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Creating a Team

To create a new workspace, click on the Create or join workspace button on the Select workspace dropdown menu.
Team Settings General
On the next page, you need to add the details for the workspace, which includes:
  • Workspace Name: Defines the agent’s display name within the dashboard.
  • Workspace URL: Specifies the workspace slug, visible only in the URL when accessing the workspace on the dashboard.
Important Note: You can choose any workspace URL you prefer, as long as it’s unique and doesn’t match with any existing team.
Team Settings General
After creating the workspace, you will be taken to a new page where you can press ‘New AI agent’ and start adding your sources to start your Chatbase journey!
Team Settings General

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General Notes

  • Each workspace has its own AI agents, billing information, and plan. These are not shared between workspace.
  • Owners can change workspace settings (billing, plan, name), delete the workspace, and manage all AI agents within the workspace.
  • Members can only manage AI agents (train them, see data, delete them). They cannot change workspace settings.
  • Invite links expire 24 hours after it has been sent to an invitee.