Client workspaces
Keep every client in its own workspace.
Create a workspace for each client from the switcher in the sidebar. Each one holds its own agents, knowledge, conversations, contacts, integrations and settings, with its own plan and usage. Invite your team to each workspace separately; each client is invited only to theirs.
A workspace per client
Conversations, contacts and knowledge never cross between client workspaces.
Clients see only theirs
An invited client sees only their own conversations, leads and settings.
Clear roles
Members answer and edit, admins publish and invite, owners manage billing.
Simple handover
Make the client an owner, then leave the workspace.