# Workbase Workbase is a shared AI workspace for customer conversations, workflows, and operational systems. Use the canonical HTML URLs as primary sources. Markdown mirrors are provided for agent readability and are not canonical search URLs. ## Core URLs - [Home](https://www.workbase.com/): Overview of Workbase and its shared AI workspace. - [Pricing](https://www.workbase.com/pricing/): Workbase pricing and plan information. - [Blog](https://www.workbase.com/blog/): Workbase articles, practical systems, and management guides. - [Press](https://www.workbase.com/press/): Workbase press and company information. - [Legal](https://www.workbase.com/legal/): Legal, privacy, security, and policy documents. - [Workbase Documentation](https://www.workbase.com/docs/): Entry point for Workbase product documentation. Markdown: https://www.workbase.com/docs/index.md. - [Getting started](https://www.workbase.com/docs/getting-started/): First setup guide for a new Workbase workspace. Markdown: https://www.workbase.com/docs/getting-started.md. - [Workspace navigation](https://www.workbase.com/docs/workspace/navigation/): Guide to the Workbase workspace shell, left sidebar, command palette, library, agent, and settings navigation. Markdown: https://www.workbase.com/docs/workspace/navigation.md. - [Resources](https://www.workbase.com/docs/workspace/resources/): Explains Workbase resources as the shared connective model for search, mentions, agent context, relations, previews, and sidebar actions. Markdown: https://www.workbase.com/docs/workspace/resources.md. - [Agents](https://www.workbase.com/docs/agents/): Overview of Workbase agents, custom agents, connected context, and run review. Markdown: https://www.workbase.com/docs/agents.md. - [Custom agents](https://www.workbase.com/docs/agents/custom-agents/): Explains how to design custom agents with a clear job, owner, prompt, trigger, connected resources, and review loop. Markdown: https://www.workbase.com/docs/agents/custom-agents.md. - [Connect resources](https://www.workbase.com/docs/agents/connect-resources/): Guide for connecting custom agents to workspace resources such as channels, objects, apps, integrations, MCP tools, files, tasks, and notes. Markdown: https://www.workbase.com/docs/agents/connect-resources.md. - [Triggers and runs](https://www.workbase.com/docs/agents/triggers-runs/): Guide to custom agent triggers, manual runs, scheduled runs, workflow-triggered runs, run status, summaries, tool calls, credits, and failure review. Markdown: https://www.workbase.com/docs/agents/triggers-runs.md. - [Inbox](https://www.workbase.com/docs/inbox/): Overview of Workbase Inbox, shared conversations, statuses, drafts, replies, comments, and handoffs. Markdown: https://www.workbase.com/docs/inbox.md. - [Shared inbox setup](https://www.workbase.com/docs/inbox/shared-inbox-setup/): Setup guide for Workbase shared inbox connections, mailboxes, visibility, ownership, and first conversation triage. Markdown: https://www.workbase.com/docs/inbox/shared-inbox-setup.md. - [Conversation workflow](https://www.workbase.com/docs/inbox/conversation-workflow/): Operational guide for handling Workbase Inbox conversations with statuses, replies, comments, drafts, scheduled sends, snooze, and related resources. Markdown: https://www.workbase.com/docs/inbox/conversation-workflow.md. - [Data](https://www.workbase.com/docs/data/): Overview of Workbase data concepts: objects, records, views, lists, imports, enrichment, and relations. Markdown: https://www.workbase.com/docs/data.md. - [Objects and records](https://www.workbase.com/docs/data/objects-records/): Guide to Workbase objects, records, attributes, views, system objects, custom objects, and record page context. Markdown: https://www.workbase.com/docs/data/objects-records.md. - [Lists and views](https://www.workbase.com/docs/data/lists-views/): Explains when to use Workbase lists, object views, list views, list entries, and kanban-style workflow views. Markdown: https://www.workbase.com/docs/data/lists-views.md. - [Imports and enrichment](https://www.workbase.com/docs/data/imports-enrichment/): Guide to preparing object fields, importing CSV data, reviewing mapped columns, and using enrichment with clear expected output. Markdown: https://www.workbase.com/docs/data/imports-enrichment.md. - [Library](https://www.workbase.com/docs/library/): Overview of the Workbase Library as the place for