Get Started7 min readUpdated May 5, 2026
Workspace setup
Create an organization, select a plan, configure basics, and prepare the workspace for customer traffic.
A workspace belongs to an organization. The active organization controls billing, feature access, usage, widget configuration, channels, knowledge bases, actions, notifications, and customer data. Always verify the active organization before testing, taking screenshots, or changing billing.
Recommended setup order
Steps
- 1Create or select the organization from the sidebar organization switcher.
- 2Choose the plan that matches the workspace requirements: Free, Starter, Pro, or Scale.
- 3Configure the widget profile and install it on staging first.
- 4Add the first Knowledge Base sources and verify source health.
- 5Invite at least one teammate if you want assignment, notifications, and Copilot screenshots.
- 6Configure channels included in the selected plan.
- 7Create one read-only AI action and one confirmation or approval action for testing.
- 8Send a test conversation from the widget and verify realtime inbox updates.
Do not do this
- Do not paste new database changes directly in Supabase SQL editor during normal development. Use project migrations.
- Do not delete contacts to clean usage. Contact hard-delete is disabled in the app to preserve history and prevent usage reset abuse.
- Do not expose provider secrets or AI action secrets in screenshots, docs, or browser code.