Create Your First Workspace
Set up a workspace to organize your AI agents, team members, and customer support operations. Learn how to structure your workspace for maximum productivity and collaboration.
Why Use Workspaces?
Team Collaboration
Multiple team members can work together on AI agents
Permission Management
Control access levels and editing rights
Project Organization
Keep different projects and clients separate
Resource Isolation
Each workspace has its own data and settings
Complete Setup Process
Access Your Dashboard
Navigate to your Chatlo dashboard to create a new workspace.
Log into your Chatlo account and go to your main dashboard. Look for the 'Create Workspace' button or workspace management section. If this is your first time, you'll be prompted to create a workspace during onboarding.
Choose Workspace Name
Select a descriptive name that represents your project or organization.
Pick a name that clearly identifies the purpose of this workspace. Good examples include 'Customer Support Team', 'Sales Department', 'Product Help Center', or your company name. This name will be visible to all team members.
Set Workspace Purpose
Define the primary use case for this workspace.
Select from options like Customer Support, Sales, Marketing, or Custom. This helps Chatlo optimize the workspace settings and provide relevant templates and recommendations for your specific use case.
Configure Initial Settings
Set up basic workspace preferences and configurations.
Choose your preferred language, timezone, and default settings. You can set up branding elements like colors and logos, configure notification preferences, and establish workspace-wide policies.
Invite Team Members
Add colleagues who will collaborate on this workspace.
Enter email addresses of team members you want to invite. Set their initial roles (Admin, Editor, Viewer) based on their responsibilities. You can always adjust permissions later as your team grows.
Set Up Permissions
Define who can do what within your workspace.
Configure role-based permissions for different team members. Admins can manage all settings, Editors can create and modify agents, while Viewers can only monitor conversations and analytics.
Understanding User Roles
Workspace Admin
Best for: Team leaders and project managers
Permissions:
- Full workspace management
- Create and delete agents
- Manage team members
- Configure all settings
Editor
Best for: Content creators and support agents
Permissions:
- Create and modify agents
- Train knowledge base
- View analytics
- Manage conversations
Viewer
Best for: Analysts and supervisors
Permissions:
- View conversations
- Access analytics
- Monitor performance
- Export reports
Best Practices for Workspace Setup
Common Mistakes to Avoid
Creating too many workspaces without clear purpose
Plan your workspace structure before creating multiple workspaces
Giving everyone admin access
Follow the principle of least privilege when assigning roles
Not documenting workspace procedures
Create internal documentation for workspace usage and guidelines
Forgetting to remove former team members
Regularly audit and update team member access
Ready to Create Your Workspace?
Follow this guide to set up a well-organized workspace that enables effective team collaboration and AI agent management.
Need Help Setting Up?
Our support team can help you design the perfect workspace structure for your team and business needs.