Create Space

The Environments are versatile and powerful, allowing you to effectively organize and manage multiple spaces. Each environment can contain numerous spaces, each with its unique configurations and functionalities. Creating spaces within an environment is a straightforward process that enables you to tailor your platform to meet specific needs and requirements.

When you create a new space, you are essentially setting up a distinct area within your environment that can be customized and managed independently. This feature is particularly useful for organizations that manage different projects or departments within a single environment.

Steps to create a new Space:

1. Initiate the Creation Process: Click on the + New Space button. This will open a new window where you can input the basic information and configure the settings for your new space.

   
   

2. Basic Information: Fill in the necessary space´s details in the Basic Information tab.

3. Space Manager: Assign a space manager who will have the authority to oversee and manage this space. This ensures there is a dedicated person responsible for the space's operations.

   
   
   • Company Name: Enter the name of the company associated with this space.
   • Space Name: Enter a specific name for the space. This is also a required field.
   • Name: Enter the full name of the account manager.
   • Email: Provide the email address of the account manager.

4. Platform Configuration: Set up essential details that define how the platform operates for this particular space. This includes setting an alias, specifying language preferences, and configuring the email sender settings.

   
   • Alias: Enter a unique alias for the space. The alias is necessary to activate the URL dropdown menu and for identification within the platform.
   • URL: Click on the URL dropdown menu and select the URL to be used for the Space platform.
   • Language: Select the preferred language for the space from the dropdown menu.
   • Email Sender: Choose the email sender address from the dropdown menu. This is the email address from which notifications and other communications will be sent. Ensure it is correctly set up to avoid any delivery issues.

5. Welcome Screen: Customize the login interface when they access your space by uploading a logo.

   

   Click on the area indicated to upload your company logo. The recommended size for the logo is 500px x 500px to ensure it displays correctly. Ensure your logo is clear and appropriately sized to maintain a professional appearance on the login screen.

   The preview on the right shows how the login screen will appear to users.

6. Branding: Customize the visual identity of your space by uploading a favicon, logo, and icon. This helps ensure that your space reflects your organization's branding and provides a consistent look and feel for users.

   

   • Favicon: Click on the designated area to upload your favicon image. The recommended size is 128px x 128px. The favicon appears in the browser’s address tab when users access the space.

   • Logo: Click on the area specified to upload your logo. The recommended size is 128px x 128px. This logo is displayed on the top right in the space navigation bar.

   • Icon: Click on the area specified to upload your icon. The recommended size is 128px x 128px. This icon is used as the logo in the list of spaces.

     

   • Dark Mode: You can enable or disable Dark Mode using the toggle switch. Dark Mode changes the visual theme of the space to a darker color scheme.

7. Platform Feature Activation: Select and activate the features and functionalities that will be available within this space, such as the delivery channels (SMS [By default it is activated], Email, Push WhatsApp, RCS), Interactive campaigns, URL tracking, and Live Chat feature.

   In this section, you can activate and/or deactivate a Live Chat feature and the total number of agents to be added to the Live Chat.

   For more information on activating the Live Chat, go to the Live Chat Configuration section.

   

8. Platform Support: Provide essential support resources and configure integration with Zendesk to ensure users have access to the help and documentation they need.

   
   • User Guide URL: URL for the user guide. This is a valuable resource for users to understand how to use the platform.
   • Support Center URL: URL for the support center where users can find FAQs, troubleshooting guides, or contact support.
   • API Center URL: Enter the URL for the API documentation center. This is crucial for developers needing detailed information on integrating and using the API.
   • Zendesk Integration: Enable or disable Zendesk integration using the toggle switch. When enabled, you can provide a seamless support experience directly through Zendesk. Enter the URL of your Zendesk account and enter your organization's name as it appears in Zendesk.
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9. Google API: In the Google API section, you can integrate Google services such as Google Analytics and Google Maps into your platform. This allows you to track user interactions and provide location-based services.

   
   • Google Analytics ID: It’s a Google identifier to register events. The value doesn't change.
   • Google Maps API Key: This key is used to find addresses when shipping requires a location. This is used by messaging campaigns.

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10. Security – MFA: Multi-Factor Authentication (MFA) adds an extra layer of security by requiring users to verify their identity using two or more verification methods.

    Available verification methods:

    • App Authenticator - Users must use an authenticator app (such as Google Authenticator or Authy) to verify their identity when logging into the space.
    • Email - The platform will send a verification code to the user’s email each time they log in.

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After creating a space, an email is sent to the administrator with an invitation to enter the space.