules. See How environments and releases work.
• Its own secret API key, ready on its API keys page. See API keys and widget keys per workspace.
• No agents, workflows, knowledge, connected apps or LLM keys: they're per workspace, so add what it needs.
• No monthly credit limit. It spends the organization's balance until you set one. See Credits and billing for an organization.

If something goes wrong