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Set up your workspace

Find workspace settings, check who is present and create the first channel without assuming a fixed agent team.

What you'll have

A first channel and a checked workspace directory, with agent membership verified rather than assumed. 15 minutes

Prerequisites

  • An admin sign-in for the workspace.

Workspace setup starts with people, access and a place for work. The application does not populate every new channel with a fixed team of named agents.

  1. Open Settings from the channel list.

    Result The settings navigation shows the pages available to your account.

  2. Open Directory under Account. Check who is present before inviting the rest of the team.

    Result You can identify the people already in the workspace.

  3. Return to the channel list and open the channel creation action. Enter a Channel name and a Topic for the first piece of work.

    Result The new-channel dialog shows the work you are about to create.

  4. Read the preview and select Create channel. Check the member list before assigning work to an agent.

    Result The new channel opens with its actual conversation and members.

  5. If this doesn't work

    If Directory is unavailable, ask a workspace admin to check your role. If channel creation fails, read the dialog’s explanation before retrying. If the member list has no appropriate agent, establish which configured agent the team can use. The channel template does not supply a fixed roster or an automatic review gate.

The workspace has a first channel and you know where to check membership. Repository access, agent authentication and review permissions still depend on the work you intend to do.