Overview
Workspace settings allow you to manage your workspace configuration, including updating your workspace name and permanently deleting the workspace when it’s no longer needed.Only workspace owners have access to all settings. Admins and members have limited access based on their role.
Accessing Workspace Settings
To access your workspace settings:Workspace Information
The workspace information section displays your current workspace name and allows you to update it.Renaming Your Workspace
You can change your workspace name at any time to better reflect its purpose or organization:Edit the Name
In the Workspace Information card, update the Workspace Name field with your new name.
Workspace Name Guidelines
When naming your workspace, keep these guidelines in mind:| Guideline | Description |
|---|---|
| Be descriptive | Use names like “Marketing Team”, “Customer Support”, or “Acme Corp Project” |
| Keep it concise | Names should be easy to read and recognize at a glance |
| Use consistent naming | If you have multiple workspaces, use a consistent naming convention |
Danger Zone
The danger zone contains irreversible actions that can permanently affect your workspace. These options are highlighted with a red border to indicate their critical nature.Deleting a Workspace
Only workspace owners can delete a workspace. Before deleting, consider:- Have you exported any important data or conversations?
- Are there team members who still need access to the agents?
- Is there any content you want to preserve?
Steps to Delete a Workspace
Copy-pasting the workspace name into the confirmation field is disabled for safety. You must type the name manually to confirm deletion.
What Happens When You Delete a Workspace
When a workspace is deleted:| Item | What Happens |
|---|---|
| Agents | All agents in the workspace are permanently deleted |
| Knowledge Sources | All web, text, and Q&A sources are removed |
| Conversations | Chat history and conversation data are deleted |
| Team Members | All member access is revoked immediately |
| Settings | Widget configurations and customizations are lost |
- Create Workspace page if you have no other workspaces
- Agents page of another workspace if you belong to multiple workspaces
Permissions Overview
Different roles have different access to workspace settings:| Action | Owner | Admin | Member |
|---|---|---|---|
| View workspace settings | Yes | Yes | Yes |
| Rename workspace | Yes | No | No |
| Delete workspace | Yes | No | No |
| Manage team members | Yes | Yes | No |
For detailed information about managing team members and invitations, see the Team Members documentation.
Troubleshooting
Cannot access workspace settings
Cannot access workspace settings
Make sure you’re signed in and have selected the correct workspace from the workspace dropdown. If you still can’t access settings, you may not have the required permissions.
Changes not saving
Changes not saving
If your changes aren’t saving, check your internet connection and try again. If the problem persists, refresh the page and re-enter your changes.
Delete button is disabled
Delete button is disabled
Confirmation text not matching
Confirmation text not matching
When deleting a workspace, you must type the workspace name exactly as shown, including capitalization and spaces. Copy-paste is disabled for safety.
Best Practices
Backup Before Deleting
Before deleting a workspace, export any important conversation data or agent configurations you may need later.
Communicate with Team
If you’re deleting a shared workspace, notify team members in advance so they can save any information they need.
Use Descriptive Names
Keep workspace names clear and descriptive to help team members identify the right workspace quickly.
Review Before Confirming
Always double-check that you’re deleting the correct workspace. The confirmation step exists to prevent accidental deletions.