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Create and switch workspaces

Run more than one workspace and move between them.

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A workspace holds everything for one business or team: its agents, deployments, Library, portals, members and billing. You can belong to several and move between them at any time.

Switch workspace#

  1. Select your workspace's name at the top of the sidebar.
  2. In Select Workspace, find the workspace, or type in Search workspaces....
  3. Select it to open its Dashboard.

Create a workspace#

  1. Select your workspace's name at the top of the sidebar, then Create Workspace. You can also press N and then W.
  2. Enter a Workspace Name, 3 to 100 characters.
  3. Check the Link address, which is filled in from the name. It becomes the workspace's web address, help.ai/w/your-link, and uses 3 to 50 lowercase letters, numbers and hyphens.
  4. Add a Description (Optional) if it helps your team tell workspaces apart.
  5. Select Create Workspace.

You're the new workspace's Owner. Invite workspace members from Invitations under Team & Settings. To rename the workspace or change its link address later, see Manage workspace settings.

What each workspace keeps to itself#

Each workspace has its own agents, Library items, deployments, portals, members, API keys and billing. Your account, sign-in details and Preferences are the same in every workspace. Each workspace also has its own credit balance, and a new one starts with none.

Use separate workspaces for separate businesses or clients. For teams inside one business, one workspace with several agents is usually simpler.

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