Workspaces

Organize your AI agents, contacts, calendars, phone numbers, and integrations into separate projects or teams. Each workspace has its own plan, billing, and team members.

What Are Workspaces?

A workspace is a container for all your business data in Link AI. Everything you create—agents, knowledge bases, forms, phone numbers, calendars, and integrations—lives inside a workspace.

Key benefits:

• Separate projects – Keep personal projects, client work, or different brands isolated
• Independent billing – Each workspace has its own plan, trial, and payment method
• Team collaboration – Invite members and assign role-based permissions
• Isolated data – Agents, contacts, and usage in one workspace don't affect another

Getting Started

Your First Workspace

When you sign up, Link AI automatically creates a default workspace named "{Your Name}'s Workspace". You can start building immediately.

Creating a New Workspace

1. Click the workspace name in the left sidebar
2. Select Create Workspace
3. Enter a name for your workspace
4. Click Create

Your new workspace starts with a 14-day free trial with full access to all features.

Switching Between Workspaces

1. Click the workspace name in the left sidebar
2. Choose the workspace you want to switch to

All data (agents, contacts, phone numbers, integrations) is scoped to the active workspace. Switching workspaces changes your entire view to that workspace's data.

Team Management

Inviting Team Members

1. Go to Settings → Workspace tab
2. Click Invite Member
3. Enter the member's email address
4. Choose a role (see Roles & Permissions)
5. Click Send Invitation

The invited person receives an email with a link to join. They must have (or create) a Link AI account to accept the invitation.

Managing Members

• Change role – Use the role dropdown next to each member in the Workspace tab (Owner only)
• Remove member – Click the remove option next to the member's name (Owner and Admin)

Roles & Permissions

Owner – Full control over the workspace and pays for the subscription

Admin – Nearly identical to Owner with full access to billing, member management, and all features. The only differences: cannot delete the workspace or change member roles (promote/demote members)

Member – Standard access; can create and edit resources, but can only delete their own items

Viewer – Read-only access to view agents, conversations, and analytics

Note: Owner and Admin roles are nearly identical. Both have full access to billing, can invite/remove members, and manage all workspace features. The only two differences are: (1) Only the Owner can delete the workspace, and (2) Only the Owner can change member roles (e.g., promote a Member to Admin, or demote an Admin to Member). Everything else is the same.

Billing Per Workspace

Each workspace has its own plan, trial, and payment method. Billing is not shared across workspaces.

How It Works

• Trial – New workspaces start with a 14-day free trial
• Plan – After the trial, the workspace Owner adds a payment method and selects a plan (Starter, Growth, or Scale)
• Usage – Usage limits (messages, SMS, agents, phone numbers) apply per workspace
• Independent billing – Each workspace is billed separately

Managing Billing

1. Switch to the workspace you want to manage
2. Go to Settings → Billing tab
3. Add or update payment methods, change plans, or view invoices

Multiple Workspaces, Different Plans

You can have multiple workspaces on different plans:

• Workspace A on Starter
• Workspace B on Growth
• Workspace C on Scale

Each workspace is billed separately. Usage in one workspace does not count toward another.

Use Case: Managing Client Workspaces

If you manage Link AI for clients, you can set up a workspace and hand off billing:

1. Create workspace – Create a new workspace (starts with 14-day trial)
2. Configure – Add agents, knowledge, integrations, and phone numbers
3. Invite client – Invite the client and assign them as Owner
4. Transfer billing – The client opens Settings → Billing, adds their payment method, and selects a plan
5. Independent operation – The client's subscription is tied to their workspace, not your account

This workflow is ideal for agencies, consultants, or partners setting up Link AI for clients.

Workspace Settings

In Settings → Workspace, you can:

• Workspace name – Update the workspace display name
• Members – View, invite, and manage team members
• Leave workspace – Leave a workspace you don't own (Owners must transfer ownership or delete the workspace before leaving)

Frequently Asked Questions

Can I have multiple workspaces?

Yes. You can create and belong to multiple workspaces. Each has its own data and billing.

Who pays for a workspace?

The Owner of the workspace pays for the subscription. They add the payment method and choose the plan.

What happens when my trial ends?

You'll see reminders before the trial ends. To continue using the workspace, the Owner must add a payment method and select a plan in Settings → Billing.

Can I transfer workspace ownership?

Yes. Contact support to transfer workspace ownership to another member.

What happens to my data if I leave a workspace?

Your access is removed, but the workspace and its data remain. Data is not deleted when you leave.

Do phone numbers belong to a workspace?

Yes. Phone numbers are workspace-scoped. When you switch workspaces, you see only that workspace's phone numbers. Phone number billing is part of the workspace's subscription.

Can I use the same payment method for multiple workspaces?

Yes. You can add the same card to different workspaces. Each workspace has its own subscription, but you can use the same payment method for convenience.

Troubleshooting

Can't Switch Workspaces

1. Verify you have access to the workspace
2. Check that you're logged in with the correct account
3. Refresh the page and try again
4. Contact support if the issue persists

Invitation Not Received

1. Check spam/junk folder
2. Verify the correct email address was used
3. Ask the workspace Owner to resend the invitation
4. Contact support if the invitation still doesn't arrive

Billing Issues

1. Verify you're the workspace Owner
2. Check that your payment method is valid and not expired
3. Review your billing details in Settings → Billing
4. Contact support for billing assistance

Next Steps

Learn about Billing & Limits to understand your subscription and usage, or explore Analytics to see how your agents are performing.