Getting started

Use this guide when a workspace is new or when you want to reset the team around a clean operating model. The goal is to confirm the basics before adding agents, shared inbox workflows, imports, or custom data structures.

Before you start

You should know who owns the workspace, which teammates need access, and which first workflow should be configured. Keep the first setup narrow. It is easier to expand a clean workspace than to repair a confusing one.

First steps

1. Confirm workspace settings

   Open workspace settings and check the workspace name, organization identity, billing contact, and primary admins.

2. Invite the right teammates

   Add the people who need to work with customer conversations, records, lists, imports, agents, or billing.

3. Choose the first workflow

   Pick one starting point: shared inbox, company records, a list-based workflow, or an agent-assisted handoff.

4. Create the first source of truth

   Set up the first object, list, inbox connection, or library folder so the team has one place to start.

5. Review search and resources

   Make sure the team understands that Workbase can search and connect workspace resources across product areas.

Recommended setup order

1. Review workspace settings.
2. Invite owners and admins first.
3. Add team members after the first workflow is clear.
4. Configure data or inbox before configuring agents.
5. Connect agents only after the resources they should use already exist.

What to avoid

• Do not create too many objects before the team agrees on what each object represents.
• Do not connect an agent to vague context. Connect it to specific resources, objects, channels, or tools.
• Do not use the inbox as a task tracker. Use conversation status for message state and tasks or boards for follow-up work.

Next guides