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Overview

Creating a workspace starts an onboarding setup flow. During setup, you define the workspace context, connect apps, and generate an initial AI Team configuration.

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Decide Workspace Unit First

Create workspaces by brand or creator, not by internal department.
  • Recommended unit: one workspace per brand, creator, or product/service line that needs its own context.
  • Team is the operating organization. Workspace is the execution context for a specific brand or offering.
  • In agency-style operations, invite all operators to one Team, then create separate Workspaces for each client brand.
  • Connect only brand-specific app accounts in each Workspace.
  • Keep Knowledge Base and Memory brand-specific in that Workspace.
If multiple brands are mixed into one workspace, shared context quality drops and agents are less likely to maximize output relevance and performance.

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Where to find

Use the following path to open this area.
  • Workspace selector -> Add new workspace
  • Team settings -> Manage Workspaces -> Create new workspace
Add new workspace from the workspace selector

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Setup Flow

Follow the steps below to complete this process.
  1. Start creation from Add new workspace and click Start creating.
Start creating a new workspace in onboarding
  1. Enter Workspace Name.
Enter workspace name during setup
  1. Select workspace type: Personal or Company.
Select Personal or Company workspace type
  1. Enter basic information.
    • Personal: activity/service information, optional website URL.
    • Company: company website, offering type, optional product/service description.
Enter basic information for the workspace
  1. Select apps you use (provider selection).
Select apps used in the workspace
  1. Connect app accounts in onboarding (Connect).
Connect app accounts during workspace onboarding
  1. Review and edit suggested influencers/competitors and social listening keywords.
Review and edit suggested competitors and keywords
  1. Select goals.
Select workspace goals in onboarding
  1. Select triggers and complete setup.
Select suggested triggers and complete onboarding

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Notes

Review these notes before you proceed.
  • Setup can branch by type (Personal or Company), but both end with goals and trigger setup.
  • App connection can be done later, but onboarding recommends connecting required apps during setup.
  • The number of workspaces you can create is limited by your current plan.
Use these related pages for deeper guidance.