> ## Documentation Index
> Fetch the complete documentation index at: https://chatbase.co/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage

> Create workspaces, duplicate AI agents, and control who can change what

## Overview

A **workspace** groups your AI agents, billing, and team members together. Each workspace has its own AI agents, billing information, and plan, none of which are shared with any other workspace.

<Card title="What you can do:" icon="users-gear">
  Separate AI agents by team, client, or environment, and control who can change settings versus who can only work on the AI agents.
</Card>

## Creating a workspace

<Steps>
  <Step title="Open the workspace menu">
    Click your avatar at the bottom-left of the sidebar and select **Create or join workspace**.

    <Frame>
      <img src="https://mintcdn.com/chatbase/xPpOvQF2MdeELnmI/user-guides/workspace/images/manage/team-manage-create-team.png?fit=max&auto=format&n=xPpOvQF2MdeELnmI&q=85&s=a9f440d445fca104c3151b4bc4b9a7d5" alt="The Create or join workspace option in the sidebar menu" width="2934" height="1112" data-path="user-guides/workspace/images/manage/team-manage-create-team.png" />
    </Frame>
  </Step>

  <Step title="Add the workspace details">
    * **Workspace Name:** the AI agent's display name within the dashboard.
    * **Workspace URL:** the workspace slug, visible only in the URL when accessing the workspace on the dashboard.

    <Info>
      You can choose any workspace URL you prefer, as long as it's unique and doesn't match an existing workspace.
    </Info>

    <Frame>
      <img src="https://mintcdn.com/chatbase/4kdBs__Z0wOL088A/user-guides/workspace/images/manage/team-manage-create-team-page.png?fit=max&auto=format&n=4kdBs__Z0wOL088A&q=85&s=99b33f82cef143aab5558907f257548a" alt="Entering the workspace name and URL" width="1104" height="1042" data-path="user-guides/workspace/images/manage/team-manage-create-team-page.png" />
    </Frame>
  </Step>

  <Step title="Create your first AI agent">
    You'll be taken to a new page where you can click **New AI agent** and start adding your sources.

    <Frame>
      <img src="https://mintcdn.com/chatbase/xPpOvQF2MdeELnmI/user-guides/workspace/images/manage/team-manage-create-chatbot.png?fit=max&auto=format&n=xPpOvQF2MdeELnmI&q=85&s=fbece8ababbaada3030abbe2fceaea40" alt="The New AI agent button in a new workspace" width="2332" height="1482" data-path="user-guides/workspace/images/manage/team-manage-create-chatbot.png" />
    </Frame>
  </Step>
</Steps>

## Duplicating an AI agent

You can duplicate any AI agent by clicking the three dots icon and choosing **Duplicate Agent**.

<Frame>
  <img src="https://mintcdn.com/chatbase/xPpOvQF2MdeELnmI/user-guides/workspace/images/manage/team-manage-duplicate-agent.png?fit=max&auto=format&n=xPpOvQF2MdeELnmI&q=85&s=ae0f74b12ad8acaaea5128ba6b6a8a8b" alt="The Duplicate Agent option in the three dots menu" width="2332" height="1482" data-path="user-guides/workspace/images/manage/team-manage-duplicate-agent.png" />
</Frame>

### What's not copied

Most AI agent settings are copied, but the following are **not**:

| Not copied                                                                              | Why                                                                         |
| --------------------------------------------------------------------------------------- | --------------------------------------------------------------------------- |
| **Deployment integrations** such as WhatsApp, Zendesk, Instagram, and the Email channel | Each connection belongs to a single AI agent                                |
| **Slack Notify action**                                                                 | A Slack workspace can't be connected to multiple AI agents at the same time |
| **Notion sources**                                                                      | A Notion workspace can't be connected to multiple accounts                  |

## Roles and permissions

| Role        | What they can do                                                                                          |
| ----------- | --------------------------------------------------------------------------------------------------------- |
| **Owners**  | Change workspace settings (billing, plan, name), delete the workspace, and manage all AI agents within it |
| **Members** | Manage AI agents only: train them, see their data, and delete them. They cannot change workspace settings |

<Note>
  Invite links expire 24 hours after they're sent to an invitee.
</Note>

## Next steps

<CardGroup cols={2}>
  <Card title="Usage" icon="chart-line" href="/docs/user-guides/workspace/usage">
    Track message credits consumed across the AI agents in this workspace.
  </Card>

  <Card title="Workspace settings" icon="gear" href="/docs/user-guides/workspace/settings">
    Manage billing, your plan, and add-ons.
  </Card>

  <Card title="Build Your First AI Agent" icon="rocket" href="/docs/user-guides/quick-start/your-first-agent">
    Create, train, and deploy an AI agent in the new workspace.
  </Card>

  <Card title="Two-factor authentication" icon="shield-halved" href="/docs/user-guides/workspace/two-factor-auth">
    Add a second factor for everyone in the workspace.
  </Card>
</CardGroup>