Quick Start
What is respond.io?
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Grow your WhatsApp Audience by Maximizing Entry Points
Get WhatsApp API Account for Government Agencies
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Managing a Workspace
Workspace Settings: General
Workspace Settings: Users
Workspace Settings: Teams
Workspace Settings: Channels
Workspace Settings: Growth Widgets
Workspace Settings: Contact Fields
Workspace Settings: Integrations
Workspace Setting: Respond AI
Workspace Settings: Closing Notes
Workspace Settings: Snippets
Workspace Settings: Tags
Workspace Settings: Files
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Workspace Settings: Data Import
Workspace Settings: Lifecycle
Organization Settings
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Organization Settings: General
Organization Settings: Users
Organization Settings: Workspaces
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Capture Conversations
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How to track and analyze TikTok Messaging Ad conversions
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How to Automate Contact Information Collection with AI
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How to Block Contacts and Manage Spam
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How to Create Automated Chat Menus
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Assignment Strategy: How to Automate Contact Distribution & Load Balancing
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How to Collect Contacts’ Emails and Phone Numbers
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How to Route VIP Contacts
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How to Send CSAT to Customer and Save Data in Google Sheets or CRMs
Converse with Customers
How to Get a Complete View of the Customers
How to Simplify Customer Escalation with Automation
How to Transfer Contacts to the Next Shift Automatically
How to Optimize Agents’ Productivity in the Inbox Module
How to Write an Optimal AI Persona (Best Practices)
How to Write the Best Knowledge Sources for AI Agents
How to Align AI Conversations with Your Brand Voice
How to Draft Customer Replies with AI
How to Convert Image to Text Using AI
How to Automate Calculations Using AI
Reporting and Analytics
Broadcasts Use Cases
How to Send a Simple Broadcast
How to Start a Workflow Based on Broadcast Response
How to Import to Broadcast via WhatsApp
How to Troubleshoot a Failed Broadcast
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Dialogflow
Dialogflow Overview
Dialogflow: Connecting to Dialogflow
Dialogflow: Creating a Chatbot
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Dialogflow: Parameters
Dialogflow: Events
Dialogflow: Response Templates
Dialogflow: Custom Payloads
Dialogflow: Fulfillment Webhook Request
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Make
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Table of Contents
- Home
- Product
- Workspace Settings
- Managing a Workspace
Managing a Workspace
Updated
by Susan Swier
Getting Here
This module can be accessed from the side navigation menu under the menu item, Settings > Workspace Settings.
A Workspace is an independent sub-account within the Organization's account. Each Workspace has its own database, Users, Channels and settings, among others. This Module allows you to manage your Workspace Settings. From here, you can:
Configure the User Inactivity Timeout period
Connect the workspace to Messaging Channels and Integrations
Manage Users and Teams within the Workspace
Manage Contact Fields
Manage Snippets
Manage Files
Understanding When to Use Multiple Workspaces or Organizations
When managing a Workspace, it is important to understand whether your business needs multiple Workspaces within a single Organization or multiple Organizations. This decision depends on the degree of operational independence required:
When to Use Multiple Workspaces in One Organization
- Manage User access levels independently for different teams or departments.
- Configure unique AI knowledge sources to suit specific use cases.
This setup works best for teams or departments that share a subscription and broader organizational settings but need operational separation.
When to Use Multiple Organizations
- Manage subscriptions (e.g., Monthly Active Contacts and User seats) independently.
- Set up separate billing for WhatsApp Business API (WABA) fees.
- Fully segregate User access levels and security settings (e.g., Single Sign-On).
- Create entirely independent AI knowledge sources.
Multiple Organizations are ideal for businesses needing operational autonomy, such as franchises, subsidiaries, or distinct business units.
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Workspace Settings: General
Related Articles
Organization Settings: Users
Learn how to add Users and manage their access within the Organization.
Organization Settings: Workspaces
Learn how to create and manage Workspaces within your Organization.
Workspace Settings: Users
Under the User Workspace settings section, you can manage the Users that have access to your Workspace.
