The objective of this article is to guide you on how to create and manage workspaces in Nedzo AI effectively.
Key Steps
Understanding Workspaces: Workspaces function like sub-accounts, sharing the same usage or minutes from the main plan.
Determining Usage: Workspaces can be used for organizing clients, locations, or integrations, allowing for better management and organization.
Creating Workspaces: To create a new workspace, click on "New Workspace," give it a name, and click "Create Workspace."
Managing Team Members: Invite team members to workspaces by going to settings, adding team members, and assigning the right roles and permissions.
Cautionary Notes
Workspaces are only available for plans starting at the agency level and above (Agency, Agency Pro, Agency VIP). The Business plan does not include workspaces.
Data in each workspace is separate, including dashboard, agents, contacts, and campaign recordings.
Tips for Efficiency
Utilize workspaces for organizing clients, locations, or integrations to streamline management.
Assign team members to specific workspaces to ensure proper access and visibility.
Regularly review and update team member roles and permissions for each workspace to maintain security and efficiency.