Workspaces explained
In one sentence
A Workspace is your business’s private space in MsgBuddy — its own contacts, conversations, templates, team, and settings — and everything you do happens inside one.
Why it matters
The workspace is the boundary. Two important consequences:
- Nothing leaks between workspaces. Contacts, chats, and templates in one workspace are invisible to another. Great for agencies or multi-brand owners.
- Your teammates are invited into a workspace and given a role there. The same person can be an Owner in one workspace and an Agent in another.
In MsgBuddy, the workspace is your organisation/tenant. There’s no separate “company” and “team” layer above it — the workspace holds your team, your billing plan, your WhatsApp number(s), and all your data.
What lives inside a workspace
When would I need more than one?
| Situation | One workspace or many? |
|---|---|
| One shop, one WhatsApp number | One workspace. |
| Two separate brands with separate numbers and teams | Two workspaces. |
| An agency managing clients | One workspace per client keeps data cleanly separated. |
| Same business, multiple numbers (e.g. sales + support) | Usually one workspace — a workspace can hold multiple numbers. |
Switching and creating workspaces
At the bottom of the left sidebar you’ll find the Workspace switcher, showing the current workspace’s name and your role in it. Click it to:
- Switch to another workspace you belong to, or
- Create a new workspace (you become its Owner).
Your role is shown right next to the workspace name in the sidebar footer. If a menu item looks missing, glance there first — you may be in a workspace where you have a limited role.
How this connects to the rest of MsgBuddy
Every other chapter assumes “inside the current workspace.” When you read “invite a teammate” or “create a template,” it always means within the workspace you’re currently looking at. The workspace switcher is how you change that context.
Next: take a quick tour of the screen →.