What is a workspace? Guide

A workspace is the home for everything you do in Praxivara. Your chats, agents, integrations, connected phone numbers, email addresses, channels, and files all live inside one workspace, kept separate from any other workspace you own or belong to.

What lives inside a workspace

Think of a workspace as a self-contained environment. When you work in a workspace, everything you create or connect stays there:

• Chats with your assistant and their history
• Agents you build and the tasks they run
• Integrations and connected apps
• Phone numbers and Praxivara Mail email addresses
• Connected channels such as Messages/SMS, Telegram, iMessage, WhatsApp, and Voice
• Files, usage, and credit balance

Because everything is scoped to a single workspace, one workspace never sees the data of another.

Why workspaces are isolated

Isolation is what makes workspaces useful. Data does not cross between workspaces, so you can keep separate businesses, brands, or clients fully independent from one another. An integration you connect in one workspace, or a phone number you rent there, belongs to that workspace alone.

Note: If you can't find a chat, agent, or integration, check that you're in the workspace where you created it. Items don't move between workspaces, so they'll only appear in the one they belong to.

You already have a workspace

Every account gets its own workspace automatically the day you sign up. There is no separate "personal" mode — everything you do happens inside a workspace from the start. This first workspace is where you'll spend most of your time unless you choose to create more.

Creating additional workspaces

You can create additional workspaces whenever you want to keep things cleanly separated — for example, one per business or one per client.

1. Open the account menu at the bottom of the sidebar.
2. Choose Create workspace.
3. Name the new workspace during the short onboarding flow.

Each workspace you create is its own environment with its own subscription and settings, so a second workspace carries its own plan rather than sharing the first one.

Switching between workspaces

If you own more than one workspace, or you belong to workspaces owned by other people, you can move between them instantly. The active workspace decides which chats, agents, integrations, credits, and usage you see.

1. Open the account menu in the sidebar to see your list of workspaces.
2. Click a workspace to switch into it. The page reloads into that workspace.
3. Look for the checkmark and highlight to confirm which workspace is active. Your role in each workspace is shown under its name.

Credits and usage can look different after you switch, because each workspace tracks its own balance and usage independently.

Managing a workspace

Each workspace has its own settings page with side tabs for managing the whole environment. From there you can set the workspace name and logo, fill in an organization profile that gives your assistant context, review the channels connected to the workspace, and manage its phone numbers and email addresses.

Filling in your organization details — such as your website, industry, size, location, and a short description of what your organization does — helps the assistant write with the right tone and context for that workspace.

Tip: Workspace name, logo, and organization details can be edited by workspace admins. If you're a member of someone else's workspace, you'll see these settings but won't be able to change them.

Workspaces and teams

A workspace can stay just yours, or you can turn it into a team by inviting people to join. When you invite teammates, they get their own presence inside your workspace while the workspace owner handles billing. Switching into a team workspace uses the plan the admin assigned to your seat there, rather than your own plan.