# Create a Workspace

> Step-by-step guide to creating a new workspace in Waflow for organizing your WhatsApp campaigns and contacts.

Source: https://edesy.in/docs/waflow/workspaces/create-workspace

This guide walks you through creating a new workspace in Waflow. Workspaces help you organize your WhatsApp campaigns, contacts, and team members into separate, isolated environments.

## Prerequisites

Before creating a workspace, ensure you have:

- A Waflow account with an active subscription
- Available workspace slots on your plan
- Account-level permissions to create workspaces

Check your plan's workspace limits:

| Plan | Workspaces Included |
|------|---------------------|
| Starter | 1 |
| Professional | 3 |
| Business | 10 |
| Enterprise | Unlimited |

## Step-by-Step Guide

### Step 1: Access Workspace Settings

1. Log in to Waflow at [app.waflow.com](https://app.waflow.com)
2. Click on the workspace name in the top-left corner of the dashboard
3. Select **Manage Workspaces** from the dropdown menu

Alternatively, go to **Settings** > **Workspaces**.

### Step 2: Create New Workspace

1. Click the **Create Workspace** button
2. You'll see a dialog with workspace configuration options

### Step 3: Configure Workspace Details

Fill in the required information:

#### Workspace Name

Choose a clear, descriptive name for your workspace.

| Good Names | Avoid |
|------------|-------|
| "Acme Retail - Marketing" | "Workspace 1" |
| "Client: BigCorp" | "Test" |
| "APAC Region" | "New" |
| "Customer Support Team" | "Untitled" |

The name can be changed later but should be meaningful from the start.

#### Workspace Description (Optional)

Add a brief description to help team members understand the workspace's purpose:

```
Example: "Marketing campaigns for Acme Retail's
e-commerce customers. Handles promotional
messages, product announcements, and sale notifications."
```

#### Workspace Icon (Optional)

Upload a custom icon or select from available options:

- **Upload**: Use your brand logo (PNG/JPG, max 1MB, square recommended)
- **Select**: Choose from built-in icon library
- **Default**: Uses the first letter of the workspace name

### Step 4: Initial Settings

Configure initial workspace settings:

#### Timezone

Select the primary timezone for this workspace. This affects:

- Campaign scheduling
- Analytics time displays
- Reporting periods

Choose the timezone where most of your audience is located.

#### Default Language

Set the primary language for:

- Default template suggestions
- UI labels in shared reports
- Automated message fallbacks

### Step 5: Review and Create

1. Review all settings
2. Click **Create Workspace**
3. Wait for confirmation (usually instant)

You'll be automatically switched to the new workspace.

## Post-Creation Setup

After creating your workspace, complete these setup tasks:

### 1. Connect WhatsApp (Required for Messaging)

If you haven't already, connect a WhatsApp number:

1. Go to **Settings** > **Channels**
2. Click **Connect WhatsApp**
3. Follow the [WhatsApp Setup Guide](https://edesy.in/docs/waflow/getting-started/whatsapp-setup)

You can assign an existing WhatsApp number from another workspace or connect a new one.

> **Note:** Each WhatsApp number should ideally be assigned to only one workspace to avoid confusion.

### 2. Invite Team Members

Add your team to the workspace:

1. Go to **Settings** > **Team**
2. Click **Invite Member**
3. Enter email addresses and select roles
4. Send invitations

See [Team Management](https://edesy.in/docs/waflow/workspaces/team-management) for detailed instructions.

### 3. Import Contacts

Add your audience:

1. Go to **Contacts**
2. Click **Import**
3. Upload a CSV file with contact data

See [Import Contacts](https://edesy.in/docs/waflow/contacts/import-contacts) for the complete guide.

### 4. Create Templates

Set up message templates:

1. Go to **Templates**
2. Click **Create Template**
3. Design your first message template

Templates need WhatsApp approval before use.

