> ## Documentation Index
> Fetch the complete documentation index at: https://cntillion.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspaces

> Create a workspace, switch between workspaces, and leave one

WorkspacesCreate workspaces, switch between them, invite your team and follow usage.

A workspace holds your agents, your team, usage, and billing. Each workspace
has its own members and [roles](https://cntillion.com/docs/workspaces/members.md#roles), so you can belong
to several, for example one per brand, with a different role in each.

Each workspace also has its own [plan and credit balances](https://cntillion.com/docs/workspaces/billing.md).
Subscriptions, purchased credits, and member allowances are not shared between
workspaces. Owners manage them under **Workspace settings → Plans**.

## Your first workspace

Signing up with a new account creates your first workspace, and you become its
primary owner. Setup then walks you through your first agent. You can rename the workspace in
[Workspace settings](https://cntillion.com/docs/workspaces/settings.md#change-the-name-or-url).

An empty workspace includes explorable sample tickets in **Helpdesk inbox** and
sample charts on **Home** and **Dashboards**. A banner identifies the fictional
data. You can change sample tickets and try replies without sending anything.
Choose **Hide sample data** to dismiss the examples in your browser, or start
using the workspace and real activity will replace them automatically.

Owners can also [add a workspace image](https://cntillion.com/docs/workspaces/settings.md#add-a-workspace-image)
to display in the workspace menu and invitation emails.

Owners and members can create [API keys](https://cntillion.com/docs/workspaces/settings.md#api-keys) under
**Workspace settings → API keys** to call the
[Developer API](https://cntillion.com/docs/api-reference/developer-api.md) from their own backend.

If a teammate invited you, open the invitation and sign up with the invited
email address. You join their workspace without going through setup. See
[Accept an invitation](https://cntillion.com/docs/workspaces/members.md#accept-an-invitation).

## Find your way around

Click the Centillion Labs logo at the top of the left rail to return to your
workspace. When the rail folds to icons, the logo's name hides and its mark
stays visible in the same place.

The sidebar changes when you enter an agent.

In the workspace, **Home** shows shared performance reports. **Agents** opens
the searchable agent directory. **Helpdesk inbox**, **Conversations**,
**Knowledge base**, **Tools** and **Tests** are pinned by default.

Open **More** for **Evaluations**, listed first, followed by **Dashboards**,
**Integrations**, **Voices**, **Contacts**, **Channels**, **Outbound** and **Usage**.
Hover over a page and click its pin to add it to the sidebar. Click a pinned
page's pin again to move it back to More. These choices are saved for your
account and workspace in this browser. Workspace and agent pages have separate
pin lists. Dismiss the pin tip with its **×** button; it stays dismissed.

![Centillion Labs workspace sidebar with Evaluations first in More and the shared analysis library open](https://mintcdn.com/centillion/nMR9GMdiMvSurBO_/images/workspaces/workspaces-01-sidebar.webp?fit=max\&auto=format\&n=nMR9GMdiMvSurBO_\&q=85\&s=5a9e859483974ee0de91d345d777f5e2)

Evaluations opens the shared analysis library. More holds the pages you have not pinned to the sidebar.

With no favorite agents, **Recent** gives you quick access to your agents,
with recently opened agents first. Hover over an agent and click its pin:
the section becomes **Favorites** and shows only your pinned agents, in the
order you pinned them. Unpinning the last favorite brings Recent back.
Favorite agents follow you to any device.

Under Recent, **All agents** opens a searchable switcher with each agent's
conversation count for the last 30 days. Owners and Members can create an
agent with **+** beside Recent. The **Agents** page remains available to open
or create other agents while Favorites is shown.

Workspace **Knowledge base** and **Tools** manage shared resources.
**Evaluations** opens the [shared analysis library](https://cntillion.com/docs/agents/releases-and-workflows.md#shared-analysis-library)
for success criteria and data points that can be attached to agent branches.
[**Conversations**](https://cntillion.com/docs/workspaces/conversations.md) lists conversations across your
agents. [**Dashboards**](https://cntillion.com/docs/analytics.md) uses the same reports as Home, with an
**Agent** filter. **Tests** opens the shared test library and run history.

