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Creating a workspace

Use this page for the full workspace lifecycle: create, rename (edit), delete, and switch the active workspace. For the account directory, General fields, and the workspace sidebar map, see Getting Started with Workspaces.

Create a workspace​

New workspaces are created from Accounts → Workspaces, not from the top-tab Workspaces settings.

Where to start​

  1. Top navigation: Accounts.
  2. Left rail: Workspaces.

You should see the Workspaces title, the plan line, Search workspaces…, and Create Workspace.

Live URL: live.chatmaven.ai/accounts/workspaces

Accounts list and Create Workspace

Steps​

  1. Click Create Workspace.

    Create Workspace control

  2. In the drawer, set Name (placeholder example: Enter workspace name (e.g. My Workspace)) and Data Region (Select a region). Both are required. If Name is empty, you’ll see Workspace name is required and Create Workspace stays disabled until the form is valid.

    Create drawer: validation

  3. Click Create Workspace when it is enabled.

    Create drawer: ready to submit

Data region is permanent

You cannot change Data Region after the workspace exists.

Edit workspace name (rename)​

From the account directory​

  1. Accounts → Workspaces.
  2. In Actions, click the pencil for the row. ChatMaven opens workspace settings on General with the same name field.

Pencil opens General

From workspace General​

  1. Top bar: Workspaces → sidebar General (live.chatmaven.ai/workspaces/general).
  2. Change Workspace Name and click Save.

Name and region on General

Delete a workspace​

Deletion removes agents, flows, templates, forms data, tags, custom fields, and related data for that workspace. Treat it as irreversible.

Before you delete​

  • Export or migrate anything you must keep.
  • Confirm production channels are not pinned only to this workspace.

From Accounts → Workspaces​

  1. Accounts → Workspaces.
  2. In Actions, click the trash icon for the row.

Delete from account table

  1. Complete any confirmation the app shows.

From Workspaces → General (Danger Zone)​

  1. Workspaces → General (or arrive via the account pencil).
  2. Scroll to Danger Zone and read the warning.
  3. Click Delete Workspace.

Danger Zone

  1. In the dialog, confirm only if you intend to remove that workspace permanently.

Delete confirmation

No undo

ChatMaven does not restore a workspace after deletion. If you are unsure, stop at the confirmation step.

Switch workspaces​

If you belong to more than one workspace, change the active context without signing out.

Profile menu​

  1. Click your avatar in the header.
  2. Expand the current workspace control and pick another workspace.

Profile menu: workspace switcher

When Search accounts and workspace appears, type to filter long lists.

Search workspaces in profile menu

Workspace sidebar dropdown​

On top-tab Workspaces pages, use the workspace dropdown at the top of the left rail. The checkmark marks the active workspace.

Sidebar workspace dropdown