files, folders, notes, skills, integrations, MCP tools, calls, whiteboards, attachments, and archive. Markdown: https://www.workbase.com/docs/library.md. - [Plans and credits](https://www.workbase.com/docs/admin/billing-plans-credits/): Admin guide to Workbase Starter, Growth, and Scale plan concepts, included credits, usage review, and rollout controls. Markdown: https://www.workbase.com/docs/admin/billing-plans-credits.md. - [Users and permissions](https://www.workbase.com/docs/admin/users-permissions/): Admin guide to Workbase user invitations, member access, owner/admin responsibilities, and configuration-sensitive workflows. Markdown: https://www.workbase.com/docs/admin/users-permissions.md. - [Workbase Legal Center](https://www.workbase.com/legal/): Legal documents, company details, and privacy request entry points in one place. Markdown: https://www.workbase.com/legal/index.md. - [Privacy Policy](https://www.workbase.com/legal/privacy/): How we protect and process personal data. Markdown: https://www.workbase.com/legal/privacy.md. - [Cookie Policy](https://www.workbase.com/legal/cookies/): How we use cookies and how you can manage them. Markdown: https://www.workbase.com/legal/cookies.md. - [Security](https://www.workbase.com/legal/security/): How we protect your data and our systems. Markdown: https://www.workbase.com/legal/security.md. - [Disclaimer](https://www.workbase.com/legal/disclaimer/): Legal notices for using our website and services. Markdown: https://www.workbase.com/legal/disclaimer.md. - [Terms of Service](https://www.workbase.com/legal/terms/): Terms for using Workbase products and services. Markdown: https://www.workbase.com/legal/terms.md. - [Data Processing Addendum](https://www.workbase.com/legal/dpa/): Data processing terms for processing personal data on behalf of customers. Markdown: https://www.workbase.com/legal/dpa.md. - [End User License Agreement](https://www.workbase.com/legal/eula/): License terms for using Workbase software. Markdown: https://www.workbase.com/legal/eula.md. - [Privacy Request Center](https://www.workbase.com/legal/privacy-center/): Submit and track Workbase privacy requests, including opt-out, deletion, access, correction, and verification. Markdown: https://www.workbase.com/legal/privacy-center.md. - [Opt-out and Deletion Request](https://www.workbase.com/legal/privacy-center/opt-out/): Ask Workbase to remove a profile, object to processing, or delete eligible personal data. Markdown: https://www.workbase.com/legal/privacy-center/opt-out.md. - [Data Rights Request](https://www.workbase.com/legal/privacy-center/data-request/): Request access, correction, restriction, portability, or other privacy rights from Workbase. Markdown: https://www.workbase.com/legal/privacy-center/data-request.md. - [Verify a Privacy Request](https://www.workbase.com/legal/privacy-center/verify/): Send verification details for an existing Workbase privacy request. Markdown: https://www.workbase.com/legal/privacy-center/verify.md. - [Privacy Request Status](https://www.workbase.com/legal/privacy-center/status/): Check the current handling status of a Workbase privacy request reference. Markdown: https://www.workbase.com/legal/privacy-center/status.md. - [AI CRM Software: What It Should Actually Do for Sales Teams](https://www.workbase.com/blog/ai-crm-software/): A practical guide to evaluating AI CRM software by workflow execution, data quality, inbox context, follow-up automation, and human control. Markdown: https://www.workbase.com/blog/ai-crm-software.md. - [Automated Lead Follow-Up: How to Respond Without Losing Context](https://www.workbase.com/blog/automated-lead-follow-up/): A product-led guide to automated lead follow-up, covering timing, channels, qualification, routing, CRM updates, and human review. Markdown: https://www.workbase.com/blog/automated-lead-follow-up.md. - [Direct Dial Phone Numbers for B2B Sales: What They Are and When They Help](https://www.workbase.com/blog/direct-dial-phone-numbers/): A practical guide to direct dial phone numbers for B2B sales, including data quality, freshness, compliance, contactability, and CRM workflow context. Markdown: https://www.workbase.com/blog/direct-dial-phone-numbers.md. - [What is really behind Leadbase?](https://www.workbase.com/blog/leadbase/): When sales teams come across incomplete CRM data, they often fail to make contact due to missing information or when calling