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Set Up Your Workspace

This step is only setup. The goal is to create one clean place for your pilot so the Agent, published channel, and feedback all stay in the same workspace.

Why a Dedicated Workspace Helps

For this guide, think of the workspace as the home for your Consultation Desk pilot:

  • Your Agent lives there
  • Your Web channel is published from there
  • Your stakeholder feedback and conversation history stay there

Recommendation

Create a dedicated workspace for this first pilot, such as Consultation Desk Pilot, so you can experiment without mixing it with other projects.

If You Already Have a Sandbox Workspace

If you already have a workspace you use for experiments, you can keep using it. The important part is keeping this pilot's Agent, channel, and feedback easy to find.

Create the Workspace

  1. Open Workspaces from the left menu.
  2. Click New.
  3. Name the workspace something obvious, such as Consultation Desk Pilot.
  4. Click Create.

Workspaces page with the new workspace dialog in the current UI

Keep the Setup Light

Do not overdesign the workspace at this stage. You only need enough structure to:

  • Build the first Agent
  • Publish one Web channel
  • Review stakeholder feedback in one place

Next Steps

Once the workspace is ready: