Create Workspace – Setup and Manage ChatMaxima Workspaces

Overview

1. What is the Create Workspace option used for?

The Create Workspace option allows you to set up a new workspace to organize your contacts, team members, and business activities within ChatMaxima.

2. Where can I find the Create Workspace option?

Go to Settings → Workspace → Create Workspace from the sidebar menu in your dashboard.

Setup Details

3. What information do I need to enter to create a workspace?

You need to provide the Workspace Name, Workspace Description, Maximum Contacts, and Maximum Team Members.

4. What does Workspace Name mean?

It is the name you assign to identify your workspace. Example: “Sales Team” or “Marketing Department.”

5. What does Workspace Description mean?

It is a short description explaining the purpose of the workspace or its department function.

6. What is the Maximum Contacts field?

This defines the maximum number of contacts that can be added to the workspace. Once the limit is reached, you cannot add more contacts unless you edit or upgrade.

7. What is the Maximum Team Members field?

This specifies how many team members can be added to that workspace.

Creating and Saving

8. What should I do after entering all the details?

After filling out all required fields, click Create Workspace to complete the setup.

9. Can I edit workspace details after creation?

Yes, you can edit workspace details later through the Manage Workspace → Edit Workspace option.

10. What happens if I exceed the defined contact or team member limit?

Once the limit is reached, you will not be able to add new contacts or members until you increase the limit or upgrade your plan.

Permissions

11. Who can create a new workspace?

Only users with Admin or Owner access can create new workspaces.

Video Tutorial

12. Is there a video guide for creating a workspace?

Yes, you can watch the tutorial here: Creating a ChatMaxima Workspace