Guides

Create Workspace

Create a Workspace in an Environment and configure its manager, platform settings, branding, enabled features, support resources, and security options.

  1. Click + New Workspace to open the Workspace configuration window.

  2. Complete the required Workspace details in the Basic Information tab.

  3. Assign a manager in Workspace Manager. This person is responsible for managing the Workspace.

    • Company Name: Enter the company associated with the Workspace.
    • Space Name: Enter a name for the Workspace. This field is required.
    • Name: Enter the Workspace manager’s full name.
    • Email: Enter the Workspace manager’s email address.

  4. Configure the Workspace in Platform Configuration.

    • Alias: Enter a unique Workspace alias. The alias enables the URL dropdown and identifies the Workspace in the platform.
    • URL: Select the platform URL from the dropdown.
    • Language: Select the Workspace language.
    • Email Sender: Select the sender address for notifications and other Workspace communications.

  5. The Welcome Screen section lets you customize the login screen displayed to users of the current Workspace.

    The logo uploaded in this section is displayed on the login page of the Communications Platform and Live Chat platform associated with the Workspace, providing a consistent welcome experience before users sign in.

    Select the designated area to upload the Workspace logo. The recommended size is 500 × 500 pixels.

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    NOTE

    The welcome image (logo) configured for a Workspace overrides the welcome image (logo) configured at the Environment level for that Workspace. Once configured, the Workspace welcome image is displayed on the login page of the Workspace’s Communications Platform and Live Chat. If no welcome image is configured for the Workspace, both platforms automatically use the welcome image inherited from the Environment.

  6. The Branding section lets you upload the visual assets that define the identity of the current Workspace. These branding assets are applied consistently across the Communications Platform and Live Chat platform associated with the Workspace, providing a consistent visual experience for Workspace users.

    The following branding assets are available to customize the visual identity of the current Workspace across the Communications Platform and the Live Chat platform:

    • Favicon: Select the designated area to upload the favicon image. The recommended size is 128 × 128 pixels. The favicon appears in the browser tab when users access the Communications Platform and the Live Chat platform.

      Logo: Select the designated area to upload the Workspace logo. The recommended size is 128 × 128 pixels. The logo is displayed in the upper-left corner of the Communications Platform and the Live Chat platform.

    • Icon: Select the designated area to upload the Workspace icon. The recommended size is 128 × 128 pixels. This icon is displayed on the Workspace card and in the upper-right corner of the Communications Platform and the Live Chat platform.

    • Dark Mode: Use the toggle to enable or disable the Workspace’s dark color scheme.

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    NOTE

    The branding assets configured for a Workspace override the branding configured at the Environment level for that Workspace. Once configured, these branding assets are applied to the Workspace’s Communications Platform and the Live Chat platform. If a branding asset is not configured for the Workspace, the corresponding branding asset inherited from the Environment is used instead.

  7. Select the features to enable in Platform Feature Activation. Available features include broadcasts (SMS, WhatsApp, Email, and RCS), automations, URL tracking, and Live Chat. SMS is enabled by default.

    Enable or disable Live Chat and set the number of Live Chat agents. To learn more, see Live Chat Configuration.

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    NOTE

    By default, Campaign Approval is turned off, so broadcasts can be created and launched without prior validation.

    Enable campaign approval to require designated administrators to review and approve each broadcast’s content and configuration before it is sent. This setting applies only to SMS, WhatsApp, Email, and RCS broadcasts.

  8. Add support resources in Platform Support.

    The following platform URLs are available:

    • User Guide URL: Enter the URL of your organization’s user guide. This link provides users with access to product documentation and usage instructions associated with the Workspace.

    • Support Center URL: Enter the URL of your organization’s support portal, where users can submit requests, report issues, or obtain assistance associated with the Workspace.

    • API Documentation: Enter the URL of your organization’s API documentation, allowing developers to access technical references, endpoints, and integration guides associated with the Workspace.

    • Live Chat URL: Enter the URL of your organization’s Live Chat platform associated with the Workspace.

      This URL is used by the Communications Platform to redirect users to the Live Chat application when they select the Live Chat option from the navigation menu.

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      NOTE

      By default, this URL redirects to the standard Live Chat domain. If your organization wants to use a custom domain for the Live Chat URL requires prior configuration. Contact your Account Manager for assistance with enabling and configuring a custom domain.

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    NOTE

    The Platform Support URLs configured for a Workspace override the support URLs configured at the Environment level for that Workspace. Once configured, these URLs are available throughout the Workspace’s Communications Platform and the Live Chat platform. If a support URL is not configured for the Workspace, the corresponding URL inherited from the Environment is used instead.

  9. Review the Google API settings.

    • Google Analytics ID: Identifies the Google Analytics configuration used to register events.
    • Google Maps API Key: Enables address lookup when shipping requires a location.

    This section is not editable.

  10. The Security – MFA section lets you configure multi-factor authentication (MFA) for the current Workspace. When enabled, Workspace users must complete an additional verification step when signing in to the Communications Platform and the Live Chat platform, providing an extra layer of security.

    The following MFA settings are available:

    • MFA Authentication Channel: Enable this option to require multi-factor authentication for users of the current Workspace. When enabled, at least one authentication method must be selected.

    • App Authenticator: Users verify their identity using an authenticator application, such as Google Authenticator, when signing in to the Workspace.
    • Email: Users receive a verification code by email each time they sign in to the Communications Platform or the Live Chat platform.

      Currently, Email is the only supported multi-factor authentication (MFA) method.

    This section is not editable.

After you create the Workspace, the administrator receives an email invitation to access it.


Updated 5 days ago