Workspaces
Run one workspace per client on the Agency plan, see what each one used in the usage report, and compare them in All workspaces.
On this page
A workspace keeps one client's work apart from the rest. On the Agency plan, your organization can have a workspace per client, and the usage report shows what each one used so you can bill your clients for it. Every organization starts with one workspace, the default workspace.
What belongs to a workspace
Each workspace has its own:
- Webinars, sessions and leads
- Personas and knowledge bases
- Tracking, email templates, voices and webhooks (Settings → Tracking, Emails, Voices and Webhooks)
The organization holds what all workspaces share:
- Members and their roles
- Billing, the plan and credits
- The monthly limit
There is one credit balance and one monthly limit for the whole organization. The usage report only shows which workspace used the credits.
Every member sees every workspace, with the same role in each. There are no separate members per workspace. See Organization and members.
Create and switch workspaces
The workspace switcher sits at the top of the sidebar and shows the workspace you are in. Open it to switch to another workspace.
To add one, open the switcher and choose Create workspace. Enter a name, such as your client's name, and click Create workspace. The new workspace is empty and uses the default settings. Names must be unique in your organization.
Creating workspaces needs the Agency plan. Owners and admins can create them.
Rename a workspace
Go to Settings → Workspace and click Change workspace name. Owners and admins can rename any workspace, including the default workspace.
Archive a workspace
When you no longer work with a client, archive their workspace. On Settings → Workspace, click Archive workspace and confirm.
Archiving a workspace:
- Removes it from the workspace switcher and from All workspaces.
- Stops its public webinar links. The lobby, registration, join and embed links show "not found", and no new sessions start.
- Lets sessions in progress finish normally. They are billed as usual.
- Deletes nothing. Webinars, sessions, leads, personas, knowledge bases, files and settings are kept.
- Keeps its name reserved, so no other workspace can take it.
The default workspace can't be archived.
Unarchive a workspace
Settings → Workspace lists your organization's archived workspaces under Archived workspaces. Click Unarchive next to one to bring it back with everything in it. Its old public links work again.
Owners and admins can archive and unarchive workspaces, also without the Agency plan.
Usage report
Agency → Usage report in the sidebar shows what each workspace used in one calendar month (UTC). The totals for the organization are at the top of the page. Pick the month in the menu at the top of the page. While the current month is in progress, open sessions keep adding to it.
| Column | What it shows |
|---|---|
| Sessions | Sessions that used engaged-minute credits. Sample webinars watched by your members aren't counted. |
| Participants | People who joined those sessions. |
| Minutes | Engaged minutes: the time attendees spent in the sessions. |
| Minute credits | Credits the sessions used (1 credit per participant minute). |
| Inference | Credits used by AI authoring, such as drafting scripts and rendering audio. |
| Credits | Minute credits and inference together. |
| USD | Those credits at your current top-up price. |
The USD column values all credits, including credits from your plan, at the top-up price you pay today. The page shows that price under the USD total. Past months use today's price as well.
An archived workspace appears in the report, marked "(archived)", for months in which it has usage, with all its numbers. Months without usage leave it out. Credits that belong to no workspace appear as Unassigned.
Click a column heading to sort, and click a workspace to open it. Download CSV saves every row plus a total row.
Owners, admins and members with the Member + Billing role can open the usage report.
All workspaces
Agency → All workspaces shows your analytics across every workspace: sessions, participants, total engagement, average engaged time, completion, questions answered and leads, a daily chart, and one row per workspace. Pick a time range at the top. Click a workspace to open its Overview.
Every member can open All workspaces. Leads are counted per workspace, so someone who signed up in two workspaces counts twice in the total.
If the Agency plan ends
Your workspaces keep working. Their webinars stay live, and everyone can still switch between them. Owners and admins can still rename, archive and unarchive them. What stops:
- Creating new workspaces.
- The usage report.
- All workspaces.
Opening the usage report or All workspaces then shows "Agency plan required". Subscribe to Agency again on the Billing page to get them back. See Credits and billing.
AI agents connected over MCP can create, rename, archive and unarchive workspaces and read the usage report with the same rules. See AI agents (MCP).