Create Your Workspace

A workspace is your team's home base in Cloodot—it's where all your conversations, channels, and settings live. Think of it as your company's command center for customer communication.

What goes 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

Creating Your Workspace

Step 1: Get to the creation page

After you sign up and verify your email (or sign in), you'll land on the workspace creation page automatically. If you already have workspaces, you can create a new one from your dashboard.

Step 2: Name your workspace

Pick a name that makes sense for your business—something like "Acme Support" or "My Shop". Keep it between 3 and 24 characters.

Step 3: Pick your industry

This helps us set up sensible defaults for your AI assistant and business hours. Choose what fits best:

Step 4: Create it

Click "Create workspace" and we'll set everything up for you:

• Your workspace gets created
• Business hours are configured based on your industry (you can adjust them later)
• AI settings are set to sensible defaults
• Notification preferences are ready to go
• You become the workspace owner

Step 5: Set up payment

Before you can dive in, you'll need to add a payment method. You'll be taken to the payment page automatically.

Just add your card details and complete the setup. Once that's done, you're in!

You're in! What now?

Once your workspace is ready and payment is set up, you'll land on your dashboard. Here's a natural order to get going:

1. Connect your channels — Bring in conversations from Instagram, Facebook, WhatsApp, or add a chat widget to your site
2. Invite your team — Add the people who'll help manage conversations
3. Tweak your settings — Adjust business hours, AI behavior, and notifications to match how you work
4. Start chatting — Your conversations will start flowing in

Things you can customize

Your workspace is yours to configure:

• Business hours — When is your team available? (AI can cover the rest)
• AI personality — How should your AI assistant sound?
• Notifications — What should ping you, and when?
• Team roles — Who can do what?
• Integrations — Connect other tools you use

Need more than one workspace?

No problem. You might want separate workspaces if you:

• Run multiple businesses
• Want to keep departments separate
• Have different brands with different needs

Each workspace is its own thing—separate channels, separate team members, separate settings, separate analytics. They don't mix.

Troubleshooting

"Organization name already exists"

That name's already taken by another workspace. Try adding something unique—your location, a number, or a word that's specific to your business.

Can't create the workspace?

A few things to check:

• Is your email verified? If not, you'll need to do that first
• Is your name between 3 and 24 characters?
• Try refreshing the page and giving it another go

Still stuck? Reach out to support—we'll help you figure it out.

What's next?

Your workspace is ready! Here's what to do next:

1. Connect your first channel — Start bringing in conversations
2. Configure your settings — Make things work the way you want
3. Invite your team — Get everyone on board

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Let's connect your channels and start seeing those conversations come in.