Managing Workspaces
Create, edit, delete, and monitor workspace usage
Managing Workspaces
Create team workspaces, configure settings, monitor usage limits, and delete workspaces when needed.
Creating a Workspace
Access Creation
- Click user avatar (top-right) → "Workspaces"
- Click "Create New Workspace" card
Or from workspace switcher:
- Click workspace name (top-left)
- Click "Create Workspace"
Enter Information
Required:
- Name - 3-50 characters (e.g., "Marketing Team")
Optional:
- Description - Max 200 characters
Create
Click "Create Workspace" to finish. You become the admin and workspace creator.
Limits: Workspace creation is limited by your subscription plan.
Editing Workspace
Admins and creators can edit workspace details:
- Go to Workspaces tab in Account
- Click "Manage" on a workspace card
- Click "Edit" button
- Update name or description
- Click "Save Changes"
Viewing Workspace Details
Access workspace details to see:
Workspace Information:
- Name and description
- Created date
- Your role
Members List:
- All workspace members
- Each member's role
- Join date and inviter
Usage & Limits:
- BVs - Current/max Support BVs
- Characters - Training content usage
- Credits - Message credits used
- Members - Current/max members
- Website URLs - Pages crawled
Progress bars show usage percentage for each limit.
Deleting a Workspace
Only the workspace creator can delete a workspace (personal workspaces cannot be deleted).
Access Delete
- Go to Workspaces tab
- Find workspace to delete
- Click "Delete" button
Confirm Deletion
Deletion permanently:
- Removes the workspace
- Deletes all chatbots in workspace
- Removes access for all members
Click "Delete" to confirm.
Deletion is permanent and cannot be undone. All chatbots and data will be lost.
Workspace States
Current Workspace: Highlighted with checkmark. This is your active workspace.
Inactive Subscription: Workspaces show "Subscription Inactive" if creator's subscription expired. These cannot be accessed.
Switch Button: Available on non-current workspaces to switch context.