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Creating a Workspace

First-time users are guided through workspace creation during onboarding. To create additional workspaces, click the workspace switcher in the top navigation and select Create New Workspace.

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Configure Settings

Workspace Name: Choose a descriptive name like “Marketing Team” or “Client Projects - Acme Corp”. Avoid generic names like “Workspace 1”. Description (Optional): Brief explanation of the workspace’s purpose or which team it serves.

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Select Your Plan

Free: Up to 3 members, 1K records/month, 5 datasets. Best for small teams and evaluation. Starter: Up to 10 members, 10K records/month, 25 datasets, email support. Best for small to medium teams. Pro: Unlimited members, 100K records/month, unlimited datasets, priority support, dedicated processing. Best for large teams and high-volume usage.
Start with the Free plan and upgrade later. Your data and configuration are preserved during plan changes.
For paid plans, you’ll enter credit card information and billing address during creation.

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Invite Team Members (Optional)

Enter email addresses and assign roles during workspace creation. You can add more members later. Owner (You): Full control including billing, settings, and workspace deletion. Admin: Can manage all resources and members (except owners). Cannot delete workspace or manage billing. Member: Can view and use resources with limited management capabilities.
Invitations expire after 7 days.

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Complete Creation

Review your settings and click Create Workspace. For paid plans, payment processes immediately and billing starts from the creation date.

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Next Steps

After workspace creation, set up API keys in Variables, create your first dataset, and invite additional team members. Access workspace settings through the workspace name dropdown in the top navigation.

Configure Variables

Set up API keys and secure variables

Create Your First Dataset

Import data and build your dataset

Build an AI Agent

Create an AI agent to process data

Manage Team Members

Add and manage team member roles