Business settings
Manage the workspace name, website, business hours, languages and contact information.
Workspaces & Teams
Give each business its own support workspace
Manage agents, websites, team members and settings in a workspace scoped to your business. Give people the access they need to do their work.
Workspaces & Teams
Get startedManage the business and the people supporting it
Set the defaults for each workspace, then invite the team members who need access.
Sites and agents
Connect allowed website domains and configure the agents and widgets for the workspace.
Team invitations
Invite teammates by email and review invitations and available seats.
Role-based access
Use owner, administrator, support agent and viewer roles to scope access and actions.
Notification preferences
Choose which assignment, handoff, lead, usage and billing events reach the team.
Subscription and usage
Review the workspace's plan, allowance, invoices and subscription status.
Learn more about Subscription and usageRoles are visible at a glance
Keep team access understandable in the member directory and keep platform-level administration separate from the customer workspace.
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Workspace owner and administrator
Manage business settings, members and workspace configuration according to the role.
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Support agent and viewer
Support agents handle assigned conversations. Viewer or analyst access is limited to permitted read views.
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Platform admin
Manage plan definitions, OpenAI policy, usage controls, system health and administrative audit events in a separate area.
Set up access with a clear owner
Start with the business context, then assign responsibility for day-to-day support.
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1
Create the workspace
Choose the business details, languages and website.
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2
Invite the team
Pick the appropriate role for each teammate.
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3
Review access
Check seats and permissions before handing off work or giving access to reports.
Frequently asked questions
Find the next detail you need before setting up or choosing a plan.
Is another business's knowledge available to my agent?
Knowledge and conversations are scoped to the workspace that owns them.
Can one account use more than one workspace?
Workspace access depends on account permissions and subscription rules.
Where do platform administrators work?
They use a separate platform administration area for workspace status, plans, AI controls and audit review.
Set up your business workspace
Give teammates a clear place to handle conversations, knowledge and leads.