> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace Management

> Organize your agents and collaborate with your team

## 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.

### Workspace Benefits

<CardGroup cols={2}>
  <Card title="Multiple Agents" icon="robot">
    Create and manage multiple AI agents within one workspace
  </Card>

  <Card title="Team Collaboration" icon="users">
    Invite team members to work together
  </Card>

  <Card title="Shared Resources" icon="share">
    Share integrations, contacts, and knowledge across agents
  </Card>

  <Card title="Unified Billing" icon="credit-card">
    One subscription covers all agents in your workspace
  </Card>
</CardGroup>

## Workspace Settings

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

### Basic Information

<ParamField path="name" type="string" required>
  Your workspace display name. This is visible to all team members.
</ParamField>

<ParamField path="slug" type="string" required>
  The URL-friendly identifier for your workspace. This appears in your dashboard URLs.

  **Example:** `acme-corp` → `https://clarky.ai/admin/acme-corp`
</ParamField>

### Workspace URL Structure

Your workspace URLs follow this pattern:

```
https://clarky.ai/admin/{workspace-slug}/{agent-slug}
```

<Info>
  You can customize both your workspace slug and individual agent slugs for easy access.
</Info>

## Managing Team Members

### Inviting Users

To invite team members to your workspace:

<Steps>
  <Step title="Navigate to Users">
    Go to **Settings > Users** in your dashboard.
  </Step>

  <Step title="Click 'Invite User'">
    Select the invite button to open the invitation form.
  </Step>

  <Step title="Enter Email">
    Provide the email address of the person you want to invite.
  </Step>

  <Step title="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
  </Step>

  <Step title="Send Invitation">
    The invited user will receive an email with a link to join your workspace.
  </Step>
</Steps>

### User Roles and Permissions

<Tabs>
  <Tab title="Admin">
    **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
  </Tab>

  <Tab title="Member">
    **Standard Access** for day-to-day operations:

    * View and respond to conversations
    * Manage CRM contacts
    * Edit agent knowledge
    * Configure agent settings
    * View analytics and reports

    **Cannot:**

    * Manage team members
    * Delete agents
    * Modify billing settings
  </Tab>

  <Tab title="Viewer">
    **Read-Only Access** for monitoring:

    * View conversations
    * See CRM contacts
    * Access analytics dashboards

    **Cannot:**

    * Respond to conversations
    * Edit any settings
    * Manage contacts
    * Create or modify agents
  </Tab>
</Tabs>

### 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

<Warning>
  Removed users will immediately lose access to your workspace. This action cannot be undone.
</Warning>

## Multiple Workspaces

You can create and belong to multiple workspaces:

### When to Use Multiple Workspaces

<AccordionGroup>
  <Accordion title="Multiple Businesses">
    If you run separate businesses, create a workspace for each one to keep agents, conversations, and data completely separate.
  </Accordion>

  <Accordion title="Client Work">
    Agencies can create separate workspaces for each client, maintaining clear boundaries and access control.
  </Accordion>

  <Accordion title="Development vs Production">
    Keep a test workspace for experimentation separate from your production workspace.
  </Accordion>

  <Accordion title="Different Departments">
    Large organizations might want separate workspaces for Sales, Support, and other departments.
  </Accordion>
</AccordionGroup>

### Switching Between Workspaces

<Steps>
  <Step title="Open Workspace Selector">
    Click your workspace name in the top navigation.
  </Step>

  <Step title="Choose Workspace">
    Select the workspace you want to switch to from the dropdown.
  </Step>

  <Step title="Access Agents">
    You'll see all agents and data for the selected workspace.
  </Step>
</Steps>

## Workspace Billing

Each workspace has its own subscription and billing:

### 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

<Card title="View Plans" icon="credit-card" href="/features/settings/plans">
  Learn more about available subscription plans
</Card>

### 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

## Best Practices

<AccordionGroup>
  <Accordion title="Use Descriptive Names">
    Choose clear workspace names that make it obvious what the workspace is for, especially if you manage multiple workspaces.
  </Accordion>

  <Accordion title="Start with Admin Access Sparingly">
    Only grant admin access to users who truly need it. Most team members work well with Member access.
  </Accordion>

  <Accordion title="Regular User Audits">
    Periodically review your user list and remove users who no longer need access.
  </Accordion>

  <Accordion title="Organize Agents Logically">
    Create separate agents for different purposes (e.g., "Sales Agent", "Support Agent") rather than one agent handling everything.
  </Accordion>

  <Accordion title="Document Workspace Conventions">
    If working with a team, establish naming conventions and organizational standards for your workspace.
  </Accordion>
</AccordionGroup>

## Workspace Data

### 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

### Data Privacy

<Info>
  Data in one workspace is completely isolated from other workspaces. Team members can only access workspaces they've been invited to.
</Info>

### Data Export

You can export workspace data including:

* Conversation transcripts
* Contact lists
* Analytics reports
* Agent configurations

<Note>
  Contact support for assistance with bulk data exports.
</Note>

## Next Steps

<CardGroup cols={2}>
  <Card title="Invite Your Team" icon="user-plus" href="/features/settings/users">
    Add team members to collaborate
  </Card>

  <Card title="Create More Agents" icon="plus" href="/guides/creating-agent">
    Build additional agents for different purposes
  </Card>

  <Card title="Set Up Integrations" icon="plug" href="/features/settings/integrations">
    Connect your business tools
  </Card>

  <Card title="Manage Subscription" icon="credit-card" href="/features/settings/plans">
    Review and upgrade your plan
  </Card>
</CardGroup>