Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Help & Learning Resources
Quick Start Guide
Accessing the Platform
Navigating the XO Platform
Building a Virtual Assistant
Using Workspaces
Release Notes
Current Version
Previous Versions
Request a Feature
Conversation Designer
Dialog Tasks
Mock Scenes
Dialog Tasks
Navigate Dialog Tasks
Build Dialog Tasks
Nodes & Connections
Node Types
Intent Node
Dialog Node
Entity Node
Entity Rules
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Process Node
Agent Transfer
Node Connections Setup
Context Object
Sub-Intent Scoping
User Prompts
Voice Call Properties
Dialog Task Management
Event Handlers
Supported Entity Types
Supported Company Names
Supported Colors
Knowledge Graph
Knowledge Extraction
Build Knowledge Graph
Create Node Structure
Build the Graph
Add FAQs
Add FAQs from an Existing Source
Run a Task
Traits, Synonyms, and Stop Words
Manage Variable Namespaces
Update Knowledge Graph
Move Question and Answers Between Nodes
Edit and Delete Terms
Edit Questions and Responses
Knowledge Graph Analysis
Knowledge Graph Import and Export
Prepare Data for Import
From a CSV File
From a JSON File
Importing Knowledge Graph
Exporting Knowledge Graph
Auto-Generate Knowledge Graph
Alert Tasks
Small Talk
Digital Skills
Digital Forms
Digital Views
NLP Optimization
ML Engine
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
Training Validations
NLP Configurations
NLP Guidelines
Default Standard Responses
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Conversation Driven Dialog Builder
Sentinment Management
Tone Analysis
Test & Debug
Talk to Bot
Utterance Testing
Batch Testing
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Health and Monitoring
Overview Dashboard
Conversations Dashboard
Users Dashboard
Performance Dashboard
Custom Dashboards
Custom Meta Tags
Create Custom Dashboard
NLP Insights
Conversations History
Conversation Flows
Analytics Dashboard Filters
Usage Metrics
Containment Metrics
Smart Bots
Universal Bots
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Manage Assistant
Plan & Usage
Usage Plans
Support Plans
Multilingual Virtual Assistants
Get Started
Supported Components & Features
Manage Languages
Manage Translation Services
Multiingual Virtual Assistant Behavior
Masking PII Details
IVR Settings
General Settings
Assistant Management
Manage Namespace
Data as Service
Data Table
Table Views
App Definitions
Sharing Data Tables or Views
Build a Travel Planning Assistant
Travel Assistant Overview
Create a Travel Virtual Assistant
Design Conversation Skills
Create an ‘Update Booking’ Task
Create a Change Flight Task
Build a Knowledge Graph
Schedule a Smart Alert
Design Digital Skills
Configure Digital Forms
Configure Digital Views
Train the Assistant
Use Traits
Use Patterns
Manage Context Switching
Deploy the Assistant
Configure Agent Transfer
Use Bot Functions
Use Content Variables
Use Global Variables
Use Web SDK
Build a Banking Assistant
Design Conversation Skills
Create a Sample Banking Assistant
Create a Transfer Funds Task
Create a Update Balance Task
Create a Knowledge Graph
Set Up a Smart Alert
Design Digital Skills
Configure Digital Forms
Configure Digital Views
Add Data to Data Tables
Update Data in Data Tables
Add Data from Digital Forms
Train the Assistant
Composite Entities
Use Traits
Use Patterns for Intents & Entities
Manage Context Switching
Deploy the Assistant
Configure an Agent Transfer
Use Assistant Functions
Use Content Variables
Use Global Variables
Intent Scoping using Group Node
Analyze the Assistant
Create a Custom Dashboard
Use Custom Meta Tags in Filters
API Reference
API Introduction
API List
API Collection
koreUtil Libraries
SDK Reference
SDK Introduction
SDK Security
SDK Registration
Web Socket Connect and RTM
Using the BotKit SDK
BotKit SDK Tutorial - Blue Prism
Widget SDK Tutorial
Web SDK Tutorial
Introduction to Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Manage Roles
Assistant Management
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Control
Using Single-Sign On
Security Settings
Cloud Connector
  1. Home
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  3. Virtual Assistants
  4. Overview
  5. Using Workspaces

Using Workspaces

Workspaces are a way to organize people productively, while everyone is part of your wider team of Virtual Assistant developers. In the XO Platform, Workspaces are created when setting up your XO Platform account, and if you choose to use SSO.

Team members can join one or multiple Workspaces, or they can create their own. It’s easy to browse Workspaces within the same organization and to switch between them. Here is how it works.

Join a Workspace

Before setting up your Workspace, you need to sign up to the XO Platform. Please see How to Access the XO Platform? for details about how to do this.

If your email domain matches existing Workspaces within the XO Platform, then it means that your organization is already working on projects you may want to join.

Therefore, the Platform will list matching Workspaces and you can Request Access to them as soon as you sign up. If you are part of a team, but you are not managing it, then this is the recommended way to proceed.

Create Your Workspace

If you are managing a team, as part of your organization’s VA development projects, then you may want to create your own Workspace. You can do so by choosing Create New, rather than requesting access to an existing Workspace.

To create your Workspace, you will need to provide a Name, and invite the first members by entering their email addresses. Those who accept your invitation will gain access to this Workspace exclusively.

Invite Members

After the Workspace has been created, Administrators can invite new members using the Invite option on the main landing page, in the top navigation menu.

Switch Workspaces

Team members can switch workspaces, using the switcher at the top right, next to the profile area.

Browse Workspaces

Team members can also Browse Workspaces to see those that are active within your organization, and to which access can be requested. This option lists Workspaces based on the email domain.