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What Is a Workspace

A workspace holds your bots and everything they produce: conversations, leads, uploaded files and tags. It also holds your team and your plan.

You get one the first time you sign in. It is named after the company you gave us at signup, and its web address comes from that name.

You One login Many workspaces membership Acme Digital app.chatleadr.com/w/acme-digital Bots Workflows, knowledge, channels Conversations and leads Transcripts, uploaded files Tags Shared by every bot in here Team Owner, admins, viewers The plan Conversation allowance, limits and the invoice Nothing here is visible from another workspace.
One workspace, and everything scoped to it. Your login sits outside, which is how one person belongs to several.

What a Workspace Holds#

Scope
Bots, workflows and knowledgeOne workspace
Conversations, leads and uploaded filesOne workspace
TagsOne workspace, shared by every bot in it
Team members and their rolesOne workspace
The plan, the conversation allowance and the invoiceThe workspace that pays, and any client workspaces it created
Your loginYou, across every workspace you belong to

A bot cannot read another workspace's knowledge, a lead appears in one leads table, and inviting somebody gives them access to one workspace.

The Web Address#

Every screen carries the workspace in its URL, so a link you send opens in that workspace whichever one the reader was last in, and two browser tabs can sit in two different workspaces:

app.chatleadr.com/w/acme-digital/dashboard

The address comes from the company name given at onboarding and does not change afterwards, so links your colleagues have kept still work.

Working in Several Workspaces#

Chatleadr Toolbox Agency Toolbox Agency Owner Patio Warehouse Owner Riverside Dental Admin Northgate Motors Viewer New workspace The role is shown per row, because it differs per row.
The switcher lists every workspace you belong to, with your role on each row. One person can be the owner of one and a viewer of another.

The switcher lists every workspace you belong to, with your role on each row. One person can be the owner of one workspace and a viewer of another.

Two situations call for more than one workspace.

An agency running bots for clients. Each client gets a workspace of their own, with conversations, leads and a team separate from every other client's. You can hand the whole workspace over later if the client wants to run it themselves.

A company separating departments. Support and sales run different bots, different knowledge and different people, on one bill.

Client workspaces are included on the Agency plan. Plans and limits states how many.

Client Workspaces and Pooled Billing#

Toolbox Agency Agency plan 50,000 conversations a month One invoice. One allowance, spent by everything below. Patio Warehouse 4 bots No plan of its own Riverside Dental 2 bots No plan of its own Northgate Motors 6 bots No plan of its own Limits count across all four together: 12 bots of the plan’s 50, not 50 each.
One plan, one invoice, one pool of conversations. Client workspaces draw from the parent and never receive an allowance of their own.

A client workspace carries no plan of its own. It draws on the plan of the workspace that created it, and that parent's conversation allowance is the pool they all spend from.

  • One invoice. A client workspace never gets its own bill and never receives its own monthly allowance of conversations.
  • Bots, channels and conversations count across the family. The limits on plans and limits apply across every client workspace together rather than to each one separately.
  • One level deep. A client workspace cannot have client workspaces of its own.

When a Payment Fails#

Everybody in an affected workspace sees a notice naming the failure and the person to contact, and nothing else. The owner sees the amount, the plan and the deadline on their own billing screen. See plans and billing for what a failed payment locks.