Open **More → Channels** to reach phone, messaging and website channels.
[**Channels → Phone**](https://cntillion.com/docs/channels/phone.md) holds workspace phone numbers and their
assigned agents. Inside an agent, **Channels → Phone** shows that agent's
numbers. **Add number** lets you choose an available workspace number or import
one. Messaging accounts remain accessible from Channels without separate
sidebar entries.

Inside an agent, **Back to workspace**, the agent switcher and the pin control
stay above the navigation. The [version control](https://cntillion.com/docs/agents/releases-and-workflows.md)
branch row under the agent switcher shows the branch you are editing.
**Pulse**, **Mastermind** and **Helpdesk inbox** stay at the top. The agent's
configuration, knowledge, evaluations, tools, procedures, workflow, channels
and conversations are pinned by default. Open **More** for Dashboards, Version
control, Guardrails, Integrations, Tests, Contacts and Outbound. **Agent settings**
stays at the foot of the sidebar.

Opening an agent lands on **Pulse**, with its activity summary and charts.
Choose **Preview** in the top bar to open voice or chat on the right. It starts
closed and keeps your open or closed choice as you navigate between agent
pages. On phones and tablets, Preview opens as a sheet. The channel
**Playground** remains under **Agent → Playground**.

At the foot of either sidebar is the workspace menu. The bar above the page
names the current agent and page. Its sidebar button folds the sidebar to icons
on desktop and opens a drawer on mobile. **Feedback**, **Docs** and your account
menu sit on the right, alongside **Preview** and
[Mastermind](https://cntillion.com/docs/agents/mastermind.md) when you are inside an agent. **Publish** there
saves your edits as a new version of the branch.

Opening a conversation replaces the top bar with its review toolbar. Use the
arrows to move between conversations or close the review to return to the list.
On mobile, **Transcript** and **Details** switch between the two panels.

Your account menu, under your picture at the far right, opens **Manage
account**, **Theme** and **Sign out**. Under **Theme**, choose **Light**,
**Dark** or **System**; a check marks the one in use.

## Switch workspaces

1. At the foot of the left rail, open the menu that shows your workspace's
   name.
2. Open **Switch workspace** and choose a workspace.

The same menu opens Usage and Workspace settings, and lets an Owner invite
teammates. The workspace you chose opens on Home. A workspace you
created that has no agent yet can open on setup instead. In Helpdesk, open the
agent and workspace menu and use the switcher under **Switch workspace**.

A link to a page in another workspace, such as an agent a teammate shares,
switches you to that workspace when you open it. If you are not a member of
that workspace, the page is not found.

If you switch workspaces in another browser tab, a change saved in this tab can
fail with "This workspace is not active. Switch workspaces and try again."
Reloading the page makes this workspace active again but clears unsaved edits,
so copy what you typed before you reload, then make the change again.

## Create another workspace

Open the workspace switcher as above and choose **Create workspace**. Enter a
name and confirm. You become the primary owner of the new workspace.

A new workspace starts empty. Agents, members, usage, and billing stay in the
workspace where they were created, so create the agent and invite the team in
the new one.

## Leave or delete a workspace

To leave, open **Workspace settings → Members** and choose **Leave workspace**
from your own row. The primary owner has to
[transfer primary ownership](https://cntillion.com/docs/workspaces/members.md#transfer-primary-ownership)
before leaving. Support Associates cannot open the Members page, so they ask an
Owner to remove them.

Only the primary owner can [delete a workspace](https://cntillion.com/docs/workspaces/settings.md#delete-a-workspace).

After you leave or delete a workspace, you go to the workspace you still belong
to. If you belong to more than one, or to none, you see the list of your
workspaces, where you can also create a new one.


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