Workspace Management

Overview

Workspaces in Clerk Chat help you organize your contacts, conversations, and users by team, project, or business unit. Using separate workspaces is a best practice when you want to clearly segment your workflows or give different groups of users access to only relevant data.

Important: New workspaces do not automatically update to match your current billing plan. If you create additional workspaces or need billing adjustments, please contact our support team so we can assist you with updating your plan.

Automatic Workspace Reentry

When you log in, you’ll be taken directly to the last workspace you were using. This eliminates the need to manually select a workspace at each login and helps you get back to work faster.

Creating a New Team

You can create a new team from the workspace switcher inside Clerk Chat. Each team operates independently, with its own set of contacts, numbers, integrations, and users.

To create a new team:

1. Click your workspace name in the top-left corner of the dashboard

2. Select "Create a New Team"

3. Follow the prompts to name your team and configure the settings

Once created, you can invite users, assign permissions, and set up team-specific workflows.

Switching Between Workspaces

To move between workspaces:

• Use the workspace switcher in the top-left menu

• Select the workspace you want to access

• All conversations, contacts, and settings are isolated to that workspace

For more on user roles and permissions, visit our Team Management Guide.