Create Your Workspace
Set up a Cloodot workspace and start managing customer conversations.
A workspace is your team's home base in Cloodot — where conversations, channels, and settings live.
What's in a workspace
- Channels — Your Instagram, Facebook, WhatsApp, and WebChat connections
- Team members — Everyone who handles customer conversations
- Conversations — Every message in one unified inbox
- Settings — Business hours, AI behavior, notifications, and more
- Analytics — Performance at a glance
Create your workspace
Step 1: Open the creation page
After signing up and verifying your email (or signing in), you'll land on the workspace creation page. If you already have workspaces, create a new one from your dashboard.
Step 2: Name your workspace
Pick a name that fits your business — for example, "Acme Support" or "My Shop".
Workspace names must be unique across Cloodot. If yours is taken, add something specific to your business.
Step 3: Pick your industry
This sets sensible defaults for your AI agent and business hours. Pick the closest fit:
Ecommerce
Online stores and digital retail
Automotive
Car sales, repairs, and services
Retail
Brick-and-mortar shops
Hospitality
Hotels, restaurants, travel
Healthcare
Medical practices and health services
Others
Something else entirely
This choice sets starting defaults only. You can customize everything later.
Step 4: Create it
Click "Create workspace". Cloodot sets up:
- Your workspace
- Business hours for your industry (adjust later)
- AI settings with sensible defaults
- Notification preferences
- Owner permissions for you
Step 5: Add a payment method
A payment page opens automatically. Add your card details and complete the setup before continuing to your dashboard.
A payment method is required before you access the dashboard, but you won't be charged until you use paid features.
After setup
When your workspace and payment method are ready, you'll land on the dashboard. A natural starting order:
- Connect your channels — Bring in conversations from Instagram, Facebook, WhatsApp, or WebChat
- Invite your team — Add the people who'll handle conversations
- Tune your settings — Adjust business hours, AI behavior, and notifications
- Start chatting — Conversations flow in
What you can customize
- Business hours — When your team is available (AI covers the rest)
- AI personality — How your AI agent sounds
- Notifications — What pings you, and when
- Team roles — Who can do what
- Integrations — Other tools you use
Multiple workspaces
Run more than one workspace if you:
- Run multiple businesses
- Keep departments separate
- Manage different brands with different needs
Each workspace is fully isolated — separate channels, team members, settings, and analytics.
Troubleshooting
"Organization name already exists"
The name is taken by another workspace. Add something unique — a location, number, or business-specific word.
Can't create the workspace
- Confirm your email is verified
- Confirm you've entered a workspace name
- Refresh the page and try again
Still stuck? Email support.
Next steps
- Connect your first channel — Start bringing in conversations
- Configure your settings — Make it work your way
- Invite your team — Get everyone on board
Connect your channels to start seeing conversations come in.