Getting Started
Creating a Workspace
Workspaces are the top-level container for your team, inboxes, and tickets.
A workspace represents your company or a major division of it. Each workspace has its own inboxes, team members, tickets, knowledge base, and AI configuration.
Create a workspace
When you sign up, a workspace is created automatically from your email domain. You can also create additional workspaces from the account menu.
- Click your workspace name in the top-left corner
- Select New workspace
- Enter a name and your company URL
- Choose a plan (additional workspaces require a paid seat)
Workspace settings
Navigate to Settings to configure:
| Setting | Description |
|---|---|
| General | Workspace name, logo, timezone |
| Inboxes | Email addresses and routing rules |
| Team | Invite members and manage roles |
| AI | Provider keys, feature toggles, spend caps |
| Integrations | Shopify, WooCommerce, API connectors |
| API keys | Generate keys for the REST API |
Roles
| Role | Permissions |
|---|---|
| Owner | Full access including billing |
| Admin | Full access except billing |
| Agent | Manage tickets, reply to customers |
| Viewer | Read-only access |
Switching workspaces
Click your workspace name in the sidebar header to switch between workspaces. Your session is shared across workspaces so you stay signed in.