Create and Manage a Workspace
Create, name, select and manage a workspace for a business, brand, department or approved operating environment.
What this guide helps you do
Create, name, select and manage a workspace for a business, brand, department or approved operating environment.
What a Workspace Contains
- Business profile and settings
- Connected channels and provider accounts
- Smart Inbox conversations
- Contacts, fields, tags, segments and pipelines
- AI and automation configuration
- Campaigns and publishing limits
- Teams, agents and permissions
- API keys, webhooks, billing and usage
Create a Workspace
- Sign in to Wemblo.
- Open the workspace selector or onboarding flow.
- Choose Create Workspace.
- Enter the business or operational name.
- Select Pakistan where applicable.
- Select Pakistan Standard Time.
- Add the business profile details.
- Save and confirm the active workspace.
Switch Workspaces
- Open the workspace selector.
- Choose the required workspace.
- Confirm the name before sending messages, creating campaigns or changing settings.
When to Create a Separate Workspace
- Different business or brand
- Separate channel ownership
- Different customer data or staff permissions
- Different AI knowledge, templates or campaigns
- Operational or privacy separation
Do Not Use a Workspace For
- Temporary filters that belong in tags or segments
- One individual lead
- Every small campaign
- Avoiding correct team or permission configuration
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