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What is a Workspace?

A workspace in Clarky is your organizational container for agents, team members, and settings. Think of it as your company’s account where everything is centralized.

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Workspace Benefits

Multiple Agents

Create and manage multiple AI agents within one workspace

Team Collaboration

Invite team members to work together

Shared Resources

Share integrations, contacts, and knowledge across agents

Unified Billing

One subscription covers all agents in your workspace

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Workspace Settings

Access workspace settings by navigating to Settings > Workspace from your dashboard.

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Basic Information

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name
string
required
Your workspace display name. This is visible to all team members.
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slug
string
required
The URL-friendly identifier for your workspace. This appears in your dashboard URLs.Example: acme-corp → https://clarky.ai/admin/acme-corp

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Workspace URL Structure

Your workspace URLs follow this pattern: 
https://clarky.ai/admin/{workspace-slug}/{agent-slug}
You can customize both your workspace slug and individual agent slugs for easy access.

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Managing Team Members

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Inviting Users

To invite team members to your workspace:
1

Navigate to Users

Go to Settings > Users in your dashboard.
2

Click 'Invite User'

Select the invite button to open the invitation form.
3

Enter Email

Provide the email address of the person you want to invite.
4

Set Permissions

Choose the appropriate role for this team member:
  • Admin: Full access to all workspace features
  • Member: Can manage agents and view conversations
  • Viewer: Read-only access to conversations and reports
5

Send Invitation

The invited user will receive an email with a link to join your workspace.

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User Roles and Permissions

  • Admin
  • Member
  • Viewer
Full Access to all workspace features including:
  • Create, edit, and delete agents
  • Manage team members and invitations
  • Configure billing and subscription
  • Access all conversations and CRM data
  • Modify workspace settings
  • Set up integrations

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Removing Users

To remove a user from your workspace:
  1. Go to Settings > Users
  2. Find the user in the list
  3. Click the Remove button
  4. Confirm the removal
Removed users will immediately lose access to your workspace. This action cannot be undone.

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Multiple Workspaces

You can create and belong to multiple workspaces:

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When to Use Multiple Workspaces

If you run separate businesses, create a workspace for each one to keep agents, conversations, and data completely separate.
Agencies can create separate workspaces for each client, maintaining clear boundaries and access control.
Keep a test workspace for experimentation separate from your production workspace.
Large organizations might want separate workspaces for Sales, Support, and other departments.

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Switching Between Workspaces

1

Open Workspace Selector

Click your workspace name in the top navigation.
2

Choose Workspace

Select the workspace you want to switch to from the dropdown.
3

Access Agents

You’ll see all agents and data for the selected workspace.

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Workspace Billing

Each workspace has its own subscription and billing:

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Subscription Details

  • Free Trial: All new workspaces start with a trial period
  • Paid Plans: Upgrade to access more features and higher limits
  • Per-Workspace Billing: Each workspace requires its own subscription

View Plans

Learn more about available subscription plans

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What’s Included

Your workspace subscription covers:
  • All agents within the workspace
  • All team members (no per-user fees)
  • All conversations across all channels
  • CRM and contact management
  • Integrations and add-ons

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Best Practices

Choose clear workspace names that make it obvious what the workspace is for, especially if you manage multiple workspaces.
Only grant admin access to users who truly need it. Most team members work well with Member access.
Periodically review your user list and remove users who no longer need access.
Create separate agents for different purposes (e.g., “Sales Agent”, “Support Agent”) rather than one agent handling everything.
If working with a team, establish naming conventions and organizational standards for your workspace.

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Workspace Data

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What Data is Stored

Each workspace contains:
  • All agent configurations and knowledge bases
  • Conversation history across all channels
  • CRM contacts and sales pipeline data
  • Integration settings and connections
  • Team member information and access logs
  • Analytics and performance data

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Data Privacy

Data in one workspace is completely isolated from other workspaces. Team members can only access workspaces they’ve been invited to.

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Data Export

You can export workspace data including:
  • Conversation transcripts
  • Contact lists
  • Analytics reports
  • Agent configurations
Contact support for assistance with bulk data exports.

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Next Steps

Invite Your Team

Add team members to collaborate

Create More Agents

Build additional agents for different purposes

Set Up Integrations

Connect your business tools

Manage Subscription

Review and upgrade your plan