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Create a Workspace

Learn how to create, modify, and share a workspace

Julianna Kapjian-Pitt avatar
Written by Julianna Kapjian-Pitt
Updated this week

The first step in using Pyn is to create a Workspace where you'll map out your journey, invite others to collaborate, and automate flows.

To create a Workspace, follow the on-screen prompts and answer the questions to help us better understand your organization. Once you've answered all the questions, you'll be directed to Pyn, where you can modify the pre-populated Workspace by adding, removing, or editing items.

You can have more than one Workspace but we suggest using a single designated Workspace with your team to maintain a focused and cohesive strategy. We do not yet support merging two Workspaces together.

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