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Each client gets their own isolated workspace inside your reseller account. Workspaces are fully independent — contacts, conversations, WhatsApp numbers, and settings are never shared between clients. You can create unlimited workspaces from your master dashboard.

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Creating a New Workspace

1

Open the New Workspace form

In your Reseller Dashboard, go to Clients → New Workspace.
2

Enter the workspace name

Enter the workspace name — this is typically the client’s business name.
3

Enter the primary contact email

Enter the primary contact email address. This person will receive the workspace invitation and be set as the workspace owner.
4

Assign a plan (optional)

Optionally assign a plan immediately, or leave it unassigned and add it later from the workspace’s Subscription tab.
5

Create the workspace

Click Create Workspace. The primary contact receives an email with a link to set their password and get started.

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Workspace Isolation

Every workspace operates as a fully sealed environment within your reseller account. The following are completely independent per workspace and are never shared between clients:
  • Contact lists and segments — each client owns their own database of contacts
  • Conversation history — messages and chat threads are scoped to the workspace
  • WhatsApp Business numbers — each workspace connects its own WABA and phone number(s)
  • Team members and roles — agents, admins, and permissions are managed per workspace
  • Billing and plan assignment — each workspace is on its own plan with its own usage counters
  • Automation flows and chatbots — all flows are isolated and cannot reference data from another workspace
No data leaks between client workspaces. A client can only ever see and interact with their own workspace, which is always presented under your brand.

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Managing Existing Workspaces

Your Clients list view gives you a central place to manage every workspace at a glance:
  • Search and filter — find workspaces by name or status to quickly locate a specific client
  • View workspace details — click any workspace to open its full detail page, including subscription info, usage stats, and settings
  • Suspend or re-activate — pause a client’s access instantly, then restore it just as quickly when they’re ready to resume
  • Impersonate (view as client) — enter a workspace as if you were the client, giving you full visibility for support and troubleshooting without requiring the client to share their credentials

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Workspace Statuses

When you view a client’s workspace via impersonation, both your account and the client’s account log show the access event for audit purposes.
Use a consistent naming convention for workspaces (e.g. “[ClientName] - [Project]”) to keep your client list organized as you scale.