Workspaces

Workspaces keep things organized. Each workspace has its own set of apps, conversations, and team members. Your admin may set up workspaces by team, project, or department — for example, an “Engineering” workspace with developer tools and a “Sales” workspace with CRM integrations.

Switching workspaces

Click the workspace selector at the top of the sidebar. A dropdown shows all workspaces you belong to, with the active one marked. Click a different workspace to switch.

When you switch:

• The sidebar updates to show that workspace’s apps
• Conversations in the chat panel are from that workspace
• The agent only has access to tools installed in the active workspace

What workspaces isolate

Scoped to workspace	Shared across workspaces
Installed apps and their tools	Your user account and login
Conversations and history	Your profile settings (name, theme, timezone)
Team members and roles

Roles

Every workspace member has a role that determines what they can do:

Role	What you can do
Owner	Everything — manage members, apps, and settings. Cannot be removed.
Admin	Manage members and apps. Can view all conversations, including private ones.
Member	Chat, use tools, and view shared conversations. Cannot manage other members.

Tip

Not sure what role you have? Check the workspace selector dropdown — your role appears next to the workspace name. Or go to Settings > Profile where your role is shown.

Personal workspaces

You may have a personal workspace that’s just for you — it shows a lock icon in the workspace selector. This is a private space where you can experiment with apps and conversations without affecting your team.