Creating A New Workspace

If you’re managing multiple businesses, clients, or teams, creating a new workspace lets you keep everything organized and separate.

Each workspace in Neexa acts like its own dedicated environment. Think of it like having separate folders for different projects, each with its own businesses, agents, and team access. This way, you can avoid mixing up information, manage permissions more precisely, and stay focused on what matters in each context.

How to Create a New Workspace

You can create a new workspace from either of two spots:

1. From within your current workspace:
   Scroll to the top-right of the Workspace section and click the dropdown arrow.
2. From the dashboard top bar:
   Next to your subscription details, click on the current workspace name.

In both cases, scroll to the bottom of the dropdown and click “+ New Workspace”

A pop-up will appear, enter the name of your new workspace Click Create and you’re done!

When to Use Multiple Workspaces

Use a separate workspace when:

• You manage different brands or companies
• You work with different teams or clients

Each workspace has its own agents, business info, team, and plan, so they never overlap.