Why Multi-workspace Matters

Multi-workspace in AgentX gives you clean separation under a single account. Each workspace has its own agents, users, and settings - so projects stay organized, permissions stay precise, and you don’t have to juggle multiple logins.

At glance

🗂 Organize agents by context

Keep agents grouped by project, client, or use case - clean, simple, and scalable.

Example: A digital agency serves five clients. Each client gets a dedicated workspace with no overlap in agents or data.

🔄 Switch instantly, no extra logins

Move between workspaces from one account -no logging out, no duplicate tabs.

Example: You manage two company projects plus a side gig. Jump between all three without messy browser sessions.

🪄 Create a business workspace in minutes - no manual setup
Paste your website URL and the Workspace Wizard auto-builds your company context (services, pricing, FAQs, tone, policies) and keeps it fresh as your site changes - no spreadsheets, no copy-paste.

Example: You enter agentx.so. The wizard pulls your multi-agent RAG platform, credit-based pricing, channel integrations (WhatsApp/Instagram/Slack/Discord), and support details. Next week you add a new AI Avatar for Healthcare case study - your workspace updates automatically and the agent starts using it in answers.

👥 Invite people to just the right place

Add clients, teammates, or collaborators to a specific workspace - not your entire account.

Example: A client only sees their own workspace and nothing from other clients or internal tools.

🛡 Set permissions per user

Control what each person can view or change - like allowing chat history access without edit rights.

Example: A marketing analyst joins as a Viewer to monitor a lead-gen bot, with zero risk of accidental edits.

How to Create Your First Workspace

Welcome to the new and improved Workspace page - your central hub for everything AgentX. From here, you can access your agents, chat history, base models, and switch between different workspaces with just one click.

To get started:

1. Click “My Agents” (or the name of the workspace you’re currently in - see the picture). This will open your full list of workspaces.

   

2. Select “Create new workspace.”

3. The wizard will open, where you can choose to create a regular workspace or one for your business or personal project. I’ll explain the differences in a moment.

Regular Workspace creator

Let’s start with “Empty Workspace” . Once your workspace is created, you’ll notice several tabs at the top — Overview, Settings, Members, Agents, Knowledge, and Integrations. Each tab gives you different ways to manage and customize your workspace. Let’s go through them one by one so you know exactly what you can do.

1. Overview
   Here you can add a workspace-wide instruction that applies to every agent inside this workspace.
   Example:

• “All agents in this workspace speak only Polish.”

• “End every answer with a pierogi emoji.” 🥟

Now, every agent you create in this workspace will automatically reply in Polish and include 🥟 at the end of each response.

You can also transform you workspace to business one (We'‘ll explain that in a while)

1. Settings

• Give your workspace a unique name and icon to keep things organized.

• You can also delete the entire workspace from here if needed.

1. Members
   Invite teammates and assign them roles with different permission levels:

👁 Viewer – Can see statistics and conversation history but cannot edit or interact with agents. Great for analysts or client success roles.
💬 Member – Everything a Viewer can do, plus the ability to chat with agents. Perfect for sales reps, testers, or support staff.
🛠 Editor – Full control to edit agents, data sources, and settings. Assign to trusted builders and maintainers.

1. Agents
   See the complete list of agents in your workspace. From here, you can manage them individually, test them, or build new ones.

Creating a Business Workspace

The Business Workspace Wizard helps you onboard your company in just a few clicks. Unlike a regular workspace, it automatically builds your company context so your agents know who you are, what you offer, and how to speak with customers.

1. Enter Your Company Info

Start by adding your company name and (optionally) your website URL.

• If you provide a website, the wizard analyzes it to gather information like your services, contact details, and tone of voice.

• If your company doesn’t have a website, you can skip this step with “My company doesn’t have a website.” But for best results, always add a website — it gives your agents the right context from the start.

2. Review Your Company Profile

Once the analysis is complete, the wizard generates a draft profile with:

• Industry type

• Services

• Business Overview

• Services & products

• Target customers

• Contact details (email, phone, social media links etc.)

You can edit these details immediately or adjust them later in the workspace settings.

3. Tabs & Settings

The tabs — Settings, Members, Agents, Knowledge, Integrations — work the same as in a regular workspace.

But here’s the magic of a Business Workspace:

• In the Overview tab, your company profile is automatically used as the context for all agents.

• Agents can also reference your connected social media when needed.

• Information updates automatically when your website changes, but you can manually edit anytime.

Why it matters

This is especially powerful when using business-facing agents like:

• Agent SDR → Imagine your sales development agent scanning LinkedIn or inbound leads to identify the best prospects for your business. It already knows your services, pricing, and positioning, so it can qualify opportunities and reach out confidently without any manual setup.

• Customer Support on WhatsApp/Instagram → A customer messages your Instagram account asking about the difference between the Pro and Scale plans. The agent instantly uses context from your AgentX site and provides the latest offer details in the conversation, instead of just sending a link.

Moving Agents Between Workspaces

Need to reorganize your agents? It’s easy to move them from one workspace to another. Simply click the ⋯ (three dots) next to your agent, select “Move Agent,” and choose the workspace where you want it to live. This lets you keep projects tidy without having to rebuild or duplicate your agents.

Ready to Build Your Workspace?

Your workspace is more than just a dashboard - it’s the central hub of your multi-agent AI platform. With AgentX, you can onboard your business in minutes, automate customer support, and scale sales outreach without touching a single spreadsheet.

From business automation with SDR agents to AI customer support on WhatsApp, Instagram, or Slack, every workspace keeps your agents organized, connected, and powered by the latest context from your site. Move agents between projects, collaborate with your team, and keep everything running smoothly - all in one place.

🚀 Create your first workspace today and experience how easy it is to build, deploy, and scale AI agents with AgentX.