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A workspace is one business’s tenant in Watx. Everything — contacts, conversations, templates, automations, integrations, the plan — belongs to exactly one workspace, and no workspace can see another’s data. One login can belong to any number of workspaces, with a different role in each. That is how an agency administers a dozen clients without a dozen passwords.

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Switching workspace

The switcher is the first row of the sidebar, above every link whose contents it decides. It shows the active workspace’s logo and name; click it to see the rest. Each row in the menu shows:
  • the workspace name and logo,
  • the role you hold there — you might be the owner of your own workspace and an Agent in a client’s, and that changes what the next screen lets you do,
  • the plan it is on,
  • a dot and a short phrase when it needs attention.
The switcher renders even when you have one workspace — as a plain chip with no chevron. When the sidebar is collapsed the name hides but the logo does not, so the answer to “whose data am I looking at?” is always on screen.
Choosing a workspace reloads the page. That is deliberate: every realtime subscription and cache in the dashboard is keyed to a workspace, and a soft switch would leave the previous one’s live subscriptions running — which means one client’s messages arriving in another client’s inbox. Your choice is remembered, so a different device opens the same workspace.

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Standing dots

The switcher also stays available on the billing and welcome screens, so an agency bounced there because of one lapsed client can get back to a workspace that works.

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Choosing a workspace after sign-in

If you belong to more than one workspace, signing in takes you to Choose a workspace first, listing each with your role, its member count and its standing. If you belong to one, or none, Watx forwards you straight through and you never see that screen.

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How membership is granted

There are two ways into a workspace, and self-serve workspace creation is not one of them today:
  1. An invite link. An owner or admin generates one from Settings → Users & Roles, with a role attached, and shares it however they like. Accepting it adds a membership; nothing you already have is moved or deleted. See Members and roles.
  2. Watx support attaches your existing login to a workspace that already exists — useful when the person who should own it already has an account.
Signing up with Google gives every new login a personal workspace, including someone who arrived through an invite link, because Google cannot say where you came from. When you accept the invitation, Watx removes that personal workspace again, as long as it is plainly the empty one created moments earlier: you signed up less than an hour ago, the invitation already existed when you did, you never started its setup, it has no plan or trial, and nobody else is in it or has been invited to it. Anything short of that is left alone. See Signing in.
If you accept an invite for a workspace you are already in, Watx says so and takes you to the dashboard rather than treating it as an error.

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Belonging to no workspace

“You’re not in any workspace” is a real state, not a bug. It happens when you are removed from — or leave — the last workspace you belonged to. Watx deliberately does not conjure a replacement empty workspace for you. Your login still exists and your other memberships, if any, are untouched. To get back in, ask an owner or admin for an invite link; accepting one puts you straight back. Admins and the owner can rename the workspace and change its logo from Settings → Your profile, on the workspace card below your own details. The name appears in the sidebar, the header and every invite link.

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One plan per workspace

A workspace has one plan and one person who pays for it — the owner. Invited teammates are entitled by the workspace they are in; they are never asked to buy their own plan, and they do not see the billing screen. See Plans and billing.