Find your way around the workspace

A workspace groups the agents, calls, campaigns, knowledge and configuration used by a team. The sidebar is the starting point for each workflow in this guide.

Navigation pathWorkspace sidebar

PrerequisitesAccess to the correct workspace.

Usage steps

Check the workspace selector at the top left. Open it when you need to switch to another available workspace.
Use Home for the workspace assistant. Use Agents, Knowledge Base and Resources to prepare your agent.
Use Agent Testing to simulate conversations. Use Telephony to connect numbers and Campaigns to manage outbound calling.
Use Dashboard for overall results and Calls to investigate individual conversations. WhatsApp and Automations have their own sidebar entries.
Open Configuration for team, billing, integrations and other workspace settings. The notification bell and account menu are separate from the feature navigation.

Find your way around the workspace — Figure 2. The sidebar stays available while you work in an agent. The agent list is a second navigation column.

Expected result. You can locate the feature you need and confirm the workspace it belongs to.

Practical notes and troubleshooting. Available controls depend on your role, connected provider and organisation settings. A disabled control may be managed at organisation level.

Build your first working agentUse this sequence for a first agent: define the job, configure its voice and instructions, add approved knowledge, test the conversation, and then connect a deployment channel.Invite a teammate and review accessTeam shows who can access the workspace and provides the invitation workflow. Assign the role appropriate to the work the teammate needs to do.