Workspaces and access

Choose the workspace before the bot

A workspace owns its subscription, team and bots. A bot has its own knowledge, settings, widget and conversation history. The workspace selector and bot selector in the dashboard are different controls. A team member can belong to another person’s workspace without becoming its billing owner.

1. Open the Workspace selector in the dashboard sidebar.
2. Select your personal workspace or a team workspace you have joined.
3. Select the bot you intend to manage.
4. Confirm both selections before changing knowledge, integrations or settings.

What access follows your account

The workspace owner controls billing and ownership. Admins manage day-to-day configuration and integrations. Agents work on support and leads. Members have read access. Bot assignments further limit which bots a teammate can access; a role does not override the assigned bot list.

• Full role and permission matrix

A workspace or bot is missing

• Accept the invitation using its intended email address. Signing into another account does not accept it.
• Ask the workspace owner to check your membership and bot assignments.
• If you recently changed accounts, reload and confirm the account currently signed in.
• An API token belongs to the workspace where it was created. Switching the dashboard does not retarget an existing token.