### 5. Configure Settings

Customize workspace preferences:

- **Branding**: Logo, colors for shared elements
- **Notifications**: Email alerts for campaign events
- **Integrations**: Connect external tools
- **Billing allocation**: Track costs per workspace

## Workspace Configuration Options

### General Settings

Access via **Settings** > **General**:

| Setting | Description |
|---------|-------------|
| **Name** | Workspace display name |
| **Description** | Internal description |
| **Icon** | Visual identifier |
| **Timezone** | Default timezone |
| **Language** | Default language |

### Notification Settings

Configure email notifications:

- Campaign completed
- Campaign failed
- High failure rate alerts
- Daily/weekly summary reports
- Template approval status

### API Access

For developer integrations:

- Workspace API key
- Webhook configurations
- API rate limits

## Creating Workspaces for Specific Use Cases

### For Agencies (Client Workspaces)

When creating workspaces for clients:

1. Use the client's name: "Client: BigCorp"
2. Add a description with key details
3. Assign client-specific team members
4. Connect the client's WhatsApp number
5. Set appropriate billing tracking

### For Multi-Brand Businesses

When creating workspaces per brand:

1. Name after the brand: "Acme Retail"
2. Use brand logo as workspace icon
3. Set brand-appropriate timezone
4. Invite brand-specific team members

### For Departments

When creating workspaces per department:

1. Name after the department: "Marketing Team"
2. Describe the use case: "Promotional campaigns only"
3. Invite department members
4. Share the same WhatsApp number if appropriate

## Workspace Limits and Quotas

Each workspace inherits limits from your account plan:

| Resource | Starter | Professional | Business | Enterprise |
|----------|---------|--------------|----------|------------|
| Contacts | 5,000 | 25,000 | 100,000 | Unlimited |
| Campaigns/month | 10 | 50 | 200 | Unlimited |
| Team members | 2 | 5 | 15 | Unlimited |
| Templates | 20 | 100 | 500 | Unlimited |

These limits are per-workspace. Contact support to increase limits.

## Managing Existing Workspaces

### Edit Workspace

1. Go to **Settings** > **General**
2. Modify any setting
3. Click **Save Changes**

### Archive Workspace

If you no longer need a workspace but want to preserve data:

1. Go to **Settings** > **General**
2. Click **Archive Workspace**
3. Confirm the action

Archived workspaces:

- Cannot send campaigns
- Data is preserved
- Can be restored anytime
- Don't count toward workspace limits

### Delete Workspace

> **Warning:** This action is permanent and cannot be undone.

To delete a workspace:

1. Go to **Settings** > **General**
2. Scroll to **Danger Zone**
3. Click **Delete Workspace**
4. Type the workspace name to confirm
5. Click **Permanently Delete**

All data will be permanently removed:

- Contacts
- Templates
- Campaigns
- Analytics
- Team assignments

## Switching Between Workspaces

To switch workspaces:

**Method 1: Workspace Selector**
1. Click the workspace name in the top-left
2. Select the target workspace from the dropdown

**Method 2: Keyboard Shortcut**
1. Press `Cmd/Ctrl + K`
2. Type the workspace name
3. Press Enter to switch

**Method 3: URL Navigation**
Navigate directly to: `app.waflow.com/workspace/{workspace-id}/`

## Troubleshooting

### Cannot Create Workspace

**Issue:** "Workspace limit reached" error

**Solution:**
- Upgrade your plan for more workspaces
- Delete or archive unused workspaces
- Contact support for temporary limit increase

### Workspace Not Appearing

**Issue:** Newly created workspace doesn't show in selector

**Solution:**
- Refresh the page
- Log out and log back in
- Clear browser cache
- Check if another user deleted it

### Cannot Connect WhatsApp

**Issue:** WhatsApp connection fails in new workspace

**Solution:**
- Ensure you have an available phone number
- Check your Meta Business Account permissions
- See [WhatsApp Setup](https://edesy.in/docs/waflow/getting-started/whatsapp-setup) troubleshooting

## Best Practices

### Planning Your Workspace Structure

Before creating workspaces, plan your structure:

1. List all brands, clients, or use cases
2. Determine which need separate data isolation
3. Identify team members for each
4. Map WhatsApp numbers to workspaces

### Naming Conventions

Establish consistent naming:

- **Agencies**: "Client: [Client Name]"
- **Brands**: "[Brand Name] - [Purpose]"
- **Regions**: "[Region] - [Country]"
- **Departments**: "[Department] Team"

### Documentation

For each workspace, maintain:

- Purpose and scope
- Team member list
- WhatsApp numbers assigned
- Key contacts/owners

## Next Steps

After creating your workspace:

1. [Invite team members](https://edesy.in/docs/waflow/workspaces/team-management)
2. [Import contacts](https://edesy.in/docs/waflow/contacts/import-contacts)
3. [Create templates](https://edesy.in/docs/waflow/templates/create-template)
4. [Send your first campaign](https://edesy.in/docs/waflow/campaigns/create-campaign)