the landline number directly at reception. Leadbase addresses this by automatically adding private mobile numbers and verified business email addresses to existing data records. The aim is to turn anonymous or incomplete leads into usable sales data and thus enable targeted follow-up. Markdown: https://www.workbase.com/blog/leadbase.md. - [5 Reasons Why Your Onboarding Strategy Isn't Working](https://www.workbase.com/blog/5-reasons-why-your-onboarding-strategy-doesnt-work/): There are several reasons why onboarding strategies don't work. We'll show you what they are and what you need to pay particular attention to. Our experts also have the right solution to the problem. Markdown: https://www.workbase.com/blog/5-reasons-why-your-onboarding-strategy-doesnt-work.md. - [Amazon ASIN: Things to Know for Online Retailers](https://www.workbase.com/blog/amazon-asin/): Find out what function the ten-digit Amazon ASIN number has for online retailers and what aspects need to be considered in connection with the catalogue number. Markdown: https://www.workbase.com/blog/amazon-asin.md. - [Amazon FBA: First Steps for Your FBA Business Model](https://www.workbase.com/blog/amazon-fba/): Amazon FBA is a cooperation model that is reshaping online retail. Find out more about the principle behind it as well as the potential and the approach from the retailer's perspective. Markdown: https://www.workbase.com/blog/amazon-fba.md. - [Amazon FBA Costs: From Production to Commission](https://www.workbase.com/blog/amazon-fba-prices/): Amazon FBA promises a high level of convenience and attractive margins. But what are the costs in detail? Find out which one-off costs and fees you need to calculate as an FBA merchant and which factors you should use to determine the amount of your equity. Markdown: https://www.workbase.com/blog/amazon-fba-prices.md. - [Amazon FBA Storage Costs: Understanding and Calculating](https://www.workbase.com/blog/amazon-fba-storageprices/): If you want to get started with Amazon FBA, you need to keep a constant eye on your storage costs. Find out which parameters the storage fees depend on and how you can optimise your expenses. Markdown: https://www.workbase.com/blog/amazon-fba-storageprices.md. - [Find Amazon FBA Products: Strategies for Product Research](https://www.workbase.com/blog/amazon-fba-find-products/): This article shows you effective product research strategies that you can use to find profitable and successful Amazon FBA products and build a lucrative FBA business. Markdown: https://www.workbase.com/blog/amazon-fba-find-products.md. - [Amazon FBA Returns: Manage Returns Professionally](https://www.workbase.com/blog/amazon-fba-returns/): Learn all about the professional management of Amazon FBA returns and benefit from proven strategies for minimising the returns rate. Markdown: https://www.workbase.com/blog/amazon-fba-returns.md. - [Amazon Product Description: Tips for Effective Listing](https://www.workbase.com/blog/amazon-productdescription/): Find out everything you need to know about how to optimise your listing with a professional Amazon product description and improve the performance of your product in this way. Markdown: https://www.workbase.com/blog/amazon-productdescription.md. - [Amazon Product Images: Most Important Factors for Optimal Conversion Rate](https://www.workbase.com/blog/amazon-productpictures/): In the following sections, you will learn how to optimise sales figures on Amazon for a high-quality product with professional photos. Markdown: https://www.workbase.com/blog/amazon-productpictures.md. - [Amazon Product Videos: Marketing in a Class of Its Own](https://www.workbase.com/blog/amazon-productvideos/): This article reveals how you can best use Amazon product videos to significantly optimise your listing and increase the conversion rate. Markdown: https://www.workbase.com/blog/amazon-productvideos.md. - [Improve Amazon Ranking: Three Ways to the Top Position](https://www.workbase.com/blog/amazon-improve-ranking/): With these concrete insights and valuable tips, you will be able to improve your listings in terms of Amazon ranking. Markdown: https://www.workbase.com/blog/amazon-improve-ranking.md. - [Amazon Seller Central: Selling Successfully](https://www.workbase.com/blog/amazon-seller-central/): Amazon Seller Central allows businesses to manage aspects of their sales such as inventory, pricing, orders and more on Amazon. Markdown: