What is a Workspace and When to Create One
What is a Workspace?
A workspace is your dedicated organizational space within the AI Acquisition platform. It's where you manage your lead generation campaigns, team collaboration, settings, and all your client data.
Think of a workspace as an isolated container that keeps everything organized and separate. Each workspace has its own dashboard, submissions, integrations, and team members with specific roles.
When you first sign up for AI Acquisition, you automatically get a personal workspace to get started.
When Should You Create a New Workspace?
You might need to create additional workspaces in these scenarios:
Managing Multiple Clients
If you're an agency or consultant managing lead generation for different clients, create a separate workspace for each client. This keeps their campaigns, data, and results completely isolated from one another.
Separating Business Units
Running multiple businesses or distinct divisions? Each workspace can operate independently with its own settings, team members, and campaigns.
Team Collaboration with Different Access Levels
Workspaces support role-based access control. You can invite team members as Owners, Admins, Members, or Clients—each with different permission levels. If you need completely different team structures for different projects, separate workspaces make this easier.
Every workspace requires a Pro plan subscription. Additional workspaces after your first are billed separately and can be canceled whenever you like.
How to Create a New Workspace
Follow these steps to create an additional workspace:
Step 1: Access the Workspace Menu
Click on your current workspace name in the upper left corner of the dashboard.
Step 2: Select New Workspace
Click on the "+ New Workspace" option at the bottom of the menu.
Step 3: Enter Workspace Details
In the modal that appears, enter a unique and descriptive name for your workspace. Choose something that clearly identifies the purpose or client.
Step 4: Complete Payment (if required)
If you're adding a workspace beyond what's included in your plan, you'll be prompted to upgrade. Complete the subscription process to proceed.
Step 5: Complete Onboarding
After creating your workspace, you'll go through the onboarding flow to set up your new workspace and configure initial settings.
Use clear, descriptive workspace names like "Acme Corp - Lead Gen" or "East Coast Division" to make switching between workspaces easier.
Understanding Workspace Roles
Each workspace supports different user roles with varying levels of access:
Owner: Full control over the workspace, including billing, settings, and all features
Admin: Can manage settings, invite members, and access most features (excluding billing)
Member: Can use daily features and campaigns but cannot change settings or invite others
Client: Read-only access to view results and reports
To learn how to invite team members to your workspace, see How to Invite Members to Your Workspace.
Common Questions
Can I switch between workspaces?
Yes. Click the workspace name in the upper left corner to see all workspaces you have access to. Click any workspace to switch to it immediately.
What happens if I delete a workspace?
Deleting a workspace is permanent and cannot be undone. All campaigns, submissions, settings, and data within that workspace will be lost. Make sure to export any important data before deleting.
Be careful when resetting workspace onboarding or deleting workspaces. These actions cannot be undone and may result in data loss.
Can I add members from any email domain?
For security, AI Acquisition restricts invitations to approved email domains. Personal email providers like Gmail or Yahoo are typically not allowed. If you need to invite someone with a restricted email domain, contact support to request approval.
How many workspaces can I have?
The number of included workspaces depends on your plan. Additional workspaces can be added at any time.
Next Steps
Once your workspace is set up, you can: