Overview

Understanding Workspaces in ConverseIQ

Let's dive deeper into workspaces within the ConverseIQ platform—a feature that's essential for organising your business operations efficiently.

Workspaces act as separate "virtual spaces" where you can manage different clients, integrations, settings, and customisations independently. This segregation ensures that each client's data and configurations remain isolated, providing a tailored experience without interference from other projects.

Why Use Workspaces?

• Client Management: If you're handling multiple clients, workspaces allow you to keep each client's data—like widgets, chats, contacts, and CRM essentials—separate and organised.
• Customisation: Each workspace can be customised with specific integrations and settings that suit the particular needs of a client or project.
• Team Collaboration: Assign team members and clients to specific workspaces, ensuring they have access only to the information relevant to them.
• Client Access: You can grant your clients admin access to their workspace, allowing them to manage aspects themselves or collaborate closely with your team.

Navigating Your Workspaces

Whether you're juggling one or several workspaces, here's how you can navigate them smoothly:

1. Accessing the Workspace Menu:

   • Locate your account avatar at the upper-right corner of your screen and click on it.
   • A dropdown menu will appear with several options.

2. Switching Workspaces:

   • Click on “Switch workspace” from the menu options.
   • A list of your available workspaces will appear.
   • Select the workspace you wish to switch to, and the platform will redirect you accordingly.
   • Tip for Agencies: If you're managing clients as an agency, you can effortlessly switch over to your clients’ workspaces from this menu.

Managing Your Workspaces

Want to tweak your workspaces a bit? No problem. Within the workspace menu, you have several options:

• Creating a New Workspace:

  • Select “Create new workspace”.
  • You'll be prompted to enter details like the workspace name, assign team members or clients, and configure initial settings.
  • Customise it with the specific integrations and tools needed for that client or project.

• Updating an Existing Workspace:

  • Switch to the workspace you want to update.
  • Navigate to the workspace settings where you can adjust integrations, modify settings, and manage users to suit evolving needs.

• Assigning Team Members and Clients:

  • Within each workspace, you can assign specific team members and grant them appropriate access levels.
  • Client Collaboration:
    • Provide your clients with admin access to their workspace.
    • This allows them to manage their environment independently or collaborate directly with your team.
    • Clients can oversee widgets, chats, contacts, and other CRM essentials relevant to their projects.

• Removing Unnecessary Workspaces:

  • You can remove workspaces that are no longer needed to keep your dashboard organised.
  • Important: If you’re looking to delete the workspace you’re currently in, you’ll need to switch to another one first. Simply create a new workspace or switch to an existing one, and then you can proceed to delete the old one.

Best Practices for Workspace Management

• Naming Conventions: Use clear and consistent naming for your workspaces to easily identify them, especially when dealing with numerous clients.
• User Permissions:
  • Assign appropriate access levels to team members and clients within each workspace to maintain data integrity and security.
  • Define roles such as admin, editor, or viewer based on the responsibilities of each user.
• Client Empowerment:
  • Grant clients admin access to their workspaces when appropriate.
  • Encourage collaboration by allowing clients to participate actively in managing their projects.
• Regular Audits: Periodically review your workspaces and user access to ensure that all active workspaces are necessary and up-to-date, archiving or deleting those that are obsolete.

Benefits of Effective Workspace Management

• Enhanced Productivity: By keeping each client's data and tools in their designated workspace, you reduce clutter and streamline workflows.
• Better Organisation: Separate workspaces help in categorising tasks, communications, and resources, making it easier to find what you need when you need it.
• Improved Collaboration:
  • Assigning team members and clients to specific workspaces fosters better communication and collaboration.
  • Clients with admin access can directly manage or monitor their projects, leading to more proactive interactions.
• Scalability: Easily scale your operations by adding new workspaces for new clients or projects without affecting existing setups.
• Enhanced Client Relationships: Tailoring each workspace to a client's specific needs and involving them directly demonstrates professionalism and fosters stronger client relationships.

Conclusion

Managing your workspaces effectively is key to keeping your business operations running smoothly on the ConverseIQ platform. By taking advantage of the ability to create, customise, and organise separate virtual environments for each client or project—and by assigning team members and clients with appropriate access levels—you ensure optimal efficiency, security, and collaboration for your business.

That's it! With these insights, you're well-equipped to manage your workspaces with ease, assign roles to team members and clients, and keep your business flowing smoothly.