Create Your Workspace

A workspace (also called an organization) is where you'll manage your team, channels, and customer conversations. Each workspace is a separate environment with its own settings, members, and channels.

What is a Workspace?

Your workspace is your organization's hub in Cloodot. It includes:

• Channels: All your connected social media accounts
• Team Members: People you invite to collaborate
• Conversations: Customer messages from all channels
• Settings: Business hours, AI persona, notifications, and more
• Analytics: Performance metrics and insights

Creating Your Workspace

Step 1: Access Workspace Creation

After email verification or sign in, you'll be automatically redirected to the workspace creation page. If you're already signed in, you can access this from your dashboard.

Step 2: Enter Workspace Details

Fill out the workspace creation form:

Workspace Name

• Enter a name for your workspace (e.g., "My Business", "Acme Corp")
• Requirements:
  • Minimum 3 characters
  • Maximum 24 characters
  • Must be unique (not already taken by another workspace)
• This name will be used to identify your workspace throughout Cloodot

:::warning Workspace names must be unique. If you see "Organization name already exists", try a different name. :::

Select Industry

Choose the industry that best describes your business:

:::tip The industry you select helps Cloodot configure default AI persona settings and business hours tailored to your industry. :::

Step 3: Create Your Workspace

Click "Create workspace" to proceed. The system will automatically:

• ✅ Create your workspace
• ✅ Set up default business hours based on your industry
• ✅ Configure AI persona settings optimized for your industry
• ✅ Set up notification preferences
• ✅ Make you the workspace owner

Step 4: Payment Setup (Required)

After creating your workspace, you must set up payment information before you can access your dashboard.

1. You'll be automatically redirected to the payment setup page
2. Follow the on-screen instructions to add your payment method
3. Enter your payment details (credit card, debit card, etc.)
4. Complete the payment setup process

:::warning Payment setup is compulsory and required before you can access your dashboard. You cannot proceed to the dashboard without completing this step. :::

Once payment is successfully set up, you'll be redirected to your Cloodot dashboard.

After Workspace Creation

Once your workspace is created and payment is set up:

1. Access Dashboard: You'll be redirected to your Cloodot dashboard
2. Connect Channels: Link your Instagram, Facebook, WhatsApp, and WebChat accounts
3. Invite Team Members: Add colleagues to collaborate
4. Configure Settings: Customize business hours, AI persona, and notifications
5. Start Conversations: Begin managing customer messages

:::info Remember: Payment setup is required before you can access the dashboard and start using Cloodot features. :::

Workspace Settings

After creating your workspace, you can configure:

• Business Hours: Set when your team is available
• AI Persona: Customize how AI responds to customers
• Notifications: Configure how and when you receive alerts
• Team Members: Invite and manage workspace members
• Integrations: Connect third-party tools and services

Multiple Workspaces

You can create and manage multiple workspaces if you:

• Run multiple businesses
• Want to separate different departments
• Need different configurations for different brands

Each workspace operates independently with its own:

• Channels and conversations
• Team members
• Settings and configurations
• Analytics and reports

Troubleshooting

"Organization name already exists"

Problem: The workspace name you chose is already taken.

Solution:

• Try a different name
• Add your company name or a unique identifier
• Use abbreviations or variations

Can't Create Workspace

Problem: Error when trying to create workspace.

Solutions:

• Ensure you've verified your email address
• Check that your workspace name meets the requirements (3-24 characters)
• Try refreshing the page and creating again
• Contact support if the issue persists

Next Steps

After creating your workspace:

1. Connect your first channel
2. Configure workspace settings
3. Invite team members

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Ready to connect your channels? Get started with channel connections!