How to Add and Manage Multiple Businesses to your Workspace

Last Updated 23/05/2025

If you manage more than one brand, business line, or client under the same Neexa account, organizing them into separate business profiles within your workspace helps keep everything neat, focused, and easy to switch between. This is especially helpful for agencies, teams managing multiple storefronts, or business owners with different companies.

Why Add Multiple Businesses in One Neexa Workspace?

Managing multiple brands, branches, or clients? Neexa makes it easy to organize them all under one account, without the hassle of logging in and out. Just like managing multiple Facebook Pages from one profile, you can handle multiple businesses inside your Neexa workspace, each with its own AI agent, chats, and settings.

Here’s why this matters:

1. You run more than one business

Maybe you run an events company and also teach others how to plan events. Instead of juggling multiple logins, you can simply create:

• Business A for your events services
• Business B for your events training school

Each business gets its own AI setup, business information, contact info, tone, and inbox, all managed from the same workspace.

2. You’re an agency managing clients

If you offer customer engagement, sales support, or automation services to multiple clients, Neexa lets you create a dedicated business profile for each client.

• Their data stays separate and secure
• But you stay in full control, from a single login

3. No need to log out or switch accounts

Everything stays inside one Neexa workspace.
Just scroll to the “Businesses” section and tap the one you want to manage. You’ll instantly switch context without signing out.

This setup gives you clean organization, smarter automation, and total control.

How to Add a New Business to Your Workspace

Here’s how to create a new business profile in your Neexa dashboard:

Step 1: Go to the Businesses Section

• On your Neexa dashboard, scroll to the “Businesses” section > Click on your current business name to reveal a dropdown menu > Then, select + New Business.

Step 2: Fill in Your Business Info

A new pop-up window will appear. Complete the details:

• Business Logo: Click the pen icon in the profile image box to upload a logo (Recommended size: square 1:1 ratio, under 200 KB).
• Business Name: Add the official name your customers recognize.
• Business Description: (Optional) Give a short summary of what the business does. You have up to 500 characters.
• Business Location: Where the business operates or is based. Max 250 characters.
• Contact Info:
  • Contact Phone Number
  • WhatsApp Number
  • Email Address
  • Website URL

Once done, click Create.

The new business will now appear in your workspace under the Businesses section.

How to Switch Between Businesses

You can easily move between different business profiles depending on which one you’re managing at the moment.

• In your Workspace > Scroll down to the Businesses section > Click on the business name you want to switch to, and the dashboard will refresh to reflect that business’s AI agent, settings, and analytics.