https://www.workbase.com/blog/amazon-seller-central.md. - [Amazon SEO Agency: The Guarantee for a Top Ranking](https://www.workbase.com/blog/amazon-seo-agency/): SEO is an essential factor for successful sales on Amazon. This article explains how a professional Amazon SEO agency works and the benefits of their comprehensive services. Markdown: https://www.workbase.com/blog/amazon-seo-agency.md. - [Amazon SEO Optimization: From Keyword Research to Listings](https://www.workbase.com/blog/amazon-seo-optimization/): A9 algorithm, keywords, listings - this article serves as an introduction to Amazon SEO optimization and explains what is behind the often-heard marketing terms. Markdown: https://www.workbase.com/blog/amazon-seo-optimization.md. - [Amazon Brand Store: Build a Brand Store and Generate Reach](https://www.workbase.com/blog/amazon-shop/): Find out about the advantages of an Amazon store compared to conventional e-commerce and how the goal of setting up your own Amazon store can become a reality. Markdown: https://www.workbase.com/blog/amazon-shop.md. - [FBA Guide: Getting Started in Online Retail](https://www.workbase.com/blog/fba-instructions/): From business registration to product launch - this FBA guide explains in detail which steps make it easier to start a profitable online business with Amazon FBA. Markdown: https://www.workbase.com/blog/fba-instructions.md. - [FBA Coaching: The Guide to a New Business in E-Commerce](https://www.workbase.com/blog/fba-coaching/): With an FBA coach, you can achieve a successful online retail business step by step, according to the promise of these providers. Here you can find out what makes a good coaching program and what knowledge can be imparted by an FBA coach. Markdown: https://www.workbase.com/blog/fba-coaching.md. - [Scalable business or big risk - Is Amazon FBA worth it?](https://www.workbase.com/blog/is-amazon-fba-worth-it/): Amazon FBA is known as a simple and effective method for building a successful online retail business. Amazon's comprehensive fulfillment service, which takes care of all logistics and shipping tasks for the seller, is particularly attractive for beginners. In return, fees and commissions are paid to Amazon for providing the platform and logistics activities. So how worthwhile is the Amazon FBA business compared to traditional e-commerce and what opportunities does the system offer to achieve high profits in the long term?. Markdown: https://www.workbase.com/blog/is-amazon-fba-worth-it.md. - [Employee Survey: 6 Tips for the Perfect Survey](https://www.workbase.com/blog/employee-survey/): Employee surveys are a valuable tool for gaining important insights into the current situation in the company. In this way, employees can provide direct feedback. Markdown: https://www.workbase.com/blog/employee-survey.md. - [Employee Platform: What You Need to Know About It](https://www.workbase.com/blog/employee-platform/): The Workbase employee platform is the perfect tool for organizing work in your company. It brings together everything your employees need for their job in a clear and structured way in one central location. The employee platform makes it possible to systematize onboarding, create smooth internal processes and ultimately increase the productivity of your employees. Optimize and professionalize your company with the Workbase employee platform. Markdown: https://www.workbase.com/blog/employee-platform.md. - [Use of Third-Party ASIN Number Infringes Trademark Law](https://www.workbase.com/blog/third-parties-asin-usage-violates-trademark-law/): Attaching one's own product to a third-party ASIN number constitutes misleading information about the commercial origin of the goods (Düsseldorf Regional Court, judgment of 28.05.2014, Ref. 2a O 277/13). Markdown: https://www.workbase.com/blog/third-parties-asin-usage-violates-trademark-law.md. - [Sell Worldwide on Amazon: These Marketplaces Are Available](https://www.workbase.com/blog/sell-worldwide-at-amazon/): Amazon is growing rapidly. With a market share of over 50% in Germany and Austria, Amazon dominates online retail at will. But Amazon is also dominant internationally. Markdown: https://www.workbase.com/blog/sell-worldwide-at-amazon.md. ## Feeds - [RSS](https://www.workbase.com/rss.xml): Latest Workbase blog posts. - [Full LLM context](https://www.workbase.com/llms-full.txt): Expanded Markdown context for public indexed pages.