Workspaces are a way to organize people productively, while everyone is part of your wider team of Virtual Assistant developers. In the Kore.ai XO Platform, Workspaces are created when setting up your Kore.ai 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 Kore.ai XO Platform. Please see How to Access the Kore.ai 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.
