Workspaces: one per brand, called by name
Add a workspace for each brand or client, connect its channels, and tell your agent the workspace name. It works right after you add it, without reconnecting.
Steps
Step 1 Know what a workspace is
A workspace is a space for one brand or client. Its connected channels, posts, automations and API keys stay inside it, and pricing counts workspaces.
If you run one brand, the workspace you got at sign-up is all you need. Add more when you post for a second brand or client.
Step 2 Add a workspace and name it
Open Workspaces in the dashboard sidebar. Under New workspace, type a name and click Create.
The name is what you will say to your agent, so use the brand name as people say it. Names are unique in your account.
How many you can have depends on your plan. The box under New workspace shows how many you use. At the limit, a notice takes its place, and its Add a workspace button leads to checkout. The free plan's limit is 1. Pro is $10 a month and each extra workspace adds $10 a month.
Step 3 Connect channels to the new workspace
A new workspace starts empty. After Create, the dashboard opens Connections for that workspace, so connect the brand's channels there.
A workspace holds one account per platform. A second Instagram account goes in a second workspace.
Step 4 Say the workspace name to your agent
Name the workspace when you ask: "Post this to Instagram in the <name> workspace."
This works right after you add the workspace, in the chat you already have open. You do not reconnect the agent: uplika reads your workspaces again on every request.
Step 5 Know what changes at two workspaces
With one workspace you never have to name it. From the moment you add a second, a request that does not name a workspace comes back to the agent with the list of your workspaces and their channel counts, and the agent asks you which one.
uplika does not pick one for you. A wrong guess would post one brand's post on another brand's account.
Step 6 Pick a workspace on dashboard screens
With more than one workspace, screens such as Connections, Scheduled and Logs show a workspace picker at the top. Choose one workspace or all of them. On Sent, the workspace is one of the filters.
Errors you may see
| Code | What it means | What to do |
|---|---|---|
| workspace_limit | You are using every workspace your plan allows. | Click Add a workspace on the Workspaces screen. |
| workspace_name_taken | A workspace with that name already exists. | Give the workspace a different name. |
| workspace_required | You have more than one workspace and the request did not say which. | Tell the agent the workspace name. |
If you get stuck
Try it on your own accounts
Connect a channel, add uplika to the agent you already use, and ask it to post. No card to start.
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