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You can create a new workspace from the workspace selector in the sidebar. There are two paths: start with an empty workspace, or clone configuration from an existing one.

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Start from scratch

1

Open the workspace selector

Click the workspace selector in the sidebar and select Create workspace.
2

Set a name and description

Enter a workspace name (required) and an optional description.
3

Choose an avatar

Pick an avatar for the workspace. You can choose from three types:
  • Color: 8 preset colors.
  • Emoji: any emoji.
  • Logo: upload a custom image.
The avatar defaults to the first color preset if you skip this step.
4

Create

Click Create. The workspace is created empty with default behaviour settings. You can then configure it from the workspace settings or by importing resources from another workspace.
Create workspace dialog: start from scratch

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Clone from an existing workspace

Cloning copies selected configuration from a source workspace into a new one.
1

Open the workspace selector

Click the workspace selector in the sidebar and select Create workspace.
2

Set a name, description, and avatar

Enter a workspace name, optional description, and pick an avatar.
3

Select a source workspace

In the Copy from dropdown, select the workspace you want to clone from.
4

Choose what to copy

A checklist appears with the following configuration types:
  • Company settings
  • Channels
  • Specialists
  • Knowledge sources
  • Actions
  • Integrations
All options are selected by default. Each option shows the number of items that will be copied (e.g., “Specialists (5)”). Uncheck any types you do not want to copy.
5

Review dependency warnings

If your selection creates a dependency gap, a warning appears. For example:
  • Copying specialists but not actions or knowledge: if those specialists reference actions or knowledge sources, the warning tells you how many extra items will be imported automatically.
  • Copying actions or knowledge but not integrations: if those items use integrations, the warning tells you how many integrations will be imported automatically.
6

Create

Click Create. If the copy fails for any reason, the new workspace is removed automatically. You will not end up with a half-configured workspace.
Create workspace dialog: copy from another workspace
Dependencies are always resolved to keep the workspace consistent. If a specialist references an action that is not in your selection, that action is imported along with it.

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See also