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
Everything you need to manage customer conversations:
- Channels — Your Instagram, Facebook, WhatsApp, and website chat connections
- Your team — Everyone who helps with customer conversations
- Conversations — All your messages in one unified inbox
- Settings — Business hours, AI behavior, notifications, and more
- Analytics — How you're doing, 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". Keep it between 3 and 24 characters.
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. Choose what fits best:
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". We set everything up:
- Your workspace is created
- Business hours are configured for your industry (adjust them later)
- AI settings start with sensible defaults
- Notification preferences are ready
- You become the workspace owner
Step 5: Add a payment method
Before accessing your dashboard, add a payment method on the page that opens automatically. Enter your card details and complete the setup.
We need payment info on file before you access your dashboard, but you won't be charged until you start using paid features.
After setup
Once your workspace is ready and payment is set up, you'll land on your dashboard. A natural order to get going:
- Connect your channels — Bring in conversations from Instagram, Facebook, WhatsApp, or add a chat widget to your site
- Invite your team — Add the people who'll help manage 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
You can run more than one workspace if you:
- Run multiple businesses
- Want to keep departments separate
- Have different brands with different needs
Each workspace is fully isolated — separate channels, team members, settings, and analytics.
Troubleshooting
"Organization name already exists"
That name is already taken by another workspace. Add something unique — your location, a number, or a business-specific word.
Can't create the workspace
Check these:
- Is your email verified? (Required first)
- Is your name between 3 and 24 characters?
- 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.