Create your first workspace

A workspace groups the agents, sources and settings for one body of work, kept separate from your other workspaces. Every workspace belongs to an organization.

Create a workspace

1. On the home page, find the organization you want the workspace in — each organization lists its workspaces as cards.
2. Click the New Workspace card (Manage your conversational agents, form agents and other types of agents.).
3. In the Create Workspace dialog, enter a clear, descriptive name.
4. Click Create. Your new workspace opens automatically, ready for content.

Rename a workspace

1. Open the workspace and select Admin in the left sidebar (settings group).
2. In the General section, edit the Workspace name field.
3. Click Save.

Delete a workspace

From the workspace overview (its agents page), use the trash control to open the Delete Workspace dialog. Deleting is irreversible — it removes the workspace and everything inside it — so make sure you no longer need anything first.

Tips

• Use a naming convention that your teammates will recognize.
• Keep unrelated work in separate workspaces to stay organized.